Talk to Us
Talk to Us
  • Aramex
  • The Buzzlab
  • Admin Awards
  • Bain & Company
  • Humanz
  • CasperLabs
  • Terrapay
  • Over It
  • Automation Hero
  • Brikl

Has Your Pipedrive CRM Outgrown Its Setup?

Pipedrive works well for managing deals and sales activities. But as your business grows,
connecting sales execution with marketing, customer success, and revenue operations can become more complex.

1
Disconnected Customer Journeys-1

Disconnected Customer Journeys

Connect customer data, lead sources, sales engagement, and lifecycle information across your business systems.

2
Growing Automation Complexity

Growing Automation Complexity

Simplify workflows, assignment rules, and follow-ups as your sales processes evolve.

3
Limited Revenue Visibility-1

Limited Revenue Visibility

Bring sales pipeline performance, lead generation, conversion, and revenue reporting into a more connected environment.

What Our Clients Say

  • Transition of Power

    “ My team and I had gone to market to replace our existing CRM where we were given the opportunity to work with the Growtomation team. With any big transition, there are a lot of concerns and hesitation for change. The team were able to silence all those concerns and help us with our peaceful transition over to HubSpot. They are responsive and curious to help us in our niche marketplace for ABM and other outbound cadences for GTM and identifying TAM. Highly recommend! ”

    Services provided
    CRM Implementation, Account based marketing, Email Marketing, and Knowledge Base Development
    Barnett, J.
    Barnett, J.

  • Outstanding Support from Aashish & OneMetric Team

    “ We at Mechon International had an excellent experience working with OneMetric. Aashish supported us from start to finish, managing the migration, fixing form and tracking issues, and ensuring clean data setup. His communication was always clear, timely, and solution-focused. We truly appreciate his dedication and highly recommend OneMetric for any HubSpot implementation. ”

    Services provided
    Paid Advertising, Sales and Marketing Alignment, CRM Implementation, Social Media, and Email Marketing
    k T
    k, T.

  • Professional, great communicators, commercially minded and quick to deliver

    “ I have worked with a few HubSpot partners who promised the world and but delivered very little or when they delivered it took twice the amount of time originally agreed on. I found the team at Growtomation really easy to deal with. What I like best is the fact that there is no ticketing system for support. I can reach out to my dedicated project manager and move tasks priorities at will. I can upload tasks to our Growtomation dashboard and when urgent deadlines have come up the team at Growtomation has been quick, willing and able to help me deliver them. Growtomation conducts themselves professionally even when under pressure and are able to juggle multiple projects successfully with competing deadlines. The technical support they have provided on fully integrated marketing campaigns, platform integration and Salesforce CRM migration has been invaluable. ”

    Services provided
    Email Marketing, Full Inbound Marketing Services, Website Development, Account based marketing, Custom API Integrations, Sales Enablement, and Programmable Automation
    Barreto Tilman
    Barreto-Tilman, M.

Get a PipedriveCRM Migration Estimate

We'll assess your current CRM environment, define the migration scope, and provide an estimate based on your actual technical requirements-not a generic migration package.

Get a Custom Migration Estimate

From Sales Pipeline Management to Connected Revenue Operations

A Pipedrive to HubSpot migration helps businesses move beyond sales pipeline management by connecting marketing, sales, and customer data in one CRM. With the right migration strategy, teams can streamline workflows, improve reporting, and build a more scalable revenue operation.

Unify Customer Data

Bring contacts, companies, deals, and activity history into a structured HubSpot CRM, giving teams a more complete view of every customer relationship.

Align Marketing and Sales

Connect lead capture, lifecycle stages, deal handoffs, and follow-ups to create a more consistent customer journey from first interaction to closed deal.

Automate Repetitive Workflows

Configure HubSpot workflows for lead assignment, notifications, follow-ups, and routine tasks to reduce manual administration and improve process consistency.

Improve Revenue Visibility

Build reports around pipeline movement, deal conversion, sales performance, and ownership to help teams make informed, data-driven decisions.

Connect Your Business Tools

Integrate HubSpot with your existing business applications to improve data consistency, reduce disconnected workflows, and streamline operations.

Preserve Data Integrity

Map Pipedrive records, custom fields, deal stages, and relevant activity history to HubSpot to maintain data integrity during migration.

Your Pipedrive Setup Should Inform HubSpot, Not Define It

A successful migration starts by understanding how your team uses Pipedrive today.
We evaluate the existing CRM structure and determine what should be transferred, redesigned, rebuilt, or retired.

Audit Your Current CRM

Review records, custom fields, deal stages, activities, automations, integrations, and reports before migration.

Map Data to HubSpot

Map Pipedrive contacts, organizations, deals, activities, and custom fields to the appropriate HubSpot objects, properties, and associations.

Redesign for Scalable Sales

Refine pipelines, lifecycle stages, ownership rules, and sales processes to support your team's evolving requirements.

Rebuild Critical Workflows

Recreate essential automations, lead assignments, notifications, follow-ups, and reporting logic in HubSpot.

Clean Up Legacy CRM Data

Identify duplicate records, outdated fields, redundant automations, and obsolete processes that no longer add value.

Pipedrive to HubSpot Data Mapping: Map the Structure, Not Just the Data

Pipedrive and HubSpot organize some CRM data differently. Before migration, we define how records, relationships, field values, ownership, and sales processes should translate into the HubSpot data model.

People to Contacts

Map contact details, custom fields, ownership, and lifecycle context.

Organizations to Companies

Preserve company information and relationships with associated contacts and deals.

Deals and Pipelines

Map deal values, stages, owners, close dates, and relevant custom properties.

Leads Inbox to HubSpot Leads or Contacts

Determine the appropriate HubSpot representation based on lead qualification and lifecycle requirements.

Activities and Notes

Map supported activity types, dates, ownership, notes, and relevant record associations.

Custom Fields and Properties

Match field types, values, dropdown options, and business definitions.

Products and Deal Line Items

Map product information and relevant deal-level associations.

Automations and Reports

Rebuild relevant business logic and reconstruct priority reports using the new CRM structure.

What Data Can Be Migrated from Pipedrive to HubSpot ?

We scope migration around the records and dependencies your teams actually need,
rather than treating every data type as a simple export-and-import task.

Contacts and Companies

Names, contact details, company information, custom properties, ownership, and relevant relationships.

Deals and Pipelines

Deal records, values, stages, currencies, expected close dates, owners, and associated contacts or companies.

Activities and Notes

Relevant tasks, calls, meetings, notes, and historical engagement records, subject to source data and migration method.

Custom Fields and Relationships

Business-specific fields, associations, classifications, and record relationships that support workflows and reporting.

Automations and CRM Configuration

Critical business rules, pipeline logic, integrations, and reporting requirements assessed for rebuilding in HubSpot.

Products and Files

Product records, linked files, and relevant documents, depending on source data and migration requirements.

Pipedrive Customizations and Workflow Migration

A standard migration may transfer records without recreating the business logic that makes your CRM useful.
We assess your existing setup and determine how its important functionality should work in HubSpot.

Pipeline and Stage Logic

Map Pipedrive pipelines, deal stages, qualification rules, and probabilities to HubSpot for a more scalable sales process.

  • Map Pipelines and Stages: Align Pipedrive stages with HubSpot deal pipelines.
  • Preserve Deal Rules: Configure qualification criteria and deal probabilities.
  • Rebuild Sales Workflows: Set up stage-based automations, notifications, and handoffs.
Pipedrive to HubSpot Pipeline Mapping

Custom Fields and Data Rules

Map Pipedrive custom fields, dropdown values, required fields, and validation rules to the appropriate HubSpot properties.

  • Map Custom Properties: Align existing fields with HubSpot properties.
  • Standardize Field Values: Map dropdown options and data formats consistently.
  • Preserve Data Rules: Configure required fields and validation logic to maintain data quality.
Pipedrive to HubSpot Field Mapping

Automations and Assignment Rules

Map Pipedrive automation logic to HubSpot workflows for consistent lead routing, task creation, notifications, and follow-ups.

  • Automate Lead Assignment: Configure lead routing and ownership rules.
  • Rebuild Workflow Triggers: Replicate relevant task creation and notification logic.
  • Standardize Follow-Ups: Set up automated reminders and follow-up processes in HubSpot.
Pipedrive to HubSpot Automation Workflow

Sales History and Reporting

Map historical deal activity, record changes, timestamps, and reporting requirements to support accurate sales tracking in HubSpot.

  • Preserve Activity History: Assess historical activities, notes, and deal changes for migration.
  • Maintain Reporting Continuity: Map key sales metrics and reporting dependencies.
  • Validate Historical Data: Verify migrated records and available history for reliable reporting.
Pipedrive to HubSpot CRM Migration

Where Pipedrive to HubSpot Migrations Get Complicated

CRM migration goes beyond moving records. Deal stages, custom fields, workflows, integrations, and reporting must work together in HubSpot.

Assumptions

Reality

We just need to move our CRM data.
Deal stages, field mappings, associations, and historical activities must be mapped and validated.
Our existing automations will work as-is.
Pipedrive automations need to be rebuilt using HubSpot workflows and the right business logic.
Our integrations will continue working.
APIs, third-party tools, and data flows may need to be reconfigured, reconnected, or rebuilt.
Once the data is migrated, we're ready to launch.
Reports, permissions, associations, and migrated records must be tested and reconciled before go-live.
OneMetric handles the complexity beyond data migration—from pipeline mapping and workflow rebuilding to integration testing, validation, and a controlled transition to HubSpot.

The Pipedrive to HubSpot Migration Roadmap: Audit. Architect. Migrate. Validate. Launch.

A structured migration process that accounts for your data, workflows, integrations, and operational requirements at every stage.

01. Audit and Scope

Review CRM data, pipelines, fields, and integrations.

Identify automation, reporting, and data quality gaps.

Define migration scope and success criteria.

02. Architect and Prepare

Map records, properties, associations, owners, and pipelines.

Design workflows, permissions, and reporting requirements.

Clean data, configure HubSpot, and run a pilot migration.

03. Migrate and Validate

Migrate records and supported historical activities.

Rebuild workflows and reconnect integrations.

Reconcile data, test automation, and resolve exceptions.

04. Launch and Transition

Execute the cutover and transition plan.

Conduct user acceptance testing and train users.

Document CRM processes and provide post-launch support.

Your CRM After Migration: From Pipedrive Sales Pipeline to Connected Revenue Engine

The goal isn't simply to replace Pipedrive with HubSpot.
It's to give your teams a CRM foundation that supports more connected processes and better-informed decisions.

Pipedrive CRM Structure
HubSpot CRM Structure
How We Transform It

People

Contacts

Centralize contact records with the right properties, ownership, lifecycle stages, and activity context.

Organizations

Companies

Organize company records and associate them with the relevant contacts, deals, and activities.

Deals & Pipelines

Deals & Pipelines

Map deal stages, owners, values, and pipeline rules to match your sales process.

Custom Fields

Properties

Map relevant Pipedrive fields into a structured HubSpot property framework.

Activities & Notes

Activities & Engagements

Preserve supported activity history and connect engagements to the right CRM records.

Automations

Workflows & Automation

Rebuild essential business logic for assignments, follow-ups, notifications, and process triggers.

Insights & Reports

Reports & Dashboards

Recreate priority reporting around pipeline performance, conversions, and sales outcomes.

Pipedrive CRM Structure

People

HubSpot CRM Structure

Contacts

How We Transform It

Centralize contact records with the right properties, ownership, lifecycle stages, and activity context.

Pipedrive CRM Structure

Organizations

HubSpot CRM Structure

Companies

How We Transform It

Organize company records and associate them with the relevant contacts, deals, and activities.

Pipedrive CRM Structure

Deals & Pipelines

HubSpot CRM Structure

Deals & Pipelines

How We Transform It

Map deal stages, owners, values, and pipeline rules to match your sales process.

Pipedrive CRM Structure

Custom Fields

HubSpot CRM Structure

Properties

How We Transform It

Map relevant Pipedrive fields into a structured HubSpot property framework.

Pipedrive CRM Structure

Activities & Notes

HubSpot CRM Structure

Activities & Engagements

How We Transform It

Preserve supported activity history and connect engagements to the right CRM records.

Pipedrive CRM Structure

Automations

HubSpot CRM Structure

Workflows & Automation

How We Transform It

Rebuild essential business logic for assignments, follow-ups, notifications, and process triggers.

Pipedrive CRM Structure

Insights & Reports

HubSpot CRM Structure

Reports & Dashboards

How We Transform It

Recreate priority reporting around pipeline performance, conversions, and sales outcomes.

How We Validate Your Pipedrive to HubSpot Migration

Data Accuracy

Validate record counts, properties, owners, required fields, and migration exceptions.

Relationships

Verify contacts, organizations, deals, activities, and record associations.

Workflows & Pipelines

Test deal stages, triggers, assignments, notifications, and automation logic.

Reporting

Validate pipeline performance, conversion metrics, lifecycle stages, and revenue reporting.

Integrations

Check APIs, forms, webhooks, middleware, and connected business systems.

Your CRM Data Stays Protected Throughout the Migration

Your CRM contains customer, sales, and business-critical data.
We build data protection and controlled access into every stage of the migration—from discovery and extraction to validation and go-live.

Before Migration -Secure Access Before Data Moves 01

Define permissions, ownership, backups, and security requirements before data extraction begins.

During Migration -Keep Data Transfers Controlled 02

Use agreed transfer procedures and appropriate access controls while data moves between Pipedrive and HubSpot.

During Testing -Validate Without Disrupting Pipedrive 03

Test migrated records, relationships, and workflows while keeping the source environment available as agreed.

Before Go-Live -Verify Data Before Your Team Switches Over 04

Reconcile migrated records, resolve exceptions, and confirm data integrity against agreed migration requirements.

After Go-Live -Protect the Transition After Launch 05

Monitor the new HubSpot environment, address migration issues, and support a controlled transition to your new CRM.

Ready to Move from Pipedrive to HubSpot?

Get a migration assessment built around your CRM data, pipelines, automations, integrations, and business goals. We'll help define what to migrate, what to redesign, and what your team needs for a smooth transition.

Get My Migration Assessment

Why OneMetric for SugarCRM to HubSpot Migration?

A SugarCRM migration impacts more than data. We bring together CRM architecture, technical migration, integrations, RevOps, security, and user enablement to build a HubSpot environment around your business.

ChatGPT Image Sep 30, 2026, 06_56_58 PM

HubSpot Elite Partner

Certified HubSpot Expertise
Expertise across CRM migrations, implementations, integrations, and RevOps, helping businesses transition to HubSpot with the right architecture and setup.

why one metric

Proven at Scale

Experience That Scales With You
Trusted by 750+ organizations with 2,000+ HubSpot onboardings, backed by 150+ HubSpot and RevOps experts.

one metrci security

Enterprise Security

Security Built for Enterprise
SOC 2 Type II and ISO 27001 certified practices supporting secure, compliant, and reliable CRM migrations for enterprise environments.

Book a Meeting

Frequently Asked Questions About Pipedrive to HubSpot Migration

The process begins with a CRM audit and migration scope. We then map Pipedrive records and fields to HubSpot, prepare the target environment, execute the migration, and validate data, workflows, integrations, and reporting before go-live.

The timeline depends on record volume, historical activity requirements, custom fields, integrations, automation complexity, and testing requirements. A reliable estimate requires an assessment of your existing setup.

Depending on the migration method and scope, data can include people, organizations, deals, leads, activities, notes, products, custom fields, and relevant associations. Historical data and specialized records should be assessed individually.

Relevant activities and deal information can be migrated where supported. Historical stage changes, timestamps, logged emails, and activity relationships may require additional handling or have limitations depending on the source data and transfer method.

Relevant custom fields and pipeline information can be mapped to HubSpot properties and deal stages. Where the underlying structures differ, we assess whether to recreate, consolidate, or redesign them.

Pipedrive automations do not automatically become HubSpot workflows. We identify the business logic behind your existing automations and rebuild the required processes using appropriate HubSpot features.

The migration can be planned to minimize disruption, but a completely interruption-free transition depends on your integrations, data volumes, synchronization requirements, and cutover approach.

Each integration is assessed individually. Some may have HubSpot equivalents, while others may need reconfiguration, replacement, or custom development.

Pricing depends on record volume, historical data, custom fields, workflows, integrations, and reporting requirements. OneMetric can provide a tailored estimate after assessing your existing environment and migration scope.

Training is usually beneficial because HubSpot's data model, workflows, and user experience differ from Pipedrive. Enablement can cover daily CRM usage, deal management, automation, reporting, and redesigned processes.

Relatable? We should definitely talk.

All that we’ll cover when we speak:

  • How to measure and multiply the ROI of your HubSpot investment
  • How can you integrate systems to eliminate data silos and make HubSpot the Single source of truth for your GTM teams
  • Your current GTM motions and future roadmap
  • Challenges that you face with your HubSpot
  • What would "wins" look like for you
Book a Meeting