Migrate from Pipedrive to HighLevel

Pipedrive Persons map directly to GoHighLevel Contacts. Name, email, phone, address, and all standard fields migrate 1:1. Custom fields on the Person record migrate to Contact custom fields in GHL. We resolve the custom field by label match rather than by Pipedrive's account-specific hash key, since the same field name in two Pipedrive accounts produces different hash values. The Person-Organization relationship is preserved as a custom text field org_name__c on the Contact record.

Pipedrive Organizations hold company-level data that GoHighLevel stores as fields on the Contact record. We denormalize Organization name, address, phone, domain, and active custom fields into each related Contact as separate fields (e.g., org_name__c, org_phone__c, org_address__c). If a single Organization links to multiple Persons, each Contact receives the same denormalized company values. The original Organization ID is preserved in org_id__c for reconciliation.

Pipedrive Deals map to GoHighLevel Opportunities. Deal name, value, expected close date, stage name, loss reason, and probability migrate to the corresponding Opportunity fields. Each Pipedrive pipeline maps to a separate GoHighLevel pipeline. The Deal's linked Person and Organization IDs resolve to the migrated Contact records via the email dedupe key before Opportunity insert.

Pipedrive Leads are a separate pool from Deals, introduced in Pipedrive's newer UX. GoHighLevel does not have a separate Lead object; unqualified prospects live as Contacts. We merge Leads into Contacts using the same denormalization logic as Organizations, preserving the original lead_source__c, lead_status__c, and any Lead-specific custom field values. Lead records that duplicate an existing Contact (same email) are flagged for deduplication during the import pass.

Pipedrive Activities (calls, meetings, tasks, notes) map to GoHighLevel Activities and the contact timeline. Calls and meetings preserve start time, duration, and attendee information. Tasks preserve due date, status, and assignment. Notes migrate as activity records attached to the resolved Contact. Activity timestamps are preserved to maintain the contact's historical engagement record. GoHighLevel does not have a separate Note object; note text attaches to the activity timeline.

Pipedrive Products (with SKU, pricing, and unit information) map to GoHighLevel Products or Services. Unit price, SKU, and description migrate directly. If the Pipedrive account uses Deal-Product associations, we preserve those as Opportunity-Product links in GHL where the opportunity field supports line items. Product inactive status migrates as a boolean flag.

Pipedrive tags are label strings applied to Persons, Organizations, Deals, and Products. We migrate tags as string arrays and apply them to the corresponding GHL Contact or Opportunity by name match. Tags with identical names across source object types are imported into GHL as a unified tag pool available for both Contact and Opportunity filtering.

Each Pipedrive pipeline container maps to a separate GoHighLevel pipeline. Pipeline names migrate directly; pipeline-level settings (deal probability per stage) are mapped to the GHL stage configuration. If the destination GHL account does not have an equivalent pipeline pre-created, we provision it via API before Deal migration begins.

Pipedrive stage names and positions migrate to GHL pipeline stages in order. Stage probability percentages migrate where the destination supports custom probability per stage. If the GHL pipeline already has stages configured, we map by position order rather than name, and flag any naming discrepancies in the pre-flight report.

Pipedrive Users (owners of records, activities, and deals) map to GoHighLevel Users by email address match. Any Pipedrive User without a matching GHL User is held in a reconciliation queue for the customer's admin to provision before record migration continues. Role and permission structures are not migratable as they are platform-specific.