HighLevel import flows
Connect HighLevel. Import local prospects on repeat.

Create one import flow for a HighLevel sub-account. Add as many prospecting tasks as you need, then map, route, run, and schedule from one place.
1

Connect HighLevel

Choose the sub-account where new contacts should land.

2

Create import flow

Save one workflow for the HighLevel destination. Managed searches use RefineBridge credits by default.

3

Add prospecting tasks

Add tasks for each category, location, enrichment set, or CSV source.

4

Set destination options

Choose pipeline, stage, assigned user, and tags for new prospects.

5

Save mapping and routing

Match source fields to HighLevel contact fields and keep routing with the flow.

6

Import, review, or schedule

Run now, review the result history, or schedule repeat imports with the saved setup.

Why teams use RefineBridge

Stop rebuilding the same HighLevel import by hand

RefineBridge saves the prospect source, field mapping, and HighLevel routing so repeat imports do not start from scratch.

No repeated CSV cleanup

Stop exporting, cleaning, and uploading a new spreadsheet every time you want the same prospects in HighLevel.

Saved field mapping

Map source fields into HighLevel once and reuse the mapping on future runs.

HighLevel routing

Send prospects to the right sub-account, pipeline, stage, assigned user, and tags.

Scheduled runs

Run the same import daily, weekly, or on the schedule your client needs.

Visible run history

See what imported, skipped, failed, and why before you retry.

Credits by default

Managed prospect searches use RefineBridge credits. Own source account is a separate option for teams that already have one.

One import flow. Many prospecting tasks.

Each flow sends into one HighLevel sub-account. Add separate tasks for London dentists, Manchester dentists, CSV uploads, or any other source, then reuse the saved mapping and routing.

Import flow ready
Runs every Monday at 9am
Task setup
Task options and run setup
HighLevel connected
Task configured
Destination options saved
Category
Dentist
Location
UK
Enrichment
Email
HighLevel
Contacts land in the right place
New contact created
Alicia Thompson
Dentist | Manchester | New Lead
Pipeline
Inbound
Stage
New Lead
Assigned to
Joe Blogs
Connect HighLevel
Configure tasks
Map & route
Run or schedule
Review history

Simple pricing when you're ready

Start with a 14-day free trial and 50 lifetime credits. Workflow Plans share the same core features and scale by active saved workflow capacity.

Pricing path

Trial first, credits as needed, then automate saved workflows.

14-day free trial

Every new account starts with two weeks to validate a real workflow.

50 credits included

Use signup credits for eligible RefineBridge-managed record-search runs.

Automation scales by workflow capacity

Paid Workflow Plans unlock scheduling and automation for active saved workflows. Higher counts let you automate more saved workflows.

Lowest-friction path

Buy credits

No subscription required for one active saved workflow in manual, RefineBridge-funded mode. Add a plan when you need scheduling or paid automation capacity.

Common questions

Create an account and connect HighLevel. New accounts include a 14-day free trial and 50 lifetime credits.

Create your first import flow.

Start with a 14-day free trial and 50 lifetime credits. No credit card required.
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