How to export your leads to CSV or PDF (PRO)
Filter leads by status or date, export as CSV or PDF, and import them into Salesforce, HubSpot, Pipedrive, or any CRM that accepts CSV.
01Open the Leads tab
From your card dashboard, click the "Leads" tab. You'll see all contacts submitted via your card's lead form.
02Filter your leads
Use the filter options to narrow by date range, status (New, Contacted, Qualified, Converted), or temperature (Hot, Warm, Cold) before exporting.
03Export as CSV
Click "Export" → "CSV". The downloaded file includes all visible lead fields: name, email, phone, date, status, temperature, and any notes you've added.
04Export as PDF
Click "Export" → "PDF" for a formatted report version, suitable for sharing with a team or client.
05Import into your CRM
The CSV format is compatible with Salesforce, HubSpot, Pipedrive, Notion, Airtable, and any tool that accepts CSV import.
Still have questions? Contact our support team