Import contacts

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Legacy: Import contacts from Pipedrive to ActiveCampaign

Introduction

The Import contacts feature in ActiveCampaign allows users to seamlessly transfer their contacts from Pipedrive, a popular sales management tool, into the ActiveCampaign platform. This integration is crucial for businesses that want to streamline their sales and marketing efforts by consolidating their contact management. By importing contacts, users gain the ability to automate marketing campaigns, manage customer relationships more effectively, and ensure that their customer data is centralized for better insights and interaction.

How to Access This Feature

To begin the process of importing contacts from Pipedrive to ActiveCampaign, users must first log into their ActiveCampaign account. The feature can be accessed via the following steps: 1. Navigate to the left menu of your ActiveCampaign account. 2. Click on the Contacts section. 3. Within the Contacts menu, select the Import button.

Step-by-Step Instructions

Follow these detailed instructions to import contacts from Pipedrive:

1. In the Contacts section, click the Import button. 2. Choose Pipedrive as your import source. 3. A modal window will appear prompting you to enter your Pipedrive API token. Type your API token into the provided field. 4. After entering the API token, click the Next button. 5. You will then be asked to select a list to add your Pipedrive contacts to. This step is optional; if you wish, click the desired list. 6. Click the Next button again. 7. On the following screen, you can choose from two options:

  - Import contacts and auto import new contacts: Ideal for those wishing to sync contacts regularly, as ActiveCampaign will check for new or updated contacts every 30 minutes.
  - Import contacts and do not auto import new contacts: Useful for a one-time sync of all contacts.
  Select the option that fits your needs by clicking on it.

8. You may now add a filter for your automatic import. Using a filter will narrow down the data imported into your ActiveCampaign account. To select a filter, click on the Filter dropdown and choose the desired option. 9. After setting the filter, click the Next button. 10. A confirmation screen will appear. Click the Next button to proceed. 11. Once completed, you will see an import page indicating that an auto import is set up with Pipedrive.

Configuration Options and Settings

When importing contacts from Pipedrive, the integration will create several Person fields in your ActiveCampaign account based on the data from Pipedrive. These fields include: - Pipedrive Field: ID - ActiveCampaign Field: id%pipedrive-id% - Pipedrive Field: Add Time - ActiveCampaign Field: add time%pipedrive-add-time% - Pipedrive Field: Update Time - ActiveCampaign Field: update time%pipedrive-update-time% - Pipedrive Field: Phone - ActiveCampaign Field: phone%pipedrive-phone% - Pipedrive Field: Organization - ActiveCampaign Field: org name%pipedrive-org-name%

Additionally, users must keep in mind that: - Only Person fields from Pipedrive can be synced. - The phone number with the highest likelihood of SMS capability will be prioritized (Mobile > Home > Work > Other). - If no phone numbers are labeled, the primary number will sync from Pipedrive.

Best Practices and Tips

- It’s advisable to periodically review your data in ActiveCampaign to ensure that it remains accurate and up-to-date, especially if you choose the auto import option. - Utilize the filter option to tailor the data being imported, which can prevent cluttering your ActiveCampaign database with unnecessary contacts. - Double-check your API token and ensure it has the necessary permissions to access your Pipedrive account. - Consider performing a manual sync initially to understand the data flow before setting up an automatic import.

Troubleshooting

If you encounter issues during the import process, consider the following troubleshooting steps: - Ensure your Pipedrive API token is correct and up-to-date. - Check your internet connection and reattempt the sync. - Verify that the contacts in Pipedrive meet the required format for ActiveCampaign. - If issues persist, consult the Pipedrive integration article for additional guidance.

Common Use Cases

- A sales team can regularly sync their contact data from Pipedrive to ActiveCampaign to automate follow-up emails, ensuring clients receive timely communications. - Marketing teams can filter contacts based on specific criteria, allowing for targeted campaigns based on user interactions in Pipedrive.

FAQ

Q1: What types of contacts can I import from Pipedrive? A1: You can only import Person fields from Pipedrive, including standard and custom fields.

Q2: Can I set up multiple syncs for different Pipedrive accounts? A2: No, the current setup only allows for one connection to Pipedrive for contact import.

Q3: What should I do if I am missing contacts after the import? A3: Verify that the contacts exist in Pipedrive and check the filters applied during the import.

Q4: How frequently does ActiveCampaign check for new contacts? A4: If you set up auto import, ActiveCampaign checks for new or updated contacts every 30 minutes.

Q5: Can I import contacts without setting a filter? A5: Yes, you can proceed with the import without applying any filters.

Q6: What happens to existing contacts in ActiveCampaign during the import? A6: Existing contacts that match will be updated with data from Pipedrive.

Q7: Is an API token necessary for all import operations? A7: Yes, a valid Pipedrive API token is required to access and import contacts from Pipedrive.

For more in-depth information, refer to the relevant ActiveCampaign documentation for integration processes and troubleshooting tips. ```