Export leads from Inbox

Download a CSV of the leads you can access, including form answers and follow-up details.

Use this guide when

You want to download a CSV of the leads you can access, including form answers and follow-up details.

Before you start

Select the workspace whose leads you need. Your role and card access control which leads are available.

Steps

Open Inbox and select Leads.
Use Filters to narrow the list by the available card, status, read state, preset, search or date controls. Confirm the visible results are the group you want.
Choose Export and CSV. The download includes all matching leads, not just the current page.
Open the downloaded leads file in your spreadsheet app. Check names, contact details and qualification answers before importing it into another tool.

Export leads from Inbox with fictional demo data — Fictional enquiries in the Inbox. Export uses the active filters.

Export before records expire. A downloaded file is separate from the Inbox and does not stop automatic retention.

What is included

The CSV includes received time, name, email, phone, company, message, status, capture preset, purpose, card name, available campaign and referrer details, and private notes. It also includes the form name, qualification answers and marketing consent.

Qualification answers share a column with their question labels. A blank contact or answer field usually means it was not collected or was optional. Export reflects the current filters and sorting.

Access and consent

Lead CSV export is available across plans independently of general export options elsewhere in Zapped. In shared workspaces, the member must still have permission and access to the relevant cards.

Check the marketing consent column before moving contacts into a marketing workflow. An enquiry and a marketing opt-in are separate choices. Export does not send mail, update statuses or remove leads.

Keep a useful copy

Export before the lead’s retention window ends. Changing plans does not restore already expired records or extend the retention assigned to existing leads.

Spreadsheet apps may interpret phone numbers as numbers. Import the CSV using text columns when you need to preserve leading zeros or a plus sign. Keep the original file if you need to import it again.

Good ways to use this

Filter to the records needed for your next task.
Check marketing consent before using a mailing tool.
Keep only the downloaded copies you still need.

Common questions

Why does the CSV have more rows than the page?

It contains all leads matching the active filters, including other pages.

Does export mark leads as read?

No. Export downloads the matching records; opening a lead in Inbox is a separate action.

If something looks wrong

If the file is empty or missing expected leads, clear filters and confirm the workspace.
If characters or columns look wrong, import the file as UTF-8 comma-separated data in your spreadsheet app.

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