Migrate from PipelinePRO to Salesforce Sales Cloud

PipelinePRO does not separate leads from contacts — all prospects exist as a single contact record with a status field. We split these at migration time: PipelinePRO contacts with a status indicating an unqualified prospect map to Salesforce Lead; contacts that represent known buyers or active deals map to Salesforce Contact attached to an Account. The original PipelinePRO status is preserved in a custom field pp_original_status__c on both Lead and Contact for audit and reconciliation.

PipelinePRO company records map directly to Salesforce Account. The company name becomes the Account Name; any address data becomes Billing Address fields. Account is created before Contact import so that the AccountId Lookup relationship is satisfied at Contact insert time. If PipelinePRO company records are sparse (many contacts without a populated company field), we flag these for manual review before Account creation and may fall back to creating individual Accounts from contact-level company values.

PipelinePRO Deals map to Salesforce Opportunity. The deal name, value (Amount), stage, owner, and expected close date transfer directly. The PipelinePRO pipeline and stage name map to a Salesforce Record Type and Sales Process that we configure before migration. Deal attachments and notes migrate as Salesforce ContentDocument records linked to the Opportunity.

Each PipelinePRO pipeline board becomes a Salesforce Record Type on Opportunity. The stage names and order from PipelinePRO define the stage values in the corresponding Salesforce Sales Process. We map stage probabilities from PipelinePRO to Salesforce StageProbability for accurate forecasting. If PipelinePRO has multiple pipelines (common for teams with separate product lines or service tiers), each becomes its own Record Type with a distinct page layout and stage set.

PipelinePRO stage names and sequence order migrate to Salesforce Stage values within the designated Sales Process. We use a customer-reviewed mapping table before any bulk record migration begins. Closed-Lost and Closed-Won stages from PipelinePRO map to the Salesforce standard Closed-Lost and Closed-Won stages; any custom stage names between those bookends are mapped verbatim.

PipelinePRO contacts functioning as early-stage leads (prospects without an active deal) map to Salesforce Lead. We apply the status-based split rule: PipelinePRO contacts flagged as early-stage prospects go to Lead, where the original PipelinePRO status becomes a custom field pp_original_status__c and the PipelinePRO lead score (if populated) becomes a custom field pp_lead_score__c.

PipelinePRO custom fields exist per object but have no bulk schema export. During scoping, we ask the customer to provide a screenshot or list of all custom field names and their types. We create matching custom fields in Salesforce with the correct data type (text, number, date, picklist, checkbox, etc.) before any data import begins. PipelinePRO multi-select fields (such as comma-separated tags) migrate to Salesforce multi-select picklists or text fields depending on the destination field configuration.

Tags on PipelinePRO contacts and deals export as comma-separated values in the CSV. We parse these and apply them to Salesforce multi-select picklist fields on the corresponding object (Lead, Contact, Opportunity). If the customer uses tags for content or campaign classification, we migrate them to Salesforce Topics with TopicAssignment records linked to the parent object.

PipelinePRO user accounts export as a simple list of names and email addresses. We map these to Salesforce User records by email match and reassign all owned deals and contacts accordingly. Any PipelinePRO user without a matching Salesforce User goes to a reconciliation queue for the customer's admin to provision. OwnerId references on Opportunities and Contacts require a valid Salesforce User at migration time.

Uploaded files attached to PipelinePRO deals or contacts export via download links if the links are accessible within the account. We retrieve each file, upload it to Salesforce as a ContentDocument, and link it via ContentDocumentLink to the parent Opportunity, Contact, or Account. Files we cannot retrieve (broken links or inaccessible attachments) are flagged in the scoping report for manual handling post-migration.

PipelinePRO does not include activity history in any export. Completed call logs, email threads, meeting records, and task timelines are not accessible via CSV. We extract static notes attached directly to the contact or deal record (as plain text fields) and migrate those as Salesforce Note records linked to the parent Contact or Opportunity. Full activity timeline migration is not possible; customers should screenshot or copy-paste any critical engagement history before cutover.

Email sequences, drip automation logic, and follow-up triggers in PipelinePRO have no export mechanism. We document the sequence steps from screenshots provided by the customer during scoping and deliver a written sequence inventory that lists each automation's trigger, conditions, actions, and recommended Salesforce Flow equivalent. The customer's admin rebuilds the automations post-migration using that inventory as the spec.