Migrations
Migrating to Pipedrive: Pick Your Starting Point
Every migration route to Pipedrive in one place. HubSpot, Salesforce, Zoho, Dynamics, spreadsheets and more, each with its own field guide.
Almost every Pipedrive implementation starts somewhere else. A CRM the team stopped trusting. A spreadsheet that grew for six years. Two Pipedrive accounts after a merger. The route you come from decides most of the work, so we wrote a separate guide for each one.
The pattern is always the same, and it is not technical. Exporting data is the easy part. The real work is deciding what deserves to move, mapping fields that do not match one to one, and cleaning what a decade of habits left behind. A migration that copies everything copies the mess along with it.
Each guide follows a fixed shape. What carries over and what does not. A field mapping table. The pitfalls specific to that source system. A step plan you can run yourself. A timeline and a cost band, so you can budget before you commit. Project bands in the market run from 3,000 to 25,000 euro, and a migration sits at the heavier end of that range when the data is dirty.
Not sure your team is ready to move at all? Start with the Readiness Assessment before you pick a route.
All guides in this series
- Migrating from HubSpot to Pipedrive: A Practical GuideHow to move from HubSpot to Pipedrive without losing history. Object mapping, lifecycle stages, workflows, timing and the traps that cost teams weeks.
- Migrating from Salesforce to Pipedrive Without Losing DataA practical guide to leaving Salesforce for Pipedrive. Object mapping, custom objects, record types, reports, permissions and a tested import order.
- From Spreadsheets to Pipedrive: A Clean StartHow to turn a sales spreadsheet into a working Pipedrive setup. Splitting the file, cleaning columns, import order, and getting the team to stop using the sheet.
- Migrating from Zoho CRM to Pipedrive: A Field GuideWhat carries over from Zoho CRM and what does not. Module mapping, the pitfalls specific to Zoho exports, a step plan, timeline and cost bands.
- Migrating from Microsoft Dynamics 365 to PipedriveHow to leave Dynamics 365 without losing sales history. Entity mapping, custom fields, integration rework, a step plan and a realistic timeline.
- Migrating from Copper to Pipedrive: A Practical GuideMoving from Copper to Pipedrive, including the Google Workspace ties that do not transfer one to one. Field mapping, pitfalls and a step plan.
- Migrating from Close to Pipedrive Without Losing CallsWhat happens to call history, sequences and smart views when you leave Close. Field mapping, source specific pitfalls, timeline and cost bands.
- Migrating from Monday.com CRM to PipedriveTurning Monday.com boards into a real sales pipeline. What maps, what does not, and how to keep project work where it belongs.
- Migrating from Freshsales to Pipedrive: A Field GuideLeaving Freshsales for Pipedrive. Contact and deal mapping, workflow rework, the pitfalls specific to Freshworks exports, and a step plan.
- Migrating from Insightly to Pipedrive: A Practical GuideHow to move from Insightly, including projects and custom objects that have no direct Pipedrive equivalent. Mapping, pitfalls and timeline.
- Pipedrive to Pipedrive: Merging Two Accounts into OneHow to consolidate two Pipedrive accounts after a merger or a messy start. Deduplication, pipeline alignment, users, history and billing.
- Migrating from a Legacy CRM to PipedriveGetting data out of an old or unsupported CRM and into Pipedrive. Export tactics, cleaning, field mapping and what to leave behind on purpose.
- Starting with Pipedrive When You Have No CRMSetting up Pipedrive from a blank page. What to decide first, which data to gather from inboxes and sheets, and why starting clean is an advantage.
Not sure whether your setup is ready for this?
Ten questions about process, data, ownership and reporting. You get a readiness score on screen, and the written advice by email.
Ten questions, a score on screen, no sales call.