Step by step guide to integrating Findthatlead with your CRM

So, you’re tired of juggling spreadsheets and want your prospecting to just work? This guide is for sales folks, marketers, and anyone who’s sick of manually pushing leads from Findthatlead into their CRM. You’ll get no hype here—just straightforward steps, honest gotchas, and a few shortcuts that actually help.

Let’s get your tools talking to each other.

What You’ll Need Before You Start

Don’t skip this. The easiest way to get stuck integrating Findthatlead with your CRM is to realize halfway through you’re missing permissions or don’t have the right plan.

Checklist:

  • A Findthatlead account (paid or with enough credits for your test)
  • Access to your CRM (admin rights are best; at least the ability to add integrations)
  • API access enabled on both platforms if you need to use Zapier or a custom integration
  • A list of example leads so you’re not just testing with dummy data

Popular CRMs people connect: HubSpot, Salesforce, Pipedrive, Zoho, and a bunch of smaller ones. The steps are pretty similar for most, but I’ll call out quirks where they matter.

Step 1: Decide How You’ll Connect the Tools

There’s more than one way to skin this cat, and not all are worth your time.

Option 1: Use a Native Integration (If Available)

  • Some CRMs like HubSpot or Pipedrive have direct integrations with Findthatlead.
  • These are usually the easiest, but they’re not always very flexible.

Option 2: Use Zapier (or Similar Tools)

  • Zapier, Make (formerly Integromat), and similar tools let you connect Findthatlead to almost any CRM.
  • Downside: You may need a paid plan, and there’s sometimes a lag in syncing.

Option 3: Manual Export/Import

  • Old school, but it works—download your leads as CSV from Findthatlead and upload them into your CRM.
  • Not automated, but good for one-off campaigns or tight budgets.

Pro tip: Unless you’re dealing with a super locked-down CRM or a custom setup, Zapier is usually the least painful for most people.

Step 2: Set Up Findthatlead for Export

No matter which method you pick, you’ll want your leads organized before you move them over.

  • Group your leads: Use Findthatlead’s “Lists” feature to bundle prospects you want to export.
  • Clean your data: Remove duplicates, check for missing emails, and make sure names aren’t in ALL CAPS. Garbage in = garbage out.
  • Test with a small batch: Always start with 2-3 leads to avoid flooding your CRM with bad data.

Step 3: Connecting Findthatlead to Your CRM

A. If You Have a Native Integration

  1. Log in to your CRM.
  2. Go to the integrations or marketplace section.
  3. Search for “Findthatlead.”
  4. Click “Connect” or “Authorize.” You’ll usually be prompted to log in to Findthatlead and approve access.
  5. Set up mapping: Match Findthatlead fields (like “Full Name,” “Email,” “Company”) to your CRM fields.
  6. Run a test sync with a couple of records.

What usually goes wrong:
- Field mismatches (e.g., Findthatlead’s “Company” doesn’t match your CRM’s “Account Name”). - Permissions. If you can’t see the integration, you might need admin access.

B. If You’re Using Zapier

  1. Create a Zapier account (free tier works for basic testing).
  2. Start a new Zap. For the trigger, search for “Findthatlead.”
  3. Choose a trigger event—usually “New Lead” or “New Verified Email.”
  4. Connect your Findthatlead account using your API key (find this in your Findthatlead dashboard under account settings).
  5. For the action, pick your CRM (e.g., “Create Contact in HubSpot”).
  6. Map the fields: Email, Name, Company, etc.
  7. Test the Zap with a real lead.
  8. Turn on your Zap.

What usually goes wrong:
- API errors (check if your plan includes API access). - Field mapping mistakes—always check names, emails, and company fields. - Zapier throttling: Free plans have limits. If you’re doing volume, you’ll need to upgrade.

Pro tip:
Set up a filter in Zapier so only leads with verified emails go to your CRM. No one wants a database full of bounces.

C. If You’re Doing Manual Export/Import

  1. In Findthatlead, go to your Leads or Lists.
  2. Select the records you want and click “Export CSV.”
  3. Open the CSV and check that fields match your CRM import template.
  4. In your CRM, use the import tool to upload the file.
  5. Map columns carefully—don’t let “First Name” and “Last Name” get mashed together.
  6. Import a test batch before doing the full list.

What usually goes wrong:
- CSV encoding issues (open with Google Sheets or Excel, not Notepad). - Mapping errors—always double-check before clicking “Import.” - Duplicates—some CRMs will create a new record even if the contact already exists.

Step 4: Map and Match Your Data Fields

This is where most integrations break. Here’s what to watch for:

  • Field naming: “Company” vs “Organization” vs “Account”—make sure you’re mapping apples to apples.
  • Custom fields: If you use custom tags or notes, set those up in your CRM first.
  • Data types: Some CRMs don’t like certain characters (like commas in names). Clean up weird data before importing.

Don’t obsess over every field at first. Get the basics (name, email, company, phone) working, then add bells and whistles later.

Step 5: Test the Integration

Don’t trust that everything’s working until you see it with your own eyes.

  • Add a dummy lead in Findthatlead.
  • Make sure it shows up in your CRM, in the right place, with the right data.
  • Check automations: If your CRM is supposed to trigger a welcome email or assign the lead to a rep, make sure that happens.

What to ignore:
Don’t worry if the integration doesn’t support every single field or fancy automation out of the gate. Focus on getting good leads in the right place, reliably.

Step 6: Set Up Basic Automation (Optional, but Nice)

Once you’re confident leads are flowing, you can get a bit more ambitious:

  • Tag new leads: Use Zapier or your CRM to tag leads from Findthatlead, so you know where they came from.
  • Trigger workflows: Set up basic follow-ups—like an automated email or task for your sales team.
  • Deduplication: Use your CRM’s built-in tools to avoid clutter.

Don’t overcomplicate it. Fancy automations are tempting, but if you’re spending more time tinkering than selling, dial it back.

What To Watch Out For

Here’s what most “how-to” guides won’t tell you:

  • APIs break: Sometimes an update on either end kills your integration. Check it monthly.
  • Data rot: Old or bad leads clog up your CRM. Clean regularly.
  • Over-automation: If you automate everything, mistakes multiply fast. Keep a manual check in your process at first.

Honestly: Integrations promise a lot, but it’s usually the simple stuff—like reliable contact syncing—that moves the needle.

Quick Troubleshooting

  • Leads not showing up? Check your API keys, permissions, and zap/test sync settings.
  • Weird characters in data? Open your CSV in Google Sheets and re-save it.
  • Duplicates? Use deduplication tools or check your import settings.

If you’re stuck, Findthatlead and most major CRMs have support articles, but sometimes it’s faster to just test with a new API key or account.

Wrapping Up: Keep It Simple and Iterate

The best integrations are the ones you barely notice—they just work. Start with the basics, keep your data clean, and don’t chase every shiny new feature. Once leads are flowing into your CRM without a hitch, you can always get fancier later.

Above all: Test with real data, automate slowly, and don’t be afraid to ditch a workflow that’s more hassle than help. Your future self will thank you.