Migrate from Jubilee to Pipedrive

Jubilee client records map directly to Pipedrive Person. Name, email, phone, address, and contact preferences migrate as Person fields. Jubilee clients without email map to Person records with the email field blank — flagged before migration so your team can supply or suppress.

Jubilee client organizations (law firm employer, corporate client) map to Pipedrive Organization. If a Jubilee client is both a contact and an organization, both a Person and Organization record are created with a Person-Organization link via the 'link' field in Pipedrive's Persons API.

Jubilee matters map to Pipedrive Deals. Matter name becomes Deal title (name field), matter status maps to Deal stage per pipeline, and billing arrangement details migrate as custom fields on the Deal record. The matter's associated client becomes the Deal's person_id link.

Matter statuses (Active, Pending, Closed, Dismissed, etc.) map value-by-value to Pipedrive Deal Stage values in the target pipeline. Probability and forecast category are re-applied per Pipedrive's stage configuration. Unmapped statuses are flagged for admin review before migration runs. If a Jubilee status lacks a Pipedrive stage, FlitStack creates a stage and flags it for the admin to rename or merge before migration, ensuring each matter maps to a deal stage.

Jubilee custom fields defined on matters require pre-creation in Pipedrive via POST /dealFields before migration. Each custom field receives a hash key in Pipedrive; FlitStack captures this key and maps source values to the corresponding Pipedrive field during migration. Pick-list custom fields require value mapping.

Jubilee call logs attached to matters migrate as Pipedrive Activity records with type=call. Duration, outcome, and attorney assignment migrate as subject, call_objective, and result fields. Each activity receives the corresponding matter's Deal ID as its deal_id reference. If the call includes notes, FlitStack stores them in the activity's public_description for full context. Call activities link to the Deal via deal_id and can also attach to the Person record.

Jubilee court dates and meeting records become Pipedrive Meeting activities with original start/end times preserved as due_date and due_time. Court date notes migrate as the activity's subject or public_description field. Participants link to the Matter's associated Person records. If a court date has multiple attorneys, FlitStack creates an activity participant entry for each, linking each to the corresponding Person record for accurate attendance tracking.

Jubilee document attachments on matter records re-upload to Pipedrive Files, linked to the corresponding Person or Deal record. Each file is uploaded via Pipedrive's file upload API endpoint and attached to the target record. Files over 25MB are split or flagged for manual handling.

Jubilee billing arrangements (hourly rate, flat fee, contingency) have no native Pipedrive equivalent. These migrate as custom fields on both the Deal and Organization records — Billing_Type__c, Rate__c, Retainer_Amount__c — so billing information is visible at both the matter and client level.

Jubilee attorney and staff assignments on matters resolve by email match against Pipedrive users. Matched users become the Deal owner. Unmatched attorneys are flagged before migration — your team invites them to Pipedrive or assigns a fallback owner so no Deal lands without an owner.

Jubilee notes and journal entries attached to matters migrate as Pipedrive Notes linked to the corresponding Person or Deal record. Content, author, and creation timestamp are preserved. Rich-text formatting is converted to Pipedrive's note format during migration.

Jubilee referral source data (if tracked as a separate object or custom field) migrates to Pipedrive Lead records or as a custom field on the Person record depending on whether the referral represents an early-stage prospect or an existing client referral. This mapping preserves referral attribution and enables Pipedrive users to track the origin of each lead through the sales pipeline, supporting targeted follow-up and performance analysis.