Move your Zoho CRM data into Pipedrive CRM

Yes. The free assessment finds them in your Zoho modules, 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.

They land as Pipedrive people, which is where Pipedrive keeps everyone. Accounts become organizations and Deals stay deals, so the shape of your pipeline comes with you.

Your Zoho Notes land as Pipedrive notes, Calls as call activities, Events as meetings and Tasks as to-dos, each one on the record it belongs to and with its owner and its date. The files attached to your Zoho records come across too, onto the record they were attached to.

No, and the reason is on Zoho's side. Zoho holds email as a related list hanging off each record rather than as a module we can read, so reading your email history would mean a separate call for every record in your org. The rest of your history comes across, and this is on your plan before you commit.

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.

Their records stay in Zoho. Pipedrive's items are the seven it ships and an account cannot add one of its own, so there is nothing for a custom module's records to become. We agree what that affects during the assessment, 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 Zoho 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 Zoho for the free assessment and price, then Pipedrive to complete the plan. Nothing moves until you ask.

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