Before we proceed with importing leads from Pipedrive to your campaign or list, you need to connect your Pipedrive to Instantly.
After connecting, create a filter in Pipedrive contacts from which you will import the leads.
After connecting your Pipedrive and creating a filter, you may now proceed with importing leads from Pipedrive to your campaigns or lists by following the steps below:
Open the target campaign
Go to the Leads tab and click Add Leads.
Select Pipedrive.
Choose a contact filter (to import contacts with a specific Pipedrive filter)
Click Import.
Check the corresponding fields and click Upload all.
Select Type: Use the drop-down menu to attribute the right variable for each column.
The Email column should be mapped to the predefined 'Email' variable.
For personalized columns, you can map them as 'Custom variable'.
For columns that you don't need to import, you can map them as 'Do Not Import'.
Check for duplicates across all: Check the options to prevent uploading leads that already exist in another campaign or list. Uncheck the options if you wish to allow duplicate leads in different campaigns or lists.
Verify leads: Check the option to verify your leads using Instantly Credits (0.25 credits per lead). If you don’t have enough credits, you’ll be prompted to upgrade to the Instantly Credits plan.
Instantly will also check for any blocked contacts. You will receive a prompt when any duplicate leads are skipped.
