Migrate from Pipedrive to Sparkforge: Step-by-Step Guide

By Sparkforge Support Team ·Last reviewed May 3, 2026

Export contacts, deals, and activities from Pipedrive as CSV, import them into Sparkforge, recreate your pipelines and automations, then run both systems in parallel before canceling Pipedrive.

This guide walks through moving CRM data, sales pipelines, and automation from Pipedrive into Sparkforge. The goal is to keep deals moving through the cutover and end with everything — pipelines, contacts, comms, automations — on one platform.

Prepare for the migration

Audit Pipedrive

Document every pipeline, deal, contact field, and active automation.
Estimate data volume: contact count, deal count, custom fields, attached files.

Set objectives

Decide why you're migrating: more automation, integrated comms, fewer tools.
Prioritize core CRM data and active pipelines first.

Back up

Export every CRM data set from Pipedrive as CSV or Excel.
Store the exports somewhere safe before any imports start.

Migrate the data

Export from Pipedrive

Contacts: Contacts > People > Export. Include names, emails, phones, and custom fields.
Deals: Deals > Export. Include open and closed deals with stage, value, and linked contact.
Activities and notes: export scheduled activities, notes, and attached files.

Import into Sparkforge

Contacts: Contacts > Import Contacts. Upload the CSV and map every field carefully.
Pipelines: Opportunities > Pipelines. Recreate each Pipedrive pipeline with matching stages.
Deals: Import deals from CSV and assign each one to the right pipeline and stage.
Activities: Recreate or import scheduled activities so tasks, meetings, and follow-ups carry over.

Rebuild pipelines and automations

Pipelines

Mirror Pipedrive's stage names and order in Sparkforge.
Move every deal to its correct stage so reporting stays continuous.

Automations

Open Automations > Workflows.
Recreate triggers: new deal, stage change, status update.
Recreate actions: send email, send SMS, update fields, assign owner.
Use Sparkforge's built-in email and SMS so you don't need a separate comms tool.

Move documents and contracts

Templates

Download SmartDocs templates from Pipedrive.
Recreate them in Sparkforge under Documents: contracts, proposals, quotes.

E-signature and tracking

Enable Sparkforge's e-signature on contracts that need it.
Use document tracking to see when files are opened, viewed, or signed.

Test before going live

Pipeline tests: move test deals through every stage to confirm transitions.
Data integrity: spot-check imported contacts, deals, and activities.
Workflow tests: trigger each automation with a test contact to confirm emails, SMS, and field updates fire correctly.

Train and transition

Train the team on Sparkforge's interface and shortcuts.
Distribute SOPs that match the new workflow.
Monitor pipeline performance after cutover and adjust as needed.

Decommission Pipedrive

Run Pipedrive and Sparkforge in parallel for a short window to catch anything missed.
Phase Pipedrive out as the team gets comfortable in Sparkforge.
Final export and backup before canceling.
Cancel the Pipedrive subscription.
Run a post-migration review: what broke, how you fixed it, what to tighten next.

Frequently Asked Questions

How do I export contacts and deals from Pipedrive?

Go to Contacts > People for contacts and Deals for deals, then use Pipedrive's export to download CSV or Excel files. Include custom fields and any linked data you need.

Where do I rebuild Pipedrive pipelines in Sparkforge?

Open Opportunities > Pipelines. Create one Sparkforge pipeline per Pipedrive pipeline, with matching stage names and order so the import maps cleanly.

Can I keep my Pipedrive automations during the move?

You'll rebuild them in Sparkforge under Automations > Workflows. Sparkforge handles email and SMS natively, so many Pipedrive workflows simplify in the rebuild.

How long should I run Pipedrive and Sparkforge in parallel?

Long enough to catch anything that didn't migrate cleanly — typically two to four weeks, until the team is fully comfortable in Sparkforge and reporting matches expectations.

Does Sparkforge replace Pipedrive's SmartDocs?

Yes. Recreate templates under Documents in Sparkforge. E-signature and document tracking are built in, so contracts, proposals, and quotes stay in the same platform.