Migrate from Fans-CRM to Pipedrive

Fans-CRM subscriber records (with engagement scores, subscription status, lifecycle data) map to Pipedrive Person records. We preserve Fans-CRM properties as custom fields on the Person: subscription_status (enum), engagement_score (int), last_active_date (date), subscription_start_date (date). The Fans-CRM fan identifier becomes a custom text field; the fan's email or username becomes the Person's email or phone field. We use Pipedrive's Person API endpoint POST /persons for creation with the custom fields declared in the field_id mapping.

Fans-CRM tier names and pricing (e.g., $5 Basic, $15 Premium, $30 VIP) map to a Pipedrive custom enum field tier_name on the Person object. We create the custom field via POST /dealFields with field_type=enum before import. The tier's fan count per tier is preserved in a separate custom int field tier_subscriber_count for reporting. Clients who need tier-level reporting in Pipedrive can build a Personas board filtered by tier_name.

Fans-CRM PPV transaction data (amount, fan identifier, timestamp, content reference) has no direct Pipedrive equivalent since Pipedrive Activities are time-based records. We create a Pipedrive custom Activity type using Pipedrive's activity_type API endpoint, defining a custom type ppv_purchase with fields for amount (double), content_reference (varchar), and fan_person_id (person reference). Each PPV record becomes an Activity linked to the fan Person via the person_id field. This preserves PPV history as a timeline entry on the fan's record.

Fans-CRM content posts (media references, PPV pricing, performance metadata) have no native Pipedrive equivalent. We create a Pipedrive custom object via POST /objects/custom with fields for post_id, media_url, ppv_price, post_date, and engagement_metrics (likes, comments). We link the custom object to the Person record via a person_id lookup field. If the client prefers a lighter-weight approach, we alternatively attach content metadata as a structured Note on the Person record using Pipedrive's Note API.

Fans-CRM fan-level engagement scores and chatter metrics migrate as numeric custom fields on the Person record: engagement_score (int), message_count (int), average_response_time_hours (double), last_ppv_date (date). We create each field via POST /personFields before data ingestion and map the Fans-CRM metric values during the transform step. Pipedrive's reporting engine can then sort and filter Persons by engagement score, enabling the re-engagement workflows the client's team ran in Fans-CRM.

Fans-CRM Smart Folders and content tags (creator-defined labels for content type, audience segment, or campaign) do not have a native Pipedrive equivalent. We export the underlying tag data from Fans-CRM's dashboard and create a Pipedrive custom field of type set (multi-select) on the Person record called fan_tags. Tags that represent subscriber segments (e.g., loyal, lapsed, high-spender) map directly; tags that represent content categories map to a separate custom object for content tracking. Labels in Pipedrive can also serve as a lighter-weight alternative for simple tag preservation.

Fans-CRM agency users with role-based permissions map to Pipedrive Users. We extract user email addresses, names, and role assignments from Fans-CRM and provision corresponding Pipedrive Users via POST /users. Fans-CRM roles (admin, manager, agent) map to Pipedrive admin vs regular user status. If the agency manages multiple creator accounts under one Fans-CRM login, each creator profile becomes a separate Pipedrive organization (or a label on the Person) to preserve the multi-account context.

Fans-CRM message templates and bulk messaging rules are platform-native automation logic stored in Fans-CRM's database with no documented export format. We do not migrate these. During discovery we capture the template structures, variable placeholders, and message flows from screenshots or exported template lists, and we deliver a written inventory of every template with a recommended rebuild plan in Pipedrive's workflow builder or a connected email tool like Mailchimp or HubSpot Marketing. The client's admin rebuilds these manually post-migration.

Fans-CRM's Chat Assistant and automated reply logic are proprietary automation rules tied to the platform's message routing engine. These cannot be extracted programmatically and have no equivalent in Pipedrive's standard data model. We document the automation logic during discovery and deliver a written handoff covering each automation's trigger conditions, message sequence, and fan segmentation criteria so the client's team can rebuild using Pipedrive's workflow builder, a sales engagement tool like Outreach or Salesloft, or a marketing automation platform.

Fans-CRM's bundled anti-detect browser environment and VPN sessions are client-side browser configurations with no data component. These do not migrate. We confirm with the client during scoping whether their Fans-CRM usage is data-centric (subscriber management, messaging, analytics) or access-centric (session management, browser automation for content posting). If the client uses Fans-CRM primarily for session management, they will need to configure an equivalent environment (e.g., Incogni, Multilogin, or Dolphin{anty) independently of the CRM migration.