Importing new leads

Balerfeed

I have a spreadsheet of contacts, I'd like to import into pipedrive and then send a group email to each contact, how do I do that? I've imported the spreadsheet but can not find those specific leads?

Liz (Ops Designed)

Hi @Balerfeed do you know if you imported the contacts as "People"? Assuming so, I'd recommend you create a filter to find people created today and then you can select all and send the group email. Here's a 1-min demo video: https://www.loom.com/share/eb3c9f2a30274e9c9d39f6d34aea7ada

If you'd like any additional help, please feel free to get in touch.

Amit Sarda (AmitSarda.xyz)

Hi @Balerfeed,

1. Add a custom field in Pipedrive to capture the import batch.
2. When importing the leads, add a column for import batch.
3. Once the leads are imported, create a filter for the value in the field import batch.
4. Send a bulk email.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

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