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How to import data to Pipedrive via CSV

MinorCo 10,347 2 years ago
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In this video, I show you how to import data to Pipedrive via a CSV. I'll cover: 1) How to create contacts and organisations 2) how to import leads or deals 2) and how to update existing records with new information. 0:00 - Introduction 1:02 - Setting up your spreadsheet 5:17 - Mapping your columns to fields 11:26 - Creating deals or leads 19:02 - Updating existing contacts 23:20 - Outro Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: https://minorco.com/consulting/pipedrive-extended-trial/ Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request-a-quote/ Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter

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