How to export leads to CSV or Excel
Click Export CSV at the top of My Leads. You get a CSV file of the rows on screen, which opens in Excel or Google Sheets.
Export your leads
- Open My Leads.
- Choose the automation, status tab, date range and search you want.
- Click Export CSV.
- Open the downloaded file in Excel or Google Sheets.
The export only includes the rows you see after filters. To export everything, click All leads, clear the search and switch the date filter off.
What is in the file
- Columns: Contact, Mobile, Status, one column per field, and When.
- The file is named after the automation, for example "Place an Order.csv".
- One file covers one automation. Export each automation separately.
Send leads to your own system automatically
If you use the Developer API, webhooks can send each answer and each completed lead to your own system as it happens, so you do not need to export by hand.
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Common questions
Why is Export CSV greyed out?
There are no rows to export with the current filters. Change the status tab, date range or search.
Can I export every automation at once?
No. Choose each automation in the drop-down and export it separately.