Move your Salesforce CRM data into Pipedrive CRM

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

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 come across as Pipedrive notes, each on the record it was written about. Salesforce keeps a note as a file on the record, so we read them the way we read your files, and each one lands with its text and the date it was written.

Your product catalogue comes across as Pipedrive products, and the products on each opportunity come across as the products on that Pipedrive deal, each with its quantity and its price. A percentage discount travels as one. Pipedrive works a line's sum out from its price, quantity and discount rather than taking a total.

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

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

Yes. We only read Salesforce 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 Salesforce gives you the exact count and price before you commit. Payment is by invoice, with no subscription.