Bring your Pipedrive with you
Blake reads Pipedrive's deals and people exports and lands every deal as an opportunity, with companies and contacts deduplicated by their Pipedrive IDs. Add the people export and contacts come through with real emails, titles, and LinkedIn. Re-uploads update existing rows in place, keeping the owner, fit score, and tags you added in Blake. Dry run is the default. Available today in admin settings.
Migrations are usually the worst part of switching CRMs. Old data gets stranded, account managers refuse to leave their pipeline behind, and the new system starts empty. So we built a Pipedrive import into Blake. It is live in every workspace today. (If you are still weighing the move, here is how Blake compares to Pipedrive.)
What it does
Open admin settings, drop in your Pipedrive CSVs, click upload. Two files, both optional, at least one required:
- Deals CSV. One opportunity per row, with the title, value, currency, and expected close date carried over. Companies are deduplicated by name. Contacts are created with the deal's primary contact name. Stages are auto-mapped: "Won 2025" and "Won 2026 Implementation" both land in Won, "Postponed / withdrawn" goes to On Hold, "Proposal in progress" becomes Proposal. Stages we did not recognise fall back to Lead and you correct after.
- Persons CSV (recommended). Real email, full name, job title, and LinkedIn URL on every contact. Without it, contacts get a placeholder address you have to edit by hand. With it, the placeholders are replaced and the rest of the fields fill in.
The two files share Pipedrive IDs, so they slot together cleanly. Run them in either order, run them weeks apart, run them again next month with a fresher export. The right contacts attach to the right deals.
MRR, ARR, one-off
If a deal has a non-zero MRR, the opportunity becomes a recurring deal at that monthly rate. Same for ARR. Otherwise it is a one-off using the Value column. Currency follows the matching column.
Lost reasons survive
Pipedrive lets reps write a free-text lost reason. We preserve it on the opportunity in the lost notes field. The lost stage maps to Blake's Lost. Keep those notes around. They are the one thing future reps actually read.
Re-uploads update, do not duplicate
This is the part we worried about most. The first version of this importer treated re-uploads as duplicates, which meant you had to delete and start over if your export was stale. That was wrong.
The released version dedupes on the Pipedrive deal, organization, and contact IDs. Re-upload the same file (or a fresher export from next month) and Blake will:
- Refresh title, stage, value, deal type, currency, lost reason, and expected close on opportunities you already imported.
- Leave the owner you assigned in Blake alone.
- Leave the fit score Blake computed alone.
- Merge tags. Anything you added in Blake survives. Anything new on the Pipedrive side gets added.
- Skip companies that already exist (the deals export has no new data for them).
- Top up empty contact fields from a fresher persons export, but never overwrite a real email or name you have already set in Blake.
- Log an "Updated from Pipedrive" note in the activity feed every time a field actually changes. No noise on rows that did not move.
Dry run parses the files and tells you exactly what a real run would do (created, updated, unchanged, enriched) without writing anything. Use it.
What stays in Pipedrive
Notes, email threads, files, and per-deal probability overrides we leave behind. The "Participants" column lists names without IDs, so even when a deal had four people on it we link only the primary contact. The list is short on purpose. If anything missing matters for your pipeline, tell us.
Where to find it
Admin settings → Import. Admin only. Two upload boxes, one dry run checkbox, one button.
Still on Pipedrive? See the side-by-side.