Migrate from Lucep to Pipedrive

Lucep Lead records map directly to Pipedrive Person. The lead's capture timestamp, source channel (website form, Facebook Lead Ad, click-to-call), and routing assignment timestamp migrate into Pipedrive Person fields and Activity timestamps. We de-duplicate by email address against any existing Pipedrive People created during the migration window. Lucep's lead ID is preserved in a custom field for audit.

Lucep Callback records represent the click-to-call interaction: callback timestamp, originating channel, assigned agent, and outcome (answered, missed, voicemailed). These migrate as Pipedrive Activities of type Call, with the outcome stored in the disposition field and the originating channel in a custom field. The timing chain from first touch to first conversation is preserved as a sequence of Activity entries ordered by timestamp.

Lucep routing rules are platform configuration, not data records, and cannot be exported via API. During discovery we document every active routing rule (trigger condition, routing algorithm, queue or agent assignment, SLA threshold) and produce a routing-rebuild specification for Pipedrive. Your admin rebuilds these as Pipedrive Automation rules or manual assignment rules post-migration.

Lucep stores qualification scores and qualification status per lead across AI voice, WhatsApp, and SMS channels. These migrate as custom fields on the Pipedrive Person object. The field names from Lucep may be non-standard if custom scoring was configured; we map them to Pipedrive custom fields using the Lucep field label as the field name and apply the same data type.

AI Voice Agent call transcripts and disposition data may not be fully accessible via the Lucep public API. During scoping we test API access to transcript endpoints. If gated or unavailable, we advise a manual export from the Lucep dashboard before cutover and handle the file import as a supplemental batch load into Pipedrive Activities with the transcript body stored as a Note or Call activity note.

Lucep users assigned to leads (as routing recipients or callback agents) map to Pipedrive Users by email match. We extract the Lucep user-to-lead assignment relationship and populate the Pipedrive Person owner field accordingly. Lucep user records may not carry full profile data; we map what is available and flag any missing fields for admin completion in Pipedrive.

Lucep lead tags and segments migrate as Pipedrive Labels on the Person object. Tags are stored as flat string labels in Lucep and map directly to Pipedrive's label system. If the customer used Lucep's segmentation for campaign targeting, the tag set provides the foundation for Pipedrive List membership post-migration.

Lucep ingests leads from Facebook Lead Ads via integration guides, mapping Facebook form field names to Lucep's lead object. The Facebook field names are often non-standard and may lose meaning in translation to Pipedrive. We trace the field chain from Facebook form to Lucep to Pipedrive and flag any custom Facebook form fields that have no equivalent in Pipedrive's Person schema; those fields become custom fields.

Lucep webhook configurations are platform settings that send lead events to external systems. These are settings, not data, and cannot be migrated as records. We document each webhook endpoint URL, payload structure, and trigger condition so your team can reconfigure equivalent Pipedrive webhooks or Zapier integrations post-migration.

If Lucep was syncing bidirectionally with Salesforce, Dynamics, Zoho, or LeadSquared, some records may already exist in the destination Pipedrive instance. We perform a deduplication pass using email address as the primary key before importing Lucep leads, flagging any duplicates for the customer to resolve (keep source, keep destination, or merge).