How to Export US Market Number Screening Results to CRM? Complete Operation Guide (Including CSV Format and North American Market Best Practices)

For overseas teams targeting the US market, obtaining valid potential customer numbers is only the first step. The real difference in conversion lies in whether you can quickly and accurately import the screened high-quality numbers into a CRM system to achieve closed-loop management from data to leads. This article uses KK-DATA as an example to detail the complete process of exporting US market screened numbers to CRM, covering Telegram/WhatsApp number screening, CSV format adaptation, mainstream CRM integration, and North American compliance considerations, helping you jump from screening to CRM with minimal time investment.

What Is Exporting US Market Screened Numbers to CRM?

Simply put, exporting US market screened numbers to CRM means: when marketing or selling to US users, first use a screening tool (such as KK-DATA) to batch verify the activation status, activity level, and even gender of numbers on platforms like Telegram and WhatsApp. Then export the filtered valid data in CSV, TXT, or other formats, and bulk import them into customer relationship management (CRM) systems like HubSpot, Salesforce, Zoho, etc., enabling lead classification, automated follow-ups, and marketing campaign outreach.

The core difference between this process and regular number screening is the data destination: regular screening may only stay at the number list level; while “screening → export → CRM” makes the screening results the real fuel for the marketing engine. In the US market, due to the high penetration of CRM systems (Salesforce, HubSpot, etc.) and strict requirements for number quality (invalid numbers waste advertising budgets and may violate regulations), this closed loop is particularly important.

Why Does the US Market Require Complete Data Flow from Screening to CRM?

The US market has high requirements for data quality and compliance. Simply obtaining a batch of numbers is hard to convert into effective marketing:

• High cost of number verification: US carriers have high interception rates for international calls/SMS; invalid numbers waste prepaid balances and sending costs. Screening can remove vacant and inactive numbers in advance.
• Privacy and compliance pressure: The US has regulations like CCPA (California Consumer Privacy Act) and TCPA (Telephone Consumer Protection Act). Using unverified numbers for harassing marketing can lead to heavy fines. Importing screening results into CRM allows tagging number sources and adding “authorized/unauthorized” labels to reduce legal risk.
• CRM is a standard for North American B2B/B2C marketing: Tools like HubSpot and Salesforce provide powerful automated lists, scoring, and A/B testing. Only by structurally importing screening results can these capabilities be used for segmented outreach.
• Avoid duplicate work: Manual number selection and manual CRM entry are inefficient and error-prone. Using KK-DATA’s “generate → screen → export” one-stop process, then bulk importing CSV into CRM, can reduce repetitive work from hours to minutes.

The value of exporting US market screened numbers to CRM lies in seamlessly connecting “data cleaning” and “marketing activation,” turning every screening cost into trackable, optimizable leads in CRM.

5 Steps to Export US Market Screened Numbers to CRM

The following uses the KK-DATA platform as an example to demonstrate the complete operation from number sorting to CRM import. Each step includes actionable details.

Step 1: Organize US Target Number List (Including Area Code Standards)

• Number sources: Collect from public databases, industry directories, your own customer registration data, etc., through legal channels.
• US number format: International format is +1 followed by 10 digits (area code + local number). For example, a New York City number is +1 212 XXXXXXX.
• It is recommended to organize numbers into a plain text file (TXT or CSV), one per line, ideally including the area code prefix. If numbers contain spaces, parentheses, or hyphens, KK-DATA will automatically clean them, but manual standardization can speed up screening.

Step 2: Submit Screening Task in KK-DATA (Select Platforms like Telegram/WhatsApp)

• Log in to KK-DATA Console and go to the “Screening Task” module.
• Upload the number file (supports CSV/TXT), check the required detection types: Telegram active/online (can specify 7/15/30 day window), WhatsApp valid number, iMessage/RCS, etc.
• For the US market, it is recommended to test both Telegram and WhatsApp simultaneously, as many North American users use both platforms.
• The system will display an estimated cost (see real-time prices in the console). Confirm to submit the task. You will receive end-to-end Telegram notifications upon task completion (must bind in settings).

Step 3: View Detection Results and Export CSV/TXT

• After the task is completed, on the “Task Details” page, you can see the detection status of each number: tg_active, tg_gender, ws_valid, etc.
• Click “Export Selection” to choose CSV or TXT format. CSV is recommended as CRMs prefer structured column headers.
• The exported result includes the original number, platform status fields, and detection timestamp. Note: gender recognition (tg_gender) is based on avatar analysis and should not be used as precise demographic data.

Step 4: Adjust CSV Field Mapping According to CRM Requirements

• Different CRMs have different requirements for CSV column names. For example, Salesforce uses the “Phone” field by default, HubSpot uses “Phone number”. KK-DATA exports default column names like “phone”, “tg_active”, “ws_valid”, etc.
• Manually or via Excel/online spreadsheet tools adjust column names:
  • phone → Phone (or Phone number)
  • tg_active → If CRM does not support custom fields, merge into a “Notes” column; if custom fields are supported (e.g., “TG_Active_30d”), map directly.
  • ws_valid → similar handling.
• It is recommended to keep the “tg_gender” field for potential gender-segmented marketing in CRM (but be mindful of compliance, avoid discriminatory marketing).

Step 5: Bulk Import into CRM and Mark Data Source

• Log in to your CRM system (e.g., HubSpot), go to the import wizard, select “Import File” to upload CSV.
• Match fields according to CRM prompts. Pay special attention to the format of the phone number column: ensure the system recognizes it as international format (starting with +1).
• After import, it is recommended to add batch tags/source labels for this set of leads, e.g., “Source: KK-DATA Screening - US Telegram March 2025”. This allows tracking conversion performance across batches.
• If CRM supports automation lists, create a “High Intent Contacts” smart list based on activity (tg_active=Yes) to automatically trigger email or message sequences.

How to Adapt CSV Format for Mainstream CRM Systems?

CSV files serve as the bridge between screening results and CRM import. However, different CRMs have varying CSV structure requirements; a small mistake can lead to import failure or field misalignment. Below are general recommendations and comparisons for mainstream systems.

General CSV Column Structure Suggestion (Phone, Platform, Active, Gender, etc.)

Field Name (Suggestion)	Example Value	Description
Phone	+12125551234	International format, avoid spaces
Platform	Telegram	If a number is active on multiple platforms, export separately or merge into one column separated by semicolons
Active_30d	TRUE	Boolean, corresponds to tg_active or ws_valid
Gender (optional)	male/female/unknown	Keep as auxiliary tag
Note	Screening Date:2025-03-01	Can record screening platform and date

Import Optimization for Different CRMs (HubSpot vs Salesforce vs Zoho)

HubSpot:

• Field mapping is easy: HubSpot automatically suggests matches, but the “Phone number” field only accepts international format.
• It is recommended to import using the “Contacts” object and check “Deduplicate by phone number” in import settings (HubSpot has built-in deduplication logic).
• For unsupported custom fields, put platform status into “Notes” or “Custom Properties”.

Salesforce:

• Field names must correspond to the Salesforce object API names. For example, the API name for Phone field is Phone; custom fields like “TG_Screened__c” must be created in the object field manager first.
• Use “Data Import Wizard” during import, select “Standard Object - Contact” or “Lead”, and map column names.
• Note: Salesforce is less tolerant of phone number formats than HubSpot; ensure numbers have no special characters before export.

Zoho CRM:

• Supports direct mapping of custom fields and can use “Import Layout” presets.
• Zoho is more lenient on phone number length, but international format is still recommended.
• Use Zoho’s “Duplicate Detection” feature with phone number as the primary key for deduplication.

Tip: After exporting CSV from KK-DATA, open it online using Google Sheets, batch replace column names, then re-export the merged CSV. No local software needed.

Important Notes for US Market Screening Export (North American Compliance and Data Quality)

The US market has strict regulations on data marketing; screening results imported into CRM cannot be used arbitrarily.

• Number Accuracy: Ensure correct +1 prefix and that area codes match the target state. For example, California area codes range widely (310, 408, 415, etc.); using a non-California area code may trigger flags.
• Avoid Duplicate Imports: CRMs usually have deduplication mechanisms, but it’s best to eliminate duplicates at the screening stage using KK-DATA’s deduplication warehouse to avoid charging for the same number multiple times.
• Respect DNC List: The US has a National Do Not Call (DNC) registry. If you engage in telemarketing, you must pre-screen numbers against the DNC list. Screening tools do not provide DNC detection; you need additional compliance services.
• CCPA Rights: California consumers have the right to request data deletion. After importing into CRM, establish a data deletion process to honor user rights.
• No Mass Harassing Messages: Even if numbers are valid and active, do not blindly send advertising messages. Telegram and WhatsApp have anti-spam policies. It is recommended to mark such leads in CRM as “pending interest confirmation” and use low-frequency outreach to establish initial contact.

How to Achieve “Generate → Screen → Export” Full Process with KK-DATA?

If you don’t have an existing US number list, KK-DATA’s number generation feature can help quickly build a target number pool. Steps:

1. Generate US number segments: In the “Number Generation” module, select country “United States” (code +1), specify area codes (e.g., 212 for New York, 310 for Los Angeles) or randomly generate numbers. You can also upload a custom number segment CSV (e.g., from public number segment databases).
2. Generation is free: Generating numbers is free; only screening incurs per-number charges. After generation, numbers are automatically stored in the “Number Warehouse”.
3. One-click screening: Select generated numbers from the warehouse, submit a Telegram/WhatsApp screening task. The system automatically deducts the balance (see real-time prices in the console).
4. Export and import to CRM: After screening completes, export CSV, follow the mapping rules above to import into CRM. The entire process requires no development, just a few clicks.

Additionally, KK-DATA offers:

• Data Deduplication Warehouse: Cross-task deduplication to avoid redundant detection of the same number.
• Telegram Task Notifications: Receive real-time task completion messages without refreshing the page.
• Multi-format Export: CSV/TXT optional, with or without headers.

This process turns exporting US market screened numbers to CRM from a “possible task” into a “repeatable standard operation.”

Frequently Asked Questions

Q: Can the screening results exported from KK-DATA be directly imported into Salesforce?
A: Yes. Generally, choose CSV format to export, manually adjust column names (e.g., change “phone” to “Phone”), then bulk import via Salesforce’s “Data Import Wizard”. If the CRM supports custom fields, platform-specific fields like “tg_active” and “ws_id” can be mapped directly. It is recommended to test in a Sandbox environment first.

Q: When screening US market numbers, how do I ensure the number segments cover target states or cities?
A: In KK-DATA’s number generation module, use the US country code +1, combine with specific area codes (e.g., 212 for New York, 310 for Los Angeles) to manually generate or import custom number segment CSV. First filter by area code, then batch verify. Note: some area codes may be less active; test with a small batch before full-scale screening.

Q: When exporting CSV, how do I get the CRM to automatically recognize phone number format?
A: Ensure phone numbers start with “+” and have no spaces, parentheses, or hyphens. For example, +12125551234. Most CRMs (e.g., HubSpot, Salesforce) automatically recognize international format. If numbers display as scientific notation after import, set the column format to “Text” in Excel before saving CSV.

Q: How reliable is the gender field (tg_gender) in screening results?
A: tg_gender is based on machine learning recognition of avatars, with accuracy around 70%–80%. It should not be used as precise demographic data. Only use for rough grouping (e.g., “suspected female”) and avoid reliance in sensitive marketing scenarios.

Q: If I need both Telegram and WhatsApp status in CRM, what should I do?
A: You can submit separate tasks for two platforms in KK-DATA, obtaining two CSVs. Then use Excel’s VLOOKUP or Python script to merge, using “Phone” as the primary key. Alternatively, a simpler approach: first submit Telegram screening, export CSV; then submit WhatsApp screening (using the same number file), export CSV; finally merge using a tool. KK-DATA currently does not support returning all statuses across platforms in a single task.

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