Bring your Pipedrive pipeline and history with you
Bring organizations, people, deals and notes across from Pipedrive by connecting your account or uploading its exports.
Pipedrive import previewedjust nowWhat it does
Import from Pipedrive and this is what changes
Connect your Pipedrive account or upload the exports
Stages map to your pipeline by name; unmatched deals land on the first open stage and are listed
Owners match by email
Preview before anything changes, and undo in one click.
Part of
CRM
See next quarter's recurring revenue and hand won clients to delivery with nothing lost on the way.
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Questions
What does the Pipedrive integration do?
Bring organizations, people, deals and notes across from Pipedrive by connecting your account or uploading its exports.
Will I lose history when I move from Pipedrive?
No. The import brings your records across with their dates and notes. You see exactly what will come across before anything changes, and you can undo the whole import in one click.
Who can set up Pipedrive?
A workspace admin. It takes a few minutes.
Agency operating software
Bring your Pipedrive history with you.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.