Migrate from LeadMaster to Pipedrive

LeadMaster Accounts map 1:1 to Pipedrive Organizations. The primary address, phone, website, and any custom fields migrate directly. We resolve the primary contact link from LeadMaster and associate it to the Organization in Pipedrive at migration time. Deduplication uses domain or organization name as the matching key. If the customer has duplicate Account names in LeadMaster, we flag them during scoping for manual resolution before import.

LeadMaster Leads map to Pipedrive People records routed through the Lead Inbox. We map the Lead's name, email, phone, source, status, and owner assignment. If the Lead has been converted to an Opportunity in LeadMaster, we map it as a Person tied to the corresponding Deal in Pipedrive. Any lead scoring or qualification fields from LeadMaster migrate as custom fields on the Person record. Lifecycle or status fields map to Pipedrive's label system or a custom field.

LeadMaster Opportunities map directly to Pipedrive Deals. We translate Opportunity stage, amount, close date, owner, and associated Account to the corresponding Pipedrive Deal fields. Custom stage names from LeadMaster are mapped against Pipedrive's stage labels during configuration before migration. If LeadMaster stores product line items on Opportunities, those migrate as Deal field values or as a custom text field; Pipedrive's native product catalog (available on Professional and above) can be configured as a post-migration step.

LeadMaster Opportunity stages are translated into Pipedrive Pipeline stages during configuration. Each LeadMaster pipeline stage becomes a Pipedrive stage within the corresponding Deal pipeline. Probability weights from LeadMaster migrate as a custom field if the customer requires them; Pipedrive's stage-based probabilities are set per stage during pipeline configuration.

LeadMaster's Case object (help desk module) has no native Pipedrive equivalent. Cases migrate as structured custom fields on the Organization record: Case Number, Case Status, Case Priority, Case Description, and open/closed timestamp. Conversation threads migrate as Notes on the Organization. For high-volume case histories, we recommend evaluating a dedicated helpdesk integration (Zendesk, Freshdesk) post-migration as Pipedrive's native capabilities do not extend to case management.

LeadMaster notes map to Pipedrive Notes attached to the corresponding Organization, Person, or Deal. We preserve the author, timestamp, and note body. If LeadMaster stores notes with rich text or HTML formatting, we sanitize to Pipedrive's supported format during transform. Notes are the most commonly under-migrated object; we extract them in the same export pass as Activities to ensure completeness.

LeadMaster call logs and email history migrate to Pipedrive Activities. Call duration, disposition, and timestamp migrate as custom Activity fields where Pipedrive's native Activity model does not include these fields. Email subject, body, and direction (sent/received) migrate as Activity records. If LeadMaster stores email body content separately from the activity log, we merge them into a single structured Activity record.

LeadMaster Smart Queue definitions are documented as written filter specifications during discovery. We translate each Smart Queue into Pipedrive filter criteria (field, operator, value) and provide a step-by-step setup guide for each translated list view. Smart Queue filter logic does not execute in Pipedrive automatically; the filter definitions require manual recreation in Pipedrive's filter builder by the customer's admin. We deliver a one-to-one mapping table showing which Pipedrive filter each Smart Queue produces.

LeadMaster Users and Owners map to Pipedrive Users. We match by email address as the primary key. Any LeadMaster Owner without a matching Pipedrive User is held in a reconciliation queue; the customer provisions the Pipedrive User before the Owner-assigned records are imported. Active/inactive status on the LeadMaster user is preserved as the Pipedrive user active flag. Role and permission levels do not migrate because Pipedrive's permission model is distinct and must be configured fresh.

LeadMaster marketing campaigns migrate as Pipedrive Campaign records (if the customer is on a Pipedrive plan that supports Campaigns) or as Activity records tagged with campaign context. Campaign member associations (which Leads received which campaign communication) migrate as Activity associations to the corresponding Person records. Email campaign content and templates are exported as artifacts and uploaded to Pipedrive's file storage; the customer decides whether to use Pipedrive's native email tools or a connected marketing platform for ongoing sends. Campaign automation logic (LeadMaster workflow-triggered sends) does not migrate.

File attachments stored against Leads, Accounts, or Opportunities in LeadMaster are exported and re-uploaded to Pipedrive as Files, preserving their association to the parent Organization, Person, or Deal record via ContentDocumentLink. Large-volume attachment exports may require chunking by date range or parent object to stay within API limits. We recommend a pre-migration attachment audit to identify oversized files that should be moved to a cloud storage link instead.