How to Export Website Lead Submissions to CSV in Vizeolra

When a local homeowner or commercial customer fills out an inquiry form on your website, leaving that message trapped inside your website dashboard makes quick follow-up unnecessarily difficult. If you rely on manual copy-pasting to update your sales spreadsheet, you risk missing critical client details, sending duplicate emails, or delaying your response time.

Every form on your Vizeolra site—whether it is a simple contact request, a detailed quote inquiry, or an appointment booking—automatically captures submitter details into a single, structured workspace. Exporting this data to a CSV (Comma-Separated Values) file lets you instantly load customer contacts into external tools like Excel, Google Sheets, Mailchimp, or your primary Customer Relationship Management (CRM) system.

Here is a complete, step-by-step guide to finding, reviewing, and exporting your website leads, along with practical tips for importing that data into your marketing software.

Overview of Vizeolra's Centralized Leads Dashboard

Instead of scattering user inquiries across individual web pages or burying them inside isolated form settings, Vizeolra aggregates every submission into one central Leads dashboard. When someone requests an estimate, schedules a consultation, or asks a question on your site, the entry is immediately logged with full timestamp and field data.

For example, imagine you run a local service business like Apex Plumbing Solutions. On your site built with the plumbing website builder, you might have three separate forms: a fast emergency callback request on the homepage, a detailed pipe replacement quote form on your service page, and a general contact form in the site footer.

Rather than forcing you to check three different settings pages, Vizeolra routes all three form submissions to the exact same table. The system automatically tags each entry with the specific form name so you know precisely what the prospect was requesting when they submitted their information.

Step 1: Accessing Your Form Submissions

Navigating to your lead data takes only a few clicks from your main account menu.

1. Log into your Vizeolra account to open your primary dashboard.
2. Select the website project you want to manage from your site list.
3. In the left-hand navigation sidebar, click on Leads.
4. You will see a full table listing all form submissions recorded across your active pages, sorted by the most recent submission date.

If you manage multiple client sites or separate location websites on the Professional ($24/mo) or Agency ($69/mo) plan (visible on our pricing page), ensure you have selected the correct website domain from the top site switcher before exporting your file.

Step 2: Reviewing Contact, Quote, and Appointment Inquiries

Before downloading your lead file, review your incoming data directly within the Vizeolra interface to understand how customer entries are categorized.

The main leads table presents the core information you need for quick scanning:

• Date & Time: The exact timestamp when the visitor submitted the form.
• Name & Contact Info: The submitter's full name, email address, and phone number.
• Form Source: Identifies whether the lead came from a contact form, quote request, booking widget, or custom inquiry form.
• Message / Details: A snippet of the customer’s request, project scope, or requested service date.

Clicking directly on any row opens a detail panel showing every form field filled out by that user, including any custom dropdown choices or long-form notes.

To see how this clean tracking compares to managing leads across traditional website setups, review the comparison below:

If you want to view live site layouts featuring these structured forms across different industries, check out our home services website examples.

Step 3: Exporting Your Leads to a CSV File

When you are ready to move your lead list into a spreadsheet or email tool, generating your raw data file takes just a few seconds.

1. Open your Leads menu from the site editor sidebar.
2. Locate the Export to CSV button in the upper-right corner of the workspace.
3. Click the button. Your browser will automatically prompt you to download a .csv file (e.g., leads_apexplumbing_2026-03-30.csv).
4. Open the file in Microsoft Excel, Google Sheets, Apple Numbers, or any text editor to verify your data rows.

Every exported CSV file automatically includes standardized column headers:

• Submitted At (UTC timestamp)
• Form Name
• Name
• Email
• Phone
• Service Requested / Message
• Custom Fields (if present on your custom quote forms)

Because the exported format is standard comma-separated text, you do not need special conversion plugins or third-party scraping scripts to access your information.

How to Import Your Lead CSV Into Mailchimp or a CRM

Once you have downloaded your .csv file, importing those contacts into marketing platforms like Mailchimp, ActiveCampaign, HubSpot, or a local spreadsheet database takes only a few standard steps.

Preparing Your Spreadsheet

Before importing your CSV into external software, run through this quick quality check:

• Open the CSV in Google Sheets or Excel.
• Delete test submissions or incomplete entries.
• Ensure phone numbers retain their country/area codes if your CRM requires formatted numbers.
• Confirm that email addresses are in the correct format (name@domain.com).
• Save the updated file as a .csv file.

Importing Into Your Email Marketing Tool

Here is a concrete example of how to load your clean lead list into Mailchimp:

1. Log into your Mailchimp account and go to Audience > All Contacts.
2. Click Add Contacts and select Import contacts.
3. Choose Upload a file and click Continue to Upload.
4. Select your downloaded Vizeolra CSV file from your computer.
5. Map the Vizeolra CSV columns to your platform's fields:

• Map Name -> First Name / Last Name (or single Name field)
• Map Email -> Email Address
• Map Phone -> Phone Number
• Map Form Name -> Tag (e.g., Tag as "Website Quote Request")

1. Set status to Subscribed or Transactional depending on your local permission rules and terms.
2. Complete the import.

By tagging imported rows based on the Form Name column, you can send tailored follow-up sequences—for example, sending a seasonal service discount only to people who filled out a quote form rather than general contact submitters.

Unlike traditional platforms that require third-party automation tools or complex paid add-ons just to export basic inquiries, Vizeolra includes direct lead tracking and CSV exports natively. Read our detailed side-by-side breakdowns on Vizeolra vs Squarespace to learn how native workflows keep operational costs low.

Configuring Instant Email Notifications for New Form Submissions

While exporting a CSV is ideal for batch marketing and monthly lead auditing, immediate real-time follow-up is critical when a prospect requests an urgent quote or consultation. You should not have to wait for your weekly CSV export to know that a local client needs help.

To ensure you never miss a time-sensitive lead, set up instant email alerts directly inside your account:

1. From your site editor dashboard, navigate to Settings > Form Notifications.
2. In the Recipient Email field, enter the email address (or multiple comma-separated addresses) where lead alerts should be delivered.
3. Select which form types trigger immediate emails (e.g., Enable alerts for "Quote Request" and "Appointment Request").
4. Click Save Settings.

Whenever a site visitor submits an inquiry, Vizeolra immediately sends an email alert containing the user's full contact details, message, and form submission source directly to your inbox. You can reply directly to the customer right from your email client, while knowing that a clean backup copy of the inquiry has been permanently saved to your central Leads dashboard for your next CSV export.