# Move your Zoho CRM data into Pipedrive CRM Your custom fields, your history, your relationships. Not only the fields both apps happen to have in common. Migratez runs Zoho CRM to Pipedrive CRM migrations. The assessment is free and comes before any commitment. Canonical page: https://migratez.com/migrations/zoho-to-pipedrive-crm-migration ## What lands in Pipedrive CRM - Accounts → Organizations - Contacts → People - Leads → People (where Pipedrive keeps every person) - Products → Products - Deals → Deals - Notes → Notes (on the record they belong to) - Calls → Call activities - Events → Meeting activities - Tasks → To-do activities - Attachments → Pipedrive files, on the record they were attached to - Deal pipelines and stages → Matched to the pipelines your Pipedrive account already has (with any stage that has nowhere to go named before the run) - A deal won or lost → Marked won or lost on the Pipedrive deal itself (Pipedrive keeps that on the deal rather than at the end of the funnel) - Custom fields → Created as custom fields on the item they belong to - Users → Matched to your Pipedrive users by email (and you name who inherits the records of anyone with no match) - Lookups between records → Pipedrive's own links between people, organizations, deals and activities ## What comes across Comprehensive by default, customizable on request. - **Relationships, not just records.** 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. - **Your custom fields come with you.** They are found in Zoho CRM and created in Pipedrive CRM before a single record is written. Not flattened into a notes field. - **History, not just the current state.** Notes, calls and meetings arrive on the record they belong to, with their owners and timestamps intact. - **Owners, pipelines and stages are reconciled.** Matched to your Pipedrive CRM users and stages rather than reset to a default. - **Nothing is silently rewritten.** 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. - **A field with no home is brought along.** If Pipedrive CRM has no native place for something you use, we can create one for it rather than drop it. ## What happens to the rest - **How many deals your Pipedrive plan will hold is capped** (requires_action). Pipedrive 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 Zoho org with more deals than your plan holds cannot bring them all across. Instead: We count yours first, so you see that before you commit to anything. Verified against https://support.pipedrive.com/en/article/new-pipedrive-plans - **Your Zoho custom modules have no home in Pipedrive** (unsupported). Pipedrive'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 Zoho custom module have nowhere to land. Instead: We say which ones that affects during the assessment rather than after the run. Verified against https://support.pipedrive.com/en/article/data-fields-in-pipedrive - **A field that holds a date and a time keeps the date** (degraded). Pipedrive's custom field types are date and time as two separate kinds, with no combined one. So a Zoho date/time field we create in Pipedrive keeps the day and not the time of day. Instead: The assessment names the fields this affects before anything is written. Verified against https://support.pipedrive.com/en/article/what-types-of-custom-fields-are-there ## If it goes wrong - **Undo the records we wrote.** 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. - **Paused, not lost.** 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. - **Read-only in Zoho CRM.** Nothing is ever written back into Zoho CRM. It is the system you are leaving, and we only read it. - **A last catch-up before you switch over.** After the main load, one action brings across everything that changed in Zoho CRM since, so you can verify with both systems live and then switch over. ## What it costs One price, one time, set by how many records you move. - **From $399.** That covers up to 20,000 records. The price steps up with volume and it is for the migration, not a subscription. Nothing recurs. - **The free assessment settles the number.** It reads Zoho 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. - **A 30-day money-back guarantee.** 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. ## Questions about moving Zoho CRM to Pipedrive CRM ### Will my Zoho custom fields come across? Yes. The free assessment finds them in your Zoho modules, 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. ### What happens to my Leads? 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. ### What happens to my notes, calls, events and tasks? 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. ### Do my emails come across? 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 to anything. ### Do my deal pipelines and stages survive? 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. ### What about my Zoho custom modules? 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 to anything. ### Do I have to build a field map? 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 Zoho field with no native home in Pipedrive can be brought along as a new field instead of being left behind. ### Who actually runs the migration? You create an account and connect Zoho, 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. ### Can I keep working in Zoho while this happens? Yes. Nothing is ever written back into Zoho, we only read it. After the main load, one action brings across everything that changed in Zoho since, so you can verify with both systems live and switch over when you are ready. ### What if the result is not what I expected? 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. ### What does it cost? One price, one time, based on how many records the migration moves. The free assessment counts them in your Zoho and gives you the exact price before you commit to anything. There is no subscription and no card form.