Migrations
Switch to Pulse in days. Not months.
Free CSV import from any CRM. Guided migration support on every paid plan. Most teams are live in under a week.
Migrate from
Coming from any of these? We have you covered.
From HubSpot
Contacts, companies, deals, tickets, activities, custom properties — all preserved.
See the HubSpot switching guideFrom Salesforce
Accounts, contacts, opportunities, activities, notes, custom fields.
See the Salesforce switching guideFrom Pipedrive
Deals, persons, organizations, activities, notes, custom fields.
See the Pipedrive switching guideFrom Zoho CRM
Leads, contacts, accounts, deals, tasks, custom modules.
See the Zoho CRM switching guideFrom Monday Sales CRM
Boards exported to CSV; mapped to Contact / Company / Deal / Activity.
See the Monday Sales CRM switching guideFrom Excel / Google Sheets
Any CSV with email, name, company columns. Map and import in minutes.
The migration playbook
Six steps. Under a week. Live without drama.
Export your data
Pull a standard export from your current tool. We have guides for every major CRM with screenshots.
Run the import wizard
Upload the CSV; Pulse auto-detects columns and suggests mappings to Contact, Company, Deal, or Task entities.
Pick a dedupe strategy
Skip duplicates, update existing records, or import all as new. Preview the impact before commit.
Preview + commit
See the first 20 rows mapped. Fix any errors. Commit when it looks right. Row-level errors surfaced post-import.
Connect Gmail / Outlook / Calendar
OAuth in under a minute. Existing email threads and calendar events sync automatically.
Rebuild your top 5 automations
Map your most-used workflows from the old tool to Pulse's graph DAG. We help with this on every paid plan.
Migration support by plan
We help — as much as you need.
Free
Self-serve via import wizard + docs + community forum.
- CSV import (up to 5,000 rows per pass)
- Column mapping + dedupe strategies
- Row-level error reporting
Pro / Business
Free guided migration support included with every annual plan.
- Migration call with a Pulse specialist
- Workflow translation help (top 5)
- Field mapping review
- Post-migration data audit
Enterprise
White-glove migration with dedicated CSM.
- Project-managed migration timeline
- Custom Apex / Deluge translation
- Reports and dashboard rebuild
- Rep training sessions
Your data, always yours
No lock-in. Export anytime.
Every record in Pulse is exportable as CSV or via the REST API. Custom fields preserved. Activity timeline intact. You can leave whenever — that's a design principle, not a marketing claim. Teams stay because Pulse works, not because they can't get out.
Start free — no card requiredFAQ
Migration questions, answered.
Start free today
Ready to make the switch?
Start free in 5 minutes. We'll handle the migration. Live in days.