I'm looking to automate a weekly list export. Currently, I'm going into a list and exporting new leads that were added in the last week. Is there a way to automate this so all new leads are captured and sent to me via email? Ideally in an Excel file.
Thanks for your help!
There is no way to have the excel file attached. But, we do have the "Subscribe to Smart List" feature, which will allow you to setup a Smart List that will email you a link to access the data every week. It will still require you to click the link and then download the data, though.
Hi Sam Lee
Follow these steps:
1) Create a Smart List with the specifications you need. I chose a simple "Lead Created in past 7 days" filter.
2) Create a subscription to this Smart List
3) Select your cadence and subscription preferences.
4) You can modify the list of fields you'd like in the report. The report will have sample leads as well as the exported CSV.
Just make sure you've updated your preferences in the Admin panel that allow your profile and the others you want receiving this subscription to be able to access exported data.
Use a smart list + subscribe to smart list:
Lead Was Created in Past 7 Days
or add the subscription to your existing list.