Prepare a CSV
Include a phone number column and useful contact context. The campaign importer supports CSV files up to 10 MB and up to 10,000 contacts.
CSV example
phone,name,company,service_type,city
+919876543210,Rohit Sharma,Acme Interiors,deep cleaning,Pune
+919812345678,Priya Nair,Northstar Homes,painting,MumbaiMap fields and variables
During campaign setup, map the phone number and contact fields. Additional columns are made available to the agent as lead context. Reference known values in the prompt with variables such as {{name}} or {{service_type}}.
Use the same column names in your prompt and import, and test with a sample row before uploading a large list.
Import from a connected source
| Source | How it is used |
|---|---|
| Zoho CRM | Start a user-triggered contact sync into a calling campaign. |
| HubSpot | Import a supported contact set into a campaign. |
| Google Sheets | Sync rows that are marked for calling or have an eligible status. |
| CSV | Upload a prepared contact file and map its columns. |
Respect contact preferences
Maintain your Do Not Call list and make sure your calling process follows your organization's consent and local requirements. Check test numbers before a campaign starts.