Migrate from Pipedrive to Lea CRM
Switching CRM almost always trips over the same question: what about my data? Lea connects straight to your Pipedrive account and brings back the way you work, not just a list of contacts. You start with your pipelines in place and your deals at their stage.
Included from the Starter plan. The import is started from an Owner or Admin account.
How it works
You paste your key
Lea immediately checks that it is valid and shows you the Pipedrive account it found. If the key is wrong, you know straight away, not halfway through the import.
Lea tells you what it will do
Before anything runs, the screen lists what will be brought over and what will not. You decide with full knowledge.
The import runs in the background
You can close the page. Progress is shown step by step, with the number of records handled for each one.
You get back to work
Your pipelines are recreated with their stages, your deals sit at the right stage, and your history of notes and activities is attached to the right records.
Where to find your Pipedrive API key
Pipedrive gives every user a personal API key. It lets you read your own data, and that is all Lea needs.
Pipedrive ↗In Pipedrive, click your avatar in the top right corner.
Open “Personal preferences”, then the “API” tab.
Copy your personal API key.
In Lea, go to Settings › Integrations › Import from another CRM, and paste it in.
Your key is encrypted with AES-256-GCM, used for the duration of the import, then erased. It is never returned by our API, and never shown again after you enter it.
What Lea brings over from Pipedrive
The way you work, not just your address book.
Pipelines and stages
Your pipelines are recreated exactly, with their stages in the right order. That is what lets you find your bearings on day one.
Organizations
Name, address, city and country. You can then complete the legal data automatically using SIRENE enrichment.
Contacts
Name, primary email and phone, attached to their organization.
Deals
Amount, stage, won or lost status, creation and close dates. The status is read directly from Pipedrive, so it is faithful.
Notes
Brought over as text, attached to their contact or their deal.
Activities
Calls, meetings, emails, SMS, WhatsApp and LinkedIn become activities. Tasks and deadlines become Lea tasks.
What will not be brought over
Better to know now than later. Lea shows you this same list inside the app, before you start the import.
- Pipedrive custom fields.
- Files and attachments.
- The content of your emails. An email-type activity comes over as a record of the activity, not as a message.
- Products, quotes and invoice line items.
- The change history.
- The Pipedrive leads inbox.
- User accounts and their permissions: no account is created.
- A contact's secondary emails and phone numbers: only the primary value is brought over.
- Records deleted in Pipedrive.
If any of these matters to you, write to us before migrating. We will tell you honestly whether it can be handled another way, including when the answer is no.
You can run the import again without breaking anything
Lea remembers what it has already imported from Pipedrive. A second run only adds what is new: it does not create duplicates. One caveat though, this is not a sync: a record edited in Pipedrive after the first import will not be updated in Lea.
Who gets which deal
Lea matches Pipedrive owners to your users by email address. So that your reps find their book of business, create their Lea accounts with the same addresses before starting the import. Anything without a match is assigned to whoever runs the import, and the screen tells you how many users were recognised.
Still weighing up the two?
Our comparison sets out what Lea does that Pipedrive does not, with public pricing on both sides.
Frequently asked questions
How do I migrate from Pipedrive to Lea CRM?
Copy your personal API key from Pipedrive (avatar › Personal preferences › API), paste it into Lea under Settings › Integrations › Import from another CRM, then start the import. Your pipelines, organizations, contacts, deals, notes and activities are brought over automatically.
Does migrating from Pipedrive cost anything?
No. The import is included from the Starter plan, with no surcharge and no consultant. Getting your own data back should never be a paid option.
Are my Pipedrive custom fields brought over?
No, not at this time. The import covers the standard fields: pipelines, stages, organizations, contacts, deals, notes and activities. Lea shows this limitation inside the app before you start the import.
What happens if I run the import twice?
Nothing bad: Lea recognises what has already been imported and only adds what is new, without creating duplicates. Records already imported are not updated, however, because this is a migration and not a continuous sync.
Is my Pipedrive API key kept?
It is encrypted with AES-256-GCM, used for the duration of the import, then erased. It is never returned by our API and never shown again after you enter it.
Can I close the page during the import?
Yes. The import runs server-side. You can close the tab and come back later: progress picks up where it is.