Step 1: Sync your Pipedrive account
Before exporting your leads, it is necessary to sync your CRM with Waalaxy.
Go to Settings > CRM sync.
Click on "Connect the App".
📖 Need help? Check out our detailed tutorial: Waalaxy x Pipedrive
Step 2: Manually export your leads to Pipedrive
Once your CRM is synced, follow these steps to export your leads:
Go to your lead list in Waalaxy.
Select the lead(s) you want to export.
Click on "Export", then select "Export to Pipedrive".
Choose the list to send the data to.
💡 Tip: You can save this list as the default list to speed up future exports. 👌