It is possible to easily import your customers from Pipedrive

Activate the integration

You can activate the integration with Pipedrive in the App Center. Go to settings > App Center and click on the Pipedrive app. You'll be redirected to Pipedrive to install the integration. Press Allow and Install to proceed with the installation.

After the installation you'll be send back to the Pipedrive settings in TimeChimp.

Import customers

Once you have set up the integration, it is possible to import your accounts from Pipedrive to TimeChimp. Go to your settings (via the gear icon) and click on import. Then you import your customers easily and quickly from Pipedrive. The integration looks at the client number. Does your customer exist in Salesforce and in TimeChimp? Make sure they have the same client number so that the system recognizes them as equivalent.

Import successful? Then you will find the imported customers under Administration -> Clients.

Do you want your customers to automatically enter TimeChimp? Indicate this under Settings > Pipedrive. If desired, your (new) customers are automatically imported into TimeChimp every night.

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