What Pipedrive data do you need to import or export most often?

Mark Kofman
Mark Kofman Member Posts: 4 PIPEDRIVE TEAM
First Comment Integration Partner
edited July 2022 in Apps and Integrations #1
What Pipedrive data do you need to import or export most often?

Comments

  • Kallie Johnson
    Kallie Johnson Member Posts: 4
    edited April 2020 #2
    I add by Companies-aka Organizations, then add Contacts aka People. I create all my activities via the companies, and I personally don't create a deal until we've scheduled a meeting/have an opportunity