Pipedrive to

HubSpot Migration

Without Losing Data

Move from Pipedrive to HubSpot with a structured migration that preserves your deal history, rebuilds your pipelines, and finally gives your team the marketing and service tools that Pipedrive was never designed for.

Trusted by 50+ healthcare organizations

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

Pipedrive to HubSpot?

Pipedrive is a great sales-only tool. These are the patterns we see when a team has outgrown it.

Sales Works, But Marketing Is Bolted On

Pipedrive Campaigns and the LeadBooster add-on were added later, and it shows. Email marketing, lead capture, and nurturing still feel like afterthoughts compared to a real marketing platform.

No Real Service or Support Tool

Once you close the deal, the customer disappears from Pipedrive. Support tickets live in a separate tool, with a separate contact record, and a separate conversation history.

Reporting Is Surface-Level

Pipeline view is excellent. Activity reporting is decent. But attribution, multi-touch reporting, and revenue dashboards that cross sales and marketing simply aren't there.

Workflow Automation Hits a Ceiling

Workflow Automation handles the basics, but anything multi-step, branching, or condition-heavy quickly runs into limits. Teams end up using Zapier as a workaround.

Add-On Costs Add Up

LeadBooster, Web Visitors, Smart Docs, Campaigns, Projects - each one is a separate seat-based add-on. The all-in price ends up comparable to HubSpot, without the unification.

The Real Cost: Tool Sprawl, Not License Fees

Pipedrive itself is affordable. But by the time you've added Mailchimp or ActiveCampaign for marketing, Intercom or Zendesk for support, and Zapier to glue it all together, you're paying for four tools and getting one consolidated customer view from none of them.

Hubspot Users

How Many Businesses Are Moving to HubSpot?

The amount is a lot in the last 12 years. It is very obvious why businesses are moving or migrating.  

HubSpot offers an easy to use high growth & fast deploy CRM platform that build for scale. You’ll find everything you need to run your business.

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The SOLUTION

What We Migrate from Pipedrive

(Core Data & Assets)

Most tools only move contacts and deals. We migrate the full depth of your Pipedrive account plus the marketing and service tools sitting alongside it.

CRM Records / Core Records
- Persons, Organizations, and Deals with full history
- Leads from Pipedrive Leads Inbox
- Activities - calls, meetings, tasks, emails - with timestamps
- Notes and file attachments on every record
- Products and Smart Docs templates
- Projects from Pipedrive Projects (where used)
- Custom field values across all entity types
Automation
- Workflow Automation rules rebuilt as HubSpot Workflows
- Email templates and sequences
- Automation Recipes and triggers
- Lead assignment and round-robin logic
- Notification rules and reminders
- Repeating activity templates
- Smart Docs sending logic
Structure & Setup
- Custom fields for Persons, Organizations, and Deals
- Pipelines and Deal Stages - including multi-pipeline setups
- Users, Teams, and Visibility settings
- Lead labels and deal labels
- Activity types and custom activity types
- Filter and view definitions
- Dashboard and Insight configurations
Integrations
- Email integration (Gmail, Outlook) - replacing Pipedrive Mail
- Calendar sync and meeting scheduling
- Mailchimp or ActiveCampaign - moved into HubSpot Marketing Hub
- Intercom or Zendesk - moved into HubSpot Service Hub
- Zapier and Make workflows rebuilt natively where possible
- QuickBooks, Xero, or Stripe for finance data
- Slack and MS Teams notifications

BENEFITS

Benefits of Migrating

From Pipedrive to HubSpot

Pipedrive helped you build a sales process. HubSpot helps you build a full customer system.

Marketing Built In, Not Bolted On

Email campaigns, lead nurturing, landing pages, forms, and ads - all on the same contact record. No more Mailchimp sync errors or contacts existing in one tool but not the other.

Service After the Sale

Tickets, knowledge base, live chat, and customer feedback inside the same CRM. Your support team sees the full deal history. Your sales team sees the support history.

Reporting That Crosses Teams

Source of every closed deal. Multi-touch attribution. Revenue by channel. Pipeline velocity by rep. All in one place, all in real time.

Automation Without Zapier as a Crutch

HubSpot Workflows handle branching, delays, conditions, and multi-step logic that Pipedrive Workflow Automation can't. Most teams cut their Zapier task usage by 70% or more.

One Tool Instead of Five

Mailchimp, Intercom, Zapier, Pipedrive, and a separate reporting tool all collapse into HubSpot. One contact record, one source of truth.

Room to Grow

Pipedrive works well for 5 to 30-person sales teams. HubSpot scales from there to 200+ across sales, marketing, and service without forcing another platform change in 18 months.

our process

Our Pipedrive to HubSpot

Migration Process

A clear, step-by-step execution plan with full visibility at every stage. No black boxes, no unexpected issues during migration.

Step 1.

Discovery & Mapping

We audit your Pipedrive account and the tools sitting alongside it.

Full Pipedrive audit including LeadBooster, Campaigns, Projects
Field-level migration map
Marketing and service tools inventoried for combined migration
Risks identified upfront

Step 2.

System Build & Data Preparation

We configure HubSpot and clean your Pipedrive data in parallel.

HubSpot portal set up - properties, pipelines, teams
Pipedrive data exported via API
Duplicates removed across Pipedrive and marketing tools
Test migration on a sample dataset

Step 3.

Migration with Validation

We transfer data in batches with QA at every step.

Organizations, then Persons, then Deals migrated in order
Workflow Automation rebuilt in HubSpot in staging
Email tool data merged into HubSpot contacts
Your team validates each batch before the next runs

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync from Pipedrive
Pipedrive kept as read-only backup
Team starts working in HubSpot the next morning
Cutover scheduled around your hours

Step 5.

Training & Support

We train your team and stay close post-migration.

Pipedrive-to-HubSpot terminology guide for your team
Role-based training for reps, marketers, and support
Walkthroughs built on your actual setup
Post-migration support window

THE DIFFERENCE

From Pipedrive Complexity to

HubSpot Clarity

The worst outcome of a migration is ending up with a HubSpot system that still feels like Pipedrive. We use the migration as an opportunity to simplify, restructure, and improve how your CRM actually works.

	What Was in Pipedrive	What We Build in HubSpot
Workflows	Pipedrive Workflow Automation - solid for basics, hits limits on branching and multi-step logic	Native HubSpot Workflows with branches, delays, conditions, and visual editing
Sequences	Email tracking and templates inside Pipedrive - limited cadence and no marketing tie-in	HubSpot Sequences for sales outreach plus marketing emails for nurture - same contact record
Pipelines	Pipedrive's strength - clear stages and drag-and-drop	Same clean drag-and-drop, plus required stage properties and stage-based automation
Reporting	Insights - strong on pipeline view, weak on marketing attribution and revenue dashboards	Cross-team dashboards covering pipeline, marketing source, attribution, and revenue in one view
Scoring	Manual or basic - typically nonexistent in Pipedrive-only setups	HubSpot predictive or rule-based scoring tied to marketing and sales engagement

David Jenyns

Creator of SYSTEMology®

Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales.

Faster time to value with
unified data

60%

Personalized experience have
increased stats.

10,000+

Joe Liffrig

Technology Product Leader at Cornerstone Licensing

HubXpert delivered what we needed. Their team migrated our CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a smooth transition with no disruption. The migration was organized, accurate, and focused on data integrity.

CRM Records Migrated

33,638+

Data Accuracy Maintained

100%

Liselotte Leijten-Deppenbroek

Chief Operating Officer

HubXpert successfully migrated over 200,000+ support tickets from Trengo to HubSpot Service Hub, delivering a seamless transition, improved automation, and a scalable customer support operation.

Support tickets migrated

200,000+

Service pipelines & automations implemented

65+

CHALLENGES

Common Migration Challenges (And How We Solve Them)

Migration issues don't come from the transfer itself. They come from poor planning, bad mapping, and no validation. We fix these before they become problems.

Zero Data Loss

Full Pipedrive export. Every Person, Organization, Deal, and Activity migrated with timestamps and ownership intact. Record counts reconciled both sides.

Multi-Tool Consolidation

Your marketing tool (Mailchimp, ActiveCampaign, etc.) merges into HubSpot Marketing Hub. Service tool merges into Service Hub. One contact record, one timeline.

Workflow Logic Preserved

Pipedrive Workflow Automation rebuilt as HubSpot Workflows. Branching and multi-step logic that Pipedrive couldn't handle are added during the rebuild.

Pipeline Structure Improved

Pipedrive pipelines move over cleanly. We use the migration as a chance to add stage-required properties and automate deal progression where it makes sense.

No Downtime

Both systems run in parallel until cutover. Your team is never locked out.

Fast Team Adoption

Pipedrive users adapt to HubSpot quickly - the UX is similar enough that most reps are productive within a day of training.

FAQ

Questions You Might Have

Can you migrate Pipedrive Persons, Organizations, and Deals?

Yes. Persons map to HubSpot Contacts, Organizations to Companies, and Deals to Deals - with full activity history, notes, and attachments preserved.

What happens to Pipedrive Workflow Automation?

Every workflow is rebuilt natively in HubSpot. We also extend logic that Pipedrive couldn't handle - branching, multi-step delays, and condition-based paths - during the rebuild.

Will we lose any historical data?

No. Every Activity, Note, Email, and File from Pipedrive moves over. Record counts and history depth are reconciled before sign-off.

Can you also migrate LeadBooster, Campaigns, and Projects?

Yes. LeadBooster live chat moves into HubSpot Conversations. Campaigns email moves into Marketing Hub. Projects can move into HubSpot's project workflows or into a connected tool depending on use.

What about our marketing tool, like Mailchimp or ActiveCampaign?

Most Pipedrive migrations include consolidating the marketing tool into HubSpot Marketing Hub at the same time. Contacts merge cleanly into one record.

How long does a Pipedrive to HubSpot migration take?

Most Pipedrive migrations run 4 to 8 weeks. CRM-only migrations finish in 3 to 4 weeks. Adding marketing and service consolidation extends to 6 to 10 weeks.

Is there any downtime?

No. Pipedrive stays live until cutover. Your team continues working normally while we build and test HubSpot in parallel.

Will reporting carry over?

We rebuild your key Pipedrive Insights as HubSpot dashboards, then add the cross-team reports (attribution, marketing source, revenue) that Pipedrive couldn't produce.

Do we need to clean our Pipedrive data first?

No. Deduplication, inconsistent field values, and orphaned records are fixed as part of the migration process.

Will our integrations still work after migration?

Yes. Every Zapier flow, Slack notification, and third-party tool is rebuilt against HubSpot. Many Zapier workflows can be replaced by native HubSpot logic, reducing your task count.

BOOK CONSULTATION

Make Your Decision

We make everything else easy

With 5+ years of industry experience, 150+ successful projects, and a 98% client satisfaction rate, we've built deep migration expertise across every major CRM, CMS, marketing, and helpdesk platform. Our team has helped 20+ retainer clients personalize their HubSpot setup post-migration, so you don't just inherit a copy of your old system - you launch on a CRM that actually fits how your business runs.

Takes 30 minutes

Delivered by certified HubSpot expert

Pipedrive to HubSpot Migration Without Losing Data

Why Migrate from Pipedrive to HubSpot?

Sales Works, But Marketing Is Bolted On

No Real Service or Support Tool

Reporting Is Surface-Level

Workflow Automation Hits a Ceiling

Add-On Costs Add Up

The Real Cost: Tool Sprawl, Not License Fees

What We Migrate from Pipedrive (Core Data & Assets)

CRM Records / Core Records

Automation

Structure & Setup

Integrations

Benefits of Migrating From Pipedrive to HubSpot

Marketing Built In, Not Bolted On

Service After the Sale

Reporting That Crosses Teams

Automation Without Zapier as a Crutch

One Tool Instead of Five

Room to Grow

Our Pipedrive to HubSpot Migration Process

Discovery & Mapping

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From Pipedrive Complexity to HubSpot Clarity

What Was in Pipedrive

What We Build in HubSpot

Workflows

Sequences

Pipelines

Reporting

Scoring

Our Clients

David Jenyns

Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales.

Joe Liffrig

HubXpert delivered what we needed. Their team migrated our CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a smooth transition with no disruption. The migration was organized, accurate, and focused on data integrity.

Liselotte Leijten-Deppenbroek

HubXpert successfully migrated over 200,000+ support tickets from Trengo to HubSpot Service Hub, delivering a seamless transition, improved automation, and a scalable customer support operation.

Common Migration Challenges (And How We Solve Them)

Zero Data Loss

Multi-Tool Consolidation

Workflow Logic Preserved

Pipeline Structure Improved

No Downtime

Fast Team Adoption

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