How to Export and Sync to Pipedrive

Export to Pipedrive

This article explains how to export single and bulk records from Cognism to Pipedrive. By using different export methods, you can move data efficiently and keep your Pipedrive records up to date.

Once an Admin has enabled and configured the Pipedrive integration, all users can export records to Pipedrive.

Prerequisites

Before you begin, make sure:

• The Pipedrive integration is enabled 
• You are logged in to your Pipedrive account 

Before you export

Contacts must be revealed before they can be exported.

• In the Cognism web app, you need to spend a credit to reveal contact data before you can add the contact to a list or export it  
• In the Chrome extension, you must reveal the contact before you can take actions such as exporting  

If a contact has not been revealed, export options will not be available.

Export from search

• Select the contacts you want to export 
• Click Export  
• Select Pipedrive from the dropdown  
• Review the export details 
• Assign the contact to an existing organisation or create a new one 
• Click Export  

A notification will confirm when the export is successful.

Export from a list

• Go to Lists  
• Click the name of the list you want to export from 
• Select the contacts you want to export 
• Click the Export to Pipedrive icon  
• Review the export details 
• Assign the contact to an existing organisation or create a new one 
• Click Export  

A notification will confirm when the export is successful.

Export from the Cognism Chrome extension

Export from an individual profile

• Open the Cognism Chrome extension on a contact or company profile 
• Click Export  
• Select Pipedrive  
• Confirm the export 

Export from a list view (for example, Sales Navigator)

• Select the leads you want to export 
• Click Export in the extension  
• Select Pipedrive  
• Confirm the export 

A pop-up notification will confirm when the record has been successfully exported.

Access exported records in Pipedrive

• Log in to Pipedrive 
• Go to Contacts  

Exported contacts appear at the top of your Contacts list.

To view associated organisations:

• Go to Organisations