Skip to main content

Overview: How to Import Prospects to Your Campaign

Learn how to add prospects to your campaign, either by importing from connected data sources or manually adding them directly to the sheet.

Joyce Frias avatar
Written by Joyce Frias
Updated yesterday

Getting Started in AI Studio

Before you can import prospects, you’ll need to create a campaign in AI Studio:


1. In the AI Studio section, click the Create Campaign button in the top-right corner.
​

2. Once your campaign is created, we recommend configuring your campaign settings and action steps (such as content and top 20 insights) before importing any prospects. Learn more about that here Creating and Managing Campaigns
​

Accessing the Prospects Tab

Once your campaign is set up:

  1. Navigate to the Prospects tab within your campaign.

  2. Click the Actions button in the top-right corner.

  3. Select Add Contacts to begin the import process.


Import Options

When adding contacts, you’ll see several import options. Find a dedicated guide for each below:
​

• API requests – How to import via API

• HubSpot – How to import from HubSpot

• Google Sheets – How to import from Google Sheets

• Salesforce – How to import from Salesforce

• Manual entry – How to add prospects manually
​

If integrations have already been established, you can reuse existing connections or set up new ones as needed.

Adding Prospects Manually

If you prefer to add prospects manually, you can do so directly within your campaign’s Prospects tab. Here’s how:

  1. In the Prospects tab, click the Add Rows button.

  2. Choose the number of rows you want to add.

  3. In the new rows, type or copy-paste the relevant information for each prospect, such as their email or LinkedIn URL.

  4. If you plan to export to a system like HubSpot, Gmail, Outlook, or Salesforce (or send emails through Autobound), ensure you include the prospect’s email—this is critical for accurate syncing and email delivery.
    ​

Creating Additional Columns for Imports & Exports

Want to capture custom data for each prospect—like region, segment, or custom tags?
​
You can easily add new columns to your campaign table for any custom data you want to track, import, or export.

How to add a custom column:

  1. In the Prospects tab, click the Actions button in the top right-hand corner.

  2. Select Add Column.

  3. Name your new column (e.g., “Region” or “Lead Source”).

Once you’ve created a custom column, you can:

  • Import Data: Map that column to a matching field from your data source (API, HubSpot, Sheets, Salesforce, etc.).
    ​

  • Export Data: Map that column to a corresponding field in your export system, ensuring your custom data syncs everywhere you need it.

This gives you total flexibility to track and move any information you care about—across imports, exports, and all campaign workflows.

Next Steps

After importing your contacts and setting up your content and action columns, you’re ready to explore exporting from AI Studio campaigns.

Did this answer your question?