Quick Answer
Select the results and send them to your CRM
Open the appropriate Lead Finder campaign, select the individual leads you want or use Select All, and then select Send to CRM. The selected records will appear in BizStackPro Contacts.
Turn Search Results Into Contacts You Can Use
Lead Finder can identify prospects based on the criteria used in your search campaign.
Those results become more useful after they are added to BizStackPro Contacts, where they can be organized, tagged, and included in Smart Lists, workflows, and campaigns.
Without moving the results into the CRM, the leads remain disconnected from your automation and follow-up system.
You can import selected prospects, every result currently shown, only the current day’s results, or leads gathered across multiple search days.
Process: Open the Lead Finder campaign → select the leads → select Send to CRM → confirm that the records appear in Contacts.
At a Glance
Starting point
Lead Finder campaign results
Selection options
Individual leads or Select All
Import action
Send to CRM
Destination
BizStackPro Contacts
Before You Begin
Review the search results and decide which records should be added to Contacts.
- Open the Lead Finder campaign containing the results you want.
- Decide whether to import individual prospects or all displayed results.
- Determine whether the selection should cover today’s results or multiple search days.
- Plan how the imported records will be tagged.
- Prepare a Smart List or workflow if follow-up should begin after the import.
- Be prepared to review possible duplicates that share an email address or phone number.
Step 1: Open Your Campaign
In BizStackPro, open the Lead Finder campaign you want to review. The prospects found by your searches will appear in the campaign results.
Step 2: Select Leads to Send
Choose the search results that should be added to BizStackPro Contacts.
Select Individual Leads
Choose specific prospects when only part of the result set should be added to Contacts.
Select All
Use Select All to choose every lead currently displayed in the results.
Choose the Search Period
Limit the selection to today’s results or include prospects collected across multiple search days.
Consistent importing: If you run Lead Finder searches daily, importing the new results on the same schedule allows follow-up workflows to begin sooner.
Step 3: Send Leads to CRM
Move the selected search results into your BizStackPro contact database.
1. Review the selection
Confirm that the appropriate individual leads or complete result set is selected.
2. Send the records
Select Send to CRM.
3. Confirm the import
Open Contacts and confirm that the selected leads appear in the list.
After import: The contacts can be tagged, added to Smart Lists, and used in appropriate workflows or campaigns.
What to Do After Importing
Tag the imported leads
Apply tags based on the Lead Finder campaign, target niche, or search date to keep the records organized.
Create a Smart List
Create a list such as Lead Finder – New Imports to maintain a reusable segment of recently added prospects.
Start a workflow
Use an appropriate workflow for first-touch email or SMS communication and follow-up task assignment.
Review duplicates
Check merged records when multiple imported prospects share the same phone number or email address.
Best Practices
Import on a consistent schedule
Move new search results into Contacts regularly so records do not remain disconnected from your CRM.
Tag leads immediately
Apply a clear source, campaign, niche, or search-date tag while the context of the import is still clear.
Keep follow-up organized
Use Smart Lists and workflows to ensure imported prospects move through a consistent follow-up process.
Frequently Asked Questions
How do I add searched leads to BizStackPro Contacts?
Open your Lead Finder campaign, select the leads you want or use Select All, and then select Send to CRM. The selected records will be added to Contacts.
Can I add only today’s search results?
Yes. You can send only today’s results or select leads collected across multiple search days before selecting Send to CRM.
Where do the leads appear after sending to CRM?
They appear in BizStackPro Contacts, where they can be tagged, added to Smart Lists, and used in workflows and campaigns.
