How to import data to Pipedrive via CSV
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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