Form Tracking

How-to export leads to CSV or Excel

By April 22, 2021No Comments

Insiteful can help you track form entries and more from virtually any web form in just a few clicks. Apart from helping you capture 100% of leads that fill out your forms, our plug-n-play solution also enables you to increase your conversion rate with power-ups (i.e. save & continue later), auto follow-up, and smart insights (i.e. confused / abandoned form fields).

To make it easier for you to manage & sync all your records, Insiteful offers multiple options to export leads & form entry data to your spreadsheets and/or CRM:

Option 1: The faster way – CSV Export

If you’re just looking to get a quick, ad-hoc export of leads (eg. for a Customer Remarketing file to upload to your ads, or a Contact List to import to your mail provider), it should only take the click of a button:

Export Leads to CSV & Spreadsheets | Insiteful

Simply login and visit the Leads page and click the “Export CSV” button (as seen above). You will be redirected to another page where you can download or copy the comma-separated values (CSV) for all your leads (see below):

Export Lost Leads for Remarketing & Email Follow-up | Insiteful

Option 2: The better way – Zapier integration

For those of you who’d prefer to automate the process rather than manually export CSVs every day, we’ve built an easy, no-code solution to sync new leads detected in Insiteful with your existing systems:
  1. Add Insiteful to your Zapier account: When you start creating a Insiteful Zap, you will be asked to connect your Insiteful account.Click to connect Insiteful + Zapier 

    Next, you’ll be asked to enter your Insiteful API key. Locate your API key from your Insiteful account from the indicated link (as seen below).

    Insiteful API Key for Zapier

     

    Paste your key back into your Zapier account and then “Continue.” If all steps were successful your Insiteful account will now be successfully connected with Zapier. Depending on which trigger you choose, you will be able to filter by various attributes (ie. domain)

  2. Choose your integration & turn on your Zap: In the following step of your Zap (the “Action”) select Google Sheets, MS Office Excel, or your CRM/app of choice from the 3,000+ no-code integrations available via Zapier. If you use Google Sheets, just tap the button below to try this recipe in one-click!

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