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Info about import and match email PIPEDRIVE -> SELL

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Luigi Sghinolfi

投稿日時：2021年9月25日

Goodmorning everyone.
I am looking to import over 5000 opportunities from PIPEDRIVE to SELL.

I am able to import opportunities and contacts (by dividing the original file).

FIRST QUESTION
The problem is to associate emails with opportunities.

How you do it?

Maybe I have 3 opportunities from the same client but the emails I exchanged with him are aggregated by opportunity.

How can I replicate this situation on SELL?

SECOND QUESTION
I have a pipedrive export file of over 11,000 activities, how can I import them to SELL and correctly associate them with individual opportunities without errors?

Thanks
Luigi Sghinolfi

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1件のコメント

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    Kyle Jones

    Zendesk Customer Care

    Hey there Luigi,

    That's a great question! From my understanding, these emails should also be visible on the Deal page as long as you've connected the contact (email) to the deal itself. When you get to the Import your Data section you should be able to see what will happen to the contacts added to the deal.

    Kyle Jones | He/They
    Technical Support Engineer
    Expand your Zendesk Knowledge with our some of our free training courses at: Zendesk Training

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