Is there a free trial?

Yes. Starter is free for 7 days. No card. It ends on its own after 7 days unless you add one.

Every tier is month to month. Annual commitment is optional and takes twenty percent off the monthly.

Content, prospects, scoring runs and refreshes are all inside the number for your tier.

Why is there no price for Command?

It is scoped per engagement after you have seen the product on your own accounts, because it is our team running your account and the scope decides the cost.

Is there a setup fee?

The first month is the whole of it. You pay the first month and setup on your own accounts starts.

Yes. The account owner moves up from the Billing tab at any time, and the new price is shown and confirmed before anything is charged. To move down, write to us.

Do I need TruLata to get a website?

No. The site builder stands on its own: building is free, and going live is $49 a month or $468 a year.

What do I keep if I leave?

Your Drive folder of content, your lead ledger, and your own accounts with our access revoked by you.

Microsoft 365

Connect Excel to TruLata

Sign in and approve. The steps below are read from the Excel card on the Integrations tab of your dashboard, so they match what you see.

#Steps

On the Integrations tab of your dashboard, press Connect on the Excel lead sheet card. Microsoft opens so you can approve TruLata, read only. TruLata finds your newest workbook named like leads, contacts or inquiries; it needs a Date column and an Email or Phone column. Nothing to paste.
If your organization requires its Microsoft 365 admin to approve apps, email support@trulata.com and we walk your admin through it.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Excel appears once the connection works.

What Excel brings into TruLata, and which tab it fills: Excel and TruLata.

Every integration, and how each kind of connection works: Connect a tool.

More in Microsoft 365

OutlookSign in and approve

Outlook CalendarSign in and approve

Microsoft BookingsSign in and approve

Microsoft 365 CopilotSign in and approve

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

Send a request