Audit the Pipedrive account
We count records, inspect field use, document pipelines and identify integrations that depend on Pipedrive IDs or webhooks.
Pipedrive to HubSpot migration services
Move contacts, organisations, deals, activities and sales processes into HubSpot with clean associations, tested pipelines and a staged cutover.
Start migrationMigration Process
Our Pipedrive to HubSpot Migration Process
We provide a wide range of services to help you migrate from Pipedrive to HubSpot
What moves from Pipedrive to HubSpot?
A useful migration keeps the relationships between people, organisations, deals and activities. We map those records before import, then decide how Pipedrive labels, custom fields, pipelines and automation should work in HubSpot.
| Pipedrive source | HubSpot destination | Migration check |
|---|---|---|
| Persons | Contacts | Email, owner, labels and organisation association |
| Organisations | Companies | Domain matching and duplicate rules |
| Deals | Deals and pipelines | Stage, value, probability and status |
| Activities and notes | Activities and engagements | Date, owner and associated record |
| Custom fields | HubSpot properties | Field type and allowed values |
| Automation | HubSpot workflows | Trigger, action and enrolment rules |
How does a Pipedrive to HubSpot migration work?
Configure HubSpot
Properties, pipelines, stages, lifecycle rules, teams and permissions are created before the test import.
Clean and map the data
We normalise owners, stage names, currencies and field values, then define duplicate rules for contacts and companies.
Run a test migration
A representative sample checks associations, dates, activities and reporting. Mapping problems are corrected before the production load.
Load the final delta and validate
We import records changed after the test, compare totals and verify a sample of every object and pipeline before sign-off.
How do we keep the project commercial, not informational?
This page covers the delivered migration service, scope and controls. Our Pipedrive to HubSpot migration guide explains planning and platform considerations for teams still researching the move.
Why Migrate to HubSpot
Why choose HubSpot over Pipedrive?
HubSpot can combine CRM, marketing and service work around the same customer records. Pipedrive remains strong for teams that want a focused sales CRM with a simpler operating model. The migration should follow the capabilities you will use, not a generic platform preference.
| Decision area | Pipedrive | HubSpot |
|---|---|---|
| Primary focus | Sales pipeline management | CRM shared across sales, marketing and service |
| Data structure | Persons, organisations, deals and activities | Contacts, companies, deals and engagements |
| Automation | Sales automation and integrations | Workflows across subscribed HubSpot hubs |
| Adoption | Focused sales interface | Wider cross-team platform with more configuration |
What affects timing and cost?
The effort depends on record volume, custom fields, pipelines, activity history, files, automation and connected tools. We agree the target HubSpot subscription and model first, because they determine which objects and workflows can be built.
Our HubSpot support service covers configuration after migration. For proof of our validation approach, see the vTiger to HubSpot data migration case study.
Expertise
Makeitfuture expertise
Backed by industry-recognized certifications and performance metrics
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500+
Clients
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15000+
Automations
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7+
Years of experience
Our process
How our migration process works
We take you from manual struggle to automated joy in 4 easy steps
- 01
Discovery call
We start by understanding your business, your challenges, as well as the processes and systems you use.
- 02
Audit and migration plan
We inventory your scenarios, workflows, custom fields, and data, then map every piece to its equivalent on the target platform in a step-by-step migration plan.
- 03
Parallel-run migration
We rebuild your workflows and data on the new platform and run old and new side by side, so your team keeps working while we migrate and test in the background.
- 04
Validation and handover
We verify parity between source and target, cut over once you approve, and hand over documentation so your team is confident on the new platform.
Testimonials
What our clients say
FAQs
Can Pipedrive activities and notes be migrated to HubSpot?
Yes, when the source export and HubSpot import path support the required activity types. We test dates, owners and associations before the full load.
How are Pipedrive deals mapped to HubSpot pipelines?
We map each source pipeline and stage to an agreed HubSpot destination, including won and lost status, value, currency, probability and owner.
How do you prevent duplicate contacts and companies?
We define matching rules before import, using email for contacts and agreed company identifiers such as domain and source ID. Suspected duplicates are reviewed before consolidation.
Can both CRMs run during the transition?
Yes. We define one system as authoritative, control which records can change and use a final delta load before cutover.
Do you rebuild Pipedrive automations in HubSpot?
Yes. We assess each automation and rebuild the useful business rule with HubSpot workflows where the subscription permits it.
What should we prepare before the migration?
Confirm record owners, remove obsolete pipelines, identify required history, list connected systems and name the people who will approve data and workflow tests.
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