Migrate from improveit 360 to Pipedrive

Improveit 360's Lead object maps directly to Pipedrive's Lead object. Both store name, email, phone, status, and owner. The Lead's source field maps to Pipedrive's label_id or a custom field. Unconverted Improveit 360 leads land as Pipedrive Leads; converted leads migrate as Persons.

Improveit 360's Contact object maps to Pipedrive's Person object. Both store name, email, phone, mobile phone, job title, address, and owner. The contact's primary company link maps to Pipedrive's org_id lookup. Email opt-out status maps to the Person's mail_optout field.

Improveit 360's Company object maps to Pipedrive's Organization object. Company name, domain, industry, phone, address, employee count, and annual revenue map directly. Parent-child company hierarchies in Improveit 360 map to Pipedrive's parent_org_id field. Multiple contacts per company are supported via Pipedrive's person-organization relationship.

Improveit 360 Deal maps to Pipedrive Deal. Deal name, value, stage, owner, expected close date, and create/update timestamps map directly. The deal's associated contacts map to Pipedrive Deal-Person association links. Pipeline stages in Improveit 360 map to Pipedrive stage values, each scoped to a specific Pipeline.

Improveit 360 pipelines map to Pipedrive Pipelines. Each Improveit 360 pipeline creates a corresponding Pipedrive pipeline with matching stage names. Stages map value-by-value. Probability values can be carried over as stage-probability pairs or applied as a best-fit based on Pipedrive's default stage probabilities.

Improveit 360's sale-status navigation is a construction-specific field tracking where a deal sits in a contractor's sale process (e.g., Prospect, Proposal, Negotiation, Sold). Pipedrive has no native equivalent. We create a custom field (e.g., Sale_Status__c or a drop-down named Sale Status) on Pipedrive Deals and preserve the original values via value mapping.

Improveit 360 links Deals to Projects with job-costing data (budget, actual cost, margin). Pipedrive has no project or job-costing object. We map project name as a text custom field on the Deal and costing figures as custom currency fields. Project status can be stored as a pick-list field on the Deal.

Improveit 360's native quoting module stores product line items, pricing, terms, and approval status per quote. Pipedrive has no native quote object. We migrate quote line items as Pipedrive Product records linked to the Deal, and quote metadata (approval status, terms, total) as Deal custom fields. Quote PDFs are saved as Deal attachments for reference.

Improveit 360 activity records (calls, emails, meetings, notes) map to Pipedrive Activities. Activity type, subject, body, start/end time, owner, and the linked record (Person or Deal) all migrate. ActivityDone flag maps to Pipedrive's done boolean. Note body migrates as an Activity with type note.

Improveit 360 account-level custom fields (on Leads, Contacts, Companies, Deals) map to Pipedrive custom fields. Each custom field requires creation in Pipedrive with matching type (text, number, date, pick-list, etc.) before migration. Pipedrive's custom field keys are 40-character hashes assigned at creation — the mapping plan references these by name and we resolve hash keys during setup.

Improveit 360 appointments with scheduling, result status, and assigned staff map to Pipedrive Activities of type 'Meeting'. Appointment result (e.g., Completed, No-Show, Rescheduled) migrates as a custom field on the Activity. Staff assignments map to Pipedrive Activity users or are stored as a custom person field.

Improveit 360 owner IDs resolve to Pipedrive Users by email match. All records assigned to a given Improveit 360 owner receive the corresponding Pipedrive user_id. Unmatched owners are flagged before migration — teams either create Pipedrive users first or assign records to a fallback user.