# Pipedrive Lead Import & Enrichment

> Import new leads into Pipedrive with duplicate detection, organization linking, and automatic deal creation.

Source: https://cotera.co/solutions/sales/pipedrive-lead-import-enrichment

---

- **Team:** Sales
- **Tools:** Pipedrive
- **Difficulty:** easy
- **Setup time:** 5 min
- **Time saved:** 30 min/batch

## How it works
1. **Duplicate Check** — Searches Pipedrive by email before creating any record
2. **Contact Creation** — Creates new person records with all available details
3. **Org Linking** — Finds and links the correct organization to each contact
4. **Deal + Note** — Opens an initial deal and adds onboarding context as a note

## Example requests
- Import these leads: Jane Smith jane@acme.com, Bob Lee bob@widgets.io
- Add sarah@bigcorp.com to Pipedrive and create a deal in my Sales Pipeline
- Check if john@example.com already exists, and if not, create a contact and deal

## Prompt

```markdown
## Task

Use @Pipedrive/Search Persons to check if a lead already exists in your CRM before creating duplicates. For new leads, use @Pipedrive/Add Person to create the contact record, @Pipedrive/Get Organization to link them to the correct company, @Pipedrive/Create Deal to open an initial opportunity, and @Pipedrive/Create Note to add onboarding context.

**Example:** Import a list of 10 leads from a conference, skip any that already exist, and create deals for the rest.

## Input

The user will provide either:
1. A single lead with name, email, and company (e.g., "Jane Smith, jane@acme.com, Acme Corp")
2. A batch of leads to import (list of names and emails)
3. A CSV-style list with contact details

**Example:** "Import these leads: Jane Smith jane@acme.com Acme Corp, Bob Lee bob@widgets.io Widgets Inc" or "Add john@example.com to Pipedrive and create a deal"

## Context

### Import Process

**For each lead:**
1. Search Pipedrive by email to check for existing records
2. If found, skip and report as duplicate
3. If new, create person record with available details
4. Look up the organization to link the contact
5. Create a deal in the appropriate pipeline
6. Add a note with import source and any context

**Fields to populate:**
- Name (first and last)
- Email address
- Phone number (if provided)
- Organization link
- Custom fields (if specified)

### Deal Creation

**Default deal settings:**
- Pipeline: Use the default pipeline unless specified
- Stage: First stage of the pipeline
- Title: "[Person Name] - [Organization]"
- Value: Set if provided, otherwise leave blank

### Duplicate Prevention

- Always search by email first (most reliable)
- Also check by name + organization as backup
- If a partial match is found (same name, different email), flag for review
- Never create a duplicate without explicit confirmation

## Output

**Import Summary:**

| Status | Count |
|--------|-------|
| Created | [X] |
| Skipped (duplicate) | [Y] |
| Flagged (review needed) | [Z] |

---

**New Contacts Created:**

| Name | Email | Organization | Deal Created |
|------|-------|-------------|-------------|
| [Jane Smith] | jane@acme.com | Acme Corp | Jane Smith - Acme Corp |
| [Bob Lee] | bob@widgets.io | Widgets Inc | Bob Lee - Widgets Inc |

---

**Duplicates Skipped:**

| Name | Email | Existing Record |
|------|-------|----------------|
| [John Doe] | john@example.com | Already in Pipedrive (ID: 123) |

---

**Flagged for Review:**

| Name | Email | Issue |
|------|-------|-------|
| [Jane Smith] | jane2@acme.com | Same name as existing contact with different email |

---

**[X] contacts imported, [Y] deals created, [Z] onboarding notes added.**
```

## Related reading
- [CRM Lead Enrichment Ai](https://cotera.co/articles/crm-lead-enrichment-ai.md)
- [AI Lead Enrichment Automation](https://cotera.co/articles/ai-lead-enrichment-automation.md)
- [Best Lead Enrichment Tools](https://cotera.co/articles/best-lead-enrichment-tools.md)