The Scenario
You're back from a three-day trade show. Your carry-on has a phone charger, a half-eaten granola bar, and a Google Sheet with 95 leads in it — first name, phone, email, which booth conversation they came from. The sales team starts calls at 9 AM tomorrow. HelloLeads is where those leads need to be before then.
The bad version:
- Open HelloLeads, click "Add Lead," type in the first name from row 2, tab to phone, tab to email, assign to the trade show list, click Save
- Go back to the sheet, find row 3, do it again
- By row 18 you've mistyped two phone numbers, skipped a row, and started wondering if the granola bar is still in your bag
You're supposed to be following up on leads, not entering them. The 90 minutes it takes to paste 95 rows by hand is 90 minutes your competitors spent calling the same contacts.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your data and talks to HelloLeads for you — no import screen, no column-mapping wizard, no reformatting. You describe what you want.
Add every row from my 'Trade Show Leads' sheet into HelloLeads using the list key 'tradeshow_2024' — columns are FirstName, Phone, Email — skip rows where FirstName is blank
SheetXAI reads the sheet, skips blank-name rows, and creates each lead in the 'tradeshow_2024' list in a single pass.
What You Get
- Every non-blank row from 'Trade Show Leads' lands as a lead in the 'tradeshow_2024' HelloLeads list
- Rows where FirstName is empty are skipped — no partial records created
- A summary of how many leads were created and how many rows were skipped
- Any API-level failures (e.g., duplicate phone numbers HelloLeads rejects) are surfaced with the row reference so you can fix them
What If the Data Is Not Quite Ready
The column headers don't match what HelloLeads expects
If your sheet uses "First Name" with a space instead of "FirstName," HelloLeads may reject the field mapping.
In my 'Trade Show Leads' sheet, rename column A header from 'First Name' to 'FirstName' and column C header from 'E-mail' to 'Email', then add every row to HelloLeads list key 'tradeshow_2024' — skip rows where column A is blank
Some rows have phone numbers formatted inconsistently
Phone numbers collected at events often come in mixed formats — some with country codes, some with dashes, some as ten-digit strings.
Before importing, clean all values in column B of 'Trade Show Leads' to a consistent 10-digit US number format (remove spaces, dashes, parentheses), then add every row to HelloLeads list key 'tradeshow_2024' — skip rows where column B ends up less than 10 digits
Leads came in across multiple tabs from different booth reps
Three reps each kept their own tab. All 95 leads need to end up in the same HelloLeads list.
Combine all rows from tabs 'Rep A', 'Rep B', and 'Rep C' into a single import — assume columns are the same across all three tabs — then add every combined row to HelloLeads list key 'tradeshow_2024', skipping rows where both Phone and Email are empty
The full cleanup-and-load pipeline in one shot
In 'Trade Show Leads': normalize column B phone numbers to 10-digit US format, trim whitespace from all FirstName and Email values, deduplicate by email keeping the first occurrence, then add every cleaned row to HelloLeads list key 'tradeshow_2024' — write a 'Loaded' timestamp in column D for each row successfully created
The throughline across all of these: ask for the cleanup and the action together rather than treating them as two separate steps.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet you brought back from your last event — then ask it to push every row into the right HelloLeads list. If you run trade show lists, check out how to map regional leads to HelloLeads list keys and the HelloLeads integration overview.