Map Contact Owner via CSV Import
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
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?