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:

  1. Go to Contacts -> People
  2. At the top right, click on the drop down next to your username and go to Filters.
  3. Click on Add new filter.
  4. Select the condition that will match the prospects you need to import and click on Save.

To import the filter to Klenty:

  1. Go to your Klenty account, make sure the Pipedrive integration is set up.
  2. Go to Prospects -> Add Prospects -> 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.
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