Migrate from Wetroo CRM to Pipedrive

Wetroo Leads map to Pipedrive Person. All Wetroo Lead properties (name, phone, email, source attribution, lead status, custom fields) migrate to the Pipedrive Person record. The Wetroo lead source (Facebook, Google, manual, WhatsApp) is preserved in a custom Pipedrive field for attribution reporting. We use Pipedrive's bulk import endpoint with batch chunking to load Leads into Persons, using phone number and email as dedupe keys to prevent duplicate Person records.

Wetroo Contacts map to Pipedrive Person records. Unlike the Lead-to-Person migration, Contacts already represent qualified records with enriched data. We merge Wetroo Contact data with any pre-existing Pipedrive Person records identified by email dedupe key, appending new field values rather than overwriting existing data. Lifecycle stage from Wetroo Contact is preserved in a custom field lifecycle_stage__c on the Pipedrive Person for reporting continuity.

Wetroo Company records map to Pipedrive Organization. Organization is created before any Person import so that the lookup relationship is satisfied at Person insert. Wetroo Company fields (name, industry, address, phone, website) map directly to Pipedrive Organization fields. Company-linked contacts are imported after Organization creation with the org_id resolved from the parent Company.

Wetroo Deals map to Pipedrive Deals with the Company linked as an Organization. The deal name, value, currency, stage, owner, expected close date, and any custom fields migrate directly. Pipeline stage names from Wetroo are mapped to Pipedrive Pipeline stage values. If the destination Pipedrive account has multiple pipelines, we assign Deals based on the pipeline mapping defined during scoping.

We read Wetroo's pipeline configuration via API to extract all pipeline definitions and stage order. Each Wetroo pipeline maps to a Pipedrive Pipeline, with stage names, probabilities, and stage order preserved. Pipedrive stage activities (calls, tasks, SMART goals per stage) are not set by default; we configure them if specified in the scoping requirements.

Wetroo OBD call records extract via the /api/v1/?apirequest=obd_record endpoint. Each call record migrates to a Pipedrive Activity with type=call, duration_in_minutes, result (disposition), and the related Person and Organization resolved via email and company lookup. Call recording URLs are stored as a custom activity field if available.

Wetroo task and event records migrate as Pipedrive Activities. Tasks map to Activity type=task with due date, assignee (mapped to Pipedrive User by email), status, and subject preserved. Calendar events (meetings, appointments) map to Activity type=meeting with start and end timestamps, location, and attendee data stored in custom fields since Pipedrive standard Activities do not include an attendee list.

Wetroo notes tied to Leads, Contacts, Companies, or Deals migrate as Pipedrive Notes attached via the note field on the Person, Organization, or Deal record. Note content, author, and timestamp are preserved. Notes without a parent record are imported as standalone Notes for admin review and re-attribution.

WhatsApp message history extracts from Wetroo's conversation API. We import message content and timestamps as Pipedrive Activity records of type=call (since Pipedrive has no native WhatsApp channel), with the sender and receiver stored in custom fields and the message text in a long-text custom field. Media attachments require a separate download step and are re-attached manually in Pipedrive or stored in the linked Google Drive or Dropbox integration if configured.

Custom fields on Wetroo Leads, Contacts, Companies, and Deals are mapped to Pipedrive custom fields of equivalent type. Text fields map to Pipedrive text, number fields to number, date fields to date. Multi-select picklist values from Wetroo are flattened to Pipedrive single-select picklist entries. Fields with no clear Pipedrive equivalent are added as text fields and flagged in the reconciliation report for admin review.

Wetroo user records (name, email, role) map to Pipedrive Users. We resolve by email match against the destination Pipedrive account's user list. Any Wetroo user without a matching Pipedrive User is flagged in a reconciliation queue for the admin to provision before Person and Deal import resumes.