I´ve imported my Contacts into a Database, and need to convert selected existing contacts into specific pipeline - such as: Outbound Lead Campaign or Data Enrichment Pipeline.
How can I filter selected contacts to do this task in mass or manually select one specific contact to move into a pipeline?
Regards,
Marina
+18
Hi,
you can create a connection between the database and the pipe
https://help.pipefy.com/en/articles/619209-connect-pipes-to-databases
Hi, I´ve already connected both, but how to create the card for a selected contact? Do I need to fill in the complete pipeline card or is there a way to select the contact and select: “create a card/add to a Pipeline”, instead?
Thanks,
+18
create a connection type field and configure it however you see fit. See if it works.
+18
Hi
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