Move your Pipedrive CRM data into Zoho CRM

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

A call lands in Zoho Calls, a meeting in Events, and everything else on your activity list lands in Tasks, each one on the record it belongs to and with its owner and its date. Your Pipedrive notes land as Zoho notes on the record they belong to.

Your files arrive as attachments on their related records in Zoho. If a related record does not migrate, its files stay in Pipedrive. We report any files we could not attach.

Your deals are matched to the stages your Zoho 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 your own won stage even though its Pipedrive stage was an open one.

No, and neither app would carry them. Pipedrive keeps email in each user's own synced mailbox rather than on the record, and Zoho holds email as a related list on each record rather than as a module. Your calls, meetings, to-dos and notes come across, and this is on your plan before you commit.

Your product catalogue comes across as Zoho Products. The products attached to each deal do not, and a Zoho deal has nowhere to hold them either, since Zoho prices product lines on quotes, sales orders and invoices rather than on the deal.

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 Zoho 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 Zoho 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.