Pipedrive Migration Specialist

Pipedrive CRM migration —
move your data without losing a thing

CRM migrations go wrong in predictable ways — duplicate records, broken deal history, missing custom fields. Whether you're migrating from HubSpot to Pipedrive, Salesforce to Pipedrive or from spreadsheets, our Pipedrive migration service eliminates every failure mode before it happens.

Discuss your migration Where are you migrating from?

Risk: Data loss

Contacts, deals and history disappear during import

Risk: Duplicates

Same contacts and companies imported multiple times

Risk: Broken structure

Fields don't map correctly to Pipedrive's data model

Our process

Every migration audited, cleaned and validated before import

Where we migrate from

Pipedrive data migration — every major source platform

Every source system has different quirks — field types that don't translate, data structures that need rethinking, export limitations to work around. We know them all.

HubSpot CRM → Pipedrive

The most common migration we handle. HubSpot's data model differs significantly from Pipedrive — we remap contacts, companies, deals, activities, notes and email history cleanly. Deal association logic and custom properties require careful field mapping.

Contacts & companiesDeals + historyActivities & notesEmail historyCustom properties

Medium complexity · Full history preserved

Salesforce → Pipedrive

Salesforce's Leads → Contacts/Accounts model needs conversion to Pipedrive's People/Organisations structure. Custom objects, opportunity stages and complex field types require case-by-case mapping decisions.

Leads → contactsOpportunities → dealsAccounts → orgsActivities & tasksCustom objects (mapped)

High complexity · Pre-migration audit required

Zoho CRM → Pipedrive

Zoho's Leads and Contacts are separate objects that need consolidating. We handle the merge logic, map custom modules where possible, and preserve deal history and activity records.

Leads + contacts mergedDeals & pipeline stagesActivitiesCustom modules

Medium complexity

Spreadsheets → Pipedrive

The simplest in theory, messiest in practice. We clean your spreadsheet data — inconsistent formats, missing fields, duplicates — before import, then validate every record in Pipedrive after. Often the most valuable migration we do.

Data cleaningDeduplicationField normalisationImport & validation

Low-medium · Data quality dependent

Freshsales / Freshworks → Pipedrive

We export via API or CSV depending on Freshsales version, map deals, contacts and accounts to Pipedrive's structure and preserve activity history and deal stage mapping.

Contacts & accountsDealsActivities & notes

Medium complexity

Other CRM / custom system → Pipedrive

If it can export to CSV or has an API, we can migrate it. We've handled niche industry CRMs, custom-built databases and proprietary systems. Scope depends on export capability and data quality.

Assessed case by caseCSV or API export

Complexity assessed in scoping

What migrates

What data we migrate to Pipedrive

Not everything can migrate perfectly from every source. Here's what typically comes across, and what needs workarounds.

Data type	HubSpot	Salesforce	Spreadsheet	Zoho
Contacts & people	✓ Full	✓ Full	✓ Full	✓ Full
Organisations / companies	✓ Full	✓ Full	✓ Full	✓ Full
Deals & pipeline stages	✓ Full	✓ Mapped	✓ Full	✓ Full
Activities & tasks	✓ Full	✓ Full	— Not applicable	✓ Full
Notes & comments	✓ Full	✓ Full	~ Partial	✓ Full
Email history	✓ Full	~ Partial	✗ N/A	~ Partial
Custom fields	✓ Mapped	✓ Mapped	✓ Mapped	✓ Mapped
File attachments	~ Case by case	~ Case by case	✗ N/A	~ Case by case

Our process

Our Pipedrive CRM migration process — step by step

Six steps that eliminate every common migration failure mode — before, during and after the import.

Source data audit

Before migration

We export and analyse your existing CRM data — identifying duplicates, missing associations, inconsistent field values, orphaned records and anything that will cause problems during import. You get a written audit report before we do anything.

Pipedrive architecture setup

Parallel to data prep

Before importing any data, we configure your Pipedrive workspace — pipelines, custom fields, stages and user permissions — so every record lands in the right structure from day one. Data migration without a proper destination is the most common reason migrations fail.

Data cleaning & field mapping

Pre-import

We clean the source data — normalising formats, deduplicating contacts and organisations, fixing broken associations — and create a complete field mapping document that shows exactly how every source field maps to a Pipedrive field. You approve before import.

Test migration

Validation stage

We run a test import on a sample of your data — contacts, organisations, deals — to validate field mapping, check associations and confirm that records look correct in Pipedrive. Issues caught here, not after full import.

Full import & QA

Migration day

We run the full migration and do a post-import QA pass — checking record counts, testing relationships between deals and contacts, verifying custom field values and confirming activity history came across correctly.

Handover & team onboarding

Post-migration

Once the migration is validated, we onboard your team to the new Pipedrive setup and provide a 30-day support window for any issues that surface in real use. See our training and support service for ongoing options.

Client results

Teams that have migrated to Pipedrive with us

★★★★★

"The Metaworks team provided highly competent support during the transition from Salesforce to Pipedrive. From the intensive consulting and planning phase to the final implementation, we always felt well advised. Teething problems were resolved quickly."

Fabian Ohle

Verkaufsteam, Neuwagen Online GmbH · Salesforce → Pipedrive

★★★★★

"We were in a classic situation of partial digitization with isolated solutions. After the migration to Pipedrive, we finally had a coherent picture and the ability to develop a holistic strategy."

Julian Winsauer

CEO, Tiger Dental GmbH · Spreadsheets → Pipedrive

★★★★★

"We went from Excel spreadsheets and no sales insight to a fully structured Pipedrive setup with automated follow-ups. The migration was clean — no data lost, no duplicates, everything where it should be."

Embark Law

Excel → Pipedrive migration

FAQ

FAQ — Pipedrive CRM migration & data import

Will we lose any data during the migration?

No data is deleted from your source system during migration — we always work from an export or API copy. If something looks wrong in Pipedrive after import, we can re-run the migration from the source. The test migration step is specifically designed to catch issues before the full import.

Can we keep using the old CRM while migration is in progress?

Yes. We do a final data export on migration day to capture any records added after the initial export. For most teams we plan a clean cutover date — one day where the old system is exported, migration is completed and Pipedrive becomes the source of truth.

How long does a migration take?

Simple spreadsheet migrations can be done in 1–2 weeks. HubSpot and Zoho migrations typically take 2–4 weeks including data cleaning and Pipedrive setup. Salesforce migrations with custom objects are usually 4–6 weeks. Timeline is confirmed after the source data audit.

Is migration included in a Pipedrive implementation project?

Spreadsheet imports and basic data migration are included in standard implementation projects. More complex migrations — from HubSpot, Salesforce or systems with custom objects — are scoped and priced separately based on data volume and complexity.

What happens to email history from our old CRM?

Email history migration depends on the source system. HubSpot email history migrates well. Salesforce email history is partial. For most migrations, historical emails are added as notes to the relevant contact or deal record rather than as live email threads. We clarify exactly what's possible during the audit phase.

Migration case studies

Teams we've moved onto Pipedrive

From Freshsales, Salesforce, spreadsheets and legacy systems — data, history, activities and integrations carried over without dropping a deal.

7 months

CARRY Products

CARRY Products is a subscription-based product company selling beverage containers and lifestyle accessories. Metawork completed their Pipedrive migration from…

51tasks4scenarios3meetings

Unitedleads

Unitedleads is a financial brokerage platform managing contracts for mortgage/loan origination and lead referrals. Metawork built a comprehensive automation…

119tasks4meetings

Derek Rose

Derek Rose is a UK luxury fashion brand specializing in high-end apparel and accessories. Metawork built a comprehensive Pipedrive-based CRM and order…

267tasks14scenarios75meetings

Bloombar Watches

Bloombar Watches is a UK-based luxury pre-owned watch retailer operating multiple web properties: the main e-commerce store (bloombarwatches.com), a…

848tasks38scenarios6meetings

TRC: The Resort Club

The Resort Club is a leisure hospitality company offering membership-based vacation bookings and club benefits. Metawork built and maintains their…

Neuwagen Online GmbH

Neuwagen Online GmbH is a German automotive platform specializing in new vehicle sales and fleet management. Metawork provides comprehensive ongoing support…

200tasks20scenarios24meetings

Related services