Migrating from Pipedrive to HubSpot

We help you migrate from Pipedrive to HubSpot with ease.

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Your Pipedrive to HubSpot Migration, Planned and Executed in Phases

This isn't a quick export. We break down the migration in clear phases

Step 1: Discovery & Scoping

Step 2: Mapping & Architecture Design

Step 3: Build Sandbox & Pilot Migration

Step 4: Production Migration Execution

Step 6: Training, Support & Transition

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Step 1: Discovery & Scoping

Define lead stages, segment lists, and plan campaigns

Conduct stakeholder interviews and align project teams
Audit current CRM instance and document key findings
Identify critical objects, fields, automations, reports, and integrations
Define migration goals and assess constraints such as compliance, timelines, and downtime tolerance
Review HubSpot license readiness and setup requirements
Determine data to migrate versus data to sunset
Finalize success criteria and confirm project scope

Step 2: Mapping & Architecture Design

Blueprint how Your CRM data, processes, and structure will map into HubSpot

Map data model including objects, fields, and associations
Plan custom objects and properties in HubSpot
Redesign lead lifecycle and pipeline structure if required
Re-architect workflows, automation, validation, and scoring
Map user roles and permissions
Identify integration touchpoints including API dependencies and middleware

Step 3: Build Sandbox & Pilot Migration

Perform test migration in HubSpot sandbox or staging portal

Set up HubSpot sandbox or staging environment
Configure required custom properties and objects
Migrate a sample dataset (10–15% of production data)
Validate data integrity, associations, and field mapping
Test automations, pipelines, reports, views, and permissions
Gather user feedback and refine before full migration

Step 4: Production Migration Execution

Execute the full data migration with minimal impact on live users

Extract all Your CRM data including objects, attachments, notes, and activities
Import data to HubSpot via API with maintained object associations
Migrate custom objects, files, emails, calls, and notes
Rebuild key automations, lists, reports, and views in HubSpot
Track migration progress in real time with QA checkpoints

Step 4: Production Migration Execution

Verify all migrated data and confirm smooth team transition

Validate migrated data using scripts and structured review
Spot-check critical records, pipelines, and reports
Facilitate user acceptance testing with representative teams
Perform final data hygiene including deduplication and formatting
Address and resolve any post-migration issues identified

Step 6: Training, Support & Transition

Facilitate HubSpot onboarding and planned Your CRM transition

Deliver persona-based user training sessions for Sales, Marketing, and Admins
Provide access to knowledge base articles and playbooks
Document the final data model, workflows, and system configurations
Offer transition support through office hours and ticketing channels
Decommission Your CRM and remove redundant systems

What Gets Migrated?

Deals, contacts, activities, notes, and custom fields are migrated and optimized for HubSpot.

Complete CRM Migration: Pipedrive → HubSpot

Complete Migration Success: Every piece of data moves from Pipedrive to HubSpot

Our Frequently Asked Questions

How does Switch migrate data from Pipedrive to HubSpot securely?

Data is migrated via encrypted, direct API connections between Pipedrive and HubSpot. No intermediate storage is used. Schema information is read temporarily for mapping, but your records are never exposed outside your CRM environments.

How long does migration take?

Migration typically takes 2–6 hours depending on record count, activity history, and number of custom fields. Smaller accounts can be completed in under 2 hours, while complex enterprise accounts may require more time.

Can I migrate only selected Pipedrive records?

Yes. You can filter records based on deal stages, contact lifecycle, ownership, activity type, or date ranges. This flexibility ensures only the most actionable data is imported into HubSpot.

What is Delta Migration?

Delta Migration allows syncing only the updated or new records created in Pipedrive after your initial migration. This ensures a seamless cutover where HubSpot remains aligned even if your team is still actively using Pipedrive during transition.

Will associations be preserved?

Yes. Deals stay linked to contacts, owners, and related notes. Activity histories remain intact so your sales team doesn’t lose critical context after migration.

Can Switch create HubSpot custom properties from Pipedrive fields?

Yes. Switch can auto-detect custom fields in Pipedrive and recreate them in HubSpot. Manual adjustments are also supported to fine-tune mappings for accuracy.

Do you offer a white-glove service?

Yes. Our white-glove service includes pre-migration audits, test migrations, and full-service execution for businesses that prefer a hands-off experience.

How is pricing calculated?

Pricing depends on record volume, number of custom properties, and whether additional assets like templates are migrated. You pay only for the scope of data you move.

Can assets migrate?

Yes. Beyond CRM records, we can help migrate saved templates, notes, and workflow logic where applicable. Some assets may require re-creation in HubSpot for compatibility.

Do you provide onboarding?

Yes. Post-migration onboarding ensures your team understands HubSpot’s deal pipelines, automation, and reporting so they can start operating efficiently immediately.

Here's a quick case study :)

As a solo marketer, I needed a team that could not only set up the technical side of things but also help me think strategically—OneMetric delivered on all fronts. They completely revamped our HubSpot CRM and marketing automation, making it possible for me to work more efficiently and focus on the bigger picture. Their guidance in shifting towards an ABM strategy has been invaluable, allowing us to tailor our marketing more effectively. From creating a sleek newsletter design to building out insightful reporting, they’re always thinking ahead. If you’re looking for a dedicated, hardworking team to level up your marketing efforts, OneMetric is your go-to!