Migrate from Husky Intelligence to Pipedrive

Husky Intelligence customer records map 1:1 to Pipedrive People. Fields including name, email, phone, and address transfer as standard Pipedrive Person fields. The customer's original create date is preserved in a custom datetime field since Pipedrive's CreatedDate reflects the migration timestamp.

When a Husky Intelligence customer record represents a business entity rather than an individual, it maps to Pipedrive Organization. Organization name, domain, address, and industry fields transfer directly. Phone and website map to Pipedrive's Org-level fields with no transformation required.

If a Husky Intelligence customer record contains both individual contact details and company information in a single record, FlitStack AI splits it: the individual fields land in Pipedrive Person, company fields land in Organization, and the two records are linked via org_id on the Person. This preserves all data without losing either layer.

Husky Intelligence job records map to Pipedrive Deals. Job title becomes Deal title, job status maps to a Pipedrive stage via value mapping, and the associated customer record links via person_id on the Deal. Original job create dates are preserved in a custom datetime field for reporting continuity after migration.

Husky Intelligence stores custom properties on job records — such as job type, priority level, technician assigned, or service category — that have no native Pipedrive Deal field. FlitStack AI creates a custom field on the Deal object for each unique custom property, using the property's data type (text, number, picklist, date) to determine the Pipedrive field type at migration time.

Husky Intelligence quote records translate to Pipedrive Deal fields: the quote total maps to Deal value, quote status (draft, sent, accepted) maps to a Deal stage or a custom pick-list field, and line items attach to the Deal as Products or as custom field entries depending on quote complexity. Accepted quotes can be merged into the corresponding Job Deal as a stage advancement.

Husky Intelligence invoice records map to Pipedrive Deals with invoice status (paid, overdue, void) translated via value mapping to Pipedrive Deal stage names or a custom status field. The invoice total becomes the Deal value. Unpaid invoices at migration time are flagged as open Deals requiring follow-up in Pipedrive.

Husky Intelligence service agreements — recurring contract records tied to specific customers — have no direct Pipedrive equivalent. FlitStack AI creates a custom text or pick-list field on the Deal object capturing the agreement type, start date, and renewal date. Where agreements span multiple jobs, a single Deal is created per agreement with all associated job Deals linked via notes or a custom relationship field.

Husky Intelligence activity records — technician check-in calls, site-visit meetings, job-site notes — map to Pipedrive Activities of the corresponding type (call, meeting, note). Original timestamps, activity owners, and the linked job/customer association are preserved on the Pipedrive Activity record during migration.

Files attached to Husky Intelligence job records — photographs, signed forms, equipment schematics — are downloaded and re-uploaded as Pipedrive Files attached to the corresponding Deal or Person. File size limits apply (Pipedrive enforces limits per plan tier). Inline images in notes are extracted and rehosted as separate file attachments.

Husky Intelligence user records are matched to Pipedrive users by email address during migration. Any Husky user without a corresponding Pipedrive account is flagged before migration so your team can either invite them to Pipedrive or assign their records to a fallback owner. No Deal or Person lands without a valid Pipedrive owner.

Husky Intelligence lead records (unconverted prospects) map directly to Pipedrive Leads. Lead name, email, phone, source, and status transfer as standard fields. Custom lead properties from Husky Intelligence become Pipedrive Lead custom fields using the same field-type mapping logic applied to Deal custom fields.