What doesn’t move from Pipedrive to Zoho CRM?
Logic and connections stay behind. Workflow automations, web forms, LeadBooster chat and web visitors, Campaigns, Smart Docs templates, Insights reports, email sync and Marketplace apps all need to be set up again in Zoho CRM or the matching Zoho app. We list each one in the assessment and rebuild the ones you still use.
Is there any downtime when we switch from Pipedrive?
Very little. Reps keep working in Pipedrive until the cutover window, which we schedule after hours or over a weekend. A catch-up pass brings across anything edited since the full move, and the team starts the next morning in Zoho CRM with Pipedrive still open read-only.
Do deal history, notes and attachments come across?
Yes. Activities move with their done or open status and dates, files arrive as attachments on the same records, and notes are imported in a second pass and linked to their accounts, contacts or deals. Created and modified times carry over too.
Can we keep several Pipedrive pipelines in Zoho CRM?
Yes. Zoho CRM supports multiple deal pipelines, each with its own stages. We create them before the import so every deal lands in the right pipeline and stage.
What happens to our Pipedrive automations?
Zoho’s migration tool skips them, so we write each one down during the assessment and rebuild the ones still in use as Zoho CRM workflow rules, or as Blueprint where a stage needs rules. It’s a good moment to drop the automations nobody remembers adding.
What replaces LeadBooster and Pipedrive web forms?
Zoho SalesIQ covers the chatbot, live chat and website visitor tracking, and Zoho CRM webforms or Zoho Forms replace your lead forms. New leads then land straight in Zoho CRM with their source attached.
What about emails synced into Pipedrive?
Zoho’s Pipedrive migration tool doesn’t carry synced email threads, and they remain in each rep’s mailbox. Once reps connect Gmail or Outlook to Zoho CRM, new emails log on the matching records.
How long does a Pipedrive to Zoho CRM migration take?
It depends on how many pipelines, custom fields, automations and connected apps you have, more than on record count. Your Migration BRD carries a dated schedule for the sample move, the full move and cutover, all set back from a stopper date before your Pipedrive renewal, so you know the go-live date before we start.
How much does a Pipedrive migration cost?
Each move is priced as a fixed fee under one of three packages: Quick, Standard or Complex Move. The first call is free. Larger Pipedrive accounts often start with a paid Migration Assessment, and that payment is credited in full against your migration. The fee is set in a signed BRD before work begins.
Should a very small team pick Bigin instead of Zoho CRM?
Sometimes. Bigin is Zoho’s simpler CRM for small teams that live in one or two pipelines, and it costs less than Zoho CRM. If you need approvals, quotes, territories or heavy automation, Zoho CRM is the better landing spot. We migrate Pipedrive into either one.
What happens to my Pipedrive account after go-live?
It stays open in read-only mode through the agreed rollback window, so anyone can look up an old deal. We keep a full export as well. You cancel Pipedrive only after you confirm the team is settled in Zoho CRM, ideally before the next renewal.
Who signs off the Pipedrive migration?
Each team that works in Pipedrive names a point of contact, usually its head, and that person signs the Migration BRD and later their sample of migrated deals. Your overall project owner signs too, and every sign-off is recorded.
Zoho CRM · DealsSample
