Migrate from Pepper Cloud to Pipedrive

Pepper Cloud Contact records map directly to Pipedrive Person. Standard fields (name, email, phone, address, company association) transfer as-is. Lifecycle stage on Pepper Cloud maps to a custom Person field for audit. If the Contact has an associated Account, we create the Organization in Pipedrive first so the Person-Organization link resolves at insert time. Duplicate Person prevention uses email as the dedupe key.

Pepper Cloud Leads map to Pipedrive Leads with the lead source attribution preserved as the Pipedrive Lead source field. Lead status from Pepper Cloud (New, Contacted, Qualified, etc.) maps to Pipedrive Lead status via an explicit translation table we build during scoping. Any lead scoring value stored as a custom field migrates to a custom Person field post-conversion. We flag Leads without an email address for manual review since Pipedrive Leads require email for activation.

Pepper Cloud Account records map to Pipedrive Organization. The Account's address, industry, phone, and website fields transfer to the corresponding Organization fields. Parent-child Account hierarchy migrates as a nested Organization structure with the root Account as the top-level Organization. Custom fields on Accounts require type-compatible mapping to Pipedrive Organization custom fields before migration.

Pepper Cloud Opportunity records map to Pipedrive Deals with the pipeline and stage resolved via explicit stage name translation. The Opportunity amount transfers to Deal value. Close date, owner (mapped via email to Pipedrive User), and the associated Contact and Account links migrate with WhatId and PersonId resolved at migration time. Lost/won reasons stored as custom fields become Pipedrive Deal custom fields.

Each Pepper Cloud pipeline maps to a Pipedrive Pipeline with its stages recreated as Pipedrive stages. Stage order and probability percentages transfer from Pepper Cloud stage configuration. We flag any pipeline that exceeds Pipedrive's stage count limits (maximum stages per pipeline varies by plan tier) and recommend consolidation or splitting during scoping. Stages with identical names across pipelines in Pepper Cloud are disambiguated in Pipedrive by pipeline name prefix.

Pepper Cloud Tasks linked to Contacts, Leads, or Opportunities map to Pipedrive Activities with type=Task. Due date, assignee (via email-to-User resolution), status (open/closed), and priority transfer directly. Recurring tasks preserve frequency configuration as a custom Activity field. Task templates migrate their structure as a one-time task record for the customer admin to use as a rebuild reference.

Custom fields across Pepper Cloud modules (Contacts, Leads, Accounts, Opportunities, Tasks) map to Pipedrive custom fields of equivalent type. Text fields map to Pipedrive text fields; date fields to date fields; number fields to number fields; dropdowns to Pipedrive selects; checkboxes to checkboxes. We audit the source custom field inventory before migration to flag any type that cannot map cleanly (e.g., formula fields in Pepper Cloud have no Pipedrive equivalent and are noted for manual rebuild as calculated fields or dashboard metrics). Custom field availability depends on the customer's Pipedrive plan tier.

Document attachments associated with Pepper Cloud records migrate as files exported to local storage, then re-uploaded and linked to the corresponding Pipedrive Person, Organization, or Deal via the Files API. Large files (over 20 MB) require chunked download and upload. We verify file integrity (checksum comparison) post-transfer and flag any attachments that fail integrity check for manual review.

Pepper Cloud tags applied to Contacts, Leads, and Opportunities migrate as flat label strings in Pipedrive. Pipedrive Labels apply to Persons, Organizations, Deals, and Products globally rather than per-object-type. If the customer used hierarchical tag namespaces in Pepper Cloud (e.g., region/product/tag), we flatten them to a single label string and document the original hierarchy for manual reorganization in Pipedrive if needed.

Pepper Cloud User records (name, email, role, active status) migrate as Pipedrive User invitations. We match by email address as the reconciliation key. Any Pepper Cloud Owner referenced on a record without a corresponding Pipedrive User goes to a reconciliation queue for the customer admin to provision before record import resumes. Inactive Pepper Cloud users are migrated as inactive Pipedrive users with historical attribution preserved.

WhatsApp message content is not accessible via the Pepper Cloud API. We extract available metadata: contact reference, channel (WhatsApp), first-contact timestamp, and last-activity timestamp. This metadata migrates as a Note or Activity on the corresponding Person record indicating WhatsApp contact history exists, but the actual message text cannot be transferred. We advise customers to export WhatsApp chat history separately via WhatsApp's native export feature if message content is business-critical.

Pepper Cloud workflow automation rules (follow-up triggers, lead assignment logic, stage-change notifications) are not accessible via API in a portable format. We document every observed automation rule during the audit phase and provide a written configuration guide mapping each rule to Pipedrive's workflow equivalent (Automation, Activity Creation, or Deal Alerts). The customer admin rebuilds these manually post-migration. This item does not count as a migrated object but is delivered as a structured inventory document.