Migrate from Sharpspring to Pipedrive

SharpSpring Contact maps directly to Pipedrive Person. All standard fields — name, email, phone, address, title — carry over. Pipedrive requires an Organization association; SharpSpring contacts without a primary company land in Pipedrive without an Organization link and can be linked manually or via a default Organization after migration.

SharpSpring Company maps directly to Pipedrive Organization. Core fields including domain, address, industry classification, employee count, and annual revenue all transfer as standard Organization properties. Parent-child company hierarchies in SharpSpring translate to Pipedrive's parent Organization field, enabling the same corporate structure representation. Circular parent references — where a child becomes its own ancestor — are detected and flagged before the migration commits to prevent invalid hierarchy loops in Pipedrive.

SharpSpring Deal maps to Pipedrive Deal. Each SharpSpring deal pipeline becomes a separate Pipedrive pipeline; deal stage values map to Pipedrive stage names per pipeline. Deal amount, expected close date, owner, and create/update timestamps all migrate. Probability values are not native in SharpSpring and are mapped as custom fields in Pipedrive.

SharpSpring's multi-pipeline model requires disaggregation in Pipedrive. Each SharpSpring pipeline creates a corresponding Pipedrive pipeline. Stage names map value-by-value; SharpSpring stage order becomes Pipedrive stage position. A deal's pipeline association is stored in Pipedrive's PipelineId field on the Deal record.

SharpSpring's behavioral and demographic lead scoring has no native Pipedrive equivalent. We migrate the current score as a custom number field (SharpSpring_Score__c or similar) on Pipedrive People. Rebuilding the scoring logic in Pipedrive requires either the AI Sales Assistant add-on or a custom automation that recalculates based on deal activity.

SharpSpring call logs map to Pipedrive Activities with type 'Call'. Subject, duration, outcome, notes, timestamp, and owner all migrate. Activity is linked to the originating Person record. Pipedrive's call tracking requires a separate telephony integration — call history migrates as historical data, not as native call records.

SharpSpring email activity logs migrate to Pipedrive Activities using type 'Email'. The migration transfers subject line, full body content, sent or received timestamp, and the owning user. Pipedrive's email sync model requires OAuth connection per user mailbox — migrated email history appears as Activity records rather than as live synced inbox threads. Each email activity is linked to the corresponding Person record in Pipedrive.

SharpSpring meeting records translate to Pipedrive Activities with type 'Meeting', retaining all metadata including start time, duration setting, physical or virtual location, and attendee list. SharpSpring task records — with due date, subject, completion status, and assigned owner — migrate to Pipedrive Tasks. Both activity types preserve their parent linkage to the originating Person or Deal record throughout the migration.

SharpSpring form submission data (form name, submission date, fields submitted) migrates as an Activity Note on the contact record. Individual form field values that are stored as SharpSpring custom contact fields map to their Pipedrive Person custom field equivalents. Form submissions without a contact match are logged for manual review.

SharpSpring's VisitorID module — which tracks anonymous web visitors by IP and assigns them to contacts — has no Pipedrive equivalent. Historical visitor data (last visit, pages viewed, anonymous profile) migrates as a text custom field or note for reference. Live web tracking must be re-implemented via a separate tool (e.g., LeadBoxer, Leadfeeder).

SharpSpring tags migrate to Pipedrive Labels on Person, Organization, and Deal records. Pipedrive labels are per-object — a tag on a SharpSpring contact becomes a label on the equivalent Pipedrive Person. Multi-object tags are decomposed into separate label assignments per object type.

SharpSpring Enterprise custom objects (if present) require a custom mapping plan — Pipedrive has no native custom object model. The migration flattens custom object records into a custom field set on the related standard object, or stores them as structured notes if the schema is too complex to flatten.

SharpSpring visual workflow campaigns — triggers, conditions, and actions — cannot migrate directly to Pipedrive's automation engine due to fundamental differences in trigger models and action types. We export a JSON representation of each workflow definition for the Pipedrive admin to use as a rebuild specification.

SharpSpring email drip sequences (automated multi-step email campaigns) have no direct Pipedrive equivalent. Pipedrive's Sequences feature is contact-centric and tied to People, not to SharpSpring's workflow-based campaign logic. We export sequence step definitions so they can be rebuilt in Pipedrive Sequences.

SharpSpring's built-in landing page builder and form builder are marketing assets that do not have a Pipedrive equivalent. These must be rebuilt in a dedicated landing page tool or via Pipedrive's native form feature. We export form field definitions as a mapping reference.