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Pushing Prospects to Pipedrive

Read this guide to move your prospects from Outreachly to Pipedrive

Joudy | Outreachly avatar
Written by Joudy | Outreachly
Updated over 7 months ago

Outreachly has native integration with Pipedrive, allowing you to manage your prospects and pipelines easily!
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To move your prospects to Pipedrive, please follow these steps:
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  1. Make sure you've connected Pipedrive through the native integration

  2. Select "Prospects" from the menu on the left
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  3. Select the prospect you want to push to the CRM by selecting the check box to the left
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πŸ’‘ To save time you can bulk-select prospects by selecting the down arrow, entering the number of prospects you would like to move (up to 3000), and selecting "Apply"

4. Select "Push to CRM" and choose 'Pipedrive', this will push your selected list into your Pipedrive CRM
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πŸš€ Success! You can now easily move your chosen prospects to Pipedrive from the 'Prospects' menu

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