Pipedrive Import

Import Pipedrive in the sign-up wizard, or at any time from Settings → Data → Import. To open it directly, replace YOURWORKSPACE with your workspace name:

https://app.zero.inc/YOURWORKSPACE/settings/workspace/import

Before you start

No API key needed — Zero connects over OAuth. All you need is a Pipedrive login allowed to authorize apps for your Pipedrive company account.

Starting the import

1. Open Settings → Data → Import (URL above) and click Import on the Pipedrive card.

1. You are redirected to Pipedrive's authorization page (oauth.pipedrive.com). Approve the connection there.

2. Approving sends you back to Zero and the import starts on its own in the background.

Progress appears under Past imports on the import page, broken down per object type (Pipelines, Companies, Contacts, Deals, Notes) with added and updated counts. The refresh button updates the status.

What gets imported

Pipedrive	Zero
Pipelines & stages	Pipelines with all stages, in the same order. Zero adds a Lead, Won, and Lost stage to each pipeline. Stage deal probabilities become stage confidence when enabled in Pipedrive.
Organizations	Companies — name, domain (from the website, or inferred from a contact's work email), LinkedIn, location, created date, and owner.
Persons	Contacts — name, email (primary, or the one labeled Work), phone, job title, LinkedIn, location, linked company, and owner.
Deals	Deals — name, value, probability (as confidence), close date, pipeline and stage, linked company and contact, and owner. Won/lost deals land in the Won/Lost stage.
Leads	Deals placed in the Lead stage of your first pipeline (Pipedrive leads have no pipeline of their own).
Notes	Notes attached to the matching company, contact, or deal, named [PD] <date> ⋅ <author>. Notes not linked to any imported record are skipped.
Custom fields	Custom properties — see below.

Pipedrive activities and tasks are currently not imported.

Custom fields

Custom fields on organizations, persons, deals, and leads become custom properties in Zero, named <Field name> (Pipedrive). Lead fields get an extra (Leads) postfix because Pipedrive allows lead fields to share a name with deal fields while having different options. Fields that are empty on every record are not created.

Field types map as follows:

• Text, autocomplete, phone, time, time range, date range → Text

• Numerical → Number

• Monetary → Currency

• Single option → Select (options and colors are carried over)

• Multiple options → Multi-select (options and colors are carried over)

• User → User (falls back to the Pipedrive user's name as text if they are not a workspace member)

• Address → Location

• Person → Contact reference

• Organization → Company reference

• Yes/No → Boolean

Currency conversion

If a deal's currency differs from your workspace currency, Zero converts the value using the exchange rate at the deal's close date (or, if not closed, its last stage change or creation date). The original amount is preserved in a Value in Original Currency (Pipedrive) property, e.g. USD 5000.

Owners

Record owners are matched to Zero workspace members by email address. Owners without a matching member are kept as external owners on the record, so no ownership information is lost.

Lists and views

The import creates a folder named Import from Pipedrive (<date>) containing three lists — Contacts, Companies, and Deals — with every imported record. Each list gets a Main view that includes the standard fields plus all custom properties created by the import.

Re-running the import

Every imported record keeps its Pipedrive ID, so a second run adds only what is new — existing records are skipped, not duplicated or overwritten. Organizations and persons deleted in Pipedrive are never imported.