Capture · CSV import
CSV import
Bring thousands of contacts in with field mapping. Part of DigAI’s capture tools and connected to the same contact record as every other module.
< 5 sec
from form submit to contact created
100%
of leads tagged with their source
0
CSV exports between tools
Illustrative
How it works
- 1
Turn it on
Open CSV import from the sidebar — it’s already included in your workspace.
- 2
Make it yours
Set it up with your own details, fields, templates or staff in a few minutes.
- 3
Let it run
Connect a workflow so it works for you around the clock, even at 11 p.m.
What CSV import does
Built into the platform
CSV import uses the same contacts, tags and permissions as the rest of DigAI — nothing to sync.
Works with workflows
Events can trigger automations, and automations can act on the results.
Visible on the timeline
Activity appears on each contact’s timeline so the whole team has context.
Controlled by permissions
Choose which staff can view or manage it with per-module permissions.
Built into the platform
Try it here — no login
A small, working sandbox of the real thing.
Drag a deal (or use the arrow) — Won revenue: ₹0
New 2
Anjali Menon
Vikram Singh
Proposal 1
Lakshmi Rao
Won 0
Works with
Workflow triggers
New lead · New WhatsApp API lead · Tag added · Pipeline stage changed · Form submitted · Appointment booked or updated
Workflow actions
Add tag · Remove tag · Add / update CRM · Change lead quality · Convert lead to customer · Add to contact group · Assign to staff · Assign to AI agent · Change appointment status · Grant course access · Revoke course access · Grant community access · Revoke community access · Send WhatsApp message · Send email · Internal notification · Webhook · Advanced webhook · Delay · Evaluate condition · Execute automation · Remove automation · Exit
Plans and limits
| Basic | Pro | Growth | |
|---|---|---|---|
| CSV import | |||
| Contacts | 2,000 | 10,000 | 50,000 |
| Staff seats | 5 | 20 | 40 |
| Emails / month | 5,000 | 25,000 | 1,00,000 |
CSV import questions
Yes. Every module is unlocked during the 30-day trial, with no card required.