HUBSPOT MIGRATION

Pipedrive to HubSpot Migration

Outgrow Pipedrive’s limitations — migrate to a platform that scales with marketing, sales, and service in one system.

WHY MIGRATE

Pipedrive is a great CRM — until you need more than a CRM.

Pipedrive does pipeline management well. But when your business needs marketing automation, customer service tools, reporting beyond basic deal metrics, or integrations that don’t rely on Zapier — Pipedrive starts holding you back. HubSpot gives you everything Pipedrive does for sales, plus native marketing automation, service ticketing, content management, and an integration ecosystem that connects your entire stack. We migrate your Pipedrive data cleanly and configure HubSpot to do what Pipedrive couldn’t.

WHAT WE MIGRATE

Your pipeline, your data, your workflows — all moved intact.

Pipedrive migrations are clean when handled correctly. We map every field, every deal stage, and every activity to its HubSpot equivalent.

Contacts & Organisations

Every person, organisation, and associated note migrated with full history. Custom fields are mapped to HubSpot contact and company properties with validation at every step.

Deals & Pipeline Stages

Pipedrive deals become HubSpot deals. Pipeline stages map to your actual sales process. Historical deal amounts, close dates, and activity logs transfer completely.

Activities & Notes

Calls, emails, meetings, and notes associated with contacts and deals migrate to HubSpot’s activity timeline — preserving the full relationship history your team relies on.

Custom Fields & Filters

Pipedrive custom fields translate to HubSpot custom properties. Saved filters become HubSpot saved views. Your team’s daily workflow stays familiar.

Products & Revenue Tracking

Pipedrive products map to HubSpot line items and product libraries. Revenue tracking, recurring revenue, and deal-level product associations carry over.

Integrations & Connected Tools

We audit your Pipedrive integrations and marketplace apps. Where possible, we connect the same tools natively in HubSpot. Where not, we build the integration using Operations Hub or our DataBridge Middleware.

Finally, marketing and sales in one platform.

The biggest limitation with Pipedrive is the marketing gap. You’ve probably been running email campaigns through Mailchimp, managing forms with Typeform, and stitching it together with Zapier. HubSpot eliminates that patchwork. Native email marketing, landing pages, forms, lead scoring, and attribution — all connected to the same CRM your sales team uses. One database. One timeline. No more sync issues or data silos.

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Reporting that shows the full picture.

Pipedrive’s reporting covers deals and activities. That’s useful — but incomplete. HubSpot gives you marketing attribution, website analytics, email performance, sales pipeline, customer service metrics, and custom dashboards that combine data across every team. When your CEO asks for a revenue report, you won’t need three tools to build it.

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OUR FRAMEWORK

A clean migration with zero disruption

Every Pipedrive migration follows our structured four-phase process.

Discovery & Data Audit

We export and audit your Pipedrive data — contacts, organisations, deals, activities, custom fields, and products. We map everything to HubSpot’s data model and identify what needs cleaning.

HubSpot Configuration

We build your HubSpot environment — pipelines, deal stages, custom properties, user permissions, and team structure. Plus the marketing automation, forms, and reporting Pipedrive couldn’t do.

Migration & Validation

Data migrates in phased batches with validation at every step. Contacts first, then companies, then deals with associations. Every record is verified before go-live.

Training & Hypercare

Role-based training for your sales, marketing, and management teams. 30 days of hypercare post-launch to resolve issues and optimise workflows as your team adapts.

TESTIMONIALS

Client Testimonials

The team went out of their way to help us set up a new HubSpot account and migrate away from our old CRM. Fantastic support throughout.

Outstanding team! Ready to support us in all our needs related to CRM migration and implementation. Highly recommended.

MO Agency delivered a smooth, high-quality implementation, bringing clarity and structure even when our own internal processes were still evolving. Highly recommended.

Reviews from the HubSpot Partner Directory. View them all.

CASE STUDY

How we migrated a fast-growing startup from Pipedrive to HubSpot

A 50-person SaaS company had outgrown Pipedrive — they needed marketing automation, customer service tools, and reporting beyond basic deal metrics. We migrated 80,000+ contacts and 3 years of deal history in 6 weeks, then configured HubSpot Marketing and Service Hubs from scratch.

Read the full case study

Pipedrive to HubSpot Migration FAQs

How long does a Pipedrive to HubSpot migration take?

Most Pipedrive migrations take 4–8 weeks. Pipedrive’s data structure is relatively clean, which makes migration faster than platforms like Salesforce. Complex instances with heavy customisation may take longer.

Will we lose any deal history?

No. We migrate full deal history including amounts, dates, stages, associated contacts, and activity logs. Your team will have the same historical context in HubSpot.

Can we keep using our existing integrations?

We audit every Pipedrive integration during discovery. Most tools that connect to Pipedrive also connect to HubSpot natively. For tools that don’t, we build integrations using Operations Hub or our DataBridge Middleware.

What can HubSpot do that Pipedrive can’t?

Native marketing automation, email marketing, landing pages, forms, lead scoring, content management, customer service ticketing, knowledge base, custom reporting across all teams, and a marketplace of 1,500+ native integrations.

Do you provide team training?

Yes. We deliver role-based training — sales reps learn deal management, marketers learn automation and email, managers learn reporting and dashboards. Plus 30 days of hypercare.

What ongoing support do you provide?

Most clients engage on a monthly retainer for ongoing optimisation, new automation builds, and strategic guidance as their HubSpot usage matures.

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