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Best Practices, Limitations,  Options, and More...

Pipedrive  to

monday CRM migration

Pipedrive to monday crm migration

What are my options for

converting Pipedrive to monday CRM?


Transitioning from Pipedrive to monday sales CRM unlocks a world of customization and advanced features for businesses. Trujay, with its data migration application and professional services, offers seamless migration solutions from Pipedrive to monday CRM. In this article, we will explore Trujay's migration options and how they enable a smooth and efficient migration process, ensuring your data is accurately mapped and transformed within monday CRM.

Trujay offers flexible migration options to cater to the diverse needs of its customers. Let's take a closer look at the three migration options available:

  • Self-Service Data Migration
  • Guided Support
  • Custom Data Migration
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Option 1

Self-Service Data Migration

Option 1

Trujay is dedicated to empowering businesses and individuals with a seamless and user-friendly self-service solution for data migration. Our ultimate goal is to facilitate effortless data transitions between different systems, allowing users to fully harness the potential of new CRM platforms without the hassle of complex migration processes. 

[Related Article: Top 10 Features of Trujay's Data Migration Wizard]


Option 2

Guided Support

When you choose guided support migration with Trujay, you will have the advantage of a dedicated team of migration specialists offering personalized assistance throughout the entire migration process. Our experts will closely collaborate with you to fully understand your specific requirements, evaluate your data, and develop a custom Pipedrive to monday CRM migration plan tailored to your unique needs.

Option 3

Custom Data Migration

Additionally, Trujay offers personalized data migration services to meet specific migration needs that might not be addressed by their self-service or guided support options. With custom data migration, you'll receive a tailored approach to accommodate your unique data migration requirements, whether it involves transferring data between intricate systems, managing large data volumes, or handling specialized data structures.


Option 1: Self-Service Data Migration

Trujay's self-service data migration app, available at, empowers businesses to migrate their data independently. With prices ranging from $199 to $1,999, this cost-effective option puts you in control of the migration process. Using Trujay's user-friendly migration app, you can complete the migration within a few days. Regardless of the complexity of your Pipedrive setup, Trujay accommodates the migration requirements and ensures a smooth transition to monday CRM. This option is ideal for businesses with the resources and expertise to handle the migration themselves.

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Free Sample Migration Demo Video

Option 2: Guided Support

Trujay's guided support option provides expert assistance throughout the migration journey. With this option, a professional services team member will guide you through the data migration wizard, ensuring seamless mapping, testing, and a successful transition. Priced between $1,499 and $2,599, this option offers dedicated support to ensure a smooth migration process. The typical timeline for completion is usually one to one and a half weeks, allowing you to quickly start utilizing the features and benefits of monday CRM.

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Step by Step screens of Trujay’s Self Service Migration Wizard

Option 3: Custom Data Migration

For a comprehensive and fully managed migration experience, Trujay's custom data migration service is the ideal choice. With prices ranging from $2,500 to $6,000, the Trujay team handles the entire migration process for you. From initial planning to execution, their experts ensure a successful transition within a timeline of approximately three weeks. This option allows you to focus on your core business activities while Trujay's skilled professionals take care of the intricate aspects of the migration.

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Knowledge Base

What is a Sample Migration?

Sample Migration is a process where we transfer a small part of your records (approximately 10% of all data) to the target CRM platform and estimate the price of a Full Data Migration. You can test our service using the Free Sample Import.

You can change options and rerun the sample migration as many times as you need.

How does Free Sample work?

During the Sample Migration, we take a part of your records and migrate them to your target CRM platform, along with relations between those records. The entire process may take up to 15 minutes; it depends on the specification of your CRMs.

What happens after the Sample Migration is complete?

Once complete, you can review the transferred records in the target platform. Evaluate the results to make sure they work for you.

What is a Guided Migration?

A guided migration provides you with a Trujay dedicated CSM that will complete all the mappings for you. 

This is an excellent option for people that need an extra layer of support with their migration.


  • Everything in Wizard
  • Customer Success Manager
  • Mapping Verification
  • Quality Assurance
  • 1 - 2 Week Delivery

What is a Record?

A Record is the data item that exists in the CRM's system

  • 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
  • 1 record = one entity of CRM data (no matter what type is it).

For example:

Your current CRM possesses:

  • 1 account
  • 2 tasks
  • 3 emails
  • 2 notes.

In summary you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.

What is a Delta Migration?

A delta migration is the final migration performed during your custom migration process.

It ensures that all the data you have requested to be migrated is transferred and your target CRM is up to date right before the launch. 

What are my options?

Data cleansing


You can clean up the data yourself in the Pipedrive portal. This will require some effort and time on your side, however it will have no additional cost.


You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to monday CRM, they can write custom scripts to only migrate what you specify.


You can clean the data post-migration and should be relatively easy with monday CRM’s segmenting tools. Create the filters or custom views and then delete!

What are my options?

Pipedrive to monday CRM: Objects

Pipedrive's classic data structure comprises Persons, Organizations, Leads, Opportunities, and Activities. Leveraging the complete customization capabilities of monday CRM, Trujay's data migration application and professional services teams seamlessly map these data objects to "Boards," "Groups," and "Items" within monday CRM.

Trujay's expertise and experience in migrating from Pipedrive to monday CRM ensure accurate mapping and transformation of data objects. Using their migration application, you can efficiently transfer Persons, Organizations, Leads, Opportunities, and Activities into the corresponding "Items" and "Boards" within monday CRM. Trujay's commitment to data integrity ensures that crucial information is preserved throughout the migration process.

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Onboarding Icon-1


There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.

Onboarding Icon-1

Bad or Outdated Contacts

Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email ( or From there you can mark and remove those and these costs are pretty minimal as well.

Group 4150

You have options

To wrap up

Migrating from Pipedrive to monday CRM empowers businesses with advanced customization options and centralized databases that align with CRM functionalities. Trujay's data migration application and professional services offer a seamless and efficient migration experience, enabling you to harness the full potential of monday CRM. Whether you choose the self-service option, guided support, or a custom migration, Trujay's expertise and comprehensive tools guarantee a successful transition.

Bid farewell to the limitations of simplistic functionality and embrace the flexibility of "Boards," "Groups," and "Items" within monday sales CRM. With Trujay, your migration from Pipedrive to monday CRM will be a hassle-free and transformative process.

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