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Uplead Integration

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Maria Herrell
Updated 4 days ago
Enrich your contact and company records with UpLead, a B2B prospecting platform that provides verified contact data, company information, and real-time email verification across 200+ countries.

Before you start:
  • Admin permissions required
  • An active UpLead account with API access


Set Up the Integration
  1. Go to Settings > Other > App Store.
  2. Find UpLead and click Install.
  3. Click Uplead Service to open the configuration screen.
  4. In your UpLead dashboard, open your profile settings.
  5. Scroll to API Keys and click Reveal API Key (or Generate New API Key if none exists).
  6. Copy the API key and paste it into the UpLead Token field.
  7. Click Test Connection to verify, then click Save.
  8. Complete mapping and enrichment settings.
  9. Click Back to App Store and enable the integration.
💡 Tip: Create custom fields in Pipeline CRM first if you want to capture additional UpLead data beyond the default mappings.


Configure Field Mapping
  1. Choose which record types to enrich: Person fields, Company fields, or both.
Map each UpLead field to the corresponding Pipeline CRM field.
Enrichment Settings
Choose how you want UpLead data to update your Pipeline CRM records:
  • Enrich person records – Add missing data (job title, phone, company, etc.) to people records.
  • Override existing person data – Allow UpLead to replace values already stored in person fields when different.
  • Enrich company records – Add missing company information (industry, size, website, etc.).
  • Override existing company data – Allow UpLead to replace values already stored in company fields when different.
⚠️ Note: If override is enabled, UpLead data will replace any existing values in mapped fields.


How Enrichment Works
Records are enriched automatically based on work email:
  • New person created with work email → Record is enriched
  • Person updated, email unchanged → No enrichment
  • Person updated, email changed → Record is enriched
  • ⚠️ Note: Enabling the integration does not update all existing records. Only records created or updated after enabling will be enriched.


Enable Lead Generation (Optional)
  1. In the UpLead Settings, select the Lead Generation Settings tab.
  2. Enable Lead Generation Importing.
  3. Select a Lead Source.
  4. Choose the users and/or teams that will be able to use lead generation. Leave this blank to allow all users.
  5. Save changes.

Find and Import Leads
  1. Click the +icon and select Find Leads.
  2. Define your search criteria (job title, location, company size, revenue, etc.).
  3. Select the number of leads to import (10, 20, 50, etc.).
  4. Click Import Leads at the bottom of the page.
  5. Track your import progress on the status page.
  6. 💡 Tip: Use Check for Duplicates before importing to avoid creating duplicate records.
Manage Imported Leads
  • Once the import starts, you will be redirected to the Manage Imports page where you can track the import progress.
  • Click the Reload icon to rerun a previous search with the same or adjusted criteria if needed.
  • Check for duplicates to identify and remove duplicate leads.
Need help? Contact support at [email protected]. 
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