Migration Guides: Switching RevOps Tools Without Losing Data

I write a migration guide every time I actually move a client off one tool and onto another, not because a vendor asked me to. That means each guide here covers a real switch: Pipedrive to Close, GetResponse to ActiveCampaign, Aircall to JustCall, the kind of move that happens because a team outgrew a tool or got burned by a price hike.

The same pattern repeats across almost every migration. Contacts and deals export cleanly. Custom fields need to be recreated before you import, or the mapping silently drops them. Sequences, automations, and workflow logic almost never transfer, so budget real time to rebuild and test them before you cut over. Email history usually lands as flat notes instead of live threads.

Start with the migration closest to your own stack. If you are not migrating yet but weighing a switch, the guide will tell you honestly how much rebuild work to expect, which is usually the number that decides whether the move is worth it.