Pipedrive migration services
Switch to Pipedrive without losing a single deal
We move your contacts, companies, deals and history from HubSpot, Salesforce, Zoho or spreadsheets into a clean, ready-to-use Pipedrive account. Mapping, clean-up, setup and training are all included.
- No data loss
- Your team keeps selling
- Fixed price, agreed upfront
Moving to Pipedrive from
Also Monday.com, Copper, Freshsales, Close, Insightly, Keap and more.
Choose where you’re moving from
Each system stores data differently. These pages show exactly how your records map into Pipedrive.
How we move you to Pipedrive
Five steps, a test import you sign off, and no downtime for your sales team.
Audit and map
We review your current CRM or sheets, agree what moves, and map every object and field to Pipedrive before anything is touched.
Clean the data
Duplicates merged, dead records archived, formats fixed. You start Pipedrive with data your team can trust.
Build Pipedrive
Pipelines, stages, custom fields, permissions and automations set up around how your team actually sells.
Test import
A sample migration first. You check real records in Pipedrive and sign off before the full move.
Go live and train
Full migration, record counts checked against the source, then hands-on training so the team uses it from day one.
Everything included in your migration
- Field-by-field mapping document you approve
- Duplicate clean-up before import
- Pipelines, stages and custom fields rebuilt
- Activities, notes and history kept with each record
- Record counts checked against your old system
- Automations rebuilt in Pipedrive
- Hands-on team training
- 45-day Pipedrive trial through CRM Squirrel
FAQ
Pipedrive migration questions
Something else on your mind? Ask the team — we reply within one business day.
Which CRMs can you migrate to Pipedrive?
We regularly migrate from HubSpot, Salesforce, Zoho CRM, Excel and Google Sheets, and also from Monday.com, Copper, Freshsales, Close, Insightly, Keap and other CRMs that can export data.
How long does a Pipedrive migration take?
Most migrations take 2–5 weeks from audit to go-live. Simple spreadsheet moves can be done in 1–3 weeks; large or highly customised CRMs can take longer.
Will we lose any data?
No. We agree a field-by-field mapping first, run a test import you check, and compare record counts against your old system after the full move.
Can our team keep working during the migration?
Yes. Your team keeps using the old system until go-live, and we import any new records just before the switch.
Do you rebuild our automations?
Yes. Automations don’t transfer between CRMs, so we rebuild the ones you still need in Pipedrive, using Make or the API for anything complex.
How much does a Pipedrive migration cost?
Migration is included in our Growth package ($4,000, up to 20,000 records) and Scale package ($8,000, up to 100,000 records). Small imports fit Starter ($2,000). You get a fixed quote after a free audit.
Free migration audit
Get a fixed quote for your move
Tell us what you use today, roughly how many records you have and when you’d like to switch. We’ll reply within one business day with next steps and a fixed price.
Certified Pipedrive partner
Ready to leave your current CRM behind?
Book a free 30-minute call. We’ll look at your current setup and tell you exactly what the move to Pipedrive involves.
- Free 30-minute call with a Pipedrive specialist
- Fixed-price quote before any work starts
- Live in about four to five weeks
Not ready for a call?
Tell us how you sell today. We’ll send back the one or two gaps costing you deals — and the quickest fix.
- 500+Pipedrive projects
- 1,000+Automations built
- 4–5 wksAverage go-live