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Migration

Pipedrive tracks deals.
GHL closes them.

Pipedrive is a well-designed sales CRM — clean pipeline view, good activity tracking, solid reporting. But it doesn't send SMS. It doesn't have automated follow-up sequences. It doesn't have an AI voice agent to handle inbound calls. It doesn't have a landing page builder or a scheduling system. It's a place to see deals — not a system to close them automatically.

2–3 wks
Typical timeline
Low-Medium
Complexity
Zero
Downtime
100%
Data verified
Request Migration Audit → All Migrations
CRM vs. Full System
Pipedrive alone
Deal pipeline visibility — but no automatic follow-up when a deal goes stale
Email integration — but no native SMS or multi-channel outreach
Activity reminders — but reminders are for you, not automated messages to leads
Good reporting — but no real automation to change what the reports show
Per-seat pricing — $24.90–$99/user/month for a tool that doesn't do the work
Requires Zapier and 3–5 additional tools to build a real automation stack
GHL replaces Pipedrive and its stack
Deal pipeline — plus automated follow-up that fires when a deal hasn't moved in X days
Email + SMS + ringless voicemail — full multi-channel outreach from one system
Automated lead nurture sequences that run without human input
AI Conversation handles inbound enquiries — qualifies and routes before sales team touches them
Flat pricing regardless of team size — unlimited users on Agency plan
Landing pages, scheduling, forms, payments — all in the same platform
What Migrates

Pipedrive data maps
cleanly to GHL.

Migrates cleanly
Contacts & Organisations
People and org records with all custom fields mapped to GHL contacts
Deal Pipelines
Pipedrive pipeline stages preserved as GHL opportunity stages
Deal Custom Fields
All custom deal fields mapped to GHL opportunity custom fields
Activity History
Calls, emails, and meeting notes migrated as contact record notes
Products & Pricing
Product catalogue migrated to GHL's product/pricing system
Email Templates
Saved email templates rebuilt in GHL's email composer
Upgraded / rebuilt
Pipedrive Automations
PD's basic automations are replaced with GHL's more powerful workflow builder
Pipedrive LeadBooster
Chatbot and prospecting features replaced with GHL's Conversation AI and lead capture forms
Calling (Pipedrive Calls)
PD's calling feature replaced with GHL's built-in VoIP and call tracking system
Zapier Integrations
Existing Zapier chains reviewed — most replaced with native GHL integrations or n8n
Pipedrive is one of the cleaner migrations — simple data model, good export quality.
How We Do It

The migration process,
step by step.

01
Migration audit
Free — before any commitment
Muhammad reviews your current platform setup: what data exists, how it's structured, what automations are live, and what integrations are in use. You get a clear picture of what migrates cleanly, what needs rebuilding, and what can be improved in the process.
02
Data mapping and architecture design
Before anything moves
Every data field, contact property, pipeline stage, and automation trigger is mapped from the source platform to the GHL equivalent. This is the most important step — a migration without a map is just a chaotic data transfer.
03
GHL environment built in parallel
Your new system is ready before you switch
The full GHL environment is configured, tested, and verified before a single contact is moved. CRM architecture, pipelines, workflows, automations, and integrations are built and stress-tested against real-world scenarios.
04
Data migration — staged and verified
Contacts, pipelines, history
Contact records migrated with full field mapping. Pipeline opportunities preserved with stage history. Automation history noted where relevant. Each batch verified before the next proceeds.
05
Parallel running period
Old system stays live until you're confident
During the transition, both systems run simultaneously. New leads go into GHL. Old contacts are accessible in the source platform for reference. Nothing gets deleted until you've confirmed everything is working.
06
Full cutover and handoff
You're live. Documented. Independent.
Final cutover — old platform decommissioned or downgraded. Full documentation package delivered: system architecture, workflow logic, field reference guide. 30-day post-migration support included.
FAQ

Pipedrive migration
questions.

We have multiple pipelines in Pipedrive — do they all migrate?

Yes. Each Pipedrive pipeline is mapped to a corresponding GHL pipeline with equivalent stages. If you have separate pipelines for different products or teams, each is configured in GHL with the same stage logic.

Our sales team uses Pipedrive daily — how do we minimise disruption?

The parallel running period covers this. Both systems stay live until your team has confirmed GHL is working correctly for their daily workflow. We typically do a team walkthrough before cutover so they're comfortable before the switch.

Does GHL have a mobile app for the sales team?

Yes — GHL has a mobile app that gives the sales team access to their pipeline, contact records, communication history, and calling capabilities on mobile.

We rely on Pipedrive's email integration with Gmail / Outlook — is that replicated?

GHL integrates with Gmail and Google Calendar for two-way email sync and calendar integration. Outlook integration is available via IMAP/SMTP. Two-way email sync ensures your team's email activity is logged in the CRM the same way it is in Pipedrive.

What happens to won/lost deals history?

Won and lost deal history is migrated as contact notes and tags. Revenue reporting from historical data is preserved in the migration export. GHL's reporting starts fresh from cutover — historical revenue is documented in the migration handoff.

A CRM that closes deals
instead of just tracking them.

Migration audit is free. Muhammad reviews your Pipedrive setup and shows you what automated pipeline management looks like in GHL.

Request Migration Audit →