Lead Imports
Learn how to use imports in OmniAI to bulk add leads via CSV upload, API, or webhooks. This article explains the import overview and available import methods.Import Methods
1️⃣ Create leads from dashboard
Click “New lead”, fill out the required information, and a new lead will be created. In order to start the AI agent, you’ll have to go to the new lead and click “Trigger followup”.2️⃣ Create a lead via Email
If a client directly emails the agent for the first time, it will create a new lead automatically.3️⃣ Create a lead via admin email
If an admin user emails the agent with lead information, or CC’s the agent on an email chain with a borrower, it will create a new lead.4️⃣ CSV upload
In the app dashboard:- Click “New lead”
- Click “Import from CSV”
- Upload a lead CSV with lead information
- Map CSV columns to lead properties and their checklist items if any
CSV uploads support bulk imports of multiple leads at once. Make sure your CSV includes required fields like email or phone number.
5️⃣ Webhooks
OmniAI supports webhook-based imports as a powerful way to send lead data directly into your workspace in real time. This is particularly useful for integrating external systems such as:- CRMs
- Marketing platforms
- Signup forms
- Internal tools
6️⃣ API
You can create leads programmatically using our API. See the API Reference for details.Best Practices
- Include contact information: Always include email or phone number for each lead
- Map checklist items: When importing via CSV, map columns to checklist items for automatic population
- Verify data: Review imported leads to ensure data accuracy
- Use webhooks for real-time sync: For CRM integrations, use webhooks for automatic lead creation