Your team actually uses it
Salesforce can do almost anything, but many sales teams only need a fraction of it. Pipedrive keeps the focus on deals and next steps.
Salesforce to Pipedrive migration
Salesforce to Pipedrive migration without the headaches
Leave Salesforce’s complexity behind and keep every account, opportunity and activity. We plan the move, clean your data and set Pipedrive up so your team actually uses it.
- No data loss
- Your team keeps selling
- Fixed price, agreed upfront
Why teams move from Salesforce to Pipedrive
No admin required
You don’t need a dedicated Salesforce admin to change a field or a stage. Pipedrive is simple to manage in-house.
Lower total cost
Fewer licences, add-ons and consultant hours. Most teams switch for a simpler, cheaper stack that does what they need.
What moves from Salesforce to Pipedrive
Before anything moves, you approve a mapping document like this one, adjusted to your own fields.
SalesforcePipedriveHow it’s handled
Accounts
Organizations
Linked to their people and deals.
Contacts
People
Owners and custom fields kept.
Leads
Leads Inbox or People
Agreed with you during the audit.
Opportunities
Deals
Amount, close date, owner and stage carried across.
Opportunity stages
Pipelines and stages
Rebuilt and simplified where it helps.
Tasks and events
Activities
Due dates and owners kept.
Notes and attachments
Notes and files
Attached to the same record.
Products and price books
Products
Prices and deal products kept.
Cases
Projects or a service pipeline
Agreed with you during the audit.
Custom objects
Custom fields or linked records
Assessed case by case.
Flows and workflow rules
Automations
Rebuilt in Pipedrive, with Make or the API where needed.
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
Salesforce to Pipedrive migration questions
Something else on your mind? Ask the team — we reply within one business day.
How long does a Salesforce to Pipedrive migration take?
Usually 3–6 weeks. Salesforce orgs often have custom objects and automation, so the audit tells us exactly what needs rebuilding and how long it will take.
Can you migrate Salesforce custom objects?
Yes. We review each custom object and map it to Pipedrive custom fields, products, projects or linked records, whichever keeps the data most useful.
Will our opportunity history come across?
Yes. Opportunities move as deals with their amounts, stages, owners, activities and notes, including closed won and lost deals for reporting.
What happens to our Salesforce automation?
Flows and workflow rules don’t transfer between CRMs. We rebuild the ones you still need as Pipedrive automations, using Make or the API for complex logic.
Do we need to cancel Salesforce first?
No. Keep Salesforce running until go-live. We do a final delta import of new records just before you switch.
How much does a Salesforce 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). You get a fixed quote after the 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.
Moving from somewhere else? HubSpot · Zoho CRM · Spreadsheets · all migrations
Certified Pipedrive partner
Ready to leave Salesforce 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
Free Mini Gap AnalysisWorth $499 · no obligation
Open
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