Migrate from Pipedrive to Automo
Import your CSV from Pipedrive. Contacts and companies only. Drop the export here. After sign-up it opens in the CRM importer.
Что переносится
- Person rows from a Pipedrive CSV export: name, email, phone
- Organization rows exported as a company CSV: name, domain
- The column mapping shown before you create an account
Что не переносится
- Deals, notes, pipelines and history. A CSV cannot carry those
- Activities, products and Pipedrive automations
- Anything you do not export as CSV
Экспорт из Pipedrive
- In Pipedrive open People or Organizations, then Export as CSV
- Drop that CSV here. It is read on your device
- Create a free Automo account. The file opens in the CRM importer
Вопросы о переходе с Pipedrive
Do Pipedrive deals move in the CSV?
No. Import your CSV from Pipedrive. Contacts and companies only.
People or Organizations?
Export People for contacts, Organizations for companies. Drop one file at a time.
Is this free?
Reading the CSV in your browser is free. After sign-up you continue in Automo CRM on your plan.
Does Automo log into Pipedrive?
No. Download the CSV yourself. Nothing is uploaded until you create an Automo account.
