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
- Go to Settings > Other > App Store.
- Find UpLead and click Install.
- Click Uplead Service to open the configuration screen.
- In your UpLead dashboard, open your profile settings.
- Scroll to API Keys and click Reveal API Key (or Generate New API Key if none exists).
- Copy the API key and paste it into the UpLead Token field.
- Click Test Connection to verify, then click Save.
- Complete mapping and enrichment settings.
- 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
- 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)
- In the UpLead Settings, select the Lead Generation Settings tab.
- Enable Lead Generation Importing.
- Select a Lead Source.
- Choose the users and/or teams that will be able to use lead generation. Leave this blank to allow all users.
- Save changes.
Find and Import Leads
- Click the +icon and select Find Leads.
- Define your search criteria (job title, location, company size, revenue, etc.).
- Select the number of leads to import (10, 20, 50, etc.).
- Click Import Leads at the bottom of the page.
- Track your import progress on the status page.
- 💡 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 customercare@pipelinecrm.com.