Bulk Import from Contacts > People to Leads

Nicolas_Dispr
Nicolas_Dispr Member Posts: 2 NEW MEMBER
Photogenic
in Ideas and Product Feedback #1

Hello everyone,

It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk.

Currently, the available options are:

  • Manually opening each contact and adding them as leads one by one.
  • Searching for the prospect’s name directly in the Leads database.
  • Using a CSV/Excel import. However, this is not ideal in our case, as the People contacts already exist in the database. Also, even for contacts that are not yet in Contacts > People, there is no direct option to select Contacts > People > Leads during import.
  • Using the lead import tool via appm.import2.com, but unfortunately, Pipedrive-to-Pipedrive imports are not possible.

For prospecting activities, it seems crucial to have the ability to select multiple People from the Contacts database and add them to Leads in bulk.

If any of you use Pipedrive for cold calling, feel free to share your experience!

Looking forward to seeing this feature implemented. 🚀

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  • Margarida F
    Margarida F Pipedrive Team Posts: 7 PIPEDRIVE TEAM
    Third Anniversary First Answer Name Dropper First Comment
    #2

    Hey @Nicolas_Dispr

    Thank you for sharing your feedback!

    Currently, the easiest way to create Leads in bulk is by using the Import feature:

    For already existing contacts:

    You can use the Pipedrive System ID to make sure you create Leads via import linked to already existing contacts without creating duplicates. For this, you would just need to export from the contacts List view, and make sure you include the ID (People). In the exported List you will need to add a column for Lead title, populate it with the desired lead titles, and then import this spreadsheet to Pipedrive. In the Pipedrive import mapping phase, make sure you map the fields Person ID and Lead title - this will create a lead linked to each one of your existing contacts.

    You can check more about this process here: Updating Pipedrive data with a spreadsheet

    In case you are adding new contacts via import, you can have the People contact's mandatory fields in your spreadsheet, and then you just need to add the Lead title column in that same spreadsheet. In Pipedrive, map all the people fields to create contact people, and the field Lead title, to create leads linked to those new contacts.

    This article may also help: How can I import leads?

    In any case, I understand your suggestion would be useful, as it would allow you to create Leads in bulk directly from Pipedrive without having to use spreadsheets. I will forward this internally so that our team can consider it for future improvements!
    We appreciate you sharing your thoughts with us!

    Let me know if we can help with anything else!

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