Move from Pipedrive to Attio without the mess
Structure, mapping, cleanup, import, and setup. All handled for you.
Short answer
A Pipedrive to Attio migration moves Contacts, Companies, Deals, Notes, Activities, and custom fields into a redesigned Attio data model. Takes 1-2 weeks for most teams. The migration is the chance to fix Pipedrive's structural limits, not carry them forward.
Sound familiar?
Pipedrive worked at first. Then the process got more complex. More relationships, more custom logic, more workarounds.
Now the CRM feels too narrow for how the business actually works. Moving to Attio makes sense. Doing it cleanly is the hard part.
Most teams aren't worried about exporting data. They're worried about what happens after:
- Fields stop making sense
- Records land in the wrong place
- Duplicates appear
- The structure gets copied too literally
- The new CRM feels messy from day one
That's the part we help with.
This is for you if
- You've outgrown Pipedrive
- You want Attio to reflect your real process, not just your old pipeline
- You don't want to move messy data into a new system
- You need help with mapping, structure, or cleanup
- You want the migration done properly, not just quickly
- You want your team to start using Attio without confusion
What we help with
Migration planning
Review your current setup. Decide what moves, what changes, and what stays behind.
Data cleanup
Clean fields, values, and records before import so problems don't multiply in the new CRM.
Field mapping
Map Pipedrive data into the right Attio structure instead of a blind one-to-one copy.
Import support
Run the migration and make sure data lands where it should.
Workspace setup
Prepare Attio so imported data fits into a workspace your team can actually use.
Fixing broken migrations
Already moved and it feels wrong? We can review it and clean it up.
The process
1. Review
Look at your Pipedrive setup, data structure, and goals.
2. Plan
Define how data should be structured in Attio.
3. Prepare
Clean data, review fields, map records before import.
4. Migrate
Import data and check the result.
5. Refine
Fix issues, adjust the setup, make sure the workspace is usable.
FAQ
Can you migrate all Pipedrive data to Attio?
It depends on your account structure. In most cases, core CRM data can be migrated and parts that shouldn't be copied get redesigned.
Do you only help with the import?
No. Import is one part. We also help with planning, cleanup, mapping, and workspace setup.
Can you help if we already started?
Yes. We can review an existing Attio setup, find what's wrong, and clean it up.
Do we need to clean data before moving?
In most cases, yes. Even a little cleanup before migration saves a lot of manual work later.
Can you redesign the CRM, not just copy it?
Yes. Many teams move to Attio because they want better structure, not just a new home for old data.
How do Pipedrive pipelines and stages map to Attio?
Pipedrive deals map to Attio's Deals object, and each pipeline stage becomes a status in an Attio deal stage attribute. If you run several pipelines, we decide with you whether they should stay as separate stage sets or collapse into one cleaner flow. This is usually the moment teams fix a stage structure that grew messy over the years, rather than carrying it forward as-is.
What happens to Pipedrive activities, notes, and email history?
Notes and activities move across and stay attached to the right person or deal. Email history depends on how Pipedrive stored it and what your plan exposed on export. We tell you exactly what can move during the audit, and where something can't transfer cleanly we keep Pipedrive as a read-only archive so nothing is lost.
Do our Pipedrive automations and workflows carry over?
Pipedrive automations don't transfer directly, since Attio's workflow engine works differently. We rebuild the automations that matter, like stage-change tasks and follow-up reminders, as native Attio workflows, and often replace brittle ones with Claude agents that handle the same work more reliably.
Is this only for large teams?
No. This works for any team that wants help moving from Pipedrive to Attio cleanly.
Prefer to run the migration yourself?
We wrote the full playbook: exports, data-model rebuild, CSV import and mapping, rebuilding pipelines and reports, and the traps that break a Pipedrive to Attio migration.
Read the step-by-step Pipedrive to Attio migration guideReady when you are.
Two ways in. Pick the friction that fits.