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
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