Why you will hire me, if the export is made with the help of additional tools such as zapier? With the simple import logic with WordPress, easily can import data into pipedrive. No matter about the data type; Persons (Contacts), Organizations (Accounts), Deals (Deals + Pipelines), Notes (Notes) and, Activities (Task, Appointment, Call Log), Leads everything I can import into Pipedrive. By the way, can you please specify which form you are exactly using? Is it Gravity form or any other form type? I need to apply the import logic accordingly;
Here are the steps:
Add Users: Need to add users before initiate the import so that records can have owners associated properly. Go to Admin Settings > Users > Add user.
Add Custom Fields: Add the custom fields present in Pipedrive account with the exact name as in the exported files to migrate all the data.
To add custom fields, in addition to the existing fields, go to Admin Settings > Custom Fields > fields of the respective entity.
Next is the preparation of the Zip file. Download the Person, Organization, Deal, Activities and Notes file as a CSV. Select these files and right click to compress.
In admin settings, data import option are available. Need to properly follow the steps and it is completed;
Need to have a discussion before make any commitment or start working with. Please ping me to have a discussion.