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CRM INTEGRATIONS

How Radar leads reach your CRM

Clientyze Radar™ delivers lead lists as downloadable CSV files from your My Leads dashboard. This guide explains the current delivery process, how to import leads into your CRM, and what is and is not available today.

Current delivery, plainly

Radar lists are downloaded as CSV from My Leads. There is no native CRM API or webhook, automatic contact sync, automatic tagging, recurring delivery, or LinkedIn URL export available at this time. Delivery is manual and on-demand for every plan tier.

Available: CSV download from My Leads, manual import into any CRM that accepts CSV.
Not available: Native CRM API/webhook, automatic contact sync, automatic tagging, recurring delivery, LinkedIn URLs.

Importing leads into your CRM

These steps apply to any CRM that supports CSV contact import, including HubSpot, Salesforce, ActiveCampaign, Pipedrive, and others. Import labels and options vary by CRM, so match the closest equivalent in your platform.

  1. 1

    Pull the list in Radar

    Run your search in Radar and pull the number of leads you want (up to your plan allowance).

  2. 2

    Open My Leads

    Go to your My Leads dashboard and find the list you just pulled.

  3. 3

    Download CSV

    Click Download CSV to export the full lead records for that list.

  4. 4

    Use the CRM contact import

    Open your CRM's contact import tool and upload the CSV file.

  5. 5

    Map fields

    Map Radar columns to your CRM fields: first/last name, email, phone (when included), mailing address, city/state/ZIP, searchedFor, and matchedSignals.

  6. 6

    Apply a tag or segment

    After import, apply a tag or segment such as radar-lead yourself so you can filter and follow up on these contacts.

Radar CSV field mapping

Radar CSV columnTypical CRM field
firstNameFirst Name / Given Name
lastNameLast Name / Family Name
emailEmail / Email Address
phonePhone / Mobile (paid plans only; blank on free trial)
addressStreet Address / Address Line 1
cityCity
stateState / Region
zipZIP / Postal Code
searchedForCustom field or notes (what they searched for)
matchedSignalsCustom field or notes (matched intent signals)

Customer-owned GoHighLevel

If you run your own GoHighLevel account, use the same manual CSV steps above. In GoHighLevel, go to Contacts, then Import Contacts, and upload your Radar CSV. Map the fields as shown in the table above and apply a tag such as radar-lead after import.

GoHighLevel keeps your contacts, pipelines, conversations, and follow-up workflows together in one account. It is a separate account and subscription from Clientyze Radar, managed directly by you.

Explore GoHighLevel

Clientyze CRM

Clientyze CRM is our managed GoHighLevel setup with configured pipelines, a unified inbox, scheduling, missed-call text-back, review requests, automations, and support. It is designed so your follow-up workflows are ready to go on day one.

CRM plans currently include Radar lead allowances every month: Starter 250, Conversion 500, and Intelligence 1,500 leads per month. The current process is still pull, export, and import manually. There is no automatic contact sync between Radar and Clientyze CRM at this time.

Explore Clientyze CRM

Plan clarity

CRM delivery is CSV and manual import for every Radar tier. The CRM-included allowances above are separate from your Radar plan allowance.

PlanPriceLeadsCRM delivery
Free Trial$050 leads (one-time)CSV / manual import
Pay-As-You-Go$0.50/lead$50 minimumCSV / manual import
Bronze$125/mo500 leads/moCSV / manual import
Silver$300/mo1,500 leads/moCSV / manual import
Gold$500/mo5,000 leads/moCSV / manual import
Unlimited$799/moUnlimited leads/moCSV / manual import

Ready to pull your first list?

Start with 50 free leads. Download the CSV and import it into your CRM today.

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