Migrate from CINC to Pipedrive

CINC's lead and contact records map to Pipedrive People. Agent-assignment and lead-status values migrate as custom fields on the Person record. If CINC tracks separate lead and contact entities, we merge them into a single Person record unless your Pipedrive configuration uses the Leads feature for unqualified records. The merge logic preserves all historical data from both entities.

CINC's lead-status pick-list (e.g., New, Contacted, Qualified, Unqualified) maps to Pipedrive Labels on Person records. We create one label per unique CINC status value and apply them during migration. Labels are visible in Pipedrive's list view and filterable in dashboards. This preserves your existing status taxonomy without requiring a custom field.

CINC company records migrate to Pipedrive Organizations with direct field-to-field mapping for name, address, phone, and website. CINC industry values become a custom pick-list field on the Organization since Pipedrive has no native industry field. All standard address components map to their corresponding Pipedrive Organization address fields, preserving location data for territory reporting.

CINC deals migrate to Pipedrive Deals. Pipeline and stage names map to Pipedrive's pipeline and stage pick-lists, which you configure in Pipedrive before migration. Each CINC deal is linked to its primary Organization and Person via Pipedrive's foreign-key relationships. Deal amounts, close dates, and custom fields transfer directly with type-appropriate mapping.

CINC pipeline stage names are mapped value-by-value to Pipedrive stage names within your target pipeline. Probability values from CINC can be applied to Pipedrive stages as a post-migration configuration step. We preserve the stage sequence order so your sales process flow remains consistent in Pipedrive's visual pipeline view.

CINC call, email, and meeting logs migrate as Pipedrive Activities attached to the corresponding Person and Deal records. Activity type (call, email, meeting) maps to Pipedrive's ActivityType field. Original timestamps and duration values are preserved in custom fields since Pipedrive Activities use a different date model. This ensures your complete interaction history remains accessible.

CINC notes attached to records migrate as Pipedrive Notes linked to the Person, Organization, or Deal. File attachments are downloaded and re-uploaded to Pipedrive Files, then linked back to the parent record. Original file names and content are preserved. We maintain the note-to-record association using the ID-mapping table generated during the migration load.

All CINC custom fields on leads, contacts, companies, and deals require pre-creation in Pipedrive before migration. Each custom field in Pipedrive receives a hash key that we use in the API load. We deliver a custom-field creation checklist with field type recommendations (text, number, pick-list, date, etc.) based on the CINC field schema. This checklist ensures your Pipedrive admin creates fields with correct types before data loads.

CINC agent-assignment fields contain the agent name and email. We resolve each agent email to a Pipedrive user by email match. Unmatched agents are flagged before migration — your team either creates a Pipedrive user for them or assigns their records to a fallback owner. This pre-migration audit prevents records from landing without valid ownership.

CINC's lead-source tracking (e.g., Zillow, Realtor.com, referral) has no direct Pipedrive equivalent. We create a Lead_Source__c custom field on both Person and Deal and populate it from CINC's source field, preserving attribution data for post-migration reporting. This allows you to analyze which channels generate your best deals without manual data reconstruction.