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How to manually export your prospects to Pipedrive?

Updated this week

Step 1: Sync your Pipedrive account

Before exporting your prospects, it is necessary to sync your CRM with Waalaxy.

  1. Go to Settings > CRM sync.

  2. Click on "Connect the App".

📖 Need help? Check out our detailed tutorial: Waalaxy x Pipedrive

Step 2: Manually export your prospects to Pipedrive

Once your CRM is synced, follow these steps to export your prospects:

  • Go to your prospects list in Waalaxy.

  • Select the prospects 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. 👌

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