Discover how to import Salesforce to Pipedrive by yourself without any specific knowledge or technical skills. On this page you may get instruction about providing automated CRM data transfer using Trujay, discover what objects can be migrated during migration Salesforce to Pipedrive, and other information.
Objects and fields mapping may vary according to your demands and business needs
|Salesforce objects||Pipedrive objects|
Activities (Tasks, Deadlines, Emails, Lunches etc)
| Other objects can be migrated in terms of custom migration |
Depending on your CRM platform some of the mentioned above objects may need personal approach for the successful data migration
Trujay is official partner of Pipedrive and is recommended as a service for the secure and swift data import.
On this page, you can get a brief overview on how-to perform the Salesforce to Pipedrive data migration, get in-depth information on what objects you can migrate automatically and estimate own migration price for the custom migration. As well, we will explain how the SaaS performs the CRM migration to satisfy the company’s requests. Also, you can find here general information about Trujay security policy states, user’s testimonials and more.
That can make you to skip doubts and worries about the possibility to ensure effortless and secure data transfer from Salesforce to Pipedrive. Note that the transfer technique depends on the amount of CRM records and customizations and take into account the following approaches to make choice:
Depending on your time and budget, you may select
the most comfortable way for you
Any CRM Platforms. Any objects Any conditions.Our techs will do everything for you!
Migrate your Pipedrive data fast and conveniently with robust migration wizard. No risk. No tech skills required.
We will take into consideration the requests and recommendations to perform the effortless CRM migration and satisfy your company needs.
Move your business data from/to any CRM software with the help of Custom Migration Service securely.There is no limit - any CRM you wish is supported.
Ensure the swift and secure data import of any CRM objects.
Use the custom migration service to simplify the migration process and overcome any hurdles with help of our technical team.Our techs will perform data migration so that to fulfill your specific business needs and deliver you with the desired result
Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.
The personal approach aims to exclude any possible issues during the CRM transition and ensures to assist you through the migration process.
You can set up the fields mapping and data import on your own. Try a free Sample Import to check the service in action and launch a CRM data transfer automatically.
Take advantage of built-in data mapping option and set up the records migration to the selected fields. Also, you can exclude the transition of some fields in case they have no or little value for your business processes.
You can move the custom data fields from the existing CRM to the desired platform, and transfer the default records right from the migration wizard.
Trujay also supports the user mapping, so you can migrate records to the corresponding users on the new platform or choose the other user as well.
Choose the current and desired CRM from the drop-down menus and provide the necessary access credentials (login, password, URL, or API key).
Note. We do this so that we can complete your migration and do not use your login information for any other purpose other than delivering migration results.
Select the object(s) you want to migrate before and/or after you’ve generated sample results.
Note. You can re-run your free sample migration and change mapping as many times as you need at no cost.
Match the users from your old CRM on the left with their appropriate user field in the new CRM on the right.
You may change the specific fields mapping on your own to comply with your business needs.
Click “Start Free Sample Migration” to perform the sample migration to your new CRM platform. Evaluate the automated switch between the existing and new CRMs. The service migrates the limited amount of records together with relations between the records..
Note. Find out more about Trujay services if you want to get advanced CRM migration assistance.
If you are satisfied with the results, you can click "Start Full Migration" to perform the full migration and switch data to your new CRM platform. When your Full Migration is completed, check its results and get down to running your business more efficiently with the new CRM solution.
Please note: the prices are approximate.
We take security very seriously and have developed a comprehensive set of practices, technologies and policies to help ensure your business data is secure. Security is essential in working with customers’ information, Trujay.Migration team builds the service on the effective and security-focused practices.
Real testimonials from real clients
Great service with even greater customer service. Couldn’t be happier, the team over there are top-notch. Ease of use Consistent delivery of the product. Time from start to implementation should be communicated on the front end to set expectations.
Why wait? Don’t code it yourself. Pay the cost and use Trujay they are the best! Easy to use, great support. Does what it says it will. If you are not technically savvy support will be required.
A migration between CRM is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned my migration myself and they were ready to help me when I couldn’t figure some parts out myself. The representative was very helpful and friendly. Overall a great experience for a migration which use to keep me up at night!
“Unbeatable service with data accuracy to match!”The consultant was great, she was very responsive and worked hard to help answer my questions. She walked me through the migration process and made it stress-free and simple. Good service is hard to come by in business, especially when you are trialing or sampling software. She was not interested in trying to make my purchase, she helped me navigate the software so I could see the power of how it worked – that made me buy!! highly recommend. This software is a pleasure to work with, very simple, elegant & user-friendly. The accuracy in the data migration is spot on. It’s hard to find anything I’m not happy with.
Overall: Converting data from one CRM to another.
Pros: Migrating data can be tricking Trujay is both easy to use, accurate and the support when you need it is fantastic! I can’t say enough positive things about the experience. I’ve used them twice.
Cons: Nothing. I really don’t have anything negative to say.
These guys are AWESOME! Their software is easy to use and very reliable (I've used them more than once with great results). Their service is also outstanding. They all have a fast response time and often email me about suggestions before I get to them. I'm a fan!
This software is a pleasure to work with, very simple, elegant & user-friendly. The accuracy in the data migration is spot on. The consultant was great, she was very responsive and worked hard to help answer my questions. She walked me through the migration process and made it stress-free and simple. She was not interested in trying to make my purchase, she helped me navigate the software so I could see the power of how it worked - that made my buy!! highly recommend
We reviewed the migration (Salesforce Sandbox to Salesforce - editor) last week. Everything is fine for us! Thank you very much.
Easy migration with support for the difficult parts. It was easy to transfer and I transferred most of my data easily. It was done quickly (less than a few minutes)
Super easy to use. Most of the fields were already mapped for me so much of the work was done. Frankly, the interface was very pleasant and easy to navigate. Plus...let's not forget this...it worked!
Very responsive customer service. Worked through any issues I had and made sure I was 100% satisfied. Support staff was very accommodating and even allowed me to correct and error via API after the migration was completed. The mapping template was very confusing to me. However I will say Trujay turned this into a positive, by being very helpful, and in the end allowed me to create my own mapping in excel, and doing the mapping for me. Then all I had to do was confirm the final version.
At https://www.digitalpractice.com.au (Marketing for Doctors) we wanted to use AgileCRM and had our database stored in Hubspot. Trujay Migration helped us in an afternoon and we were able to keep our marketing/sales operations going during and immediately after the migration. Great tool. Good service. Thank you.
Trujay were the quickest to respond to my requests and the results are great. With quite a challenging task they delivered the finished product well under the expected time frame which was a huge plus for us.
Exhaustive migration of a complex CRM database. The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information for a long period.
I was very impressed with how quick and efficient the whole process was. Their customer service answered all of our questions we had and ensured any of our requirements and specifications were met. The whole process was smooth and fast. They saved us a lot of time and made it way easier for us.