Pipedrive to HubSpot Migration

Pipedrive is effective for visualising sales pipelines, but as businesses grow it often falls short on marketing automation, service management, advanced reporting, and integrations. Migrating from Pipedrive to HubSpot is not just a technical move — it’s an opportunity to consolidate your systems and scale your entire customer operation on one platform.

Step 1: Data Preparation & Mapping

A successful migration starts with clean data and clear mapping. Before anything is imported, we:

• Identify what needs to move: contacts, companies, deals, activities, notes, and custom fields
• Map Pipedrive fields to HubSpot properties to preserve relationships and history
• Create reference properties such as Legacy Deal ID where needed
• Export data from Pipedrive in CSV format and secure a backup copy

Step 2: Migration Execution

Once mapping is confirmed, the migration itself is executed in controlled stages:

• Import CSV files into HubSpot using its native import tools
• Use API-based or specialist migration tools for more complex setups and associations
• Validate imported data, checking field accuracy, object relationships, and record counts
• Remove duplicates and confirm workflows run as expected

Step 3: Post-Migration Enablement

Migration doesn’t stop once data is moved. The real value comes from proper enablement:

• Rebuild pipelines, automations, and dashboards inside HubSpot
• Reconnect key integrations such as email, accounting, and scheduling tools
• Train your team on how HubSpot differs from Pipedrive
• Monitor adoption and continuously optimise usage

With the right preparation and execution, a Pipedrive to HubSpot migration delivers cleaner data, better alignment between teams, and a CRM platform that can support your business as it scales.