Migrate from Right On Interactive to Pipedrive

Right On Interactive Contacts map 1:1 to Pipedrive People records. All standard contact fields (name, email, phone, address) migrate directly. The lifecycle stage label (e.g., Prospect, MQL, Customer) migrates as a custom single-select picklist field lifecycle_stage__c because Pipedrive has no native lifecycle concept. We capture the full account-configured stage label set during discovery and create an explicit mapping table before import. The contact's original Right On Interactive record ID is preserved in a text field roi_id__c for audit and cross-reference.

Right On Interactive Company records map 1:1 to Pipedrive Organizations. Company name, domain, industry, employee count, and annual revenue used in 3D scoring become matching Pipedrive Organization fields. The Organization record is created before any related People import so the lookup relationship is satisfied at the moment of Contact insert. Organization domain is used as the dedupe key during import to prevent duplicate Organization records.

The behavioral sub-score from Right On Interactive's 3D model migrates to a custom number field score_behavioral__c on the Person record. Pipedrive does not have a native multi-dimensional scoring model, so we preserve the behavioral component as a standalone numeric field for segmentation and filtering. The field is created in Pipedrive before contact import begins.

The demographic sub-score migrates to a custom number field score_demographic__c on the Person record. Demographic scoring based on firmographic attributes (company size, industry, revenue band) is preserved separately from behavioral scoring to allow segmentation by data source dimension in Pipedrive's filters and custom views.

The firmographic sub-score migrates to a custom number field score_firmographic__c on the Person record. Combined with the other two sub-scores, these three custom fields allow the customer's sales team to reconstruct the original 3D scoring profile using Pipedrive's custom fields and filter logic without a native multi-dimensional score.

The aggregate 3D score from Right On Interactive migrates to a custom number field lead_score__c on the Person record. This provides a single comparable value for Pipedrive's list sorting and filtering, while the three sub-scores preserve the dimensional breakdown for analysis. If the customer uses Pipedrive's AI Sales Assistant (beta availability), this score can feed into its prioritization model.

Lifecycle stage names (Prospect, MQL, SQL, Opportunity, Customer, Advocate, etc.) are account-configured custom labels in Right On Interactive, not a fixed platform schema. We capture the full label set during discovery, create a matching custom single-select picklist lifecycle_stage__c in Pipedrive, and map each contact's stage value explicitly during import. Stage transitions and transition timestamps migrate as separate date and datetime fields if available in the source export.

Email open events from Right On Interactive migrate as Note records attached to the Person record, capturing the campaign name, email subject, open timestamp, and open count. Pipedrive's activity timeline renders Note records inline, giving sales reps visibility into marketing engagement history without a native marketing automation integration.

Link click events from Right On Interactive migrate as Note records on the Person record, capturing the campaign name, clicked URL (truncated to 500 characters), click timestamp, and click position if available. The Note body format includes structured data (clicked URL, timestamp) so sales reps can parse it from the activity timeline.

Form submission events migrate as Note records attached to the Person record, capturing the form name, submission timestamp, and UTM parameters if present in the source export. Form submission data is critical for identifying high-intent contacts, so we preserve it with a structured note format that includes field labels and values for the most relevant form fields.

Right On Interactive campaign membership (which campaigns a contact responded to) migrates as a custom multi-select picklist campaigns__c on the Person record. Each campaign the contact interacted with appears as a selection, allowing Pipedrive users to filter People by campaign attribution. Active campaign execution state and budget data do not migrate; these require rebuild in Pipedrive or continuation in a separate marketing automation tool.

Opportunity data synced from CRM integrations in Right On Interactive migrates to Pipedrive Deals if the customer uses Pipedrive's CRM sync or chooses to move open pipeline into Pipedrive as Deals. We map the opportunity name, stage, amount, close date, owner, and associated Person and Organization. Pipedrive's visual Deal pipeline replaces Right On Interactive's lifecycle-stage view for active sales motion. Opportunity owner resolves by email match against Pipedrive Users.