Migrate from SalesNexus to Pipedrive

SalesNexus Contact maps to Pipedrive Person. The primary email field becomes the Person email, phone becomes phone, and address fields map to address sub-fields (street, city, state, zip, country). We retrieve the full SalesNexus field schema via the get-all-fields endpoint and map each by SalesNexus field ID to a typed Pipedrive custom field. Any Nexi AI content stored in contact notes migrates as plain-text note body since AI model state cannot be exported.

SalesNexus Company maps to Pipedrive Organization. Company name becomes Organization name, domain becomes website, and address fields map to the Organization address. Organization is imported before People so that the Organization-Person link is satisfied at insert time. We use the domain field as the dedupe key during import.

SalesNexus links Contacts to Companies via a company_id field. During migration, we resolve each Contact's company_id after Organization import completes, then set the org_id on the corresponding Pipedrive Person record. Contacts without a company association import as standalone Persons without an org_id.

SalesNexus Pipelines (up to 3 on Free, 10 on Starter, unlimited on Enterprise) map directly to Pipedrive Pipelines. We export the pipeline name, stage order, and stage probability defaults, then recreate them in Pipedrive before any Deal import. Each Pipedrive pipeline gets its own stage names and ordering preserved from SalesNexus.

SalesNexus Pipeline Stages are ordered integers within a pipeline. Each stage name and probability percentage migrates to the corresponding Pipedrive stage. The SalesNexus stage order is preserved as the Pipedrive stage index. If SalesNexus used custom stage labels, we create matching Pipedrive stage names.

SalesNexus Deals map to Pipedrive Deals with the pipeline and stage resolved at import time. We map the SalesNexus deal stage to the equivalent Pipedrive stage by name matching, the pipeline to the Pipedrive pipeline, and the deal value to the Pipedrive weighted value field. Owner assignment resolves by email match against the Pipedrive User list.

SalesNexus Tasks with due dates, assignees, and completion status map to Pipedrive Activities. Task title becomes the Activity subject, due date maps to due_date, completed status maps to done (boolean), and assignee resolves by email to the Pipedrive User. We export both open and completed tasks to preserve the full task history.

SalesNexus Owners referenced on Contacts, Companies, Deals, and Tasks resolve by email against Pipedrive Users. We export the SalesNexus user list and map by email before any record import. Any SalesNexus owner without a matching Pipedrive User is assigned to a default owner and flagged for the admin to provision before cutover.

SalesNexus email templates store HTML content and merge fields with SalesNexus syntax (e.g., {{contact.name}}). We export template names, subject lines, and HTML bodies. Merge field syntax converts to Pipedrive-compatible format where possible, but template embedding and HTML rendering differ significantly. Templates are delivered as a written inventory for manual recreation in Pipedrive's email editor.

SalesNexus drip automation definitions are not accessible via the public API. We export the list of active contacts enrolled in each sequence, the sequence names, and enrollment dates, but not the trigger logic, delay rules, or conditional branches. We deliver a drip sequence audit report listing all active automations, their enrolled contacts, and enrollment timestamps. Pipedrive's Workflow Automation (Growth plan and above) must be rebuilt manually using this report.

SalesNexus custom fields on Contacts and Companies are identified by integer field IDs retrieved via get-all-fields. We export field labels and data types (text, number, date, picklist) and map each to a typed Pipedrive custom field. Pipedrive custom fields are created during the schema setup phase before any data import. Picklist values from SalesNexus migrate as options on the corresponding Pipedrive picklist field.

SalesNexus includes unlimited email archival on all plans. We export email subject, body, date, direction (sent/received), and the associated Contact. Email body is exported as HTML and converted to plain text for Pipedrive's email format. The email is linked to the migrated Person record. Email sync and full inbox mirroring in Pipedrive requires the customer to configure their email integration post-migration.