Migrate from Atollon Lagoon CRM to Pipedrive

Atollon Folders classified as contacts (client, potential client, partner) map to Pipedrive Person records. The Folder classification column (client, potential client, partner) migrates as a custom Person field (e.g., contact_type__c with values matching the Atollon column). Folder-level custom forms with formvalue records parse to custom Person fields using formID to resolve the field schema. We map the primary contact's email, phone, and address fields to the corresponding Pipedrive Person fields; additional communication data migrates to custom fields.

Atollon Firm records map to Pipedrive Organization. The Firm classification column (client, potential client, partner) migrates as a custom Organization field. We use the Firm name as the Organisation name and map industry, size, and address data to Pipedrive Organisation fields. Any custom form data attached to the Firm via formvalue records normalises to custom Organisation fields using the same formID-based parsing approach used for Folders.

Atollon links Folders to Firms through the shared Folder structure. We resolve the Organisation reference on each Person record during migration by matching the Firm name to the destination Organisation. If a Folder has no Firm link, the Person is imported without an Organisation association and flagged for reconciliation.

Atollon Projects map to Pipedrive Deals. Each of the four project subtypes (Contracts, Business cases, Service contracts, Consultations) may carry different custom fields based on their template origin. We classify each project by its template before migration and apply the corresponding field mapping schema. Projects without a clear template default to a generic mapping with title, status, dates, and budget amount mapped to Pipedrive Deal fields. The project budget migrates as the Deal value if a monetary amount is present.

Atollon Milestones track timeline checkpoints within Projects. We map each Milestone as a Pipedrive Activity of type Note with the milestone name, due date, and completion status preserved. Milestones with custom form data carry those formvalue fields as custom Activity fields. If the customer requires milestone-to-Deal stage mapping, we configure a Pipedrive Deal field to track the current milestone and document the correlation.

Atollon Activities (team email, SMS, phone calls) linked to Folders or Firms map to Pipedrive Activity records. We preserve the activity type, timestamp, owner, and linked Person or Organisation reference. Call disposition and duration from Atollon phone integration migrate to custom Activity fields. Meeting activities carry location, attendees (as Activity participants), and duration.

Atollon custom forms attached to Folders use formID and context to link formvalue records. We parse each formvalue record, resolve the field schema via formID, and map typed values (text, number, date, dropdown) to Pipedrive custom Person fields. Multi-value form fields map to Pipedrive multi-select fields where the destination field type supports it.

Project-attached custom forms carry the most varied field schemas due to template inheritance across project subtypes. We apply subtype-aware field mapping: Contracts forms map to Deal fields related to contract terms and values; Service contract forms map to fields related to deliverables and SLAs. The formvalue parsing normalises each subtype's field set independently before import.

Atollon's service and support module generates ticket-like records linked to Firms or Projects. We map these to Pipedrive Lead records, preserving status (open, in progress, resolved), priority, assigned agent, and the linked Organisation reference. Service ticket history migrates as Activity notes on the Lead. If Pipedrive Service Cloud is active, we evaluate mapping to Cases instead during scoping.

Atollon invoices and billing records are linked to Projects or Firms. We migrate invoice header data (invoice number, date, amount, status) as custom fields on the related Pipedrive Deal. Detailed financial line items are not mapped to Pipedrive's native data model because Pipedrive does not include a billing or ERP module. We document the invoice schema for the customer's admin to evaluate Pipedrive billing integrations post-migration.

Atollon campaign records (Ultimate tier) migrate to Pipedrive Campaign records, preserving campaign name, status, start and end dates, and linked target contacts. Campaign-level performance data (opens, clicks, responses) migrates to custom Campaign fields if present in Atollon. Marketing automation actions within the campaign do not migrate; we document the campaign workflow for rebuild in Pipedrive Workflows or a dedicated marketing automation tool.

Workflow Automation is an Advanced-tier feature (EUR 496+/month) that sequences business process steps. The platform does not expose automation logic via its public API, and the automation model does not map to Pipedrive's Workflow engine in a portable way. We do not migrate automation rules. We document every active automation rule (trigger, conditions, actions, sequence order) and provide a rebuild guide mapping each rule to Pipedrive Workflow equivalents. The customer's admin rebuilds the automations post-migration.