When it comes to sales, having a streamlined process for managing leads can make all the difference. If you’re using Pipedrive, you’re already taking a step in the right direction. But before you can start nurturing those leads, you need to get them into the system.
Whether you’re moving from another CRM, gathering leads from multiple sources, or just starting to organize your contact list, importing leads into Pipedrive is a simple process that can save you time and effort.
In this guide, we’ll walk you through the steps to ensure a seamless lead import process so that you can focus on what really matters—closing deals.
How to Import Leads into Pipedrive?
Note: When adding leads, it’s important to remember whatsapp and digital marketing that every lead must be linked to a contact in Pipedrive.
Mandatory Fields for Importing Leads
Before you begin importing your leads, make sure you have the following mandatory fields:
Lead Title: Every lead must have a title to help you easily identify and manage them.
Person Name or Organization Name: You need to provide either a person’s name or the name of the organization associated with the lead. This ensures your leads are properly linked to the right contact.
Importing Leads from a Spreadsheet
To import leads into Pipedrive, you can use spreadsheet files in XLS, XLSX, or CSV format. If you’re bringing in leads from an existing list or spreadsheet, here’s what you need to do:
Go to the Leads Inbox. This is where all of your new leads will be managed. In the top right corner of the Leads Inbox, you’ll find an ellipsis (…). Click on it to open a dropdown menu. From the dropdown menu, select the ‘Import leads’ option. After selecting the import option, you will be asked where you want to import your leads from. Choose the ‘from a spreadsheet’ option to upload your existing list of leads. Once you ‘upload file,’ you’ll need to map the fields. Move the lead title field from the list of fields on the right to the matching column in your spreadsheet on the left. Map Additional Fields: You can also map other lead/deal custom fields and the three default lead fields that include: Lead owner Lead title Pipedrive system ID
Preview and Finish
Preview Your Data: Once you are done mapping, click Next. Pipedrive will let you preview your data before starting the import to ensure everything why it makes sense to publish incomplete posts is correctly mapped. Once you are done validating the import, click Next again.
Handle Duplicates: If Pipedrive finds duplicate records in your spreadsheet or existing Pipedrive data, it will merge them into a single entry, keeping your contact list organized.
Start Import: When everything is accurate, click “Start import”.
Import Confirmation and Skip File
Once the import is complete, you’ll receive a confirmation page with an overview of the imported leads. If any rows encounter issues, Pipedrive will generate a ‘Skip File.’
This file shows the rows with issues and explains why the error occurred. You can download the file, make corrections, and re-import it to ensure all your data is properly uploaded.
Once your import is successful, you will find the newly imported leads in the Leads Inbox.
Alternative Import Metho
There’s another way to import leads from buying house b a spreadsheet. You can go to ‘…’ (More) > Import Data, and then choose From a Spreadsheet to upload your lead list. After this, simply follow the steps outlined above to map your fields and complete the import.
Note: If you need to revert an import, you have 48 hours to do so using the revert button in your import history. Keep in mind that only global admin users can perform this action.
There are a few other ways to add leads to the Leads Inbox. Let’s look into these options in the next section.
Other Ways to Add Leads to Lead Inbox
Here are a few additional ways to add leads to your Leads Inbox to keep your sales pipeline organized and up-to-date.
Clean Up Data: Before importing, review your spreadsheet for any typos, missing fields, or duplicate entries. Cleaning your data beforehand will save you time correcting errors later.
Check Tabs: If your spreadsheet has multiple tabs, ensure you select the correct tab containing the data you want to import. Only the data from the selected tab will be uploaded.
Avoid Special Symbols: For numeric or monetary fields, avoid using symbols. For example, in a deal value column, only enter the number “1000” rather than “$1000”. This prevents any issues with currency formatting during the import.
File Size and Row Limits: While Pipedrive doesn’t have a limit on the number of columns in your spreadsheet, make sure the file size is under 50MB and the total number of rows doesn’t exceed 50,000.
Conclusion
Importing leads into Pipedrive helps you stay organized and manage your sales process more efficiently. By following the steps for importing, mapping fields, and handling duplicates, you can quickly get your leads into the system.
Once your leads are successfully imported, you’ll be ready to focus on managing and nurturing them, ultimately moving them closer to conversion.