How I Imported 20 Leads From a CSV Into My AI Agent (No Code, Ep. 8)

26 September 2026 · SmartAlex on YouTube

Twenty leads, one file. Jake opens Contacts, picks Import and drops in a CSV. The file needs a header row, plus a first name and phone number for each person, and SmartAlex tells you that before you upload. You can also sync contacts from a CRM such as Zoho or HubSpot. Once they are in, your whole team can see them.

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Transcript

Importing leads from a CSV

What is up, guys? And welcome back to SmartAlex. In this video, I'm going to show you how to import a sales flow list as a CSV file. Now, in the previous video, I showed you how to manually add a contact, and that was right over here in the contact section.

If I go to my toolbar, and that's add contact. Today, we're going to import a file with a full bunch of prospects on it. Hot leads. Hot diggity.

We're getting leads, aren't we?

Sync from a CRM instead

So, firstly, you can also just connect your CRM if you're using Zoho, HubSpot, etc., etc., etc. But, today, I'm just going to go to upload a CSV.

What the file needs

You drop a CSV file here. You would drop a CV there, and it gives you what you need in order for it to be a valid CSV and to gather the information. Headers in the front row, and first name and phone are required.

Importing 20 contacts

So, there, you'll click through. I'll go to my downloads, sample for SmartAlex, and drop it right in. Simple as that. That's 20 contacts that I've made.

I can immediately just go and import 20 contacts. It'll load, and bingo, bango, there they will all turn up. These are all random cell numbers.

Sales flows and your team

It is that easily done should you follow the guidelines. From there, you can set up sales flows, and your team can also access these contacts right away. If you need people to make calls, perfect. Use SmartAlex.

There's an outbound call rotation that's really easy to use. It tests out different AI voice agents with different mannerisms and different styles of speech that are purely catered towards closing deals. Guys, SmartAlex is changing the game here. Get on the wave.

Get on the trend. It's that easy, okay? It's that easy.

Try it yourself

If you like what you see here, there is a link in the description where you can try out SmartAlex for yourself. There's a free trial available. Don't forget to test it out. Let us know what you think.

Thanks so much for watching. We appreciate it a lot. And yeah, lots of love from SmartAlex. Have a great day.

Woo!

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