Migrate from Chakra Sales CRM to Pipedrive

Chakra Sales CRM Accounts map to Pipedrive Company records. Company name, domain, address fields, and phone map directly. We use the Company name as the dedupe key during import. Any company-specific custom fields from Chakra are mapped to Pipedrive custom fields on the Company object, which the customer creates in Pipedrive before the load phase begins. Company records must be imported before Contact records to satisfy the primary Company lookup on Person records.

Chakra Sales CRM Contacts map to Pipedrive Person records. Name, email, phone, title, and any custom Contact properties migrate directly. We preserve the link to the parent Company by resolving the Chakra account reference to the Pipedrive Company ID created in the preceding phase. Contact owner assignment migrates by email match against the Pipedrive User table.

Chakra Sales CRM Leads map to Pipedrive Leads, which feed into Pipedrive's Lead Inbox for manual qualification and conversion. Lead source, status, qualification fields, and custom properties migrate. We map Chakra Lead status values to Pipedrive Lead status and flag any Leads that should be converted directly to Person+Deal in Pipedrive during scoping so the customer can decide on the qualification workflow.

Chakra Sales CRM Deals map to Pipedrive Deals with title, value (amount), expected close date, owner, and custom properties. Deal stage names from Chakra are captured as-is during discovery and mapped to Pipedrive pipeline stages that we configure in the destination before migration. Lost deal reasons from Chakra custom fields migrate to Pipedrive Deal fields for reporting continuity.

Chakra Sales CRM pipeline stages are configured via no-code setup and do not export via the Cloud API. We document the stage sequence (name, order, probability) during the discovery call, then configure matching Pipedrive pipeline stages before the Deal load phase. Each Chakra pipeline maps to a separate Pipedrive pipeline, and stage probabilities are set per stage in Pipedrive's pipeline settings.

Chakra Sales CRM Tasks map to Pipedrive Activities with type Task. Subject, due date, assignee, status, and association to the related Contact, Lead, or Deal migrate directly. We resolve the owner assignment by email match against Pipedrive Users. Activity timestamps are preserved to maintain the historical record in Pipedrive's timeline view.

Chakra Sales CRM call logs migrate to Pipedrive Activities with type Call. Call duration, disposition, notes, and recording URL reference migrate to custom Activity fields in Pipedrive. The association to the related Person, Lead, or Deal is resolved via the same parent-record lookup used for Tasks.

Chakra Sales CRM email threads associated with records migrate as Pipedrive Email activities linked to the parent Person, Lead, or Deal. Email content, timestamp, direction (sent/received), and recipient information migrate. We flag any email threads that reference attachments and handle those through a supplementary file transfer step (see gotchas).

Chakra Sales CRM custom fields on Contacts, Leads, Deals, and Accounts do not export with a schema file. We perform a field-level inventory during discovery, compare source field names and data types against Pipedrive's supported custom field types (text, number, date, single-select, multi-select, phone, address, organization), and either map to a matching Pipedrive field or flag the field as requiring a new custom field to be created in Pipedrive before the load phase. This is the most manual step in the migration and drives timeline and cost.

Chakra Sales CRM workflow automation rules — including lead nurturing sequences, automated assignment, and event-triggered actions — do not export via the Cloud API. We document each active automation during discovery: trigger type, conditions, sequence of actions, and affected record types. We deliver this as a written automation inventory with recommended Pipedrive Workflow equivalents. The customer's Pipedrive admin rebuilds automations using Pipedrive's native automation builder post-migration.

File attachments linked to Chakra Sales CRM Contacts, Leads, or Deals may not be retrievable via the standard Cloud API export. We audit attachment coverage during the pre-migration data audit. For records with critical attachments, we either request a manual export from the source account or perform a supplementary file transfer step, then relink the files in Pipedrive using the Google Drive or Dropbox integration if the customer has those configured.

Chakra Sales CRM Owners referenced on Contacts, Leads, Deals, and Tasks are matched by email against the Pipedrive destination User table. Any Owner without a matching Pipedrive User is held in a reconciliation queue for the customer's admin to provision the User account before record import resumes. Owner assignment must be resolved before any record phase begins.