Migration guide
Switch from Pipedrive to ElevateAI.
Keep the pipeline you like. Add the marketing that fills it.
What changes for you
Marketing lives with your pipeline
Email, SMS, funnels, and forms sit next to your deals instead of in another tool.
No per-seat math
Unlimited users on every plan, so adding your team doesn't change your bill.
Follow-up happens automatically
Workflows nudge stalled deals and answer new leads without anyone remembering to.
ElevateAI / Import workspace
pipedrive-export.csv
Uploaded · columns matched automatically
- Contacts1,284
- Tags37
- Deals212
Sample data
From Pipedrive
5 of 6 mapped- Deals & pipelinesOpportunities & pipelines
- Contacts & organizationsCRM with smart lists
- ActivitiesTasks & calendars
- Email sync & templatesOne inbox + email templates
- AutomationsWorkflows & Automations
Everything has a home
Where your Pipedrive stuff lives in ElevateAI
| In Pipedrive |  In ElevateAI |
|---|---|
| Deals & pipelines | Opportunities & pipelines |
| Contacts & organizations | CRM with smart lists |
| Activities | Tasks & calendars |
| Email sync & templates | One inbox + email templates |
| Automations | Workflows & Automations |
| Web forms | Forms & surveys |
Your switching checklist
Here's what you'll bring over, with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.
- Contacts & tags, via CSV import
- Pipelines & deals
- Email templates & campaigns
- Forms
- Landing pages
- Calendars
Timeline
Most switchers are fully moved in within their first week.
- 1
Open your tool's guide
Exactly what to export and where it goes.
- 2
Bring your data over
Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.
- 3
Go live supported
Stuck anywhere? Chat or Zoom with our team, anytime.
Questions about switching
Will I lose anything from Pipedrive?
No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages, and calendars all have a home here. The guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.
How long does switching take?
Most switchers are fully moved in within their first week. You follow the Pipedrive guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.
What does switching cost?
Nothing extra. The guides, the templates, and our support are included on Core, Growth, and Pro, along with white-glove onboarding. There are no contracts: cancel anytime and take your data with you.
We set you up 1-on-1 in your first week, then stay on live chat and Zoom.
Coming from another tool?Ready to leave Pipedrive behind?
Follow the guide, import your contacts, and lean on our team whenever you need us.
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