How to Export Your Network or Campaign

Modified on Mon, 22 May 2023 at 05:32 PM

With CASTANET, you can automatically export your lead's profiles to any CRM using Zapier or Google Sheets. By exporting, you can get a convenient list of insights, including your lead's name, phone, email address, birthday, industry, and much more.


Here are some of the options we provide to export your leads:


Exporting to Google Sheets

You can connect to Google Drive by navigating to Credentials on your dashboard and then syncing with Google Sheets. This will produce an export of each campaign you create to live Google Docs. Here are the instructions.


Exporting to a CSV Spreadsheet

You can export any campaign to a CSV and download it right away. Just click “actions” in the top right-hand corner of your chosen campaign.


 

Exporting Your Existing Network

If you want to export ONLY your existing network, you can create a new campaign to do so. However, instead of importing a new list of leads from Linkedin, click on My Network




The campaign will populate with everyone you already have a 1st-degree connection with. Once finished, you can do an export using your Google Drive or the CSV export feature, as outlined above.

 

Syncing Your Campaigns to CRM Software

Lastly, if you want an advanced process for exporting directly into your CRM or Email, you can use our Zapier connection from your Credentials. You can learn more about this process at www.gocastanet.com/zapier and also in our support center here: https://support.gocastanet.com/support/solutions/articles/44002271234-zapier-documentation

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