Contact import engine
Bring in the list you already have.
CloseFlow is most useful once sellers have people to follow up with. Import from files, phone contacts, pasted rows, or starter templates, then turn those contacts into Revenue Run actions.
Import preview
42 contacts ready
Rows scanned
50
Duplicates held out
6
Warnings to review
2
Revenue actions next
42
Next best action
Import the warm list, then open Today’s Revenue Actions to draft the first follow-ups.
Sources
Get contacts into CloseFlow without heavy setup.
v8 focuses on the first data bottleneck: sellers cannot get value from a daily action engine until their warm contacts are easy to bring in, clean up, and prioritize.
CSV / Excel
Upload exports from spreadsheets, event lists, back-office tools, carts, or customer reports and preview them before saving.
Phone contacts
On iOS and Android, start from the warm relationships already in the device contact book.
Paste any list
Paste rows from Google Sheets, Numbers, Airtable, or a messy export and let CloseFlow detect common columns.
Starter templates
Use niche templates for wellness, beauty, real estate, affiliate, services, or team-leader follow-up lists.
Import flow
Preview first. Import second. Follow up next.
The import engine is intentionally practical: detect fields, hold out duplicates, surface warnings, and keep the seller focused on the next revenue action after the list is saved.
- 1
Choose a source
Upload a CSV/Excel file, paste rows, start with phone contacts, or use a starter template.
- 2
Preview quality
CloseFlow detects names, emails, phones, stages, priority, IDs, addresses, notes, and duplicate rows before import.
- 3
Import safely
Contacts are saved in batches so larger lists do not block the app or create duplicate clutter.
- 4
Start actions
Imported contacts feed Today’s Revenue Actions, playbooks, pipeline stages, reminders, and outcome analytics.
Field mapping
Common columns are detected automatically.
Roadmap-ready
Built to expand without breaking the core app.
Google Contacts
Planned direct browser sync after the import preview loop is stable.
Zapier / webhooks
A lightweight feed for forms, landing pages, shops, and lead sources.
CRM imports
Simple migration paths from spreadsheets and lightweight CRMs without forcing a heavy setup.
Activation
The faster the list comes in, the faster the first follow-up goes out.
Imports are not just data entry. They are the front door to Today’s Revenue Actions, playbooks, compliance review, outcome logging, and team coaching.