Move your Pipedrive CRM data into Salesforce CRM

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

A meeting lands as a Salesforce Event. Calls, notes and everything else on your activity list land as Tasks, each one on the record it belongs to and with its owner and its date. The files on your Pipedrive records come across onto the record they were attached to.

Your deals are matched to the Opportunity stages your org already has, on what each deal was rather than on where it sat. Pipedrive keeps won and lost on the deal itself rather than at the end of the funnel, so a deal you marked won lands in a won stage even though its Pipedrive stage was an open one.

No, and the reason is on Pipedrive's side. Pipedrive keeps email in each user's own synced mailbox, private to that user, so there is no company-wide email history to read. Your calls, meetings, to-dos and notes come across, and this is on your plan before you commit.

Your product catalogue comes across as Salesforce Products. The products attached to each deal do not yet, and that one is our limit rather than Salesforce's, so it is on your plan before you pay rather than a surprise after the run.

It stays in Pipedrive for now. Your deals, people, organizations and their history come across, and a Pipedrive lead has no pipeline and no stage, so landing one as a deal would mean choosing a place in your funnel that nobody chose. It is on your plan before you commit.

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 Salesforce can be brought along as a new field instead of being left behind.

We run the migration and stay reachable. Connect Pipedrive for the free assessment and price, then Salesforce 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.