Skip to content
Start here
CRM PLATFORMS · MIGRATION GUIDE

Switching from Salesforce to Pipedrive

Pipedrive’s Import2 tool connects directly to Salesforce and auto-maps standard objects, free for up to 1 million records — one of the more supported migration paths in this category.

Quick verdict: Move to Pipedrive if your team only ever used Salesforce’s core Sales Cloud features and wants a simpler, cheaper, self-serve pipeline tool without the platform overhead.

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time
Data Friction Rating
Total Hidden Switching Cost $0

    Why teams move from Salesforce to Pipedrive

    Lower per-seat price

    $14 against $25 for Salesforce Starter Suite.

    Self-serve setup

    No admin or IT background needed.

    Direct Salesforce import

    Free for up to 1 million records via Import2.

    How the migration actually works

    You lose Salesforce’s path to Service, Marketing and Commerce Cloud, its AppExchange ecosystem, and Tableau-integrated reporting — Pipedrive does not aim to replace those.

    StepWhat you do
    1Export or connect your dataExport contacts and deals as CSV, or connect the two CRMs directly if an import tool supports it.
    2Create your Pipedrive accountCreate your Pipedrive account and use its Import2 tool to connect directly to Salesforce, auto-mapping standard objects.
    3Rebuild your pipeline stagesSet up Pipedrive’s visual pipeline to match your sales process, and configure any add-ons (LeadBooster, Campaigns) you relied on in Salesforce.
    4Rebuild custom fields and automationsRecreate any custom fields, deal stages and automation rules the import did not carry over.
    5Reassign ownership and permissionsSet up user roles and record ownership to match your sales team’s structure.
    6Run one full sales cycle before cancellingKeep both tools live until a deal has moved through the new CRM start to finish, then cancel the old plan.

    What this path doesn’t do for you:

    Salesforce’s AppExchange apps, custom objects and Agentforce AI tooling have no Pipedrive equivalent — confirm you are not relying on any of them before switching.

    Pricing side by side

    PlanSalesforcePipedrive
    Pricing basisPer userPer seat
    Entry priceStarter Suite $25/user/moLite $14/seat/mo (annual)
    Free planFree Suite, $0/userNone, 14-day trial
    SetupOften needs admin/partner past StarterSelf-serve, no IT needed
    EcosystemAppExchange, thousands of apps500+ native integrations

    Standard list prices checked on each vendor’s pricing page on September 23, 2026.

    Feature parity check

    CapabilitySalesforcePipedrive
    EcosystemAppExchange, thousands of apps500+ integrations
    Price$25/user/mo$14/seat/mo
    SetupOften needs admin/partnerSelf-serve
    Free planFree Suite, $0/userNone

    Going the other direction, or want the full comparison first?

    Read the Pipedrive vs Salesforce comparison Switching from Pipedrive to Salesforce instead?

    Frequently Asked Questions

    Does Pipedrive import my Salesforce data automatically?

    Yes — its Import2 tool connects directly to Salesforce and auto-maps standard objects, free for up to 1 million records.

    Will I save money?

    Yes, $11 a seat a month at the entry paid tier.

    Do I lose AppExchange apps?

    Yes, Pipedrive has its own smaller integration marketplace and specific paid add-ons instead — check whether your Salesforce apps have a Pipedrive equivalent first.

    Do my deal stages and custom fields carry over?

    Partially. Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists; custom fields, automations and permission structures are typically rebuilt by hand in the new CRM.

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Start with the job

    Guides for the jobs this software does

    Plain-language guides: the steps, what to check before you buy, common mistakes, and every tool it takes with verified prices.

    Need sign-off?

    Turn this into a one-page decision brief

    Verified prices costed for your team size, a check against your must-have requirements, the questions to settle before you sign, and a source for every figure. Print it, or paste it into an email to whoever approves the spend.

    Build a decision brief

    From shortlist to switched

    Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.

    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Engineer by training, operator by experience, marketer by choice. Bill spent nine years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 23, 2026. No paid sponsorships, no affiliate commissions.