Migrate from Assured JobCheck to Pipedrive

Assured JobCheck job files map to Pipedrive deals. The job file name becomes the Pipedrive deal name. Restoration-specific fields — insurance claim number, loss type, loss address, adjuster name — are stored as Pipedrive custom deal fields created before migration.

Assured JobCheck contacts migrate directly to Pipedrive persons in a one-to-one field mapping. First name, last name, email, phone, mobile, job title, and mailing address fields transfer directly. Any HubSpot-style role labels on contacts (such as 'Adjuster', 'Policyholder', or 'Contractor') are captured as a custom Pipedrive person field for segmentation and reporting purposes.

Assured JobCheck company records map directly to Pipedrive organizations. Company name, website URL, phone number, physical address, industry classification, and employee count fields migrate in their entirety. Any notes or descriptions stored in the Assured JobCheck company record are consolidated and appended to the Pipedrive organization notes field for reference.

Assured JobCheck call logs, email activities, and standalone notes are migrated to corresponding Pipedrive activity types with original timestamps and owner assignments fully preserved. Each activity is associated to its parent Pipedrive deal and person record to maintain the complete context and relationship chain.

Assured JobCheck meeting records transfer to Pipedrive events with all scheduling details intact. Original start time, end time, meeting subject line, and attendee list are preserved during migration. The event is linked to the corresponding Pipedrive deal and organization record to maintain full relationship context for calendar and activity tracking.

Assured JobCheck Salesforce users are matched to Pipedrive users by email address for owner assignment. Any unmatched owners are flagged in a pre-flight report before migration begins. Your team can either create Pipedrive user accounts for these individuals in advance or select a fallback owner to assign to those records during migration.

PackOut inventory lists (item name, condition, room, barcode) have no Pipedrive native equivalent. We export the list as a structured note attachment on the Pipedrive deal or store it as a JSON-formatted custom field for reference. Full barcode-scanning logic must be rebuilt manually in Pipedrive.

Assured JobCheck custom workflow stages (e.g., 'Site Inspection Complete', 'Contents Listed') are data values that do not automatically become Pipedrive deal stages. We preserve the last workflow stage value as a Pipedrive custom field. Rebuilt Pipedrive Automations use those values as trigger conditions.

Assured JobCheck photo and document attachments re-upload to Pipedrive record attachments. Salesforce file size limits (25MB per file) apply — large photo batches may be batched as ZIP files or migrated as external links.

Assured JobCheck stores insurance claim numbers as Salesforce custom fields with no native Pipedrive equivalent. We create a custom Pipedrive deal text field (Insurance_Claim_Number__c) and map each value individually from the source record to the new field, ensuring complete data transfer for claim tracking and reconciliation.

Assured JobCheck loss type classifications such as 'Water Damage', 'Fire Damage', and 'Mold Remediation' are stored as custom pick-list values in Salesforce. We create a Pipedrive deal pick-list custom field and map each loss type classification value individually, preserving the full taxonomy from your source system.