Persons
Every person becomes a YionStack contact with email, phone, owner and custom fields preserved.
Pipedrive integration
What Pipedrive data lands in YionStack, and how.
Export your Pipedrive data — persons, organisations, deals, activities, products — upload to YionStack, and the AI-assisted Import surface maps every record. Live OAuth is on the migration roadmap (LAG-A9).
Quick facts
- Status
- File import
- Direction
- One-way import
- Connection
- Upload an export file
- Residency
- UK (europe-west2)
- Records
- 7 types
Live OAuth + person/organization/deal/activity mapping queued under LAG-A9.
Read the migration guideWhat lands in your business
The records that come across.
Organisations
Organisations collapse into the unified companies table — Companies House enrichment on UK orgs.
Deals
Pipeline, stage, owner, value, expected close, probability and custom fields all preserved.
Pipelines and stages
Pipedrive pipelines and stages come across with the same order and probabilities.
Activities
Open and completed activities (calls, meetings, tasks) attach to deals/contacts with type and dates intact.
Products
Product catalogue carries across into the YionStack products module with unit prices and currencies.
Custom fields
Every custom field maps to a YionStack custom field with its data type and historical values.
What stays where it is
Honest scope.
- —Workflow automations — re-authored in the YionStack marketing module and the new Operator Builder (queued under YAE-3).
- —Email syncing — re-authorised in YionStack CRM under your own Gmail or Microsoft 365 OAuth connection.
- —Smart Docs and document templates — re-built using the YionStack contracts and quotes templates so they share data with the books.
- —Web Visitors and LeadBooster chatbot — re-authored as YionStack public-chat widgets (LAG-A1).
- —Mailchimp / third-party connections — re-authorised in the YionStack marketing module under your own credentials.
Ready to bring your Pipedrive data across?
One-way copy by default. Run YionStack alongside the old stack and migrate at your own pace.
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- 14-day free trial
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