Pipedrive

Bring organizations, people, deals and notes across from Pipedrive by connecting your account or uploading its exports.

CRMImportCRM

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We are onboarding agencies in small groups. Tell us about yours and we will be in touch.

Pipedrive import previewedjust now

1,204 records matched. 3 need a look before anything changes.

VImport completejust now

History is in, with dates and notes. Undo is one click for 30 days.

What 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 without double entry.

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.