Metabrain
MetaPipe
MetaHub
Company Brains (MCP) 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.
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
Open by default
Your AI, in your CRM. Without the SaaS-AI lock-in.
Your team already pays for Claude or ChatGPT. We build the MCPs and agents that let them operate your Pipedrive directly — not summarise it, run it. The opinion is our years of Pipedrive setup experience, baked into the tool surface your AI calls. Runs in your account, never ours.
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.
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.
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.
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.
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.
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.
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.
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 migrationWe 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 prepBefore 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-importWe 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 stageWe 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 dayWe 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-migrationOnce 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.
How do you migrate from Salesforce to Pipedrive?
Salesforce migrations are the most complex kind we handle — the Leads / Contacts / Accounts / Opportunities data model doesn't map 1:1 onto Pipedrive's People / Organisations / Deals. We start with a Salesforce audit to decide how to represent your custom objects, convert leads into Pipedrive persons or deals, flatten opportunity stages into a clean pipeline, and preserve the deal and activity history. Most Salesforce-to-Pipedrive migrations take 4–6 weeks including testing and a staged cutover.
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.
01PraxisMachen · CRM Onboarding
Healthcare Consulting · DE16 months · 121 tasks
PraxisMachen · CRM Onboarding
Healthcare Consulting · DE
- Duration
- 16 months
- hours
- 111
- tasks
- 121
- meetings
- 7
Pipedrive
EasyBill
BrevoPerspective
MakeThis project connects the practice teams’ enquiries, email follow up and invoices through Pipedrive. Form submissions create customer records automatically, while email engagement and approved sales guide the next steps.
Read project: PraxisMachen - CRM Onboarding02Derek Rose · Automatic Imports
Fashion & Apparel · GB13 weeks · 62 tasks
Derek Rose · Automatic Imports
Fashion & Apparel · GB
- Duration
- 13 weeks
- hours
- 94
- tasks
- 62
PipedriveMakeOffice 365Product and order files update Pipedrive automatically. Customer matching and duplicate checks help the team keep orders clear, with export files available to check the results.
Read project: Derek Rose - Automatic Imports03Record Express · Pipedrive Migration
Logistics & Courier · BE11 weeks · 50 tasks
Record Express · Pipedrive Migration
Logistics & Courier · BE
- Duration
- 11 weeks
- hours
- 82
- tasks
- 50
Pipedrive
HubSpot
Stripe
WordPressMakeThis project moved customer and shipping sales records from HubSpot to Pipedrive. Quote requests, payments and shipping orders now follow connected steps so the team does not have to retype the same delivery details.
Read project: Record Express - Pipedrive Migration04Plenish · Pipedrive Onboarding + WooCommerce Sync
Furniture Rental · CA4 months · 15 tasks
Plenish · Pipedrive Onboarding + WooCommerce Sync
Furniture Rental · CA- Duration
- 4 months
- hours
- 70
- tasks
- 15
Pipedrive
WooCommerceMakeWooCommerce orders create Pipedrive sales records automatically, and subscription payment dates stay linked to the relevant orders.
Read project: Plenish - Pipedrive Onboarding + WooCommerce Sync05Stromeus · Salesforce Lead Migration
Energy & Utilities · DE7 weeks · 33 tasks
Stromeus · Salesforce Lead Migration
Energy & Utilities · DE
- Duration
- 7 weeks
- hours
- 66
- tasks
- 33
Pipedrive
Salesforce
JustcallMakeThe planned move to Salesforce defines how call enquiries should be recorded and which leads should return to Pipedrive for sales follow up.
Read project: Stromeus - Salesforce Lead Migration06TRC: The Resort Club · Booking & Member Migration
Hospitality & Travel · US9 months · 21 tasks
TRC: The Resort Club · Booking & Member Migration
Hospitality & Travel · US
- Duration
- 9 months
- hours
- 57
- tasks
- 21
PipedriveMakeClub bookings, member points, and customer care run through Make and Pipedrive, with booking documents prepared automatically.
Read project: TRC: The Resort Club - Booking & Member MigrationRelated services
Related Pipedrive services
Pipedrive services
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