Migrate from Pipedrive to Monfri

Step 1 — Export Pipedrive data (15 min)

In Pipedrive: Tools & apps → Import → Export data. Export:

• Persons (contacts)
• Organizations (companies)
• Deals
• Activities (tasks, calls, meetings)
• Notes (if separate)

Step 2 — Create pipeline structure in Monfri (20 min)

In Monfri: Settings → CRM → Pipelines. For each Pipedrive pipeline, create a matching one with same stages and order. Note stage IDs for import mapping.

Step 3 — Import CSVs (15 min)

Upload in order:

1. Organizations
2. Persons (auto-links to organizations)
3. Deals (auto-links to persons + organizations, assigned to correct stages)
4. Activities + notes (attaches to deals/persons)

Step 4 — Rebuild workflow automations (1-3 hours)

Pipedrive Workflow Automation (Advanced+) doesn't export. Rebuild in Monfri Automation. Simpler than ActiveCampaign/HubSpot migrations since Pipedrive workflows are usually fewer and smaller.

Step 5 — Set up email marketing (1 hour)

Pipedrive Campaigns users: export email templates as HTML, import to Monfri. Set up sending domain. Previous Pipedrive Campaigns subscribers are now part of your Monfri contact database automatically.

Step 6 — Parallel-run (7-14 days)

Keep Pipedrive as backup reference. Start using Monfri for all new deals and customer interactions.

Step 7 — Cancel Pipedrive

Standard cancel. If you're on per-user billing, the savings are immediate.

What you gain vs Pipedrive

• Email marketing included (no Campaigns add-on needed)
• Customer Data Platform with event tracking
• Web push + SMS campaigns
• Workflow automation (50+ connectors)
• AI lead scoring (Growth+ tier)
• Flat team pricing instead of per-user seats