Your custom fields, your history, your relationships. Not only the fields both apps happen to have in common.
Start free assessmentWe run Pipedrive CRM to Salesforce CRM migrations. The assessment is free and comes before any commitment.
Pipedrive CRM
Salesforce CRM
The graph survives. Deals stay attached to the right contacts and companies, activities stay on the record they belong to, and the links between them are rebuilt in Salesforce CRM rather than left behind.
They are found in Pipedrive CRM and created in Salesforce CRM before a single record is written. Not flattened into a notes field.
Notes, calls and meetings arrive on the record they belong to, with their owners and timestamps intact.
Matched to your Salesforce CRM users and stages rather than reset to a default.
Where a conversion is genuinely lossy, the original value comes across alongside the converted one, so you can always see what the data was before we touched it.
If Salesforce CRM has no native place for something you use, we can create one for it rather than drop it.
Every one of these says what you get instead, and the detail behind it carries the vendor's own documentation so you can check the claim yourself. You see how each applies to your data in the free assessment, before you commit to anything.
How many custom fields Salesforce will hold per object depends on your edition
Explain moreHide the detailSalesforce allows 100 custom fields per object on Professional, 500 on Enterprise and 800 on Unlimited. A Pipedrive item carrying more custom fields than your edition allows cannot bring them all across.
Verified against help.salesforce.comThe free assessment counts them first, so you see that before you commit to anything.
Attached files count against a fixed storage allowance in your Salesforce org
Explain moreHide the detailSalesforce allocates 10 GB of file storage per org on Professional, Enterprise and Unlimited, and 1 GB on Essentials and Starter. Attachments count against it.
Verified against help.salesforce.comWhere years of Pipedrive files would land above what your org holds, we tell you before the run rather than after it fills.
Your notes, calls, meetings and to-dos all share one pool of custom fields
Explain moreHide the detailSalesforce keeps Tasks and Events on a single Activity object, and it allows up to 300 custom fields for activities in total rather than per kind. So custom fields from your Pipedrive activities and notes compete for the same allowance.
Verified against help.salesforce.comWe agree which ones matter before anything is written.
Every write into Salesforce CRM is recorded, so one action takes the records we wrote back out again, in reverse. If it is not what you expected, restore and retry.
A stop, an error or an API limit pauses the run at its last checkpoint rather than killing it. Nothing is lost and nothing is written twice.
Nothing is ever written back into Pipedrive CRM. It is the system you are leaving, and we only read it.
After the main load, one action brings across everything that changed in Pipedrive CRM since, so you can verify with both systems live and then switch over.
In Salesforce CRM after the migration
After you undo
That covers up to 20,000 records. The price steps up with volume and it is for the migration, not a subscription. Nothing recurs.
It reads Pipedrive CRM and reports what is actually in it, so your price comes from your real record count rather than a sales call. You see it before you commit to anything.
Ask for a refund within 30 days of your migration being marked complete. We reverse the migrated data out of Salesforce CRM and refund you.
Yes. The free assessment finds them on your Pipedrive items, and they are created as custom fields on the matching Salesforce object before a single record is written. You see that mapping before anything runs, and you can drop the fields nobody fills in any more rather than carry them over.
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 to anything.
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 to anything.
No. The mapping is written for this one direction and shown to you before anything runs, so your part is reviewing it rather than assembling it. A Pipedrive field with no native home in Salesforce can be brought along as a new field instead of being left behind.
You create an account and connect Pipedrive, and the free assessment tells you what is in it and what it costs. Salesforce is connected next, so we can check it against what your org can hold. I run the migration itself and stay reachable while it does. Nothing moves until you ask for it.
Yes. Nothing is ever written back into Pipedrive, we only read it. After the main load, one action brings across everything that changed in Pipedrive since, so you can verify with both systems live and switch over when you are ready.
Every write into Salesforce is recorded, so one action takes the records we wrote back out again. You can sort out what was wrong and run it again.
One price, one time, based on how many records the migration moves. The free assessment counts them in your Pipedrive and gives you the exact price before you commit to anything. There is no subscription and no card form.
Next step
Create an account, connect Pipedrive CRM, and get your real record count and your price before you commit to anything. Nothing moves until you ask for it.
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