Want to reach the desired results with a new CRM and looking for an option to migrate from your current one? Explore this guide on Pipedrive to Insightly switch.

1. How to Migrate Data
from
Pipedrive to Insightly CRM
www.data2crm.com/migration

2. www.data2crm.com/migration
How to Migrate Data from Pipedrive to Insightly

3. https://www.data2crm.com/migration/crm/pipedrive-to-insightly-migration/
Migration Setup
1. Create your account
Register your account
at app.data2crm.com
and provide the
required info.
Also, you can login via
social media.

4. Migration Setup
2. Existing CRM Details
● Select Pipedrive from the drop-down menu.
● Provide your API key.
https://www.data2crm.com/migration/crm/pipedrive-to-insightly-migration/

5. Migration Setup
2. Specify Future CRM Details
● Select Insightly from a drop-down list.
● Verify your API token.
https://www.data2crm.com/migration/crm/pipedrive-to-insightly-migration/

6. Migration Setup
3. Select Migration Options
Check the boxes to activate
the migration options:
• Accounts
• Contacts
• Leads
• Opportunities
• Tasks
• Notes
• Users
+ relations between the
records
Note: The service will allow to
check only those entities you
have at your current CRM.
https://www.data2crm.com/migration/crm/pipedrive-to-insightly-migration/

7. Migration Setup
3. Map Your Data Fields
Set up a specific mapping for your data - switch to another field or don’t migrate.
Then, click “Save Mapping” and “Continue”. You also can restore the default mapping.
Note: Unmapped fields won’t be migrated.
https://www.data2crm.com/migration/crm/pipedrive-to-insightly-migration/

8. Migration Setup
4. Run Demo Migration
Once everything is set,
you can start a free
Demo Migration from
Pipedrive to Insightly.
You'll receive an email
notification as soon as
Demo Migration is
complete. And you can
check Demo results.
https://www.data2crm.com/migration/crm/pipedrive-to-insightly-migration/

9. Migration Setup
7. Full Migration Is Complete
Congratulations! Now you may check up the result of migration and
enjoy your new Salesforce software.
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration
After you start the full
migration,
your Pipedrive data will
be
moved directly to
Insightly.
As soon as your
migration is complete,
you will receive the email
notification.
Migration Setup
5. Start Full Migration
Now you can proceed and complete your Pipedrive to Insightly migration.
https://www.data2crm.com/migration/crm/pipedrive-to-insightly-migration/

10. www.data2crm.com/migration