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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

Hi, @marinacballester 

 

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,

create a connection type field and configure it however you see fit. See if it works.

See if this helps you

https://help.pipefy.com/en/articles/865712-what-is-a-connection-field

 

Hi @marinacballester howdy?

Can you please open a chat with us to investigate this case? 

 

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