Import a contact list from Pipedrive

Before you start: a people filter in Pipedrive

Emelia does not import “all of Pipedrive”: it imports a people filter, in other words a search you saved in Pipedrive (for example, people whose label is “Prospect” and whose country is France). Only people filters are offered: no deal or organization filters.

So create the filter first, in Pipedrive's people view, and give it a clear name: that is the name you will pick in Emelia.

Step 1: create the list

In the left menu, open Lead Lists, click New List at the top right, then pick Pipedrive.

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• 1In the left menu, open Lead Lists.
• 2At the top right, click New List.

Step 2: connect your Pipedrive account

The first time, the window reads “Connect your Pipedrive account to import a contact filter”. Click Connect Pipedrive: a Pipedrive window opens, you sign in to your account and allow Emelia. It closes on its own, and the import window then lists your filters.

If nothing opens, your browser is blocking pop-ups: Emelia says so with a “Popup blocked” message. Allow pop-ups for this site, then try again.

Step 3: pick the filter

In the Pipedrive filter menu, pick the filter to import: each one shows up as “Dynamic”. Right below, the Send activities to Pipedrive switch decides whether campaign activity will flow back into Pipedrive (see below): now is the time to set it. Then click Import list.

Emelia fetches every person in the filter and opens the mapping window. At the bottom of the window, a line reminds you which account you are connected with. Connect another account replaces it for your next imports.

Step 4: map the columns

Each person becomes a row, with one column per person field in your Pipedrive, custom fields included. Columns carry the field names as they appear in your Pipedrive, with spaces replaced by underscores (First_name). The primary email lands in an email column, the primary phone in the phone column, and the organization or owner arrive as their name.

The mapping window is the same as for a file. Check these points in particular:

• email, first name and last name are mapped to email, firstName and lastName.
• The organization is mapped to companyName. It is not always automatic, and it is what lets you find the email of people who have none.
• If you keep the LinkedIn profile in a custom field, map it to linkedinUrlProfile: essential for LinkedIn steps.
• The __pipedrive_person_id column can stay on Skip: Emelia uses it anyway to link each contact to its Pipedrive record.
• Internal fields (owner, visibility, activity dates) can stay on Skip.

Syncing: every night, or on demand

A Pipedrive list does not update the second Pipedrive changes. Emelia says so at the top of the list: “Dynamic lists sync automatically every night”. The sync runs at midnight UTC. Someone added to the filter this morning will show up in Emelia tomorrow.

If you don't want to wait, open the list and click Resync now at the top right. The sync runs in the background, and new contacts appear when it finishes.

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• 1Resync now runs the update without waiting for the night.
• 2The reminder of the automatic schedule.

What happens to contacts already there

• No duplicates when syncing. Emelia reads the whole filter again, but only adds the people missing from the list. A person is recognized by email address, failing that by Pipedrive ID, failing that by LinkedIn URL.
• No update of existing records. A job title, company or address changed in Pipedrive does not change in Emelia for someone already imported.
• No automatic removal. A person who leaves the filter stays in the Emelia list and keeps being prospected. Remove them yourself, or add them to the blacklist if they must never be contacted again.
• A separate list. Emelia does not merge the Pipedrive list with your other lists. The same person in two lists attached to the same campaign gets the sequence once; between two campaigns, use lead exclusion.
• No file uploads. There is no Import button on a Pipedrive list, and a dynamic list can't be merged with another one: that is what keeps the sync reliable.

Plugging the list into a campaign

Select the list in the Lead list block of the campaign settings, like any other list. People who arrive later through the sync enter the campaigns that use the list, at the first step, at the campaign's new-contacts-per-day pace.

A campaign that has finished is no longer fed: if your filter must feed a campaign continuously, tick Never-ending campaign for automations where leads are continuously added under More settings. Without it, a campaign that has worked through its contacts can close itself, and people who arrive afterwards won't enter it.

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• 1For a list that fills up continuously, tick Never-ending campaign.

Sending activity back to Pipedrive

If you turned on Send activities to Pipedrive at import time, Emelia adds an activity, marked as done, to the person's record in Pipedrive when:

• they open an email or click a link (only if open or click tracking is on in the campaign, which it is not by default);
• they unsubscribe;
• they accept your LinkedIn invitation, or reply to you on LinkedIn (their reply text is included);
• a manual task in the sequence is marked as done or failed.

Your team sees the outreach history without leaving Pipedrive, and someone who just reacted is not cold-called three days later. Run a first test on a small list to see how these activities look in your Pipedrive.