Pipedrive migration by Bitrix24 Integrations

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Pipedrive migration

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Installations

2931
Developer

Bitrix24 Integrations

Description

Now you can migrate your CRM data from Pipedrive to Bitrix24.

You can transfer the following entities to Bitrix24:

Users
Organizations
Persons
Currencies
Deals
Leads
Activities
Notes
Pipelines
Products
Stages

Set up the preferences and start import. All your Pipedrive entity fields will be saved in Bitrix24. The import progress can be seen on the import page. You will receive the information about the current import status via Bitrix24 notifications and email after the import of each entity is completed. The import progress will be run in the background and may take a significant amount of time.

Note: the app does not filter duplicated and is designed to migrate data to a new Bitrix24 instance. If you need to start a new import from the same Pipedrive account, make sure to purge imported CRM data beforehand.

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Installation instructions

Technical support

Data security

Added: 11/08/2017

Technical Support

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Installation instructions

Complete standard installation from Bitrix24.Market and proceed with the following steps:

Make sure API is enabled in your Pipedrive account.
Enter API token. You can get the API token manually from the Pipedrive web app by going to account name (on the top right) > Company settings > Personal preferences > API or clicking here
Start import. Data import will begin if all parameters are entered correctly.

Data security

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Pipedrive migration

The application requests access to the following data:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Feed

full access: add, edit and delete Feed posts, comments and recipients

Tasks

full access: view, create, edit and delete tasks, check lists, comments, files, dependencies, costs; view, create, edit and delete stages

Users

full access: view, create, edit and delete users

Company structure

full access: view, create, edit and delete departments

Chat and Notifications

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

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