If you were previously a Pipedrive user, you can move selected information over to Livespace seamlessly.
The import from Pipedrive as part of the integration includes:
- contacts (companies and persons);
- deals, sales processes and products;
- notes (without files);
- additional fields.
To activate your data migration from Pipedrive, login into your Livespace account and go to Account settings > Integrations & Add-ons. Choose the CRM you had been using and turn on the integration.
In order to start the integration:
1.Go to Pipedrive > Settings > Customise > Personal > Other > API and copy your personal API token.
2. Gained API key paste in Livespace > Account settings > Integrations and add-ons > Pipedrive and click Save.
3. Write us a message on chat or on [email protected] – we will start data sending.
How to import data to Livespace from .xls file?
Other Livespace integrations