StoreCopy for Pipedrive · Setup guide
Move your CRM to Pipedrive, with the whole history
Organizations, people, products, leads, deals and every task, call, meeting and note, copied from HubSpot, Zoho CRM or Odoo into Pipedrive and linked the way they were.
Free estimate · Free demo migration · You pay only for the full migration
Leaving Pipedrive? Connect Pipedrive as the source: organizations, people, products, leads, deals and activities move to HubSpot, Zoho CRM or Odoo.
Want every screen and field? Read the step-by-step guide
Setup
From connecting Pipedrive to migrated data in six steps
Sources: HubSpot, Zoho CRM, Odoo. Nothing is deleted in your source or in Pipedrive.
- 1
Connect Pipedrive
Click Connect Pipedrive (or install StoreCopy Migration from the Pipedrive Marketplace), sign in to Pipedrive and approve the access for StoreCopy. The connection uses Pipedrive OAuth.
- 2
Land in the StoreCopy wizard
Pipedrive sends you back to storecopy.com already signed in, with your Pipedrive company connected as the destination. No separate StoreCopy sign-up is needed.
- 3
Connect your source
Connect the CRM your data lives in: HubSpot, Zoho CRM or Odoo. StoreCopy only reads from the source.
- 4
See the free estimate
StoreCopy counts every record in the source and shows the price of the full migration before you pay anything.
- 5
Run the free demo migration
Copy a sample of records into Pipedrive and check them there before you decide.
- 6
Run the full migration
Pay once and migrate everything in one run. Progress shows in the wizard, and you can close the tab: the migration keeps running on our servers.
What arrives in Pipedrive
Your records, linked the way they were
From HubSpot, Zoho CRM or Odoo
The full CRM, with links between records kept:
- Organizations · from companies and accounts, with address, industry and website
- People · linked to their organization
- Products · with prices; variants become product variations
- Leads · with their own person and organization
- Deals · in the matching pipeline stage, won and lost kept, linked to person and organization
- Tasks, calls and meetings · as Pipedrive activities on the right deal, person or organization
- Notes · on the right deal, person, organization or lead
How records are matched
What StoreCopy does so the data fits your Pipedrive company:
- Stages matched by name · Proposal, negotiation and qualification stages go to their Pipedrive counterpart
- Industries kept · mapped to the closest Pipedrive industry option
- Done and planned activities · done activities stay done, planned ones keep their due date
- Daily API budget respected · if your Pipedrive daily API budget runs out, the migration pauses and resumes by itself
Not migrated: quotes, orders, invoices and logged emails
Pipedrive has no quotes, sales orders or invoices, so those stay in the source. Logged emails and record owners are not migrated either: records are created by the connected Pipedrive user.
Activities are created without participants or attendees, so the migration sends no invites to your contacts.
Disconnect
- In Pipedrive, open Tools and apps → Marketplace apps, find StoreCopy Migration and uninstall it.
- To disconnect a source too, use Disconnect in the StoreCopy wizard, or remove the StoreCopy app or API key on that platform.
Records already migrated stay in Pipedrive. StoreCopy stops all access right away.
How your data is handled
- Pipedrive connects through OAuth: StoreCopy never sees your Pipedrive password.
- Access tokens and API keys are stored encrypted.
- The source is only read; the destination only receives the records you migrate.
- Details in our Privacy Policy and GDPR page.
Need help?
Email [email protected] with your source account and your Pipedrive company. We reply within 24 hours.
Support page