Pipeline CRM

    UpLead

    Connect UpLead to fill in missing details on your people and companies with verified B2B data, and import new leads that match your search criteria.

    Before you start:

    • Admin permissions in Pipeline CRM
    • An active UpLead account with API access

    Step 1: Connect UpLead (admin)

    1. Click Settings in the lower-left corner.
    2. Go to Other > App Store.
    3. Find UpLead and click Install.
    4. Click Uplead Service to open the connection settings.
    5. In UpLead, open your profile settings.
    6. Scroll to API Keys and click Reveal API Key. If you don't have one yet, click Generate New API Key.
    7. Copy the key and paste it into the UpLead Token field.
    8. Click Test Connection.
    9. Click Save.

    Step 2: Choose what to enrich (admin)

    Choose how UpLead updates your records:

    Setting

    What it does

    Enrich person records

    Adds missing details, such as job title, phone, and company, to people

    Override existing person data

    Lets UpLead replace values already stored in person fields

    Enrich company records

    Adds missing details, such as industry, size, and website, to companies

    Override existing company data

    Lets UpLead replace values already stored in company fields

    With override on, UpLead replaces values already stored in mapped fields. Leave it off to fill empty fields only.

    Step 3: Map UpLead fields to your fields (admin)

    1. Choose which records to map: person fields, company fields, or both.
    2. Match each UpLead field to a Pipeline CRM field. To capture data beyond the defaults, create custom fields first and map them here.
    3. Click Save.

    Step 4: Turn on the integration (admin)

    Turn on the Enable toggle in the top-right corner of the UpLead settings. You can also turn it on from the UpLead tile in the App Store.

    How enrichment works

    UpLead enriches a person using their work email.

    When you…

    What happens

    Create a person with a work email

    The person is enriched

    Update a person without changing the work email

    Nothing

    Change a person's work email

    The person is enriched again

    Turning on the integration doesn't enrich your existing records. Only records created or updated afterward are enriched.

    Find and import leads

    Turn on lead generation (admin)

    1. In the UpLead settings, select the Lead Generation Settings tab.
    2. Turn on Lead Generation Importing.
    3. Choose a Lead Source so you can report on these leads later.
    4. Choose the users or teams who can use lead generation. Leave it blank to allow everyone.
    5. Click Save changes.

    Import leads

    1. Click the + icon.
    2. Select Find Leads.
    3. Set your search criteria, such as job title, location, company size, or revenue.
    4. Choose how many leads to import.
    5. Click Import Leads at the bottom of the page.

    Pipeline CRM opens the Manage Imports page, where you can track progress. To rerun a search with the same or adjusted criteria, click the Reload icon.

    Imported leads can duplicate people you already have. Check for duplicates after each import.

    Need help? Contact support at customercare@pipelinecrm.com.