Pipedrive

Import prospects to Klenty from Pipedrive

You can import prospects from Pipedrive in a few simple steps once you integrate with Klenty.  

Before you begin

  1. Make sure that your Pipedrive account is integrated with Klenty.
  2. Verify that you have filters in Pipedrive for the Persons you want to import to Klenty. The filters need to be Persons and not Organizations.

To import

  • Login to your Klenty account.
  • Go to Prospects -> Add prospects and under Pipedrive select the filter you want to import.
  • After selecting the filter, you can add the prospects to an existing or to a new Tags/Lists and click on Import.
  • The filter will be displayed under Import History.
  • Toggle on Auto import to automatically add prospects to Klenty when the Imported filter is updated. (Note: We check your Pipedrive filter for updates every 6 hours.)
  • Click on Import Now to immediately import updates from the filter to Klenty.