Before we proceed with importing leads from Pipedrive to your campaign or list, you need to connect your Pipedrive to Instantly.
Go to the Integrations tab.
To import leads, ensure you scroll down to the bottom and click on 'Show more' to connect to the old Pipedrive.
Log in to your Pipedrive account.
Click Allow and Install to allow access to Instantly.
After connecting, create a filter in Pipedrive contacts from which you will import the leads.
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. You will receive a prompt when any duplicate leads are skipped.
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.
