Cleanest origin · Average cutover 22 minutes

Pipedrive to Attio migration, finished in a day.

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.

The trigger

Why teams move off Pipedrive

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.

Scope

What gets migrated, exactly

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:

PipedriveAttioNotes
Person → NamePeople → NameDirect
Person → EmailPeople → EmailPrimary dedup key
Person → PhonePeople → PhoneInternational format normalised
Person → OwnerPeople → OwnerMatched by email
Person → LabelsPeople → Labels (multi-select)Direct
Person → Custom fieldsPeople → Custom attributesType fidelity preserved
Organization → NameCompanies → NameDirect
Organization → AddressCompanies → AddressDirect
Organization → OwnerCompanies → OwnerMatched by email
Organization → Custom fieldsCompanies → Custom attributesType fidelity preserved
Person → OrganizationPeople ↔ Companies associationPreserved
Deal → TitleDeals → NameDirect
Deal → Value + CurrencyDeals → AmountCurrency normalised
Deal → StageDeals → StagePipeline stages 1:1
Deal → Status (open/won/lost)Deals → StatusDirect
Deal → Expected closeDeals → Close dateDirect
Deal → OwnerDeals → OwnerMatched by email
Deal → Person + OrgDeals ↔ People + CompaniesAll associations preserved
Deal → Custom fieldsDeals → Custom attributesType fidelity preserved
Activity (call/meeting/task/email)Timeline activitiesType, due date, owner preserved
NotesTimeline note activitiesAuthor + timestamp preserved
ProductsAttio Products custom objectLinked to Deals via line items
Files / AttachmentsAttio file attachmentsCopied to Attio storage
Pipelines (multi)Attio Deal pipelinesEach maps separately
Honest gaps

What doesn't migrate (and the workarounds)

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.

Pipedrive Workflow Automation

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.

Pipedrive Smart Docs / Quote management

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.

Email integration (Pipedrive Mail / Email Sync)

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.

Lead Booster / chatbot

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.

How we work

Our 4-step Pipedrive migration process

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.

Step 1 — Audit (1-2 hours)

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.

Step 2 — Schema design (1-2 days, async)

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.

Step 3 — Cutover (4-5 hours)

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.

Step 4 — Verify + hand-off

Record counts, pipeline integrity, owner mapping, custom-field type fidelity. Final screen-share walkthrough, you sign off. Runbook + Loom walkthroughs delivered.

wescaleup — migrate · pipedrive → attio
# 1 — connect both workspaces
$ wescaleup connect pipedrive --account=acme
✓ authenticated · 2 pipelines · 8,402 records

$ wescaleup connect attio --workspace=acme
✓ workspace ready

# 2 — dry run
$ wescaleup migrate --dry-run
→ persons 5,402 → 5,402 (3 deduped)
→ organizations 1,118 → 1,118 (0 conflicts)
→ deals 1,882 → 1,882 (0 conflicts)
→ activities 18,402 → 18,402 (0 conflicts)
✓ diff: clean · est. write time 4m 22s

# 3 — apply
$ wescaleup migrate --apply
✓ done · 26,804 records · 4m 18s
Cutover day

How long it takes — 1 day, hour by hour

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:

HourPhaseWhat happensWho owns it
09:00Kickoff callConfirm scope, dry-run plan, rollback criteriaWeScaleUp + you
09:30Dry-runMapping run on sandbox copy. System prints diffWeScaleUp
10:15Diff reviewScreen-share the diff. You approve, flag changesYou
10:45Apply migrationLive write. Usually 15-30 minutes for typical volumeWeScaleUp
11:30VerificationRecord counts, owner mapping, deal pipeline integrity, custom-field type fidelityWeScaleUp
14:00Workflow rebuildTop 5-10 Pipedrive workflows reimplemented in Attio WorkflowsWeScaleUp
16:00WalkthroughWalk through 10-15 representative records — you confirmWeScaleUp + you
16:30Sign-off + handoffRunbook delivered. Loom recordings sent. 30-day support window opensWeScaleUp
Pricing

Pricing — fixed, not hourly

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.

Standard
$4,500

~ 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
Get a fixed quote
Migration + Wire
$7,500

~ 1-2 days end-to-end


  • Everything in Standard
  • Clay enrichment waterfall
  • Lemlist or Apollo wired in
  • Lead scoring rebuilt as formula attributes
  • Top 5 dashboards recreated
Get a fixed quote →
Complex
From $9,500

~ 1-2 days cutover


  • 3+ pipelines
  • Heavy custom field model (50+)
  • 30+ workflows to rebuild
  • Quoted per workspace after audit
Get a custom quote
Other migration paths

Not on Pipedrive?

FAQ

Pipedrive migration questions we get on every call.

Don't see yours? Get a fixed quote and ask in the notes.

How much does a Pipedrive-to-Attio migration cost?+
Standard $4,500. Migration + Wire (with Clay/Lemlist/Apollo) $7,500. Complex setups (multi-pipeline, 30+ workflows, heavy custom field model) $9,500+. Fixed-price quote within 24 hours of the discovery call. No hourly billing, no surprise extensions.
Can it really be done in one day?+
Yes. We've shipped 23 of these — average cutover window 22 minutes. Morning is the dry-run review, midday is apply, afternoon is verification + workflow rebuild. Pipedrive's data model is one of the cleanest origins, so the work moves fast.
What about Pipedrive Smart Docs and quote management?+
Attio doesn't have a native docs tool. Two paths: keep Pipedrive's Smart Docs running for document generation, or move to a dedicated tool (PandaDoc, DocuSign, Loops). Most teams keep Pipedrive Docs alongside Attio. We map this on the discovery call.
Do my Pipedrive workflows migrate?+
No, Pipedrive has no API export for workflow logic. We rebuild your top 5-10 active workflows by hand in Attio Workflows during cutover (2-3 hours). The rest typically gets pruned. You walk away with a runbook so your ops team can add more later.
What if we use multiple pipelines in Pipedrive?+
Every Pipedrive pipeline maps to an Attio Deal pipeline. Stage names and deal values transfer 1:1. Custom fields stay attached to their pipeline. Multi-pipeline setups work cleanly in Attio — and are often easier to manage than in Pipedrive.
Why not use Import2 instead?+
Import2 is fine for simple workspaces — small data, single pipeline, no workflow rebuild. We exist for the 90% of teams whose setup is more complex than that, and who want a clean Attio data model on the other side. If you have 50+ custom fields or 3+ pipelines, you want us.
Will my team actually be able to maintain Attio?+
Yes — that's the deliverable. You get a written runbook plus Loom walkthroughs of every workflow. Attio's interface is simpler than Pipedrive's once the data model is configured properly. 30 days of follow-up support included at no extra cost.

Your Pipedrive, your last day on it. Pick a date.

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.