Key takeaways
- Every spreadsheet between lead source and CRM loses context and adds duplicates.
- Map fields, set a source and check for duplicates on every import.
- Put each batch in its own segment so you can work and review it as a group.
- Check email confidence and catch-all flags before outreach.
- For Attio or Pipedrive, ask the assistant to look for existing records before creating new ones.
Why should new leads go straight into the CRM
New leads should go straight into the CRM because every step in between loses something. A list exported to a spreadsheet, edited by two people and imported a week later arrives with stale rows, missing owners and no record of where it came from.
Leads that land directly in the CRM can be segmented, assigned and contacted the same day, and anyone can see that a person is already being worked.
How do you import leads into a CRM without making a mess
Import leads into a CRM without a mess by preparing the file before you upload it. One row per person, one column per field, and email addresses checked against what is already in the CRM.
- Map every column to a CRM field before importing, and drop columns nobody will use.
- Add a source value so you know where each batch came from.
- Set an owner, or a rule for assigning one, before the leads arrive.
- Run a small test import and check the records before importing the rest.
How does lead generation into the CRM work in Pebbles Ai
In Pebbles Ai, lead generation runs inside its CRM (labelled Beta), so new leads arrive as records rather than as a file. Find fresh leads sits in the contacts toolbar: you name up to ten target companies, at least one role and one location, and the run finds 1 to 100 leads from Pebbles Ai's own growing B2B contact database, GDPR compliant.
Each run creates a new segment of CRM contacts with a status you can follow. Work emails are found where possible and carry a confidence score and a catch-all flag, and each lead gets personalisation angles from their public LinkedIn posts, falling back to role and company.
How do you send leads to Attio or Pipedrive
Send leads to Attio or Pipedrive by connecting it from the Pebbles Ai MCP catalogue and asking an assistant to create the contacts there. Ask it to search for each person first, so existing records are updated instead of duplicated.
Each create or update is an approval action under your execution mode: Manual asks for each one, Plan queues them for review and Auto runs them. Nothing is copied across in the background, so the segment in Pebbles Ai stays the list you work from until you ask.
What should you check before contacting new leads
Check fit, email quality and overlap before contacting new leads. Remove anyone who does not match your ideal customer, treat low-confidence and catch-all addresses with care, and make sure nobody in the batch is already a customer or in an open deal.
How to add new leads to your CRM, step by step
These steps use Find fresh leads; the import checklist above covers leads from elsewhere.
- Open the CRM contacts, choose Find fresh leads and name up to ten target companies.
- Add at least one role and one location, plus seniority or exclude keywords if you need them.
- Set how many leads to find, from 1 to 100, and start the run.
- Open the new segment and review each contact's email confidence score and catch-all flag.
- If your team works in Attio or Pipedrive, ask the assistant to check for existing records and create the rest there.
- Approve each write in Manual mode, or review the queued plan in Plan mode, before it reaches the other CRM.
Where Pebbles Ai fits
- CapabilityProspecting & customer recordsFind fresh leads lands up to 100 leads a run as CRM contacts in a segment, and contacts can also be imported from Google, Microsoft or a CSV into the same CRM (in Beta).
- FoundationIntegrationsWith Attio or Pipedrive connected from the MCP catalogue, the assistants create or update records there on request, each write an approval action under your execution mode.
Common questions
Can I import leads from a CSV file?
Yes. The Pebbles Ai CRM imports contacts from Google, Microsoft or a CSV, so leads from events or older lists can sit beside the ones you find.
Does each new lead use part of my allowance?
Yes. Each lead found uses one lead from your Pebbles wallet. The leads come from Pebbles Ai's own growing B2B contact database, which is GDPR compliant.
Will the new leads include phone numbers?
No. Find fresh leads returns work emails where found, with a confidence score and a catch-all flag, but not phone numbers.
About this page. Written by the Pebbles Ai team for people who run sales, marketing and growth. Last updated .
