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Migrate from Pipedrive to HELM — Complete CRM Migration Guide

Migrate from Pipedrive to HELM in hours. Import all your deals, contacts, activities, and history — and immediately get AI coaching your Pipedrive account never had.

Connect Pipedrive Migration to HELM All Integrations →

Why the HELM + Pipedrive Migration Integration Matters

Migrating from Pipedrive to HELM is straightforward and typically completed in hours. HELM imports your full Pipedrive data — contacts, companies, deals, activities, notes, and custom fields — and maps it to the equivalent HELM structures. Most teams are fully operational in HELM within a business day, with no data loss and no downtime in sales operations.

What You Get

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Full contact and company data import

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Deal and pipeline history import

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Activity and note history preservation

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Custom field mapping

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User and team configuration migration

Set Up in Under 5 Minutes

Connecting Pipedrive Migration to HELM takes minutes, not days. No technical setup, no IT tickets. Connect via OAuth, configure your preferences, and your team is live immediately.

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Frequently Asked Questions

Most Pipedrive to HELM migrations complete within hours for initial data import. Typical timeline: data export from Pipedrive (30 minutes), HELM import and field mapping (1–2 hours), validation and user setup (1–2 hours). Most teams are operational in HELM by end of their first day, with historical data fully preserved.
HELM's Pipedrive migration imports: all contacts and companies, deal history (all stages and progression data), activities (calls, emails, meetings, tasks), notes and comments, custom fields and their values, user account data, and pipeline stage configuration. Historical deal values and close dates are preserved for forecasting and reporting continuity.
No — HELM's migration imports your full Pipedrive history. Historical deals (both open and closed), activity logs, notes, and custom field data all migrate. Your team can see the full history of any account or deal from within HELM after migration, exactly as they could in Pipedrive.

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