Migrate from Ready_ to Pipedrive

Ready_ Contacts map directly to Pipedrive Persons. We map standard fields (name, email, phone, address) to Pipedrive's Person fields and use the email address as the dedupe key during import. Any custom properties on Ready_ Contacts migrate as custom fields on the Pipedrive Person. Ready_ Contact IDs are preserved in a custom field ready_contact_id__c for reconciliation and cross-reference.

Ready_ Company records map to Pipedrive Organizations. Company name maps to Organization name, domain maps to Website, and firmographic fields (industry, size) map to matching Pipedrive Organization fields. We create the Organization before importing related Persons so that the org_person linkage is satisfied at insert time.

Ready_ Deals map to Pipedrive Deals with the Pipeline and Stage names resolved to the destination Pipedrive pipeline structure we configure during scoping. Deal value, expected close date, and owner migrate directly. We resolve the Ready_ Team Member owner ID to the matching Pipedrive User email before import so that the owner assignment is valid at insert.

Ready_ Pipeline Stages (per pipeline) map to Pipedrive Pipeline Stages within the corresponding Pipedrive pipeline. We extract the stage name and sequence order from Ready_ during scoping and build the Pipedrive pipeline and stage structure before Deals migrate. Stage probability percentages transfer to Pipedrive's stage probability values. If Ready_ stages use names that conflict with Pipedrive defaults, we configure custom stage names to preserve your workflow vocabulary.

Ready_ Activities map to Pipedrive Activities. We map the activity type (call, email, task), timestamp, notes, and owner. Activity type labels in Ready_ may not map 1:1 to Pipedrive activity types, so we apply a type-mapping table built during scoping. Activities are linked to the target Person or Deal in Pipedrive using the resolved contact_id and deal_id references. Activity history ordering is preserved by setting the Pipedrive Activity timestamp to the original Ready_ timestamp.

Ready_ custom fields on Contacts, Companies, and Deals migrate to Pipedrive custom fields of matching type (text, number, date, picklist). We extract the field definition and values during scoping, create the matching Pipedrive custom field in the destination account, then populate values during the record import. Custom field types that have no direct Pipedrive equivalent (e.g., multi-checkbox) are converted to multi-select picklist and flagged for customer review.

Ready_ Team Members represent users. We map name and email. Owner assignments on Deals and Activities reference Team Members by internal ID, which we translate to the destination Pipedrive User records by email match. Any Ready_ Team Member without a matching Pipedrive User goes to a reconciliation queue for your admin to provision before record import continues. This two-step resolution prevents silent ownership gaps.

Ready_ Notes attached to Contacts or Deals map to Pipedrive Notes linked to the corresponding Person, Organization, or Deal. The note body and creation timestamp migrate directly. Notes without a valid parent record reference are imported as unattached Notes and flagged for manual reassignment review.

Ready_ named Pipelines map to Pipedrive Pipelines. We extract the full pipeline configuration (pipeline name, all stage names, stage order, stage probabilities) during scoping and build the matching Pipedrive pipeline structure before Deals are imported. This step is critical: without explicit pipeline mapping, Ready_ Deals can land in Pipedrive's default pipeline or be orphaned.

If Ready_ contains custom object records, they migrate to Pipedrive Custom Objects (available on Advanced plan and above). We use the Pipedrive /itemSchemas and /items endpoints for custom object operations. Custom object fields require pre-creation in Pipedrive before any records import. We flag this as a scope item during discovery since Pipedrive's Custom Objects have different schema conventions than Ready_'s custom field model.