It's easy to bring all your contacts from Pipedrive into your folk CRM. You can do it in just two quick steps:
Export your Pipedrive contact data into a csv file
Import the CSV file into folk
Here's how:
Export Pipedrive contacts
Export your Pipedrive contacts following the steps here
Your CSV is ready to import!
Import csv to folk
Here's a quick video guide on how to import your CSV to folk, or read on for a step-by-step guide:
Go to the group of your choice and then click on the 3 dots on the top right and then 'Import CSV'
Select the file of your choice (in csv format)
Match fields from your file with folk fields
For each column of your file, you can match it with the right field in folk
If your column can't be matched with any of the existing folk fields, you can create the field directly during the import (it will be created as a text field).
Or you can create these fields (in any type) before importing so that it is recognized when matching.
Review your data and edit if needed
Import
You can import files of people or companies in your groups. Just select the right view before your import (people or companies).