lead-import

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

---
name: lead-import
description: "Import leads into CRM. Use when: loading leads from forms, CSV, or manual entry with deduplication and scoring."
disable-model-invocation: false
argument-hint: "[source-file or URL]"
---

# /digital-marketing-pro:lead-import

## Purpose

Import leads into the brand's CRM with data validation, deduplication, lead scoring, and proper consent tracking. Supports CSV files, JSON arrays, and manual entry with automatic source attribution. Ensures every imported lead is clean, scored, deduplicated, and compliant before it reaches the sales team — eliminating the manual data hygiene work that slows down lead-to-opportunity conversion. Integrates with the marketing-automation lead scoring framework to classify leads on import, so high-value prospects are routed to sales immediately while lower-scoring leads enter nurture sequences automatically.

Use this command for leads specifically — it applies scoring, lifecycle staging, and nurture enrollment. For general CRM data syncing (contacts, deals, campaigns) without lead scoring, use `/digital-marketing-pro:crm-sync` instead.

## Execution gate (MANDATORY — cannot be skipped)

1. Present the full preview — recipients / spend / changes / compliance — as an **Execution Summary** before touching any live system.
2. The user must type `yes` (or an equivalent explicit approval). ANY other input — ambiguous, implied, partial, or absent approval — cancels the run.
3. Never proceed on ambiguous input. Never auto-retry a failed execution; a failure needs human review before any re-run.
4. Record the approval with `python "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action create-approval --data '{"risk_level":"<tier>","summary":"..."}'` **before** executing, then `python "${CLAUDE_PLUGIN_ROOT}/scripts/approval-manager.py" --brand {slug} --action mark-executed --id {approval_id}` after the platform confirms success.

## Input Required

The user must provide (or will be prompted for):

- **Lead data**: CSV file path, JSON array, or manual field entry — must include at minimum an email address or phone number for deduplication and identity resolution
- **Source attribution**: Where these leads originated — form name, event name, campaign identifier, landing page URL, ad platform and campaign, partner referral, webinar registration, or manual prospecting
- **Lead scoring threshold (optional)**: Minimum score for a lead to be imported as marketing-qualified (MQL) — leads below threshold are imported as raw leads with lower priority routing
- **CRM platform**: Target CRM — Salesforce, HubSpot, Zoho, or Pipedrive — and the specific object type (Lead, Contact, or platform equivalent)
- **Required fields**: Which fields are mandatory for import — email, first name, last name, company, phone, job title, or custom fields specific to the business qualification criteria
- **Consent status**: Whether leads have provided opt-in consent, the consent mechanism (single opt-in, double opt-in, legitimate interest, contractual necessity), and applicable privacy regulation (GDPR, CCPA, CASL)
- **Assignment rules (optional)**: How imported leads should be assigned — round-robin across reps, territory-based by geography, product-line based, company-size tier, or to a specific owner for manual distribution
- **Duplicate handling preference**: When a duplicate is found — update existing record with new data, skip the duplicate entirely, merge specific fields (e.g., add new source but keep existing owner), or create a secondary record linked to the original
- **Lead lifecycle stage**: Initial status to assign — new lead, marketing-qualified, sales-accepted, or a custom stage in the brand's lifecycle model
- **Tagging and list membership (optional)**: Tags, lists, or campaigns to associate with imported leads for downstream segmentation and reporting
- **Notification preferences (optional)**: Whether to notify assigned sales reps about new leads immediately, and vi