Hello,
I'm new to salesforce and I'm handling the migration from pipedrive to salesforce. I transfered all our data excepts notes. My sales rep are currently using salesforce but still looking into pipedrive to read what they've speak about during their last meetings with prospects. What is the best practise to transfer notes activity from pipedrive to salesforce please ? The data structure doesn't seem to be the same between the two softwares. In pipedrive we have notes attached to any activities with our prospects.
Here are the options I've thought about:
- Tranfering the notes in the event's description -> The issue is that the note is in html and the description field doesn't support html format
- Transfering the notes directly into the notes object in SF: putting the activity type in the title and the html code in the description as the note object seems to support html formatting -> Seems to be the best idea.
In both cases, I need to make a link between pipedrive notes and pipedrive activities, which is not visible though pipedrive extract (csv from the web app or through API). Anyone who had to do the same transfer than has any best practise to share please ? I'm feeling that I'm reaching an impass and that the transition will be really difficult. Thanks a lot for anyone who will be able to help
Yeah, Pipedrive’s structure makes it tricky, notes aren’t clearly linked to activities, which adds friction during migration. I ran into something similar and ended up using Skyvia (https://skyvia.com/data-integration/integrate-pipedrive-salesforce) to pull and match data across both systems. It handled the weird structure pretty well.
