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Pipedrive is a web-based CRM software that allows businesses to manage their sales process. It provides tools for lead and deal management and is user-friendly and customizable to individual needs. Pipedrive is used worldwide by sales teams, small businesses, and startups.
What can you export to Pipedrive?
It is possible to easily and quickly import your customers from Pipedrive.
Activating the integration
You can activate the integration in the App Center. You can find this under Settings > App Center, then click on the Pipedrive app.
You will be redirected to Pipedrive to install the integration. Use your Pipedrive login to log in.
Login and Click on 'Allow and Install' to proceed with the installation.
After installation, you will be redirected to the Pipedrive settings in TimeChimp.
After the integration has been set up, you can import customers from Pipedrive to TimeChimp.
To do this, go to Gear icon > Import/Export and select Pipedrive. Your customers will now be imported and added to TimeChimp.
Import successful? Then you will find the imported customers under Contacts -> Customers.