You can import prospects from Pipedrive in a few simple steps once you integrate with Klenty.
Before you begin
- Make sure that your Pipedrive account is integrated with Klenty.
- 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.
- 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.