Any suggestions on what apps can we use to auto populate company/people fields in Pipedrive?

Paulo Coelho
Paulo Coelho Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

We have 60000+ contacts in it gets hard to have everything updated

Comments

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211 VERIFIED MEMBER
    Third Anniversary 100 Comments 5 Answers 25 Likes
    edited April 2022 #2

    Hi Paulo - Are you asking about auto populate company/people fields in Pipedrive when importing the data or for auto-updating the data when certain actions happen? 

    For the former, you'd just need to set up an import sheet with the proper column headers (e.g. "Company - {{field name}}" / "Person - {{field name}}") and for the latter I'd recommend Zapier.

This discussion has been closed.