AI Outbound Calling Lead Intake: CSV, CRM and API
22 Aug 2026 · 0 min
0:20
In this instructional segment, the presenter explains the essential first step after creating an outbound calling campaign: connecting the lead source. Two primary methods are covered: uploading a CSV file containing leads, and integrating directly with a CRM system to pull leads automatically. The speaker also outlines the role of the platform's API, which can update lead records, remove leads, and modify lead status in real time based on the call flow, enabling dynamic management of lead lifecycle within the campaign.
