Migrate from Cirrus CRM to Pipedrive

Cirrus CRM Company records map to Pipedrive Organizations. Company credit information and geographic enrichment (latitude/longitude) stored in Cirrus CRM migrate as custom fields on the Pipedrive Organization since Pipedrive does not have a native credit-enrichment field. The Company ID from Cirrus CRM is stored as a custom external_id field for relationship reconciliation during Quote and Order migration. Organization is the first record type migrated because all other objects (People, Deals, Activities) reference it.

Cirrus CRM Contact records map to Pipedrive People. Standard fields (name, email, phone, address) migrate directly. The Contact-to-Company relationship from Cirrus CRM becomes the Person-to-Organization link in Pipedrive, resolved by matching the associated Company name or domain to the Organization record created in the first migration phase. Any custom fields on Contact are type-validated (text, number, date, picklist) against Pipedrive's supported field types in a 50-record test batch before the full import commits.

Cirrus CRM Pipeline definitions (stage names, stage order, win/loss criteria) are tenant-level configurations that do not export with deal records. We ask customers to provide their Cirrus CRM pipeline configuration screenshot or export before migration. Each Cirrus CRM pipeline becomes a Pipedrive Pipeline with equivalent stages created manually in Pipedrive before Deals migrate. Stage probability percentages migrate from Cirrus CRM to Pipedrive stage probability values, rounded to Pipedrive's integer format.

Cirrus CRM Deals map to Pipedrive Deals. The Cirrus deal stage label maps to the Pipedrive Pipeline stage by name lookup. Deal monetary value (currency) migrates to Pipedrive's weighted value field, adjusted for currency format. The Cirrus Deal's associated Quote reference is stored as a custom text field on the Pipedrive Deal for post-migration reconciliation. Deal history timestamps migrate as a custom field since Pipedrive does not expose stage-movement history as a standard object.

Cirrus CRM Quotes carry line items referencing Products and an ERP reference. Quotes migrate in two ways depending on customer preference: (1) Quote line items become Pipedrive Products attached to the parent Deal, preserving quantity and pricing; (2) the Quote record itself migrates as a separate custom Quote object in Pipedrive (available on Advanced and above). The original Quote-to-Deal linkage is preserved via the Deal ID stored on the Quote during migration. ERP reference fields migrate as read-only custom fields for audit trail purposes.

Cirrus CRM Orders reference a Quote and carry ERP financial data synced via the bidirectional ERP layer. We flag Order records whose ERP sync timestamp predates the last confirmed sync as potentially stale, and present the customer with the option to exclude or include them. Orders migrate as Pipedrive Deals with status set to Won (or a custom Closed status) and the original Order number stored as a custom field. The Quote reference on the Order is linked to the migrated Quote record using the custom Quote ID field.

Cirrus CRM call activities map to Pipedrive Activities with type = Call. Call duration and disposition from Cirrus CRM migrate to custom Pipedrive fields. The activity timestamp is preserved as the Pipedrive Activity due date. Activity links to the correct Person and Organization by resolving the original Contact and Company references to the migrated Pipedrive record IDs.

Cirrus CRM email activities map to Pipedrive Activities with type = Email. Email subject and body migrate to the activity notes field. Email attachments migrate as files associated with the Activity record. The email direction (sent/received) migrates to a custom picklist field. The Who (Person) and What (Deal) IDs are resolved against the migrated Person and Deal records.

Cirrus CRM meeting activities map to Pipedrive Activities with type = Meeting. Meeting title, location, and duration migrate to corresponding fields. The scheduled timestamp preserves the original meeting date for timeline ordering. Attendee information is stored as a custom field list on the Activity since Pipedrive Activities do not have a native attendee object at the Individual Activity level.

Cirrus CRM tasks map to Pipedrive Activities with type = Task. Task subject, status, priority, and due date migrate directly. Owner assignment migrates by resolving the Cirrus Owner email to the Pipedrive User record created during the User reconciliation phase. Overdue tasks retain their original due date and are flagged in the migration report for the customer admin to reassign or close in Pipedrive.

Cirrus CRM Campaigns with objectives and campaign-level metrics migrate to Pipedrive Campaigns. Campaign name and status map directly. Individual campaign member associations (which Contacts were added to which Campaigns) migrate as CampaignMember records linking the migrated People to the Campaign. We ask the customer to confirm scope for campaign member associations because large campaign member lists can exceed Pipedrive's batch import limits for CampaignMember records.

Cirrus CRM User records map to Pipedrive User records by email address match. We extract every distinct Owner referenced on Contact, Company, Deal, and Activity record and validate against the destination Pipedrive account's User list. Any Owner without a matching Pipedrive User is held in a reconciliation queue; the customer's admin provisions the missing Users before record import continues.