Migrate from FreeCRM to Pipedrive

FreeCRM Contact records map to Pipedrive Person. Standard fields (name, email, phone, address) transfer directly. We extract every FreeCRM template-defined field during discovery and map each to a Pipedrive custom field of the appropriate type (text, number, date, dropdown). Person is created before any Deal import so that the person_id link is satisfied at insertion.

FreeCRM Company records map to Pipedrive Organization. The HubSpot-style name, domain, and industry fields transfer to name, web, and industry on Organization. We preserve the parent-child relationship to Contacts by setting the org_id on each mapped Person record during import.

FreeCRM Lead records require a split decision: Leads with a clear qualified status map to Pipedrive Lead, and unqualified Leads map to Person records (optionally left unlinked to an Organization until converted). We use FreeCRM's lead_status and source fields to drive the split logic and preserve the original status in a custom field for audit.

FreeCRM Deal records map to Pipedrive Deal. The deal title, amount, expected close date, and pipeline stage (as free text) transfer to Deal title, value, close_date, and stage_id respectively. Stage text values from FreeCRM are mapped to Pipedrive Stage IDs using the stage list extracted during discovery.

FreeCRM's Kanban view stages are account-defined text values. We extract the complete stage list during discovery and create corresponding Pipedrive Pipeline objects with Stage columns matching the original names and order. Stage probability percentages default to Pipedrive standard values unless the customer provides stage-level win rates from FreeCRM reporting.

FreeCRM task records map to Pipedrive Activity with type = Task. Subject, due date, status, and priority transfer directly. The related-to link (Contact or Company) resolves to person_id and org_id on the Pipedrive Activity at migration time.

FreeCRM event records map to Pipedrive Activity with type = Event. Start time, end time, location, and description transfer. Attendee information is preserved in the Activity's attendee list linked to the corresponding Person records.

FreeCRM call log records map to Pipedrive Activity with type = Call. Duration and disposition notes transfer to the activity's duration and note fields. The linked contact reference resolves to the migrated person_id.

FreeCRM's template-defined custom fields are inventoried during discovery with their field types inferred from data values. We pre-create matching Pipedrive custom fields before any record import. Field type mapping: FreeCRM text to Pipedrive varchar, FreeCRM number to Pipedrive numeric, FreeCRM date to Pipedrive date, FreeCRM dropdown to Pipedrive enum.

FreeCRM tags stored as comma-separated values on contact and company records are split into an array. We map them to Pipedrive Activity records of type Note attached to the Person or Organization, using a consistent label format (tag: original_value) so the customer can rebuild Pipedrive native tags post-migration if desired.