Export prospects from Klenty to Pipedrive in two simple steps.
- From the Prospects page, select all the prospects that you wish to export.
- Click on More and select Export as person in Pipedrive.
The sync with CRM icon will turn blue indicating that the prospects have been exported.
Lookup prospects with Pipedrive
This feature lets you look up prospects with Pipedrive to determine if they already exist. This allows the CRM Triggers to be created for the right person in Pipedrive.
- From the Prospects page, select all the prospects that you wish to lookup with Pipedrive.
- Click on More and select Lookup with Pipedrive.