The Scenario
Your SDR team just handed you an Excel workbook. 150 rows from a trade show — company name in column A, contact email in column B, phone in column C. Standup is at 9 AM. The team lead wants every one of these leads in Close before reps start their morning sequences.
The bad version:
- Open Close, click New Lead, type the company name, paste the email, format the phone number with a country code because Close requires it and the workbook doesn't have one, hit save, go back to the workbook, move to row 2.
- Realize at row 30 that three rows have duplicate emails from leads already in Close. Manually check each one, skip or merge, lose track of which ones you skipped.
- Finish at row 150 two hours later, only to discover column D was supposed to capture the Close lead ID for attribution tracking — which you didn't capture because nobody told you until now.
Nobody hired you to be a data entry operator. The reps are waiting, the pipeline clock is running, and you have a day job that isn't this.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads your data and uses the built-in Close integration to create leads in bulk — and write the results back to your workbook.
For each row in the Leads sheet, create a new lead in Close using the company name in column A, contact email in column B, and phone in column C, then write the Close lead ID back to column D
What You Get
- A new Close lead created for every row in the workbook
- The Close lead ID written into column D for each successfully created record
- Rows where creation fails — duplicate email, missing field — surfaced with an error note in column E so you can fix and rerun
- A complete import done before standup, not after lunch
What If the Data Is Not Quite Ready
Phone numbers are missing country codes
For each row in the Leads sheet, check column C for a phone number — if it doesn't start with +1, prepend +1, then create a Close lead with company name from column A, email from column B, and the corrected phone, and write the lead ID to column D
Some leads already exist in Close
For each row in the Leads sheet, attempt to create a Close lead with company name from column A and email from column B — if Close returns a duplicate error, write "duplicate" to column D instead of a lead ID, and continue to the next row
Leads are spread across two worksheets
Combine the rows from the "Inbound" worksheet and the "Partner Referrals" worksheet, create a Close lead for each row using company name in column A and email in column B, and write the lead ID to column D on whichever worksheet the row came from
Clean, create, and tag in one pass
For each row in the Leads sheet, trim whitespace from columns A, B, and C, prepend +1 to any phone in column C that lacks a country code, create a Close lead with the cleaned data, assign the lead to the "Trade Show Q2" pipeline, and write the returned lead ID to column D
The rule of thumb: format the data and perform the action in the same instruction. You don't need two separate passes.
Try It
Open an Excel workbook with your inbound prospect list and get the 7-day free trial of SheetXAI. Ask it to bulk-create your Close leads and write the IDs back to your workbook. When you're done, see how the same flow works for bulk task creation or check the Close integration overview.