Migrate from Crust CRM to Pipedrive

Crust CRM Contact records map to Pipedrive Person objects. Standard fields (name, email, phone, address) map directly. Any Crust CRM lifecycle stage or lead status property that tracks prospect qualification becomes a Pipedrive custom field of type single-select or multi-select since Pipedrive does not have a native Lead object. We preserve the original status value for segmentation and reporting continuity.

Crust CRM Company records map to Pipedrive Organization. The company name becomes the Organization name, domain information maps to the website field, and address fields map to Organization address fields. We use company domain as the deduplication key during import. Organization is created before Person import so that the Organization-Person relationship is established at insert time.

Crust CRM Deal records map to Pipedrive Deal. Pipeline stage names in Crust CRM are per-organization and arbitrary; we collect the full stage-to-stage map during discovery and generate a translation table so Deal records land in the correct Pipedrive pipeline stage. Close date, deal value, and currency fields migrate directly.

Crust CRM pipelines map to Pipedrive Pipelines. We configure Pipedrive Pipelines and their stage names during migration setup to match the Crust CRM pipeline structure. Each Crust CRM pipeline becomes a Pipedrive Pipeline, and stages within it are recreated as Pipedrive stages with the same order and label.

Crust CRM Leads with a separate Lead_Status property do not have a direct Pipedrive equivalent because Pipedrive has no separate Lead object. We migrate Lead records as Persons and store Lead_Status as a custom field on the Person record. This preserves the qualification history while fitting within Pipedrive's single Person data model.

Crust CRM engagement records (calls, emails, meetings, tasks, notes) are child records linked to Contacts, Companies, or Deals. Pipedrive uses a unified Activity object with type property. We map call engagements to Activity with type = call, email engagements to Activity with type = email, meeting engagements to Activity with type = meeting, and tasks to Activity with type = task. The original timestamp is preserved as the Activity date. Parent record linkage is maintained via the Activity's deal_id, person_id, or org_id field.

Crust CRM's configurable module architecture means organizations may have custom objects not present in a standard install. We run a pre-migration schema audit to enumerate all custom objects and their field types. Custom object fields that reference Contacts, Companies, or Deals migrate as custom fields on the corresponding Pipedrive Person, Organization, or Deal. Multi-value custom fields map to multi-select picklist in Pipedrive. Any custom object that stands alone without a standard equivalent is documented as a separate import batch requiring a Pipedrive custom field group.

Crust CRM User records and owner assignments on Contact, Company, and Deal records map to Pipedrive Users. We resolve by matching the user's email address between source and destination. Any Crust CRM Owner without a corresponding Pipedrive User email goes into a reconciliation queue for the customer's admin to provision before record import resumes.

Attachments stored per-record in Crust CRM export as individual files with filename and record association metadata preserved. We re-attach files in Pipedrive to the corresponding Person, Organization, or Deal record. File size and format compatibility is checked against Pipedrive's attachment limits during import.

Crust CRM tags migrate to Pipedrive as a custom field of type multiple-select if the customer wants structured tag data, or as Activity labels on the relevant records if the customer prefers a lighter touch. The customer chooses the strategy during scoping.

Crust CRM's integrated enterprise messaging module stores internal collaboration history that does not have a Pipedrive equivalent. We export a metadata inventory of these records including sender, recipient, timestamp, and content summary, and deliver it as a written document for the customer's admin to assess for manual re-entry or archival. This is not a live data migration into Pipedrive's activity timeline.