Moving across Pipedrive Data into Custom CRM

We are currently in the process of building a custom CRM solution and im looking for someone to move all our data across from Pipedrive. The challenge I’m facing is finding a way to link all previous contact history and maintaining links between deals, Organizations and Contacts. Ideally, all of our historic contact data would be imported into the new “Emails and Activities” widget in the updates section of our boards. I believe we will need an api solution as i cant find a way to add updates in bulk.

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Hi @Jordan.Hyslop :wave:

Welcome to the community!

At upstream , we are proud to offer our expertise as Platinum Partners, monday.com Preferred Partners, and we were recently awarded Professional Services Partner of the Year! :smile:

Our company is based in Australia, and we have a dedicated and experienced global staff network that can meet your needs. Our Solutions Engineers and full stack Development Team specialise in integrations and custom requirements, and we are confident in our ability to provide valuable support to your organisation.

To schedule a meeting, you can reach me directly at peta@upstreamtech.io or book a meeting with us through the link provided below. We look forward to discussing your objectives and finding ways to help you achieve your goals.

Chat with Peta
International Client - Special Hours

Thank you for considering upstream as your partner, and have a great day ahead!

Kind regards,
Peta

Hello @Jordan.Hyslop ,

Welcome to the monday community!

I am sure our team at thespelas.com can help you out! At thespelas.com we’re an Official and Authorized monday partner with over 5 years of individual experience on the platform and extensive experience in designing and implementing customized CRM solutions that are tailored to each business’ goals.

Our team of experts has a wealth of experience in creating CRM solutions according to monday and business best practices, allowing you to efficiently manage all your contacts and deals.

We also are accustomed to creating complex integrations with any software that you might use, and without a doubt we can implement an API solution to fulfill your company’s needs.

Please do schedule a Free Consulting Session with us here so we can better discuss your vision and requirements! Alternatively, if none of the available time slots work out for you, please contact us at info@thespelas.com so we can do our best to accommodate you.

I sincerely hope our services can be of use to you! :smiley:

Best Regards,
Giannis Koukounas, Implementation Consultant at thespelas.com

Hey there @Jordan.Hyslop and welcome the monday.com community forums!

This sounds like an exciting project and I’d be happy to see how the team at CarbonWeb might be able to help! We are monday.com Channel Partners and work with members of the community every day to solve their biggest problems.

We have actually created our own end-to-end CRM solution that can be seen within the marketplace. Feel free to look into the CarbonCRM Suite and even schedule a demo to check it out!

We certainly could work with you to migrate your data into your monday.com solution using native abilities, API, or any other route that might make the most sense. Our team loves taking on new and exciting projects.

If you would like to schedule an initial consultation with me you can grab a time here: Consultation - Ricky

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email : ricky@carbonweb.co