Import from Pipedrive🚰

Add prospects to your campaign on lemlist from your Pipedrive CRM

Updated over a week ago

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!

Enjoy ❤️

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