Uploading an Existing List & Running Infinite Flows

What do I do with my existing list - does it link with my CRM?

Give every dormant contact a second life. Import your old prospects, let the Agents enrich the data, and launch a Conversion + Follow-Up Flow that follows up forever—until each person says "Yes" or "No."

Processing note: Uploaded leads are automatically processed and prepared for your campaigns. Start small, prove ROI, then scale.

Why upload an existing list

• Revive warm leads without ad spend
• Automatic enrichment pulls titles, company info, social profiles
• Infinity follow-up keeps providing value for months or years
• One-click export gives you full data freedom anytime

How to set it up

1. Prepare your email list:

• Export from your current CRM if you have one
• File format: CSV or XLS/XLSX
• Must include an Email column
• Optional columns: Name, Company, custom tags

2. Upload your list:

1. Click "Leads" tab in dashboard
2. Click "Import Leads" or "Upload"
3. Select your file
4. Map columns (Email → Email, Name → Name, etc.)
5. Toggle "Data Enrichment" ON to automatically pull additional profile data
6. Click "Import"

3. Create a list-only Flow:

1. Go to Flows → Create Flow
2. Select your offer
3. Drag in Conversion Agents only (skip Traffic Agents since you already have leads)
4. Drag in Follow-Up Agents (7-Day Launch, Newsletter, Infinity Mode)

4. Configure your Follow-Up Agents:

• Newsletter Agent: Default frequency is once every two weeks (adjust in settings)
• 7-Day Launch Agent: Launches immediately upon Flow activation
• Infinity Mode: Enable for continuous nurture—cycles through Conversion Agents and newsletters forever

Example Infinity sequence:

→ 7-day launch → newsletter → new conversion agent (free guide) → newsletter → new conversion agent (checklist) → newsletter → repeat

Change timing by clicking time labels on the canvas.

5. Export whenever you like:

1. Go to Leads
2. Apply filters (by Flow, date range, status)
3. Click "Export" → Choose CSV/XLS
4. Include enrichment data and engagement columns
5. Exports do not consume Agent Actions
6. Upload directly into any CRM if needed

However, we suggest managing everything within Clients.ai—you have everything you need under one roof. Automated, personal, powerful.

Next step:

Upload 100 of your warmest prospects, create a new Flow, drag in Conversion and Follow-Up Agents. Launch a short test and watch old names turn into new revenue.

Questions? Reach us anytime at care@clients.ai.