Map Contact Owner via CSV Import
completed
R
Raspberry Armadillo
As a Salesmsg and Pipedrive user, there's no smooth communication between Pipedrive contact owner and Salesmsg ownership.
While it is my understanding that the integration will be enhanced in the future, a helpful feature would be to allow users to include a Contact Owner column in the CSV when importing contacts. This would enable assigning ownership during the import process.
Created by Hansel Aguilar
Tawheed Al-towaitee
updated the status to
completed
Tawheed Al-towaitee
Raspberry Armadillo This is now available in the app. When you import contacts, you can add an owner field: https://salesmsg.d.pr/i/aqL3Kp
Chris Brisson
Hey Raspberry Armadillo, thanks for your feedback! Following up on this:
- How do you currently manage contact ownership between Pipedrive and Salesmsg?
- What specific challenges are you facing with the current CSV import process?
- Would you need any additional features or data fields when importing contacts with ownership information?