To import from Pipedrive, you will need Contact filters that include the prospects you want to import to Klenty.
To create the filter in Pipedrive:
- Go to Contacts -> People
- At the top right, click on the drop down next to your username and go to Filters.
- Click on Add new filter.
- Select the condition that will match the prospects you need to import and click on Save.
To import the filter to Klenty:
- Go to your Klenty account, make sure the Pipedrive integration is set up.
- Go to Prospects -> click on the + button to the top right -> select Pipedrive.
3. Click on the drop-down to select the filter you have created and click on Next.
4. Create/select a list to add the prospects to and add tags if needed.
5. Click on Start Import.