Import your people, organizations, deals, activities, and products with a CSV importer built for Pipedrive exports. Then meet an AI that drafts the follow-up and updates the record instead of just pinging you about it.
In Laureo
Pipedrive’s AI Sales Assistant sends notifications. Laureo’s AI drafts the follow-up, updates the record, and queues the task for your approval. The action arrives ready to send, not as a nudge to go do it yourself.
In Laureo
Laureo includes email campaigns, drip sequences, and marketing automation in every paid plan, so the outreach lives next to the deal instead of in a bolt-on platform.
In Laureo
Laureo has a built-in help desk with tickets, SLA tracking, and a public help center. Sales and support read from the same customer record.
In Laureo
Pipeline analytics, revenue forecasts, activity reports, and leaderboards are built in. The numbers update from the same data your reps work in.
In Pipedrive, open the People, Organizations, Deals, and Products list views and use the export button on each to download a CSV. For activities, export from the Activities tab. Pipedrive also offers a full account export under Settings > Backups & exports.
Pipedrive exports are generally clean. Open each file and confirm the column headers match what you expect. You can leave Pipedrive’s headers as-is, because the Laureo importer recognizes the standard Pipedrive layout (Organization, Label, Owner, and so on) and maps them for you.
Sign up at app.laureo.io, name your organization, and invite your team. Map Pipedrive seats to Laureo roles such as Admin, Sales Manager, and Sales Rep.
In Settings > Import, upload your People CSV as contacts, your Organizations CSV as companies, and your Products CSV. The importer auto-maps recognized columns and runs duplicate detection before writing any records.
Recreate your Pipedrive pipeline stages in Laureo, or simplify them while you’re here. Import your Deals CSV and map the stage column. Deal values, expected close dates, and owners come across in the same import.
Link Gmail or Outlook in Settings > Integrations for two-way email sync, automatic contact matching, and calendar sync. This is a live mailbox connection, so your ongoing email history syncs automatically rather than importing as a one-time file.
Compare record counts against your Pipedrive export, then open five to ten records and confirm field values and notes look right. Once you’re satisfied, point your team at Laureo and wind Pipedrive down.
Three paths in: a direct CSV import, a live mailbox sync, or a quick rebuild in Laureo. Here is where each piece of your Pipedrive account lands.
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