Pipedrive Migration to monday CRM
Transfer your Pipedrive data into monday CRM in two weeks or less!
Prerequisites:
- Must-have monday CRM
- Provide our team admin access to Pipedrive
Your Data Migration
Pick up on monday.com where you left off in Pipedrive using professional data migration services provided by certified monday.com experts.
Enjoy a Seamless Experience
We do the lifting to ensure all data is flawlessly transferred in a timely manner
Cost-Effective Data Migration
Transitioning out of Pipedrive enables consolidation of tech budget
Start Using an Intuitive Work OS
Leverage the monday.com Work OS to expand processes and scale your business
What’s Included
Our data migrations include the steps below to guide our process and ensure we meet your expectations.
Kickoff
We explain how to export your Pipedrive data and log in to your monday.com account
Migration
Offline we’ll migrate all your data from the exported .csv into your monday CRM boards.
Review
We’ll sync with you to review the migration, showing you where all your data is now stored
The Journey
In order to ensure a smooth migration from Pipedrive to monday CRM we follow the timeline below:
Session 1
Kick-off
- Gain admin access to Pipedrive
- Login to account & install templates in monday.com
- Schedule delivery call (1-2 weeks out)
Offline
Execution
- Setup migration API and sync data to monday.com boards
- Spot check and review imported data
Session 2
Review
- Review the migrated data in new locations
- Ensure connected data is as expected
- Complete a satisfaction survey
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful migration of your data
- Import Notes & Tasks into associated accounts as updates
- Import up to 5000 Accounts (organizations)
- Import up to 5000 Deals
- Import up to 5000 Contacts
- Connect Accounts, Contacts, and Deals together with connected columns
$2,160
- Dedicated Implementation Consultant
- 2-week migration window
*monday CRM purchased separately
CarbonWeb offers packages for all your workflow needs
We are here to help your business grow on monday.com. Click below to view all the packages we currently offer for monday.com.
