Pipedrive to monday.com Migration
- Free 30-minute call
- No obligation
- Reply within 48 hours
Why Teams Move from Pipedrive to monday.com
Pipedrive is built around the sales pipeline. Teams usually start looking elsewhere when the work after the deal, such as onboarding, projects and support, needs a home too, and keeping two systems in step costs more time than it saves. In monday.com the deal and the work that follows it can live on linked boards in one account.
Read what monday.com is, compare plans in the monday.com pricing guide, and see how custom integrations keep your other tools connected.
What Moves, What We Rebuild, What Cannot Move
- 10 move
- 4 we rebuild
| In Pipedrive | In monday.com | Status |
|---|---|---|
| Deals, people, organizationsExporting by data type needs a global admin, and each user exports only what they can see. | Boards in monday CRM | Moves |
| Leads and products | Boards | Moves |
| Custom fieldsPipedrive exports default, custom and system fields. | Columns | Moves |
| Links between deals, people and organizationsSet through the monday.com API by record ID. | Connect boards columns | Moves |
| Deal owners | People columns | Moves |
| Pipeline and stage of each deal | Groups and Status columns | Moves |
| Activities | Activity items linked to the deal and contact | Moves |
| NotesPosted with their original dates. | Item updates | Moves |
| Files stored in Pipedrive | File columns | Moves |
| Files stored in Google DrivePipedrive’s export leaves them out, so we link to them where they live. | Link columns | We rebuild |
| Synced emailsNot in Pipedrive’s export; read from its API for each deal, person and organization. | Item updates | Moves |
| Workflow automations | monday.com automations | We rebuild |
| Insights reports and dashboards | monday.com dashboards | We rebuild |
| Visibility groups and permissions | Board permissions | We rebuild |
How the Migration Runs
- 01
Free assessment
Duration: Free
We look at your pipelines, custom fields, activity and email volume, files and automations, and send a fixed quote with the list of what moves, what we rebuild and what cannot move.
- 02
Data map
Duration: Before any data moves
Each data type becomes a board and each field a column. Pipelines and stages become groups and status labels you approve.
- 03
Test migration
Duration: On a sample first
We move a sample of deals with their people, organizations, activities, notes and emails, and you check them in monday.com.
- 04
Full migration and rebuild
Duration: Dates fixed in your quote
A global admin runs the exports with us. We load and link every record, read emails from the API, and rebuild your automations and reports.
- 05
Checks and handover
Duration: Before you cancel Pipedrive
We compare record counts type by type, walk your team through the new boards, and hand over the export files.
When to Stay on Pipedrive
Pipedrive is a focused sales tool, and that is a good reason to keep it if:
- Only your sales team uses the CRM and nothing after the deal needs tracking in the same place.
- Your reps depend on Pipedrive’s email sync and inbox. monday.com’s Emails & Activities starts from the day it is connected; older emails arrive as updates.
- You need the Pipedrive Marketplace apps you use today and monday.com has no equivalent.
Other CRMs in the company? We also migrate from HubSpot to monday.com and migrate from Zoho CRM to monday.com. Our data migration service covers every source.
Frequently Asked Questions
Can’t we use the monday.com Pipedrive integration?
monday.com’s Pipedrive integration is a set of automation recipes for ongoing updates. It is useful while both tools run, but it does not move your history, notes, files or emails.
Who needs to run the export in Pipedrive?
A global admin, because exporting by data type needs global admin permission and other users export only what they can see. Export files stay available for 28 days.
Do our emails come over?
Yes. Pipedrive’s export does not include them, so we read them from its API and add them as updates on the matching deal or contact.
How much does it cost?
It depends on your record, activity and email counts, files and automations. The assessment is free and ends with a fixed quote.
Sources
- 01Pipedrive Knowledge Base: Exporting data from PipedriveXLSX or CSV exports, who can export, activities, notes and files exported separately, Google Drive files left out, 28-day availability.https://support.pipedrive.com/en/article/exporting-data-from-pipedriveOpen Pipedrive Knowledge Base: Exporting data from Pipedrive in a new tab
- 02Pipedrive API referenceEndpoints for deals, persons, organizations, activities, notes, files and mail messages.https://developers.pipedrive.com/docs/api/v1Open Pipedrive API reference in a new tab
- 03monday.com: Pipedrive integrationAutomation templates that send Pipedrive updates to monday.com.https://support.monday.com/hc/en-us/articles/360010803379-Pipedrive-IntegrationOpen monday.com: Pipedrive integration in a new tab
- 04monday.com: Import files from ExcelFile types, the row and column limits (8,000 rows and the first 50 columns into a new board, 10,000 rows into an existing board), which column types can be mapped, and that the Updates section cannot be imported.https://support.monday.com/hc/en-us/articles/360000219209-Import-files-from-ExcelOpen monday.com: Import files from Excel in a new tab
- 05monday.com API: connect boards columnLinking items across boards by item ID.https://developer.monday.com/api-reference/reference/connectOpen monday.com API: connect boards column in a new tab
- 06monday.com API: updatesCreating updates on items, with their original creation date.https://developer.monday.com/api-reference/reference/updatesOpen monday.com API: updates in a new tab
- 07monday.com: Emails & Activities, how it worksEmails from before the app is set up are not shown in it.https://support.monday.com/hc/en-us/articles/12428852177810-Emails-Activities-how-it-worksOpen monday.com: Emails & Activities, how it works in a new tab
- 08monday.com: Get started with automationsAutomations are built per board from a trigger, conditions and actions.https://support.monday.com/hc/en-us/articles/360001222900-Get-started-with-monday-automationsOpen monday.com: Get started with automations in a new tab
Plan Your Pipedrive to monday.com Move
Tell us how your team uses Pipedrive today. We will send the list of what moves, what we rebuild and what cannot move, with a fixed quote.
What happens after you send this
- We read your requirements and reply within 48 hours.
- We talk it through on a free 30-minute call. No obligation.
- You leave with clear next steps, and a personalized quote if you go ahead.
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