Your custom fields, your history, your relationships. Not only the fields both apps happen to have in common.
Start free assessmentWe run Salesforce CRM to Pipedrive CRM migrations. The assessment is free and comes before any commitment.
Salesforce CRM
Pipedrive 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 Pipedrive CRM rather than left behind.
They are found in Salesforce CRM and created in Pipedrive 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 Pipedrive 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 Pipedrive 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 deals your Pipedrive plan will hold is capped
Explain moreHide the detailPipedrive counts your active leads and deals against a limit set by your plan, 2,500 per user on Lite, 5,000 per user on Growth and 15,000 for the whole company on Premium. A Salesforce org with more opportunities than your plan holds cannot bring them all across.
Verified against support.pipedrive.comWe count yours first, so you see that before you commit to anything.
A field that holds a date and a time keeps the date
Explain moreHide the detailPipedrive's custom field types are date and time as two separate kinds, with no combined one. So a Salesforce date/time field we create in Pipedrive keeps the day and not the time of day.
Verified against support.pipedrive.comThe assessment names the fields this affects before anything is written.
Your logged emails stay in Salesforce CRM
Explain moreHide the detailPipedrive fills its inbox by syncing a mailbox, and its mail API reads, updates and deletes the messages that arrive there. It publishes nothing that creates one. So a Salesforce email that was sent years ago has no route in.
Verified against developers.pipedrive.comYour calls, events and tasks come across, and the email stays where it is.
Your Salesforce custom objects have no home in Pipedrive
Explain moreHide the detailPipedrive's items are the seven it ships, leads, deals, people, organizations, activities, products and projects, and an account cannot add one of its own. So the records of a Salesforce custom object have nowhere to land.
Verified against support.pipedrive.comWe say which ones that affects during the assessment rather than after the run.
Every write into Pipedrive 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 Salesforce 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 Salesforce CRM since, so you can verify with both systems live and then switch over.
In Pipedrive 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 Salesforce 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 Pipedrive CRM and refund you.
Yes. The free assessment finds them in Salesforce, and they are created as custom fields on the matching Pipedrive item 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.
Both land as Pipedrive people. Accounts become organizations and Opportunities become deals, so the shape of your pipeline comes with you, and a lead arrives as a record your team can work rather than one waiting to be converted.
Your tasks land as Pipedrive to-dos, a task logged as a call lands as a call activity, and your events land as meetings, each one on the record it belongs to and with its owner and its date. The files on your Salesforce records come across onto the record they were attached to.
They stay in Salesforce. Salesforce keeps notes as files rather than as activities, so we cannot read them the way we read your calls, emails and tasks. This is on your plan before you commit to anything.
Your product catalogue comes across as Pipedrive products. The lines priced on each opportunity do not yet, and that one is our limit rather than Pipedrive's, so it is on your plan before you pay rather than a surprise after the run.
Your deals are routed onto the pipelines your Pipedrive account already has rather than into new ones we create, matched by what each stage meant. A stage with nowhere to go is named before the run rather than discovered during it.
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 Salesforce field with no native home in Pipedrive can be brought along as a new field instead of being left behind.
You create an account and connect Salesforce, and the free assessment tells you what is in it and what it costs. Pipedrive is connected next, so we can check it against what your account 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 Salesforce, we only read it. After the main load, one action brings across everything that changed in Salesforce since, so you can verify with both systems live and switch over when you are ready.
Every write into Pipedrive 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 Salesforce 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 Salesforce CRM, and get your real record count and your price before you commit to anything. Nothing moves until you ask for it.
Start free assessment