Pipedrive CSV export for source-backed prospect notes
Prepare Pipedrive CSV imports for website prospecting research with organization fields, follow-up status, fit score, first line, and notes.
Pipedrive CSV import fieldsPipedrive organization CSVPipedrive prospect notesPipedrive lead import
Recommended Pipedrive fields
Pipedrive works best when the organization record carries the website context and the note carries the research reason.
- Organization name, Website, Industry, Follow-up status.
- Fit score, Confidence score, Top signal, Contact path.
- First line, Short email, Source notes, Export status.
Import workflow
Import selected saved prospects as organizations or leads, then use notes to preserve source-backed outreach context.
- Use follow-up status to route your next action.
- Use stages to separate researching, qualified, and outreach-ready prospects.
- Keep the first line and source notes visible before sending.
FAQ
Should Pipedrive imports create deals immediately?
Usually no. Create organizations or leads first, then create deals after the prospect shows engagement.
Where should source notes live in Pipedrive?
Use notes or a long custom field so you can verify why the prospect was saved.
Can Pipedrive use fit score for prioritization?
Yes. Store fit score as a custom field and use filters to prioritize high-fit prospects.
Related resources
- CSV field mapping for prospect research - CSV export
- How to choose a prospect research tool for solo professionals - Prospecting software
- Website prospecting: qualify companies from their sites - Website prospecting