Migrate from Pipeline CRM to Pipedrive

Pipeline CRM People records map 1:1 to Pipedrive Contacts. The first name, last name, email address, phone number, and primary address fields migrate directly. Custom Person fields export with the CSV and map to Pipedrive custom fields, which we pre-create using the closest matching type (text, numeric, dropdown, date, or checkbox) before import. Any Person records with missing email addresses are flagged during data profiling and held for customer review before load.

Pipeline CRM Companies map 1:1 to Pipedrive Organizations. Company name is the primary dedupe key. Industry, size, revenue, and custom Company fields migrate to matching Organization fields and pre-created custom fields. We import Organizations first because Deals and People reference a parent Company via name-based lookup, and the Organization must exist before the lookup is resolved at load time.

Pipeline CRM Deals map 1:1 to Pipedrive Deals with stage name translation. The deal value, probability, expected close date, and owner migrate directly. The critical mapping work is translating Pipeline CRM stage names (e.g., 'Discovery', 'Demo Scheduled', 'Proposal Sent') to matching Pipedrive stage names within the correct Pipeline. We extract the full Pipeline CRM pipeline and stage schema during discovery and configure the corresponding Pipedrive pipeline and stages before migration begins.

Pipeline CRM allows multiple deal pipelines with configurable stages per pipeline. Pipedrive's pipeline model uses Pipelines as top-level containers with ordered Stages. If the customer uses multiple Pipeline CRM pipelines, we configure a corresponding Pipedrive Pipeline for each and map stage probabilities from the source to the destination. Stage order is preserved and stage names are translated from Pipeline CRM to Pipedrive naming conventions.

Pipeline CRM Activities log email, call, and meeting history linked to People or Companies. We export Activities as a flat list with the linked Person or Company ID and timestamp. In Pipedrive, emails and calls map to Activity records with the WhoId pointing to the migrated Contact and the OrgId pointing to the related Organization. Meeting-type Activities map to Event records with start and end timestamps. Activity subject and body content migrate as the Activity's subject and note fields respectively.

Pipeline CRM's Agenda system stores Tasks (to-dos with due date and assignee) and Events (calendar items) separately. Tasks with a due date and owner migrate cleanly as Pipedrive Activities with type=Task and the assignee resolved via email match to a Pipedrive user. Events present a higher complexity: Pipedrive's Event object requires start/end timestamps and attendee linking via EventParticipants, and a calendar integration (Google Calendar or Outlook) must be active for full reconstruction. We migrate Event metadata and flag calendar reconnection as a post-migration step.

Pipeline CRM custom fields are defined per object (Company, Deal, Person) and support text, dropdown, date, number, checkbox, and calculated types. We export the complete field schema alongside the data and map each type to the closest Pipedrive field type before import. Dropdown and multi-select custom fields in Pipeline CRM map to Pipedrive's option set with the same value list. Calculated fields in Pipeline CRM do not have a direct Pipedrive equivalent; we preserve the last computed value as a read-only custom field and document the calculation logic for manual recreation.

Tags applied to People, Companies, and Deals in Pipeline CRM migrate as Pipedrive custom fields of type 'multiselect' or 'varchar' depending on the customer's Pipedrive plan tier. For each unique tag across all object types we create a Pipedrive custom field on the matching object (Person tags on Contact, Company tags on Organization, Deal tags on Deal) and populate the tag array as comma-separated or multi-select values. Multi-select custom fields may require a higher Pipedrive plan tier; we confirm tier applicability during scoping.

Pipeline CRM stores file attachments linked to People, Companies, or Deals. Files can be exported individually. We preserve the original file URL and link it to the target record in Pipedrive via the Attachment object with a link to the external URL stored in the description or a custom field. Pipedrive's native file storage is separate from Pipeline CRM's hosting, so file hosting in the destination CRM requires the customer to maintain the source system's file access or upload files to Pipedrive's storage post-migration.

Pipeline CRM assigns an Owner to each Deal and Person record. User records export cleanly as name and email. We resolve each Pipeline CRM Owner by email match against the Pipedrive destination's User table and populate the Owner field on Deals and Contacts during import. Any Pipeline CRM Owner without a matching Pipedrive User is held in a reconciliation queue for the customer's admin to provision before record import resumes.

Pipeline CRM's Activity records capture calls, emails, and meetings with timestamps and linked Person or Company references. We export Activities as a flat list with the linked Person/Company ID and create corresponding Pipedrive Activity records with WhoId resolved to the migrated Contact and OrgId resolved to the Organization. Call duration and disposition values migrate to Pipedrive Activity custom fields. The activity ordering is preserved by setting the Activity timestamp to the original Pipeline CRM timestamp.