Migrate from eSalesTrack to Pipedrive

eSalesTrack stores unqualified prospects and inbound leads in the Contact object with a role or type field set to Lead. These map directly to Pipedrive Person records with no Organization link. We extract first name, last name, email, phone, and any custom fields from the eSalesTrack Contact record and insert them as Person records in Pipedrive. Source-system lead status is preserved in a custom field esalestrack_lead_type__c for reference during Pipedrive setup.

eSalesTrack Contact records with a role indicating they are associated with an Account map to Pipedrive Person records linked to the corresponding Organization. We resolve the eSalesTrack AccountId to the newly created Organization record and set the Person's organization_id at insert time. If the eSalesTrack Contact has no AccountId, we insert as a standalone Person and flag for the customer admin to link manually in Pipedrive.

eSalesTrack Account records map to Pipedrive Organization. The Account name becomes the Organization name, domain maps to the Website field, and address fields map to city, state, country, and postal fields. Organization is created before any Person import so that organization_id is available at Person insert time. The domain field is used as the deduplication key when multiple eSalesTrack Accounts share the same company name.

eSalesTrack Opportunity records map to Pipedrive Deal. The Opportunity name becomes the Deal title, amount maps directly, close date maps to the close date field, and stage maps to a Pipedrive Stage. Owner assignment migrates by email-to-user lookup. We create the target Pipeline and Stage structure in Pipedrive before Deal import so that stage_id is valid at insert time. Closed-Lost and Closed-Won status from eSalesTrack map to the corresponding Pipedrive Stage entries.

Each eSalesTrack Opportunity stage value becomes a Pipedrive Stage entry within a Pipeline. We create the Pipeline in Pipedrive first, then add Stage rows in order matching eSalesTrack's stage sequence. Stage probability percentages from eSalesTrack migrate to Pipedrive Stage probability fields, rounded to the nearest whole number. The customer admin approves stage ordering and naming during the scoping review before migration runs.

eSalesTrack Owner records (sales reps and managers assigned to Contact, Account, and Opportunity) map to Pipedrive User by email address. We extract every distinct owner email referenced on source records, match against the existing Pipedrive User table, and flag any owner without a matching Pipedrive User in a reconciliation queue. The customer admin provisions any missing Pipedrive Users before record import begins because OwnerId is a required field on Deal in Pipedrive.

eSalesTrack call records map to Pipedrive Activity with type=call. Call duration, disposition, and direction migrate to Pipedrive Activity's custom fields if present, otherwise to standard fields. Activity date and time are preserved from the source timestamp. The activity links to the resolved Person and Deal via activity_type_id references.

eSalesTrack meeting records map to Pipedrive Activity with type=meeting. Start time, end time, location, and attendee list migrate to the corresponding Pipedrive Activity fields. Meeting notes migrate as the Activity description. Links to Person and Deal records are resolved via Pipedrive's activity_type_id and person_id references at migration time.

eSalesTrack task records map to Pipedrive Activity with type=task. Task subject, due date, priority, and completion status migrate directly. The status field maps to Pipedrive's done flag (0 for open, 1 for completed). Links to the associated Person or Deal are resolved through lookup during migration.

eSalesTrack notes attached to Contact, Account, or Opportunity map to Pipedrive Note records. Note content, author, and timestamp migrate directly. Pipedrive Note is linked to the target Person, Organization, or Deal via the pins array at insert time. If eSalesTrack notes include attachments, we attach them separately as Activity attachments through Pipedrive's attachments endpoint.

eSalesTrack custom fields on Contact, Account, and Opportunity migrate to Pipedrive custom fields. We create the destination custom fields in Pipedrive under Settings > Customize fields before any data import begins, matching the field type (text, number, date, dropdown, checkbox) as closely as possible. Pipedrive field-level security is set to visible and editable for the migration user during import. Fields that cannot be exactly type-mapped (e.g., eSalesTrack picklist with values not supported by Pipedrive dropdown) are documented with a conversion recommendation during scoping.