Heeeey lemlister! 👋
Am I hearing "Pipedrive integration" over here? Okay, then... Lets deep dive into it straight away, shall we?
Here is what you should know on importing from Pipedrive 😉
Our Pipedrive integration functions based on filters.
⚠️ Be careful
If your filters are not shown in your campaign, make sure that you’ve created them in Pipedrive under ‘PERSONS’ (and not organizations, deals, contact timeline, activities)
👉 Once you're actually in the "Leads" section of your campaign you should select to import from your CRM here.
Then you will go through 3 stages:
1️⃣ Choice of CRM into this campaign:
-choose the Pipedrive as your CRM 👇
2️⃣ Import leads from Pipedrive:
👉 Choose the Pipedrive user account.
👉 Choose the Pipedrive filter.
👉 If you enable this option below and you change something under the filter you choose from Pipedrive, we're going to pause that lead in lemlist.
3️⃣ Set up import settings:
From this stage, you can choose to remove from lemlist all leads from your Pipedrive filter that are existing in any other campaign on lemlist 👇
That's it 🤠
lemlister tip 💡
To avoid having trouble importing leads from your Pipedrive account make sure you have filled in all the correct information for each individual! 😄
We have also recorded a video for you ❤️
Feeling intrigued by Pipedrive and want to learn more? Here are some useful links you should definitely check out :
And if you'd like an extra hand, just ping us on the chat!