Pipedrive CRM is a popular customer relationship management platform that helps you manage your contacts effectively. There might be instances where you need to export a list of contacts with phone numbers into a CSV file, including only the contact name and phone number columns. This tutorial will guide you through the process of exporting this specific data from your Pipedrive CRM account.
Step 1: Log in to Pipedrive CRM
Visit the Pipedrive CRM website (https://www.pipedrive.com/) and log in to your account using your credentials.
Step 2: Access your Contacts
After logging in, click on the "Contacts" tab in the main menu at the top of the page to access your People module.
Step 3: Filter Contacts with Phone Numbers
Click on the "Filter" button located in the upper right corner of the page. Click "Add new filter" and give your filter a name (e.g., "Contacts with Phone Numbers"). Click "Add condition" to create a new filter condition. In the "Field" drop-down menu, select "Phone." In the "Operator" drop-down menu, select "is known" to display contacts with a known phone number. Click "Save and apply" to apply the filter.
Step 4: Export Contacts as CSV
With the filtered contacts displayed, click on the "..." (More actions) button located in the upper right corner of the page. Select "Export" from the drop-down menu.
Step 5: Customize Export Properties
In the "Export data" pop-up window, select "CSV" as the file format. Under "Select columns to export," deselect all properties except for "Name" and "Phone." This will ensure your exported CSV file only contains the contact name and phone number columns. Click "Start export."
Step 6: Download the CSV File
Pipedrive CRM will notify you via email when your export is complete. This may take a few minutes, depending on the size of your contact list. Once you receive the email, click on the "Download" button within the email to download the CSV file to your computer.
You've successfully exported your Pipedrive CRM contacts with phone numbers as a CSV file containing only the contact name and phone number columns. You can use this file to import your contacts into another CRM, analyze the data in a spreadsheet, or share it with your team. Remember to keep your contact data secure and up-to-date, and make the most of Pipedrive CRM's robust features to manage and grow your business.