How to view and export leads

The Leads page contains people who shared an email address or phone number through a contact-capture step in an AutoDM or through a published free resource.

Start collecting leads

1. Open AutoDMs and create or edit a workflow.
2. In the message setup, turn on the contact ask.
3. Choose whether to ask for an email address or phone number.
4. Add your request, consent text, and confirmation message.
5. Launch the workflow.

When someone replies with their details, they appear in Leads with the contact value, the automation that collected it, and the relevant activity.

Search and filter leads

Use the search field to find a username. You can also filter by captured field, source, or product when those options are available for your account.

Export leads

Open Leads and choose Export CSV. This downloads one row per person. Choose Full history when you need one row per captured value together with its source and consent wording.

Only export and contact people in ways that match the consent they gave you.

Open Leads →