Migrate from Adobe Campaign to Pipedrive

Discovery and source audit

We audit the source Adobe Campaign instance across editions (Classic v7, Standard, v8), identifying the Recipient count, custom schemas in the nms:ext: namespace, FDA-linked external tables, active campaign count, delivery log volume, and active workflow count. For v8 sources, we run parallel queries against both the local PostgreSQL and cloud database to reconcile the FFDA split. The discovery output is a written migration scope document with record counts per object, a custom schema inventory, a list of workflows to be documented (not migrated), and a Pipedrive plan tier recommendation based on custom field and custom object counts.

Mapping workbook and Pipedrive schema setup

We build the mapping workbook: for each Adobe Campaign object (Recipient, Organization, Deal, Activity), we list every standard and custom field, assign the target Pipedrive field or custom field, and define the transformation logic. We pre-create Pipedrive custom fields (campaign_name__c, delivery_status__c, opens__c, clicks__c, subscription_status__c, lead_source__c) and any Custom Objects required from Power tier and above. Pipeline stages are configured in Pipedrive to align with the customer's sales process. The mapping workbook is the source of truth for all subsequent migration steps.

Sandbox migration and reconciliation

We run a full migration into a Pipedrive sandbox using production-like data volumes. The customer's RevOps lead reviews a random sample of 25-50 Person records, verifies Organization links, spot-checks Deal values and stage assignments, and validates that custom field values populated correctly. Any mapping corrections are documented and the mapping workbook is updated before production migration begins. This step catches data quality issues (NULL names, malformed emails, missing Organization links) before they affect production data.

Adobe Campaign data extraction

We extract Adobe Campaign data in dependency order. Recipients export via the most appropriate path for the edition: workflow-based data extraction for Standard and v8 (bypassing the 100,000-row list ceiling), or direct query for Classic v7. Custom schemas require a per-table extraction using the schema XML-derived query. Delivery logs and tracking logs export as a separate set. For v8 FFDA sources, we query both databases and reconcile by primary key to produce a single consistent export set. Data is exported to CSV or JSON, cleaned (whitespace trim, email lowercasing, NULL handling), and validated against the mapping workbook before loading.

Production migration in dependency order

We run production migration in record-dependency order: Organizations (deduped by company name), Persons (with OrganizationId resolved by matching company name), Deals (with PersonId and OrganizationId resolved, pipeline and stage assigned), and Activities (converted from Adobe Campaign delivery logs with campaign attribution metadata). Each phase emits a row-count reconciliation report. We manage Adobe Campaign export rate limits with adaptive throttling and Pipedrive API token budgets with chunking and exponential backoff. Any records rejected during import (due to required field gaps or validation) are logged to a reconciliation queue for manual resolution.

Cutover, validation, and workflow inventory handoff

We freeze Adobe Campaign writes during cutover, run a delta migration of any records modified during the window, and hand over to Pipedrive as the system of record. We deliver the written workflow inventory document listing every Adobe Campaign workflow with trigger, conditions, and actions, plus a recommended Pipedrive automation rule configuration or Zapier/Make integration approach for each. We support a one-week hypercare window for reconciliation issues raised by the customer's sales team. Workflow rebuild, Pipedrive admin training, and post-migration process redesign are outside standard scope and require a separate engagement.