> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monumint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Imports

# Lead Imports

Learn how to use imports in Monumint to bulk add leads via CSV upload, API, or webhooks. This article explains the import overview and available import methods.

## Import Methods

### 1️⃣ Create leads from dashboard

Click "New lead", fill out the required information, and a new lead will be created. In order to start the AI agent, you'll have to go to the new lead and click "Trigger followup".

### 2️⃣ Create a lead via Email

If a client directly emails the agent for the first time, it will create a new lead automatically.

### 3️⃣ Create a lead via admin email

If an admin user emails the agent with lead information, or CC's the agent on an email chain with a borrower, it will create a new lead.

### 4️⃣ CSV upload

In the app dashboard:

1. Click "New lead"
2. Click "Import from CSV"
3. Upload a lead CSV with lead information
4. Map CSV columns to lead properties and their checklist items if any

> [!NOTE]
>
> CSV uploads support bulk imports of multiple leads at once. Make sure your CSV
> includes required fields like email or phone number.

### 5️⃣ Webhooks

Monumint supports **webhook-based imports** as a powerful way to send lead data directly into your workspace in real time. This is particularly useful for integrating external systems such as:

* CRMs
* Marketing platforms
* Signup forms
* Internal tools

Webhooks allow you to push data into Monumint automatically whenever a new contact is created or updated externally.

See [Webhooks](https://docs.monumint.com/webhooks.md) for detailed setup instructions.

### 6️⃣ API

You can create leads programmatically using our API. See the [API Reference](https://docs.monumint.com/api-reference/leads/list-leads.md) for details.

## Best Practices

* **Include contact information**: Always include email or phone number for each lead
* **Map checklist items**: When importing via CSV, map columns to checklist items for automatic population
* **Verify data**: Review imported leads to ensure data accuracy
* **Use webhooks for real-time sync**: For CRM integrations, use webhooks for automatic lead creation

## Related Guides

> [card] [Document Vault](https://docs.monumint.com/leads/document-vault.md)
>
> View documents for imported leads

> [card] [Timeline](https://docs.monumint.com/leads/timeline.md)
>
> Track activity for imported leads

> [card] [Webhooks](https://docs.monumint.com/webhooks.md)
>
> Set up webhook-based imports

> [card] [API Reference](https://docs.monumint.com/api-reference/leads/list-leads.md)
>
> Create leads via API


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