Can I copy a Pipedrive structure from one account to another?

Ben Weinstock
Ben Weinstock Member Posts: 2
First Anniversary
in Sales CRM #1

Does anyone have a creative idea of how I could copy the structure (pipelines, custom fields, workflow automations) from one account to another?

I don't need to copy data, simply just the structure of the account.

Thanks!

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,360
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #2

    This might work: Use Pipedrive to Pipedrive data transfer. once done, delete the data from the new account.

  • DC2000
    DC2000 Member Posts: 2
    First Comment
    #3

    I need to do something similar. Did this copying from pipedrive to pipedrive data transfer work?

  • GunnarScott
    GunnarScott Member Posts: 1
    First Comment
    edited June 8 #4

    While it may require some effort, you can manually recreate the structure and settings in the target Pipedrive account by referring to the original account. This involves setting up pipelines, site, stages, custom fields, integrations, and other relevant configurations according to your needs.

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