Before you begin
- Make sure that your Pipedrive account is integrated with Klenty.
- 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.
- 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.
- 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.