Keap to Pipedrive - Tags for email automations how to?
StuartLord
Member Posts: 1 VERIFIED MEMBER
Hello, we are commiting to migrating from KEAP to Pipedrive but our biggest stumbling block is how to transfer over all of our Keap tags that we use to trigger automated email journeys etc into PipeDrive. What is the best solution here and would they be classed as labels in PD? I have failed using CSV and also some sample runs on 3rd party softwares.
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Answers
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Hi @StuartLord
I am not familiar with KEAP software, but looking at the issue at hand I would suggest using Labels or Custom Fields in Pipedrive. Custom Fields might be a better choice for insights and automation.
Best,
Andre Vill / Dominate Sales
Certified Pipedrive Reseller partner[English] https://dominatesales.io/ - [Eesti] https://dominatesales.ee/pipedrive-crm/
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