From a list of leads to a CRM full of tailored emails, in four steps.
SimpleSend is the drafting layer between your list and your sender. Drop a CSV, write a short brief, approve a sample row, then export and map once into your sender. From CSV to ready-to-paste sequence in minutes.
What the flow looks like from your seat.
Six stops through a real campaign — from the dashboard to a drafted, fact-checked sequence live in your sender — plus the features along the way you'd otherwise miss.
Your dashboard, at a glance.
Sign in and everything is one screen deep: contacts enriched, emails drafted, monthly usage — and the New batch button that starts every campaign. Saved Briefs, Past Lists and Talk Tracks live one click away in the sidebar.
Upload, and the fields map themselves.
Pick Email, drop your list, and SimpleSend auto-detects every column — then audits the rows before a single token is spent: valid emails, duplicates, role inboxes, missing required fields. Fix flags in one click or drop the rows.
Connect HubSpot once in Profile → Integrations and pull any HubSpot list straight into drafting — fields mapped for you, no export step.
One brief drives every email.
Value prop, audience, pain points — then the dials: tone, call to action, signature, preferred length, and a template per sequence step (intro, follow-ups, break-up). Save it as a Saved Brief and your next campaign reuses it in two clicks.
Approve a researched sample first.
SimpleSend researches one real contact and drafts the full sequence — then fact-checks its own claims and QA-flags anything off-spec before you scale it. You see why each finding was used and how confident the research is. Approve it, and only then does the batch run.
March Capital Management
Hey Eddy,
Looks like March Capital brought on an Investor Relations Specialist about eight months back, which often points to gearing up for a capital raise…
Generate all, export, verify in your sender.
The batch runs for every contact and lands in Past Lists — review any draft, then download the CSV. Load it into SmartLead (or any sender) and confirm each drafted email sits in the right sequence step. That's the hand-off Steps 03–04 below cover in detail.
Talk Tracks: research briefs, live in your CRM.
The SimpleSend Talk Tracks Chrome extension rides along in HubSpot, Salesforce or your dialer. Open any contact and it generates a research brief and talking points on the spot — the same personalization engine, pointed at your calls.
There's an integration waiting in your Profile — import your HubSpot lists straight into SimpleSend for drafting. No CSV export needed.
Profile → Connect HubSpot → pick a list → draftBuild a clean lead list.
Pull leads from ZoomInfo, Apollo, Pitchbook, LinkedIn Sales Navigator, or wherever else you source. The richer the row, the sharper the personalization. You don't need every column; the more context you give, the more specific each email becomes.
| First NameREQ | Last NameREQ | CompanyREQ | WebsiteOPT | LinkedIn URLOPT | TitleOPT |
|---|---|---|---|---|---|
| Theo | Park | Northwind Labs | northwind.dev | linkedin.com/in/theopark | Founder |
| Maya | Lin | Acme Robotics | acme.io | linkedin.com/in/mayalin | VP Engineering |
| Priya | Shah | Lumen Health | lumen.health | linkedin.com/in/priyashah | Head of GTM |
| Daniel | Fry | Rove Logistics | roveops.com | linkedin.com/in/danielfry | COO |
First Name, first_name, FIRSTNAME). SimpleSend auto-detects on upload. Save the file as .csv with UTF-8 encoding.Upload your CSV to SimpleSend.
Drag the file straight onto the dropzone. SimpleSend validates the columns and flags missing emails, role inboxes and duplicates. Then a short brief (what you sell, who it's for, your CTA, your tone) and an optional paste of 1–3 past emails so we mirror your voice.
…or click to browse. Up to 25 MB. UTF-8 CSV with a header row.
Export the CSV with a custom message in every row.
SimpleSend returns the same file you uploaded, plus new columns: a tailored subject and body for every email in your sequence, one row per lead. Every cell is fully written, ready to merge. No prompts, no placeholders left to fill in.
ORIGINAL First Name | ORIGINAL Company | SIMPLESEND email_1_subject | SIMPLESEND email_1_body | SIMPLESEND email_2_subject | SIMPLESEND email_2_body |
|---|---|---|---|---|---|
| Theo | Northwind Labs | Theo: the Northwind ingestion bug | Saw your tweet about Northwind's pipeline choking on multi-GB CSVs. We hit the exact same wall… | Streaming chunked parses? | Specifically curious whether you've moved off in-memory loads yet. We dropped import time 40m → 90s… |
| Maya | Acme Robotics | Maya: Acme's ROS2 migration thread | Your engineering blog on ROS2 caught my eye, particularly the bit about driver instability under load… | Following up: driver stability | Wanted to circle back on the driver instability piece. We've seen the same with two robotics customers… |
| Priya | Lumen Health | Priya: Lumen's HIPAA messaging launch | Loved the launch note about Lumen's HIPAA-compliant SMS layer. Congrats on shipping ahead of Q1… | Quick note on patient activation | On the patient activation side, we've helped two health systems lift first-message reply by ~3.4×… |
email_1_subject, email_1_body…), so once you map your CRM template the first time, every future campaign drops in without remapping.Map the columns into your CRM template.
Upload the SimpleSend-enriched CSV to SmartLead, GoHighLevel, Instantly, Apollo or any sender that supports merge variables. In your template, reference the column names with double braces. SimpleSend's column header is the variable. The CRM auto-sends the sequence and every recipient gets a fully tailored message.
{{email_1_body}}
Best,
Jordan
{{email_2_body}}
Best,
Jordan
{{email_3_body}}
{{email_1_body}}
email_1_body = "Saw your tweet…"
Saw your tweet about Northwind's pipeline choking on multi-GB CSVs…
{{ brackets) before kicking off the full campaign.If your CRM has merge variables, SimpleSend fits in.
We don't ship integrations because we don't need to. The CSV speaks every CRM's language. Only the merge-tag syntax differs, and your column names map one-to-one.
Four mistakes we see weekly, and how to dodge them.
Try it on your list.
Drop a CSV, get a tailored sequence back in minutes, and map it into your sender once.