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 5: Verifying the Migration

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 5: Verifying the Migration

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

Get any CRM migrated to HubSpot ➜

Our Frequently Asked Questions

How does Switch migrate data from Pipedrive to HubSpot securely?

Switch enables secure Pipedrive HubSpot integration through encrypted, direct API connections between both platforms. During the Pipedrive to HubSpot migration service process, no intermediate storage is used. Only schema and metadata are temporarily accessed for mapping, ensuring your records remain protected within your CRM environments at all times.

How long does migration take?

A standard Pipedrive to HubSpot migration service typically takes 2–6 hours, depending on record volume, activity history, and custom field complexity. Smaller databases may complete faster, while enterprise-level HubSpot Pipedrive integration projects may require additional time to ensure precise data validation and mapping accuracy.

Can I migrate only selected Pipedrive records?

Yes. Our Pipedrive HubSpot integration allows selective record migration based on deal stage, ownership, lifecycle stage, activity type, or custom filters. This structured Pipedrive to HubSpot integration approach ensures that only relevant and high-value records are transferred into HubSpot.

What is Delta Migration?

Delta Migration supports ongoing synchronization during your Pipedrive to HubSpot integration. After the initial migration from Pipedrive to HubSpot, only newly created or updated records are synced. This ensures HubSpot remains fully aligned while your team continues operating in Pipedrive during the transition period.

Will associations be preserved?

Yes. During the Pipedrive to HubSpot migration service, all key associations are maintained. Deals remain linked to contacts, organizations, owners, and related activities. Preserving these relationships ensures reporting accuracy and workflow continuity after completing your HubSpot Pipedrive integration.

Can Switch create HubSpot custom properties from Pipedrive fields?

Yes. As part of our Pipedrive to HubSpot integration process, Switch automatically detects custom fields in Pipedrive and recreates them within HubSpot. Manual refinement options are available to ensure your Pipedrive HubSpot integration maintains structural and reporting consistency.

Do you offer a white-glove service?

Yes. Our white-glove Pipedrive to HubSpot migration service includes pre-migration audits, sandbox testing, structured execution, and post-migration validation. This fully managed Pipedrive HubSpot integration is designed for teams seeking a hands-off and risk-mitigated transition.

How is pricing calculated?

Pricing for our Pipedrive to HubSpot migration service depends on record volume, number of custom properties, and whether additional assets are included. Whether you require a selective Pipedrive to HubSpot integration or a full-scale HubSpot Pipedrive integration, pricing aligns with the defined scope of work.

Can assets migrate?

Yes. In addition to CRM records, our Pipedrive HubSpot integration supports migration of templates, notes, and certain workflow logic where technically feasible. Some assets may require structured re-creation within HubSpot to ensure compatibility and long-term scalability.

Do you provide onboarding?

Yes. After completing your Pipedrive to HubSpot integration, we provide structured onboarding covering pipeline configuration, automation setup, reporting alignment, and user permissions. This ensures your team extracts full value from your HubSpot Pipedrive integration immediately after migration.

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!