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Assisted migration

Bring your Pipedrive data to Capable.

Export your organizations, people, deals and activities from Pipedrive, and we’ll help you map them to Capable. Pipelines, stages and owners are mapped deliberately, and you review the result before your team switches.

Get migration help
Your starting pointPipedriveThe data your team relies on
In betweenMap & reviewNothing is created until you’ve seen the preview
Your next chapterCapableA plan for your team to switch
Moving from Pipedrive

Keep your pipelines and their stages together.

Pipedrive is organized around deals moving through pipelines. Each deal links to an organization and a person, and activities, notes and files are exported separately. Mapping each pipeline and stage explicitly keeps your deals where your team expects them.

What to prepare before the move

  1. Identify the organizations, people and deals you want to move.
  2. Add the ID column to each export, plus the linked organization and person on deals.
  3. List your pipelines, stages, owners and currencies for mapping.
  4. Export the activities and notes you want to keep as separate files.
  5. Flag custom fields, products, files, automations and integrations for separate review.
Set the scope

Check what can
come with you.

We review compatibility first, then confirm whether a migration is practical.

DATA

Start with your core records

We check which companies, contacts, leads, deals, tasks, notes and activities can map to Capable.

MAPPING

Review the mapping

Map owners, pipeline stages, relationships and supported custom fields to your workspace.

SETUP

Scope complex work separately

Custom objects, files, automation, integrations and some history need their own assessment.

Want a hand?

Get help with
your migration.

You don’t need an export to start. A description of your setup is enough.

  • Which records matter to your team
  • What needs a closer look
  • Your priorities and timing

Please leave customer data, files and credentials out of your request.

Or email hello@capable.run ↗

Review your request, then send it from your email app.

A brief outline is enough. Please leave out customer data, exports, and credentials. Up to 800 characters.

Preparing a draft does not send your details. You choose when to email us. Privacy policy

Before you switch

A few practical
answers.

Still have a question?
Talk to us ↗

Can I import Pipedrive exports myself?

Not yet. The self-service importer supports Salesforce, HubSpot and Attio today. For Pipedrive we help with the mapping and import, and we agree the scope and any cost before we start.

Can I migrate the data myself?

Yes. Workspace admins can import supported Salesforce, HubSpot and Attio CSV exports in Settings → Data management → CRM migration. Upload your files, map fields and relationships, review the preview, then run the import and check its results. Assisted help is optional. For Pipedrive and other CRMs, we help with the migration and confirm the scope first.

Is this an automatic connection?

The importer uses CSV files that you export from your current CRM. It does not connect directly to Salesforce, HubSpot or Attio, and it does not keep the two systems in sync.

Are there limits to a self-service import?

Each batch accepts up to 20 CSV files and 1,000 records, with a combined file size of 500 KiB (512,000 bytes). Split larger exports into smaller batches. Imports create records; they do not overwrite existing data or provide an ongoing sync. Complex configurations need separate planning.

Will everything move?

Coverage depends on the records, fields and relationships in your export. Preview the supported data before importing. Custom objects, automation, integrations, files and unsupported history need separate assessment; a CSV import does not recreate your entire CRM setup.

How long will it take?

Timing depends on your export size, mapping and configuration. You can work through a self-service import at your own pace. For assisted migrations, we estimate the work after reviewing your setup and intended switch date.

Do I need an export before getting in touch?

No. If you want assisted help, start with a description of your setup and the data you need to bring. For a self-service import, you’ll need CSV exports ready to upload.
Other starting points

Explore another migration.

01Self-service

Salesforce

Start with your core records. Plan custom objects, automation and configuration separately.

See the migration guide →
02Self-service

HubSpot

Map companies, contacts and deals. Check associations and activity history as part of the scope.

See the migration guide →
03Self-service

Attio

Review your records and list-specific data so the mapping reflects how your team works.

See the migration guide →
04Assisted

Another CRM

Tell us what you use. We’ll assess the available export and whether it can map to Capable.

Explore the options →
← All migration options
Switch to Capable

Bring your data.Keep your history.

Get migration help