Migrate from MarketSharp to Pipedrive

MarketSharp contacts migrate as Pipedrive People. The primary contact record carries all name, email, phone, address, and custom field data. A separate Organization link is created by matching the MarketSharp company name against a migrated Organization record. This ensures each Person record is linked to its corresponding Organization, preserving the relationship hierarchy during the migration.

MarketSharp lead-status values (New Lead, Contacted, Appointment Scheduled, Bid Sent) are preserved as a custom pick-list field on the Person record. Active opportunities with a Bid Sent status migrate as Pipedrive Deals with stage mapping to your target pipeline column.

MarketSharp company records map directly to Pipedrive Organizations. The Organization Name, website, industry, address, and number of employees migrate as Organization fields. Parent-company relationships map to the Parent Organization field in Pipedrive. If a parent company does not exist in Pipedrive, we create a placeholder Organization record to maintain the hierarchy until your team configures the correct relationships.

MarketSharp deals migrate as Pipedrive Deals. The deal name, value (estimate amount), close date, and assigned owner map to Pipedrive Deal fields. MarketSharp's bid date maps to the Pipedrive close date; your admin sets the Pipedrive pipeline stage that corresponds to the MarketSharp deal status.

MarketSharp final deal statuses map to Pipedrive Closed Won and Closed Lost stages. We preserve the original MarketSharp closed date as a custom field (Original_Close_Date__c) for reporting continuity, since Pipedrive's stage-history model may overwrite close date on stage change. This custom field remains editable and visible in deal views, allowing your team to reference the original timeline without relying on Pipedrive's default date.

MarketSharp call logs migrate as Pipedrive Activities with type='call'. The call notes, duration (if recorded), and outcome description map to the Activity subject and notes fields. Original timestamp and assigned owner are preserved. If the call duration is missing, we populate the duration field with zero and flag the record for manual review, ensuring data integrity across the migrated activities.

MarketSharp email history migrates as Pipedrive Email activities. The email subject and body content map to Activity fields. Attachments referenced in MarketSharp are flagged for re-upload to Pipedrive Files or as Activity attachments. During the migration, we log the original file names and storage paths so your team can quickly locate and reattach the files in Pipedrive's file management system.

MarketSharp appointment and meeting notes migrate as Pipedrive Meeting activities. Start/end times, location, and meeting notes are preserved. The linked Person and Organization are established via the migration's relationship graph. If a linked Person or Organization does not exist in Pipedrive, we create a placeholder record to maintain the relationship until your team resolves the missing entities.

MarketSharp follow-up tasks and reminders migrate as Pipedrive Tasks with due dates and assigned owners. Completed vs. open status is preserved. Overdue tasks retain their original due date. If a task's due date falls before the migration date, we mark it as overdue in Pipedrive to preserve the original timeline and alert your team to pending items.

Each MarketSharp custom lead field requires a corresponding Pipedrive custom field created in the destination account before migration. Pipedrive assigns a 40-character hash key to each custom field — the migration plan documents the hash key for every custom field so your admin can wire automations post-migration.

MarketSharp owner IDs are resolved by email match against Pipedrive users. Unmatched owners are flagged before migration; your team either creates Pipedrive user accounts or assigns records to a fallback owner. No record lands without a Pipedrive owner. This ensures each record is linked to an active user, maintaining accountability and enabling proper assignment of future activities and notifications.

MarketSharp lead source tracking migrates as a custom pick-list field on the Person record. For deal-level source attribution, we map it to a custom field on the Deal object. Source value mapping is documented value-by-value in the migration plan. This allows your sales team to filter leads and deals by origin, supporting attribution analysis and marketing ROI reporting.