LeadLiftr - User Guide

1

Access Your CRM System

Navigate to your CRM platform (Ringy, Salesforce, HubSpot, etc.) and go to your leads or contacts page.

Make sure you're logged in to your CRM

Ensure all the leads you want to extract are visible on the page

https://your-crm.com/leads

Your CRM - Leads

John Smith

555-0123

New York

Jane Doe

555-0456

Chicago

Mike Johnson

555-0789

Miami

2

Extract Page Source

Right-click anywhere on your CRM leads page and select "View Page Source" to access the HTML code.

Right-click on an empty area of the page

Look for "View Page Source" or "View Source" in the menu

https://your-crm.com/leads

3

Copy HTML Source Code

Select all the HTML code using Ctrl+A (or Cmd+A on Mac), then copy it with Ctrl+C (or Cmd+C on Mac).

Use Ctrl+A to select all content quickly

Ctrl+C copies the selected content to clipboard

view-source:https://your-crm.com/leads

<html>
<head>
  <title>CRM Leads</title>
</head>
<body>
  <div class="lead-container">
Copied!

4

Paste HTML in LeadLiftr

Return to LeadLiftr and paste the HTML code into the "HTML Content" text area, then click "Analyze Content".

Use Ctrl+V (or Cmd+V on Mac) to paste

Click "Analyze Content" to process the HTML

HTML Content Input

<html>
<head>
  <title>CRM Leads</title>
</head>
<body>
  <div class="lead-container">
    <div class="lead-row">
      <span class="name">John Smith</span>
      <span class="phone">555-0123</span>
    </div>
  </div>
</body>
</html>

5

Configure Field Mappings

Select your CRM type or configure custom field mappings to tell LeadLiftr where to find each piece of lead data.

Choose your CRM preset for automatic configuration

Customize field selectors if needed

Select Your CRM

First Name

Phone Number

City

6

Extract and Download

Click "Extract Data" to process your leads, optionally enable lead scrubbing, then download your clean CSV file.

Enable scrubbing to remove low-quality leads

Your CSV file will download automatically

Lead Scrubbing Options

Remove landlines Remove VOIP numbers Remove litigation risks

CSV file downloaded successfully!