Video summary

XLEADS UPDATE - IMPORT LEADS DIRECTLY FROM LEADS TAB!

Main summary

Key takeaways

Product Review

Product reviewed

XLeads (CRM on GoHighLevel) — the newly updated lead flow feature that imports/exports leads directly between the Leads tab and the Contacts tab.


Key features (what’s new / what it does)

  • One-click “Export to Contacts” from the Leads tab to the Contacts tab.
  • Removes the usual export/mapping/tagging pain from the old workflow:
    • No manual property mapping
    • No need to dig into how mapping works
  • Supports workflows where users can:
    • Build a filtered lead list (e.g., “Columbus, Ohio / vacant properties”)
    • Import a data file to create a list
    • Create lists and add results to an existing list
  • Requires setup of an “X Leads connector app” (a GoHighLevel app) to connect the CRM and enable the export bridge.
  • After export, imported contacts can be tagged automatically with chosen tags (e.g., SMS blaster / power dialer / custom tags like “April 2026 marketing”).

User experience / workflow described

  1. Go to XLeads → Leads tab and create/import/filter a list.
  2. Click Export to Contacts (referenced in the video as “export to Ninja CRM / export to the contact section”).
  3. Connect accounts (log in, get support code, install the X Leads connector app, connect to the sub-account).
  4. Assign tags (examples: “SMS blaster”, marketing tag, etc.).
  5. Export, then check Contacts—properties and fields appear there (including phone numbers and a “contact source: leads pipes export…” indicator).

Pros mentioned

  • Much faster and simpler than the previous process.
  • No manual mapping and fewer steps—the import/export feels “done for you.”
  • Integrates cleanly with GoHighLevel automations:
    • Power dialer tag for calling automations
    • SMS blaster tag for texting/blasting automations
  • Exported contacts display relevant data:
    • Phone numbers (primary + additional)
    • Property information
    • Source indicator

Cons / caveats mentioned (important)

Imported leads into Contacts are set to “Do Not Disturb (DND)”.

  • Because of DND, automatic calling/texting won’t work immediately until DND is removed.
  • The reason given: the system can’t determine opt-in status, so the user must decide whether outreach is compliant.
  • Workaround:
    • Create or use a workflow/automation to remove/disable DND (example: an automation triggered on contact created that removes DND).
    • Test the automation, then apply as needed.

Comparison to previous workflow

  • Before: export → lead trace/download → import into Contacts → manual mapping + tagging work
  • Now: direct connection + one-click export from Leads to Contacts with mapping handled by the system

Numerical details mentioned

  • Example list created with:
    • 47 properties, then filtered down to 14 properties before export

Unique points mentioned (consolidated)

  • Direct Leads → Contacts export via a new one-click feature
  • Eliminates manual property mapping
  • Adds an export-to-contacts section
  • Uses an installed X Leads connector app inside GoHighLevel to connect
  • Tagging on export:
    • Power dialer tag
    • SMS blaster tag
    • custom tags (e.g., marketing tag)
  • Contacts created from imports include:
    • phone numbers (including additional)
    • property details
    • contact source indicator
  • Main caveat:
    • imported contacts start with DND enabled
  • Requires user-side compliance handling:
    • automation to disable DND for all appropriate channels
  • Example automation logic:
    • trigger: contact created
    • action: enable/disable DND (disable outbound/all channels)
  • After removing DND, tags and automations can be used to call/text

Speakers / roles

  • Zach Gin (single speaker): explains the feature, provides examples, and demonstrates the DND workaround automation.

Overall verdict / recommendation

Recommended if you use XLeads and regularly move leads into Contacts—this update significantly reduces manual export/mapping work.

Be aware of the DND default on imported contacts: you’ll likely need to set up (or reuse) an automation to remove DND before calling/texting.

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