Migrate from Real Intelligence to Pipedrive

Real Intelligence contacts map directly to Pipedrive People. The Person object in Pipedrive stores name, email, phone, job title, and address fields natively. Owner resolution happens by email match against Pipedrive users — unmatched contacts land with a fallback owner flagged for review.

Real Intelligence companies map to Pipedrive Organizations. The Organization record stores name, domain/website, industry, employee count, address, and postal code fields natively. Parent-child hierarchies in Real Intelligence map to the Organization's parent_org_id field, and any organization-level custom properties are translated to Pipedrive custom fields using the account's hash-key mapping.

Real Intelligence deals map to Pipedrive Deals. Each Deal links to a Person (primary contact) and an Organization (company). Pipeline and stage mapping is defined in the migration plan before data moves — Pipedrive pipelines must exist first, then deal records reference them by ID.

Real Intelligence pipelines map 1:1 to Pipedrive Pipelines. Each Pipeline in Pipedrive contains ordered stages with probability weights that drive forecasting. Migration creates Pipelines in Pipedrive first, then maps deal records to the correct pipeline_id and stage_id during the deal migration step. Stage name values are reconciled against a pre-approved mapping reference to ensure consistent labeling.

Pipeline stage names map value-by-value from Real Intelligence to Pipedrive stages. Probability weights and forecast categories from Real Intelligence stage settings map to Pipedrive's stage probability field. If stage names differ, a mapping reference document is delivered before migration runs.

Real Intelligence call records migrate as Pipedrive Activities with type='Call'. Original call date/time, duration, outcome, and owner are preserved. Activities link to the associated Person and/or Deal by ID. If the Person or Deal is not yet migrated, the activity is held in a staging queue until the linked record exists.

Real Intelligence email records migrate as Pipedrive Activities with type='Email'. Subject line, body content (plain text), timestamp, and owner transfer. Any file attachments are stored separately as linked Files using the same API method. Pipedrive's email sync (available on Advanced+ plans) can be enabled post-migration to track ongoing emails natively, and inbound/outbound sync can be configured per user mailbox.

Real Intelligence meeting records migrate as Pipedrive Activities with type='Meeting'. Meeting subject, start/end time, location, and attendees transfer. Real Intelligence notes migrate as Pipedrive Notes, which attach to Person or Deal records. Rich-text formatting is converted to Pipedrive's note format.

Every Real Intelligence custom property requires a corresponding custom field in Pipedrive. Pipedrive generates a unique 40-character hash key for each custom field at creation time — this key is used in the API for data import. Migration plan lists each custom property name, its Pipedrive field type, and its hash key so import scripts reference the correct field.

Real Intelligence file attachments on contacts, companies, or deals re-upload to Pipedrive's file storage attached to the corresponding Person, Organization, or Deal record. File size limits apply (25MB per file in Pipedrive). Files are downloaded from Real Intelligence and re-uploaded via Pipedrive API with the record ID and type specified.

Real Intelligence owners resolve to Pipedrive users by email address. If a Real Intelligence owner email matches a Pipedrive user email, the deal or contact owner_id maps directly. Unmatched owners are flagged in a pre-migration report — teams either create Pipedrive user accounts for them or assign their records to a designated fallback owner.

Real Intelligence workflows, sequences, and automation rules do not migrate. They are Real Intelligence's proprietary logic definitions. We export workflow definitions as a JSON reference document that your Pipedrive admin can use to rebuild equivalent automations in Pipedrive's Workflow Automation tool (available on Advanced+ plans) or an external platform like Zapier or Make.