Migrate from Prospect CRM to Pipedrive

Prospect CRM Contact records map directly to Pipedrive Person. Standard fields (name, email, phone, address) migrate cleanly. We map them 1:1 and preserve any custom Contact properties as custom fields on the Person object. The RFM segment assignment (Recency, Frequency, Monetary classification stored in Prospect CRM as a segmentation property) migrates as a multi-select custom field on the Person record so the customer's sales team can filter and segment using the original RFM logic in Pipedrive.

Prospect CRM Company records map to Pipedrive Organization. We create the Organization record before the linked Person records to satisfy the OrgId lookup at import time. Company-level fields including industry, website, and address migrate as Organization custom fields. If Prospect CRM stores parent-subsidiary relationships in custom fields, we map them to Pipedrive's Organisation hierarchy or store as a custom field for manual review post-migration.

Prospect CRM Deals map directly to Pipedrive Deals with pipeline stage, value, currency, owner, and expected close date preserved. Pipeline stage IDs are not portable across CRMs; we capture the stage name and order from Prospect CRM and recreate the corresponding stage sequence in Pipedrive's pipeline configuration before migration begins. Deal status (open, won, lost) maps to Pipedrive's status values.

Prospect CRM pipeline stage definitions including custom stage names like Quoted or Awaiting Stock require explicit mapping to Pipedrive's stage schema. We capture stage order and probability percentages from Prospect CRM and configure equivalent Pipedrive pipeline stages with matching probability values before any Deal records are imported. Stage configuration is done in Pipedrive's pipeline settings as a pre-import step.

Prospect CRM product catalog data including SKU, pricing, name, and description migrates to Pipedrive Products. However, the stock-aware flag and live inventory linkage from Prospect CRM's back-office integration are connection-level settings, not data fields. We export the last-known stock status as a custom field on the Pipedrive Product record and document the integration reconnection plan for the customer's admin team to establish the live stock feed in Pipedrive via its marketplace integration with the customer's back-office platform.

Prospect CRM Activity records (notes, calls, tasks, emails) migrate as Pipedrive Activity records linked to the parent Person, Organization, or Deal. We preserve the original timestamp, activity type, and any outcome or disposition fields. Activity type labels (call outcome, task priority) may differ between platforms; we map them to the closest Pipedrive equivalent and flag any unmapped activity types in the reconciliation report for the customer to review.

Prospect CRM's Problem Pipelines for tracking delivery issues, returns, and complaints is a non-standard object with no direct Pipedrive equivalent. We extract Problem records with Status, Outcome, linked Customer, and problem description, then map them to Pipedrive's Helpdesk feature (available from Advanced plan) or store as custom Activity records attached to the linked Person or Organisation if Helpdesk is not in scope. We document the mapping explicitly and configure the Helpdesk pipeline stages to match the original Problem Pipeline status values. Customer admin approval is required before this mapping is finalised.

Custom fields on Prospect CRM Contacts, Companies, and Deals migrate as custom fields on the equivalent Pipedrive object (Person, Organisation, Deal). We capture field type (dropdown, date, number, text) from Prospect CRM and create the corresponding Pipedrive field with matching type validation before migration. Dropdown fields require explicit value mapping; we extract the allowed values from Prospect CRM and configure them in Pipedrive before the import phase to avoid data rejection on picklist fields.

Prospect CRM User records including names and email addresses map to Pipedrive Users. We resolve owners by email match against the destination Pipedrive account. Any Prospect CRM user without a matching Pipedrive User is flagged in the reconciliation report for the customer's admin to provision before record import resumes. The Start-Up plan's fixed 4-user ceiling does not constrain export; we map all active users and flag seat count recommendations against Pipedrive's per-user pricing tiers.

File attachments on Deals, Contacts, and Companies migrate via URL reference or re-upload to Pipedrive's document storage linked to the parent record. We flag any attachment size limits in Pipedrive that may require compression or external storage for large files, and document the approach in the migration handoff report. Attachments stored in Prospect CRM's integrated back-office tools (embedded in quotes or invoices) do not migrate as they are not CRM-stored records.

Prospect CRM's native integrations with back-office systems (Unleashed, DEAR, TradeGecko, QuickBooks, Xero) are connection-level configuration that do not export as data. These links break at migration. We document every active integration during scoping with its connection type, credentials reference, and webhook configuration, then provide a checklist for re-establishing each connection in Pipedrive via its marketplace or API once the migration is complete.

Prospect CRM automated follow-up sequences, quote-generation workflows, and stage-triggered actions are platform-specific configuration that cannot migrate structurally to Pipedrive. We document every active workflow rule including its trigger condition, actions, and any associated delay or notification logic, and deliver this as a written workflow inventory for the customer's admin to rebuild in Pipedrive's Automation or Power Automate.