Migrate from matrix to Pipedrive

Direct one-to-one map. Matrix contacts migrate as Pipedrive Person records. The primary company link from Matrix maps to the Person's primary OrganizationId field. If the Matrix contact has no associated company, the Person is created without an OrganizationId and can be linked manually in Pipedrive after migration.

Direct one-to-one map. Matrix companies become Pipedrive Organizations. Parent-child company hierarchies in Matrix map to Organization.parent_id. Multi-company contacts that had N:N links in Matrix are resolved by assigning one primary Organization per Person, with additional company associations preserved as Person-Organization relationship records in Pipedrive.

Direct one-to-one map at the object level. Matrix deal fields (name, value, stage, close date) map directly to Pipedrive Deal fields. The Matrix pipeline maps to a Pipedrive Pipeline, and Matrix stages map to Pipedrive Stages within that pipeline. Stage probability weights from Matrix carry over as Stage probability values in Pipedrive.

Matrix pipelines map one-to-one to Pipedrive Pipelines. If Matrix has multiple pipelines, FlitStack AI creates corresponding Pipelines in Pipedrive and maps each Matrix stage to the matching Pipedrive Stage by name and sequence order. Stage probability values from Matrix are applied to each Stage's Pipedrive probability field.

Stage names map value-by-value from Matrix to Pipedrive. Each Matrix stage gets a corresponding Pipedrive Stage within the target Pipeline. If Matrix stage names differ from existing Pipedrive stage names, FlitStack AI creates new Stages using Matrix names and applies the Matrix stage probability as the Pipedrive Stage probability. Stage-entered timestamps from Matrix are stored as custom datetime fields in Pipedrive for reporting continuity.

Matrix's separate activity types (call, email, meeting, task) merge into Pipedrive's unified Activity object. Each Matrix activity type maps to the corresponding Pipedrive Activity type field: 'Call', 'Email', 'Meeting', or 'Task'. Original timestamps, activity content, and owner attribution are preserved. Activities are linked to the parent Person and, where applicable, to the related Deal using Pipedrive's deal_id reference on Activity records.

Matrix notes migrate as Pipedrive Note records attached to the corresponding Person, Organization, or Deal. File attachments from Matrix are downloaded and re-uploaded to Pipedrive's file storage, attached to the parent record. Pipedrive's 25MB per-file size limit applies — files exceeding this are flagged for manual handling before migration.

If Matrix has a dedicated Leads module for contacts not yet in the sales pipeline, those records migrate to Pipedrive's Leads Inbox. Pipedrive's Leads Inbox is a separate module from Person — leads in the inbox can be converted to Person records with associated Deals. FlitStack AI maps Matrix lead fields to Pipedrive Lead fields and preserves lead status and source attribution.

Matrix owner IDs are resolved by email match against Pipedrive User records. Unmatched owners are flagged before migration with a recommendation to create Pipedrive User accounts for those email addresses. Records belonging to unmatched owners are assigned to a designated fallback User or placed in an unassigned queue for post-migration distribution.

Matrix custom fields migrate as Pipedrive Custom Fields on the appropriate object (Person, Organization, Deal, or Product). Pipedrive assigns a unique 40-character hash key to each custom field at creation time — FlitStack AI records this hash key alongside the human-readable field name so the mapping is traceable for future API calls and Pipedrive admin reference. Field type conversion (text to picklist, number to currency) is handled per field based on Matrix's source data type.

Matrix products or line items transfer to Pipedrive Products with their pricing, SKU, and unit cost fields migrating directly. Product associations with Deals map through Pipedrive's Deal-Product linking mechanism, maintaining revenue attribution from the source system. If a Matrix product has no linked Deals, it becomes an orphan Product record that can be attached manually post-migration. FlitStack AI validates product-Deal linkage integrity during the reconciliation pass to ensure no revenue attribution is lost in transit.

Workflows, automations, and sequences do not migrate between CRMs due to fundamental differences in how each platform models trigger-and-action logic. FlitStack AI exports a human-readable definition of your Matrix workflow rules as a JSON reference file. Pipedrive's Automation rules are built using Pipedrive's Automation builder — the export file serves as a functional specification for your Pipedrive admin to reconstruct equivalent logic.