Migrate from Sales Infinite to Pipedrive

Sales Infinite Contact records map to Pipedrive Person. We preserve name, email, phone, and address fields directly. The Sales Infinite Owner (user email) maps to the Pipedrive Person's owner_id by email lookup against the destination User table. Custom properties on Sales Infinite Contact migrate as Pipedrive custom fields on Person, subject to plan field limits.

Sales Infinite Account records map to Pipedrive Organization. Industry, annual revenue, type, and address fields translate directly. The Account Name becomes the Organization name field and serves as the dedupe key. Organization is created before any Person import so that the link_id relationship to Organization is satisfied at the moment of Person insert.

Sales Infinite Opportunity records map to Pipedrive Deal. Amount, CloseDate, and Stage migrate directly. The pipeline and stage name from Sales Infinite map to a Pipedrive Pipeline and stage that we configure before migration. Deal owner resolves by email against the Pipedrive User table. Closed-won and closed-lost outcomes preserve on the Deal.

Sales Infinite Lead records (where available on the source tier) map to Pipedrive Lead. Lead status, lead score, and source fields migrate as custom or standard fields on the Pipedrive Lead. Pipedrive Lead is available across all paid plans, removing the tier-gating concern that applies on Sales Infinite.

Sales Infinite pipeline configurations (stage labels, order, probabilities) extract during discovery and become Pipedrive Pipeline and Stage configuration. We create Pipedrive pipelines matching the source pipeline names and assign stage probabilities from the source. The pipeline is created before any Deal import so that the pipeline_id reference is satisfied.

Sales Infinite Activity records migrate to Pipedrive Activity Log entries. Call dispositions, email subjects and bodies, task status and due dates, and meeting start and end times all migrate with original timestamps preserved. We resolve the Person or Organization owner via email lookup and link the activity to the migrated record by ID. Large activity histories chunk into paginated API batches.

Sales Infinite Notes migrate to Pipedrive Note records linked to the parent Person, Organization, or Deal. Note content and creation timestamp preserve. Notes attached to a Contact that maps to a Person are linked to the resolved Person; Notes attached to an Account that maps to an Organization link to the resolved Organization.

Custom fields on Sales Infinite Contact, Account, Opportunity, or Lead require schema discovery before mapping. Picklist values map to Pipedrive select or multiselect fields. We flag any custom field count that exceeds the destination Pipedrive plan's field limit (Lite has lower limits, Premium and Ultimate have higher limits). Customer confirms the target plan before mapping.

Sales Infinite Product records map to Pipedrive Products if the source instance uses product-line items on Deals. Product name, code (SKU), price, and unit map directly. We create the Pipedrive Product record before any Deal Product link is established.

Sales Infinite Owners resolve to Pipedrive Users by email address match. Any Sales Infinite Owner without a matching Pipedrive User goes to a reconciliation queue for the customer to provision before record migration proceeds. Inactive Sales Infinite users map to inactive Pipedrive users if historical assignment must preserve.