Pipedrive is excellent for visualising pipelines, but it’s limited to sales. As businesses expand, they often need marketing automation, service tools, advanced reporting, and better integrations. HubSpot provides all of this in one unified platform. Migrating is not just a technical exercise — it’s a chance to modernise and scale your customer operations.

Step 1: Data preparation and mapping

• Identify what to move: contacts, companies, deals, activities, notes, custom fields.

• Map Pipedrive fields to HubSpot properties to keep relationships intact.

• Create custom properties such as Legacy Deal ID for reference.

• Export data from Pipedrive in CSV format and secure a backup copy.

Step 2: Migration execution

• Import CSVs into HubSpot with its built-in import tool.

• For complex setups, use migration tools or API-driven services to preserve associations.

• Validate after import: check field mappings, relationships, and record accuracy.

• Clean duplicates and ensure workflows run smoothly.

Step 3: Post-migration enablement

• Rebuild automations, pipelines, and dashboards in HubSpot.

• Reconnect key integrations (e.g., accounting, email, scheduling).

• Train your team on how HubSpot differs from Pipedrive.

• Monitor adoption and continuously optimise.

With the right preparation and execution, your Pipedrive to HubSpot migration delivers cleaner data, stronger team alignment, and a CRM that grows with your business.