---
title: "Importing Prospects from Pipedrive"
description: "Instructions on importing Prospects from Pipedrive using filters"
url: https://hckacqqlv.gleap.help/en/articles/2462043-importing-prospects-from-pipedrive
collection: "Pipedrive"
updated: 2025-08-07
language: en
---

# Importing Prospects from Pipedrive

Instructions on importing Prospects from Pipedrive using filters

**Before you begin:**

1.  Make sure that your Pipedrive account is connected to Klenty (You can refer to this [article](https://support.klenty.com/pipedrive-integration/connecting-your-pipedrive-account-to-klenty) if you need help with setting up the integration)                                                
    
2.  Ensure that you have at least one **People or Deals filter** in Pipedrive for the People you want to import to Klenty
    

There are two ways of importing Pipedrive Contacts into Klenty:  

1.  From Klenty
    
2.  From within Pipedrive using our App Extension  
    

## Import from your Klenty account

1\. Go to **Prospects** → **Add prospects**,

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102448_4039.jpg)

From the next page choose the option "**Import from Pipedrive**" - in the next popup, you will be presented with the option from which filter you would like to import the prospects.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102448_1940.png)

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102448_0422.png)

**What data does each filter bring in?**

-   **Lead filter** - Will bring the data associated with the leads in Pipedrive (Note: archived leads will not be considered)
    
-   **People filter** - Will bring the data associated with the person in Pipedrive
    
-   **Deal filter** \- Will bring the data of the deals and the associated person in Pipedrive
    
-   **Organization filter** - Will bring the organization data and the associated persons
    

**Here data refers to the data present in the fields. Make sure the field mapping is completed before the import is done.**

[Mapping Pipedrive fields to Klenty](https://support.klenty.com/en/articles/2464638-mapping-pipedrive-fields-to-klenty)

2\. Using the '**Assign to**' option

This allows you to choose the prospect owner based on the Person / Deal owner in Pipedrive.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102448_9369.png)

**How does it work?**

-   When you import the prospects to Klenty, by default you become the prospect owner in Klenty. Using this "**Assign To**" you can assign the prospect owner to a particular teammate or choose "**Person Owner**" or "**Deal Owner**"
    
-   This works when you have a team in Klenty and the teammates have their individual Pipedrive accounts connected
    

3\. Add the prospects to an existing Prospect list/tags or to a new one and then click on **Import**

Once the import is completed you can find the recent imports under the **Prospects --> Import History** section

## **Import options**

-   Toggle on **Auto import** to automatically add prospects to Klenty when the Imported filter is updated. (**Note:** We check your Pipedrive filter for updates every 6 hours)
    
-   Click on **Import Now** to immediately import updates from the filter to Klenty.
    

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102448_3123.png)

## Import Contacts from within Pipedrive 

With our [App extension for Pipedrive](https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462?utm_source=supportpages), you can directly add People to Klenty from within Pipedrive: 

1.  In your Pipedrive account, click on **Contacts** -> **People**
    
2.  Select the Contacts that you want to send to Klenty and click on the 3 dots at the top right corner and choose to **Add to Klenty**
    
3.  Choose a list & tag, Assign to and then proceed with the import
    

You can also use the chrome plugin to add contacts from Pipedrive to Klenty from the People page.

[How do I use the chrome plugin within Pipedrive?](https://support.klenty.com/en/articles/5161186-how-do-i-use-the-chrome-plugin-within-pipedrive)

  
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