Move your Pipedrive CRM data into Attio CRM

Yes. The free assessment finds them in Pipedrive, and they are created as attributes on the matching Attio object before records are migrated. Review the plan and choose whether to leave unused fields behind.

Your call activities and meetings land in one activities object we create in your workspace, because Attio ships no record for an interaction at all. Every other activity type, including the ones you added yourself, lands as an Attio task. Your notes land as Attio notes, which Attio has natively.

Because landing them means adding an object to your workspace, and Attio allows that only from Pro upwards. It is a choice on your plan rather than a surprise. Leave them out and this migration creates nothing in your workspace at all, and your organizations, people, deals, notes, tasks and files still come across.

The stages do, the pipelines do not, and this is the biggest change of shape in the migration. Every stage your deals sit in is created on Attio's deal stage list before the load runs, so each deal arrives in the stage it was in. Attio keeps one list rather than a stage set per pipeline, so two pipelines that both have a Qualification stage arrive as one.

It lands in the stage that meant won. Pipedrive keeps won and lost on the deal itself, and Attio has no equivalent flag, so the outcome travels as the stage rather than as its own fact. We do not read a win off a stage name, and the free assessment shows you how your stages will land before anything runs.

No, and the reason is on Pipedrive's side. Pipedrive keeps email in each user's own synced mailbox and that inbox stays private to that user whatever the permissions in the account, so there is no company-wide email history for us to read. Your calls, meetings, tasks and notes come across.

Your product catalogue comes across into a products object we create in your workspace, and the products on each deal come across into a line items object beside it, each line on its deal with its quantity, its price and its sum. Attio has no catalogue of its own, so both objects need a Pro workspace, and that is on your plan before you commit.

Each lead lands as an Attio deal, marked as having been a lead, with its value, its labels and the person and company it names. A Pipedrive lead has no pipeline and no stage, so rather than choose a place in your funnel that nobody chose, every lead arrives in one stage of its own called Lead, and you say where that lands before the run. Leads you archived stay in Pipedrive.

No. We work out what each value becomes, so nobody builds a field map. You review the plan before the migration runs. A Pipedrive field with no native home in Attio can be brought along as a new attribute instead of being left behind.

We run the migration and stay reachable. Connect Pipedrive for the free assessment and price, then Attio to complete the plan. Nothing moves until you ask.

Yes. We only read Pipedrive and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over.

You can undo the migration, correct the issue and run again. Created fields, shared catalogue data and any other items listed as retained stay in place.

One payment, based on the records that move. The free assessment of Pipedrive gives you the exact count and price before you commit. Payment is by invoice, with no subscription.