Switch from Pipedrive
What you export from Pipedrive, how organizations, persons, deals, activities and notes arrive in Leadmode, which stages belong where and what does not come along.
This page belongs to the area Switch from another system. The process with your AI is described in Switch with your AI. The names below are typical terms from Pipedrive. With your system they may differ.
What you export
The steps for exporting organizations and persons are in Leadmode at the import: there choose Pipedrive under "Where does your data come from?". They have been checked, and Pipedrive's help page is linked there. The important items are:
- Organizations (companies) as CSV or Excel.
- Persons (people) as a second export. The file contains the linked organization.
- Deals, activities and notes. The instructions in Leadmode do not describe them. Whether you get them as an export on your side or only via Pipedrive's interface, we have not checked. Give your AI what you have. It tells you what is missing.
Only admins and users with the export right may export, and only data they are allowed to see. The finished file remains available for download for 28 days.
How Pipedrive objects become Leadmode objects
| Pipedrive | Leadmode | Note |
|---|---|---|
| Organization | Company | address, channels, custom fields, owner |
| Person | Contact person | belongs to the company via the organization |
| Deal | Opportunity | pipeline and stage become the stage, value and status come along |
| Deal status "open", "won", "lost" | Opportunity open, Won, Lost | lost reason is taken over if present |
| Activity "Call" | History (call) | with original time, duration and author |
| Activity "Meeting" | Appointment | also past ones |
| Activity "Task", "Deadline" | Task | open or done, with due date and owner |
| Activity "Email" | History (text) | nothing is sent |
| Note | Note | with original time and author |
| Owner | Owner | you assign owners to employees, also former ones |
| Custom field | Custom field | type is recognised |
| Label | Custom field (selection) | or outcome, depending on meaning |
| Source | Origin and lead source | origin: cold, warm or website |
Typical stages and their assignment
Pipedrive has several pipelines with their own stages. The names can be chosen freely. The table shows how common stages can be classified. Your AI suggests, you confirm.
| Pipedrive stage | Suggestion in Leadmode |
|---|---|
| Lead in, contact made | Stage New or Outreach |
| Demo scheduled, meeting scheduled | Stage Intro call |
| Qualified | Stage Qualified |
| Proposal made | stage with quote |
| Negotiations started | stage with quote meeting |
| Status "won" | Opportunity Won |
| Status "lost" | Opportunity Lost |
Several pipelines become several projects or separate stages of one project. Decide this beforehand.
Pitfalls
- Organization and person. The person file connects via the organization. Import both files.
- Persons without organization. In the switch every contact person belongs to a company. For people without an organization your AI needs a solution and asks you afterwards.
- Deal without organization. An opportunity belongs to a company. Deals that hang only on a person your AI assigns to that person's company or reports them.
- Deleted deals. The status "deleted" does not belong in the stock. Tell your AI to leave them out.
- Time zones. Check in which time zone the times of your activities are stated. Your AI asks if it is unclear.
- The future. Calls and completed tasks in the future are rejected.
What does not come along
- Emails as a mailbox and attachments.
- Files and call recordings.
- Automations, campaigns and reports of Pipedrive.
Acceptance
- In Pipedrive count the organizations, persons, deals and activities you wanted to take along. Give your AI the numbers as "expected".
- Have the reconciliation report shown to you. Each difference must have a reason.
- Open three to five companies you know well. Check opportunities, history, tasks, owner and stage.
- Check that blocked leads are blocked and that no email went out.
- Complete the order. If you do not like the result, take it back and start again.
See also
Switch from HubSpot
What you export from HubSpot, how companies, contacts, deals, activities and tasks arrive in Leadmode, which stages belong where and what does not come along.
Switch from Salesforce
What you export from Salesforce, how accounts, contacts, leads, opportunities, tasks and events arrive in Leadmode, which stages belong where and what does not come along.