Import Leads from Pipedrive to Cadence
Topics Covered
-
About
-
Prerequisites
-
Importing leads from Pipedrive
About
You can add your list of leads to Cadence from Pipedrive easily using the import feature. Let us learn how it works.
Prerequisites
-
Your Cadence profile should be connected to your Pipedrive account.
Importing leads from Pipedrive
There are some steps to import leads from the Pipedrive. The steps are as follows:
Step 1: Log in to your Pipedrive account > Go to the Contact section > Click on People in the top left corner of the screen, and you will be able to see the available Leads.
Step 2: Now under People, you can add any lead by clicking on +Person
Step 3: The next step is to import the leads.
Note: You can import a maximum of 1000 leads at once by selecting them individually and using the "Add to Cadence" button in Pipedrive.
-
Importing a Lead List:
-
If you want to import the entire list of leads, select all the leads just by clicking on the check box before the Name, and all the leads will be selected.
-
-
-
Now click on the Three dots option appearing on the top right of the screen > Click on Add to Cadence.
-
-
As soon as you click on it all the leads will appear on the import page.
The import process is described below.
-
Importing an individual Lead: To import a Lead individually, click on the particular lead > Go to the three dots option on the top right corner of the screen and click on it> Click on Add to Cadence.
Step 4: The particular Lead would appear on the import page, and you have to select the Cadence where you want the lead to be imported. You can choose any existing Cadence or you can create your own Cadence beforehand.
Step 5: Select the preferred Cadence and click on Add.
Step 6: After that, you can see the status Success which means the Lead is successfully added to the particular Cadence.