Can I copy a Pipedrive structure from one account to another?
Ben Weinstock
Member Posts: 2

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