Supported CRMs
QuillSwitch supports migration between 20+ CRM platforms today, with more on the way. Every supported CRM includes data migration and workflow migration. Workflows are read automatically from Salesforce and HubSpot and captured through guided intake for the rest, then translated and run on the new CRM.
Tier 1 — Full Bidirectional
Records, owners, pipelines and workflows move between every pair. The table below shows exactly what each one reads and writes.
SalesforceWorkflows read automatically
Record-triggered Flows and Process Builder, read automatically with conditions, updates, tasks and emails.
Apex triggers, screen flows and scheduled flows are flagged in a manual-rebuild checklist.
HubSpotWorkflows read automatically
Contact, company and deal workflows, read automatically with branches, delays, property updates and tasks.
Sales sequences, list memberships and form or email-event triggers are flagged in a manual-rebuild checklist.
PipedriveWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically (Pipedrive has no automation API).
Saved filters are documented in a manual-rebuild checklist.
Zoho CRMWorkflows discovered automatically, confirmed with you
Workflow rules are discovered automatically; their conditions and actions are confirmed in guided intake.
Blueprints and macros are documented in a manual-rebuild checklist.
Microsoft Dynamics 365Workflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
Power Automate cloud flows and business rules are documented in a manual-rebuild checklist.
Tier 2 — Full Migration
Full data migration and workflow migration between these CRMs and any Tier 1 CRM.
AttioWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
CloseWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
CopperWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
FreshsalesWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
ActiveCampaignWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
InsightlyWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
Monday.com CRMWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
Monday board automations and integrations recipes are documented in a manual-rebuild checklist.
Map each CRM object to a Monday board before migrating.
ClarifySalesforce flows become native Clarify workflows, created disabled for review: triggers, conditions, decisions, field and owner updates, tasks, emails, waits and webhooks.
Email alerts whose template lives outside the flow, callouts through named credentials, sequences and lists are listed to add in Clarify.
Connects with a Clarify API key
AirtableWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
Airtable automations and scripts are documented in a manual-rebuild checklist.
Map each CRM object to an Airtable base and table before migrating.
Tier 3 — Source Only
Migrate data and workflows out of these CRMs into any Tier 1 platform.
Agile CRMWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically on the destination CRM.
Zendesk SellWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically on the destination CRM.
Tier 4 — Expanding
Full data migration and workflow migration between these CRMs and any Tier 1 CRM. More pairs coming soon.
Capsule CRMWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
NimbleWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
SugarCRMWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
KeapWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
NetSuite CRMWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
NutshellWorkflows captured through guided intake
Automations captured through guided intake, then translated and run automatically.
Tier 5 — Planned
Data migration support planned. Contact us for timelines.
Streak
Less Annoying CRM
Vtiger
Bitrix24What data moves, Tier 1 CRM by CRM
“From” is reading that CRM as the source; “Into” is writing to it as the destination. Anything marked partial or not yet is reported in the migration, never dropped silently.
| Feature | Salesforce | HubSpot | Pipedrive | Zoho CRM | Microsoft Dynamics 365 |
|---|---|---|---|---|---|
| Companies, contacts, deals, notes, tasksMoved with their links to each other and their owners. | From FullInto Full | From FullInto Full | From FullInto Full | From FullInto Full | From FullInto Full |
| Test run, undo, catch-up, resumeRun a small sample first, remove what a run created, move only what changed since, and pick up after a restart. | From FullInto Full | From FullInto Full | From FullInto Full | From FullInto Full | From FullInto Full |
| Deal pipelines and stagesDeals land in the same-named pipeline and stage, won and lost kept. | From PartialInto Partial1 | From FullInto Full | From FullInto Full | From FullInto Full | From PartialInto Partial2 |
| Custom fieldsRead from the source; created in the destination when it has no matching field. | From FullInto Full | From FullInto Full | From FullInto Full | From FullInto Partial3 | From FullInto Partial4 |
| Calls, emails, meetingsLogged activity moved with its details. | From PartialInto Partial5 | From FullInto Full | From PartialInto Partial6 | From Not yetInto Not yet7 | From Not yetInto Not yet8 |
| Files and attachmentsAttached files copied onto the migrated records. | From FullInto Full | From FullInto Full | From FullInto Full | From Not yetInto Not yet9 | From Not yetInto Not yet10 |
| Email opt-outsUnsubscribe and do-not-contact flags carried over. | From FullInto Full | From FullInto Full | From FullInto Partial11 | From FullInto Full | From FullInto Full |
| Original created datesKept, so reports by age still work. | From FullInto Full | From FullInto Full | From FullInto Partial11 | From FullInto Partial12 | From FullInto Not yet13 |
- The org's opportunity stages are read, with which are won and lost, and deals are matched to them by name. Sales processes that limit the stages of a record type aren't read.
- Open deals arrive at the default stage; won and lost are carried by closing the opportunity.
- Into Zoho, only to fields that already exist; create them there first.
- Into Dynamics, only to columns that already exist; creating them needs System Customizer rights.
- Logged emails, calls and events (meetings) are read; what arrives in the destination depends on that CRM.
- Activities (tasks, calls, emails, meetings) move as the same type where the other CRM has it.
- Tasks move. Calls and meetings in the source become plain tasks.
- Tasks and notes move. Appointments, calls and emails don't.
- Files attached to records aren't copied to or from Zoho yet; each run says so.
- Files attached to records aren't copied to or from Dynamics 365 yet; each run says so.
- Into Pipedrive, written to a field.
- Written where the Zoho org has a field for it.
- Read from Dynamics; not written into it yet.
What workflow migration covers
Translated workflows run on the destination CRM. Anything that can't run automatically comes with a manual-rebuild checklist that preserves the original logic.
Automation triggers
Record created, record updated and field-change triggers run automatically. Time-based, form and email-event triggers are documented for manual rebuild.
Conditions and branching
Multi-condition logic, AND/OR groups and if/else branches.
Field updates, tasks and owner changes
Run automatically on the destination CRM.
Delays
Wait steps of minutes to weeks.
Email notifications
Sent through your connected email service. Multi-step sales sequences and drip campaigns are documented for manual rebuild.
Assignment and routing
Owner-assignment steps run automatically. Round-robin rotation rules are documented for manual rebuild.
Lead scoring, custom views and filters
Documented in a manual-rebuild checklist with the original logic.
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