IQleadimporter – Fast Import of Leads and Contacts from Excel into Bitrix24 CRM
Automatic Lead Import from Excel into CRM
IQleadimporter allows quick and secure upload of data from Excel files containing potential customer databases. Thanks to the data-mapping feature, users can accurately assign spreadsheet columns to the corresponding lead fields in Bitrix24 — regardless of the source file’s structure.
This means:
• Full flexibility in data import
• Significant time savings
• Reduced errors and duplicates in the CRM database
Automatic Verification and Elimination of Duplicate Contacts
While importing leads, IQleadimporter automatically checks if a contact already exists in the Bitrix24 database and lets the user decide whether to create a new record or update the existing one.
This gives you complete control over lead quality and prevents wasting your budget on duplicate contacts.
Complete Records: Leads + Contacts + Companies
After confirming the import, the application creates complete records — leads with linked contacts and companies — according to the information contained in the source file. These ready-to-use records go directly into Bitrix24, enabling the sales team to start working with new contacts immediately.
Lead Exchange in Bitrix24 – Full Automation of Lead Management
IQleadimporter can also be extended with a Lead Exchange module, which greatly improves the management of newly imported leads. In this model:
• After import, leads go into a special “Lead Exchange” pipeline.
• They are available to all sales reps, who can either reserve or claim them.
This is the perfect solution for managing leads within a sales team — without chaos or unnecessary conflicts.
Reservation of Leads
Reservation allows salespeople to lock a specific lead for a set period, e.g., 48 hours. During this time:
• The lead disappears from the Exchange and moves to the rep’s My Leads tab.
• The system monitors activity — if no action is taken, the lead automatically returns to the Exchange.
This motivates sales reps to react quickly and manage their leads efficiently.
Lead in the Sales Pipeline
When a salesperson decides to claim a lead from the Exchange, the contact is moved directly into the appropriate sales pipeline in Bitrix24. From that moment, the lead is processed according to the defined sales workflow.
Key Benefits of Using IQleadimporter
• Automatic import of leads and contacts from Excel into Bitrix24
• Data mapping and full flexibility for different file structures
• Duplicate verification and linking to existing clients
• Automatic creation of related records: lead + contact + company
• Lead Exchange and lead reservation management
• Improved sales efficiency through a clear lead-handling system
• Full automation of lead import and circulation in the CRM
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