Migrate from Pipedrive
Migrate from Pipedrive to Verbial
Import organizations, persons, deals and notes from Pipedrive into Verbial via API token or CSV, with preview and rollback.
Verbial imports Pipedrive organizations, persons and deals directly through the Pipedrive API with your token, or from Pipedrive's CSV exports. Pipeline stages map to your Verbial pipeline by name, owners match by email, and the dry run shows every row before anything is written.
What comes across
From Pipedrive
- Organizations with address and owner
- Persons with emails, phones and organization links
- Deals with stage, value, expected close and won/lost status
- Notes
How it works
Six steps, one afternoon
- 1Create your Verbial workspace and run the setup wizard (five minutes).
- 2Open Settings → Migrate and pick the tool. Paste an API token or upload the export files.
- 3Accept the suggested field mapping; change anything it guessed wrong.
- 4Run the dry run: what will be created, updated or skipped, with every problem row.
- 5Run the import. Owners are matched by email; duplicates are matched by domain and email.
- 6Keep the old tool read-only for a month. Roll back with one click if anything looks wrong.
Frequently asked questions
- What happens to Pipedrive stages?
- They are matched by name to a stage in your Verbial pipeline; unmatched deals land on the first open stage and are listed for you to move.
Leave Pipedrive without leaving your history.
Dry run first. Roll back with one click. Keep the old tool read-only for a cycle.