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Integrations

Switch from Pipedrive to Millstone

Bring your people across.

What comes across

From Pipedrive's own export, matched to Millstone's records.

Companies

  • Name
  • Address
  • Website
  • Country

People

  • Name
  • First name
  • Last name
  • Email
  • Phone
  • Company
  • Job title

Getting it out of Pipedrive

Companies

  1. 1In Pipedrive, open Contacts, then Organizations.
  2. 2Choose the filter to bring (All organizations for everything).
  3. 3Click ••• above the list, then Export filter results, and choose CSV.
  4. 4Download the file when Pipedrive says it is ready.

People

  1. 1In Pipedrive, open Contacts, then People.
  2. 2Choose the filter to bring (All people for everything).
  3. 3Click ••• above the list, then Export filter results, and choose CSV.
  4. 4Download the file when Pipedrive says it is ready.

Then import the file in Millstone. It recognises a Pipedrive export and shows you every row before anything goes in.

What stays behind

Pipedrive's own lists rarely match a studio's, so they are left out unless yours do.

  • Labels and owners are Pipedrive's own, so they are left out.
  • Labels and owners are Pipedrive's own, so they are left out.
  • Organization - Label
  • Label
  • Organization - Owner
  • Owner
  • Person - Label
  • Person - Owner

Or let your assistant move it

With Claude or ChatGPT connected over MCP.

“I am moving my studio from Pipedrive. Walk me through bringing it into Millstone.”

It asks what you use, tells you how to export it, then stages, maps and previews the file. Nothing goes in until you say yes. Importing needs a Full access key.

Connect an assistant

More integrations

Lighten the load

Early access opens a few studios at a time, each onboarded personally. Put yours forward and put some of the weight down.