Migrate from CompanyHub CRM to Pipedrive

CompanyHub Contacts map directly to Pipedrive People. Standard fields (name, email, phone, address) migrate as typed fields. All custom fields on the Contact record pre-provision in Pipedrive before import. Email is the dedupe key for preventing duplicate Person records. The CompanyHub contact owner maps to Pipedrive's owner_id by email match. If a CompanyHub Contact has an associated Company record, we create the Organization in Pipedrive first and link the Person to it via the org_id field.

CompanyHub Companies map to Pipedrive Organizations. The CompanyHub company domain becomes the Organization's Website field and serves as a secondary dedupe key alongside name. We create all Organizations before Contact import so that the org_id lookup is satisfied at the moment of Person insert. Address, industry, and custom field data migrate to the equivalent Pipedrive Organization fields.

CompanyHub Deals map to Pipedrive Deals. The CompanyHub dealstage property maps to Pipedrive stage_id within a configured pipeline. We capture the deal owner, value, expected close date, and associated Company (mapped to the Organization) and Contact (mapped to the Person) during import. Any deal-specific custom fields are pre-provisioned in Pipedrive before migration.

CompanyHub's customizable pipeline stage names and order are captured during discovery and provisioned in Pipedrive as a new Pipeline with ordered stages. Stage probabilities migrate from CompanyHub to Pipedrive stage probability values. If CompanyHub has multiple deal pipelines, each maps to a separate Pipedrive Pipeline with its own stage set and Record Type (if applicable).

CompanyHub Tasks map to Pipedrive Activities (type = task). Due date, assigned owner, linked Contact, and linked Deal migrate. Task status (open, completed) maps to Pipedrive's done flag. Tasks auto-generated by UTrons are flagged in the migration with a note that they were automation-created, since the underlying automation does not migrate.

CompanyHub unlimited custom fields on Contacts, Companies, and Deals pre-provision in Pipedrive before data import. We capture field type (text, number, date, picklist, checkbox, currency) during discovery and create the matching Pipedrive field. Picklist options migrate as Pipedrive drop-down options. Field labels and help text are preserved in the Pipedrive field configuration.

CompanyHub Custom Tables (Payments, Properties, Courses, and similar domain objects) have no direct Pipedrive equivalent. Pipedrive supports custom fields on People, Organizations, and Deals but not standalone custom object types. We document each Custom Table's schema during discovery and propose a migration strategy: (a) if the table is a domain extension of an existing object (e.g., a Payment linked to a Deal), the row data becomes custom fields or linked notes on that parent record; (b) if the table is a standalone entity, it is documented for the customer to rebuild as a linked object in a separate system or as a structured note attachment in Pipedrive. We do not delete Custom Table data; we deliver it in a structured CSV alongside the Pipedrive import for manual re-entry or future automation.

CompanyHub Quotes map to Pipedrive Smart Docs (PDF document automation). Quote line items, totals, and template references migrate as Smart Doc templates in Pipedrive. If the customer is on Pipedrive's Advanced or Professional tier (which includes Smart Docs), the templates are created during migration; on the Essential tier, quote data migrates as Deal fields with a note recommending Smart Docs activation if quoting workflows are needed.

CompanyHub users (owners) map to Pipedrive Users. We resolve by email match. Owners without a matching Pipedrive User go to a reconciliation queue for the customer's admin to provision before record import resumes. Active/inactive status and role-based visibility settings are preserved in Pipedrive's user permissions.

CompanyHub email activity logs migrate to Pipedrive Activity records with type = email. Subject, timestamp, recipient, and open status transfer. Full email body text is not guaranteed due to CompanyHub API response truncation; we flag body-less emails during migration and offer to supplement with an IMAP export if the customer has email data available. Each activity is linked to the associated Person and Organization via Pipedrive's person_id and org_id fields.

CompanyHub Notes migrate to Pipedrive Activity records with type = note. Note body, timestamp, and associated Contact and Deal linkages migrate. Rich text formatting is preserved where the CompanyHub API returns it. Notes attached to Companies link to the corresponding Pipedrive Organization.