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Luigi Sghinolfi

Entrou em 16 de out. de 2021

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Última atividade em 16 de out. de 2021

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Luigi Sghinolfi criou uma publicação,

Publicação Q&A - Sales CRM (Sell)
Info about import and match email PIPEDRIVE -> SELL

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

Publicado 25 de set. de 2021 · Luigi Sghinolfi

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