Before you begin

  1. Make sure that your Pipedrive account is integrated with Klenty.
  2. You should have at least 1 Contacts filter in Pipedrive for the Persons you want to import to Klenty. The filters need to be Persons and not Organizations or Deals.

To import

  1. In Klenty, go to Prospects -> Add prospects and under Pipedrive select the filter you want to import from the drop-down.

2. 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.

Import options

  • 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.

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