~ 1 day cutover
- Typical Pipedrive workspace
- Up to 50K records
- 1-2 pipelines
- Up to 10 workflow rebuilds
- Field map + dry-run + cutover + verification
- Runbook + Loom walkthroughs
- 30-day support window
Deals, activities, products, custom fields, owners — all preserved. Pipeline stages map 1:1. Fixed price from $4,500. We've shipped 23 of these with a 22-minute average cutover.
Pipedrive is excellent at what it was built for — sales pipeline tracking for deal-driven SMB sales teams. Most teams outgrow it for three reasons.
Pipeline-first, relationship-blind. Pipedrive's core unit is the deal. People and Companies are second-class. When your motion shifts to ABM or relationship-shaped sales, you fight the model every quarter. Your best customers aren't one deal — they're accounts with multiple stakeholders, projects, and renewal paths.
Custom-object ceiling. Pipedrive doesn't have true custom objects. Custom fields exist on People, Organizations, and Deals, but you can't model engagements, projects, or contracts as first-class entities. Workarounds function at smaller scale. At $1M+ ARR with complex sales cycles, they break.
Reporting stops at the funnel. Pipedrive's reports cover deal-flow mechanics. Attribution, multi-touch journeys, expansion analytics need a separate BI tool because Pipedrive can't model the relationships. We've seen 23 migrations to Attio follow this exact pattern — teams hit this ceiling at roughly $2M ARR.
Pipedrive is still the right choice for a five-person sales team running a clean deal funnel. If you're past that and moving toward account-based or relationship-led selling, you're outgrowing the tool. That's where a GTM engineer earns the move.
Pipedrive's data structure maps cleanly to Attio across five core objects. Persons become People in Attio with name, email, phone, custom fields (text, number, date, single-select, multi-select), labels, and owner mapped by email.
Organizations transfer as Companies, preserving name, address, custom fields, labels, and ownership. Deals move intact with title, value, currency, stage, status (open/won/lost), expected close date, custom fields, and associations to their Person and Organization records.
Activities populate Attio's timeline as activity records — calls, meetings, tasks, emails — each with due date, completion status, notes, and relationships to parent records. If you use Products, we create a Products custom object in Attio and link deals to line items.
Pipeline stages map one-to-one from Pipedrive pipelines to Attio Deal pipelines, so no stage logic changes. Notes stored separately in Pipedrive become timeline note activities. File attachments copy to Attio's file storage.
Pipedrive is one of the cleanest migration origins — what you see in Pipedrive is almost exactly what lands in Attio, with owner and custom field references resolved by email.
The full Pipedrive → Attio field map:
| Pipedrive | → | Attio | Notes |
|---|---|---|---|
| Person → Name | → | People → Name | Direct |
| Person → Email | → | People → Email | Primary dedup key |
| Person → Phone | → | People → Phone | International format normalised |
| Person → Owner | → | People → Owner | Matched by email |
| Person → Labels | → | People → Labels (multi-select) | Direct |
| Person → Custom fields | → | People → Custom attributes | Type fidelity preserved |
| Organization → Name | → | Companies → Name | Direct |
| Organization → Address | → | Companies → Address | Direct |
| Organization → Owner | → | Companies → Owner | Matched by email |
| Organization → Custom fields | → | Companies → Custom attributes | Type fidelity preserved |
| Person → Organization | → | People ↔ Companies association | Preserved |
| Deal → Title | → | Deals → Name | Direct |
| Deal → Value + Currency | → | Deals → Amount | Currency normalised |
| Deal → Stage | → | Deals → Stage | Pipeline stages 1:1 |
| Deal → Status (open/won/lost) | → | Deals → Status | Direct |
| Deal → Expected close | → | Deals → Close date | Direct |
| Deal → Owner | → | Deals → Owner | Matched by email |
| Deal → Person + Org | → | Deals ↔ People + Companies | All associations preserved |
| Deal → Custom fields | → | Deals → Custom attributes | Type fidelity preserved |
| Activity (call/meeting/task/email) | → | Timeline activities | Type, due date, owner preserved |
| Notes | → | Timeline note activities | Author + timestamp preserved |
| Products | → | Attio Products custom object | Linked to Deals via line items |
| Files / Attachments | → | Attio file attachments | Copied to Attio storage |
| Pipelines (multi) | → | Attio Deal pipelines | Each maps separately |
We're direct on the kickoff call. Pipedrive has a few things Attio doesn't replicate one-to-one. Here's what you'll handle separately.
No API export. We rebuild the top 5-10 active workflows in Attio Workflows during cutover (2-3 hours). Long tail of unused workflows usually gets pruned.
Attio doesn't have a docs tool. Keep Pipedrive's docs feature for generation, or move to a dedicated tool (PandaDoc, DocuSign, Loops). We map this on the discovery call.
Attio supports Gmail and Outlook integration natively, but historical Pipedrive Mail threads don't transfer as conversational threads — they migrate as activity log entries. Live email continues to sync after cutover.
Pipedrive's lead-capture chatbot doesn't have an Attio equivalent. Most teams replace with Cal.com forms or a dedicated tool (Drift, Intercom, Crisp).
Total rebuild time across all gaps: usually 3-4 hours within the cutover day, not days.
Pipedrive migrations are our fastest. Because the data model is simpler than HubSpot or Salesforce, each step moves quicker — and the entire process often finishes in under 4 hours for smaller workspaces.
Screen-share through your Pipedrive workspace. We catalogue pipelines, custom fields, workflows, integrations, and data volume. Pipedrive's straightforward structure means most audits wrap in 90 minutes. Output: one-page scope doc + field map.
We design your Attio data model: objects, attributes, pipeline stages, views, role-based permissions. Sent to you for review and sign-off. No data touches Attio until you approve.
Dry-run against a sandbox copy. Our own AI-powered system processes every record and association, outputs a diff. Once approved, we apply. Live cutover window 15-30 minutes for under 50K records. Verification fills the afternoon.
Record counts, pipeline integrity, owner mapping, custom-field type fidelity. Final screen-share walkthrough, you sign off. Runbook + Loom walkthroughs delivered.
One day. Cutover runs start to finish in a single business day for typical workspaces — half-day if you're under 5K records on a single pipeline. Most articles quote 1-2 weeks because they're describing CSV-based DIY migrations using Import2 or similar.
We've run 23 Pipedrive migrations. Average cutover window: 22 minutes. Hour by hour:
| Hour | Phase | What happens | Who owns it |
|---|---|---|---|
| 09:00 | Kickoff call | Confirm scope, dry-run plan, rollback criteria | WeScaleUp + you |
| 09:30 | Dry-run | Mapping run on sandbox copy. System prints diff | WeScaleUp |
| 10:15 | Diff review | Screen-share the diff. You approve, flag changes | You |
| 10:45 | Apply migration | Live write. Usually 15-30 minutes for typical volume | WeScaleUp |
| 11:30 | Verification | Record counts, owner mapping, deal pipeline integrity, custom-field type fidelity | WeScaleUp |
| 14:00 | Workflow rebuild | Top 5-10 Pipedrive workflows reimplemented in Attio Workflows | WeScaleUp |
| 16:00 | Walkthrough | Walk through 10-15 representative records — you confirm | WeScaleUp + you |
| 16:30 | Sign-off + handoff | Runbook delivered. Loom recordings sent. 30-day support window opens | WeScaleUp |
Fixed-price by scope. Written quote within 24 hours of your discovery call. No hourly billing, no surprise extensions.
Pipedrive is our most predictable origin — Standard tier covers ~80% of teams. Migration + Wire adds Clay/Lemlist/Apollo. Complex covers multi-pipeline (3+), heavy custom field models, 30+ workflows.
Every tier includes: data audit, complete field mapping, dry-run verification, live cutover, workflow rebuild, runbook, and 30 days of post-launch support.
~ 1 day cutover
~ 1-2 days end-to-end
~ 1-2 days cutover
Don't see yours? Get a fixed quote and ask in the notes.
Twenty minutes on a screen-share. We'll tell you whether your Pipedrive is a half-day, full-day, or 2-day migration. Fixed quote within 24 hours.