Import people from Pipedrive

Export Pipedrive people and import through Pamphlet CSV wizard.

Steps

  1. In Pipedrive, export people with email and organization fields
  2. Download the CSV export
  3. Open Prospects import in your Pam Pod workspace
  4. Map organization to company and verify the preview rows

Pipedrive exports vary by plan. Include email on every row to avoid skipped records during import.

Expected result

Imported people appear in CRM with company mapping from Pipedrive organizations.

If something goes wrong

Re-export with email on every row if preview skips records.

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