Pipedrive to HubSpot Migration

Part of our HubSpot migration services.

Move Pipedrive deals, pipelines, people, organizations, activities and products into HubSpot with a mapped scope. We run a pilot migration and check the data and rebuilt automations before cutover.

Get a free migration assessment

Why switch

Why companies migrate from Pipedrive to HubSpot

When comparing Pipedrive vs HubSpot, start with how your teams will use the CRM. A move can bring marketing, service and content onto the same customer records as your sales pipelines.

Sales, marketing and service

HubSpot adds marketing, service and content tools on the same records your sales team uses.

Reporting across the funnel

Follow the journey from first touch to closed deal in HubSpot, without stitching reports from separate tools together.

Room to grow

Plan for custom objects, workflows and integrations when your process needs more than a sales-only pipeline, with the right HubSpot hubs and tier.

Scope

What we migrate from Pipedrive to HubSpot

People and organizations

Pipedrive people and organizations become HubSpot contacts and companies, with their relationships kept as associations.

Deals, pipelines and stages

Deal pipelines and stages are mapped to HubSpot, with won/lost times and close dates kept for reporting.

Activities, notes and emails

Calls, meetings, tasks, notes and email activities move to the HubSpot timeline. Logged emails and attachments are scoped for separate handling.

Products and deal products

Pipedrive products become HubSpot products, and products attached to deals become deal line items.

Custom fields and leads

Custom fields map to HubSpot properties. We agree whether Pipedrive leads should become contacts, leads or deals.

Automations, web forms and email sync

Automations and web forms are rebuilt as HubSpot workflows and forms, with inbox and calendar connections set up again for each user.

Migration challenges

Common Pipedrive to HubSpot migration challenges we solve

Native tool coverage

HubSpot Smart Transfer is HubSpot's own free native tool and a good starting point for Pipedrive. Attachments, deal participants, deal products and organization relationships go through a one-time post-sync transfer. Custom objects are not supported. Syncing Pipedrive activities needs a Data Hub subscription. Smart Transfer syncs email activities, but not logged emails. We plan what the native tool covers and scope the API or manual work needed for the rest. HubSpot Smart Transfer documentation.

Dates and history

Pipedrive has create dates, won/lost times and expected close dates. We map and check each date so your HubSpot pipeline reports retain the meaning of the original history.

Automations and sequences

Pipedrive automations and sequences do not transfer as logic. We rebuild them as HubSpot workflows and sequences, then test triggers, timing, conditions and actions before cutover.

Cutover during a live sales month

We coordinate a phased cutover and an agreed freeze window around active deals. Each user reconnects their email and calendar, and the team checks upcoming activities before working in HubSpot.

Process

Our Pipedrive to HubSpot migration process

Pipedrive audit and assessment

We review your people, organizations, deals, fields, activities and automations, along with integrations and data quality, to define the migration scope.

Field and pipeline mapping

We map fields, pipelines, stages and associations, agree how leads should be represented, and identify native transfers and any separate work.

Pilot migration and testing

A representative subset is transferred first. We check associations, won/lost dates, activity history, product line items and rebuilt automation behavior.

Full data migration

We transfer the agreed data and complete post-sync work, coordinating the freeze window and final changes with your sales team.

QA, training and go-live

We reconcile record counts and associations, verify reports and automations, and train your team on HubSpot pipelines, activities and connected inboxes.

Proven results

HubSpot migration case studies

These Marketo to HubSpot projects show our broader migration work. Explore our HubSpot migration services for the approach to scoping, mapping, pilot testing and cutover.

AI/Document Intelligence

ABBYY - Marketo to HubSpot migration

— Zero data loss cutover
— Faster campaign launch cadence
— Consolidated analytics

Read case study Cybersecurity

Cybersecurity provider - Marketo to HubSpot

— Full migration in 20 days
— 100+ marketing assets moved
— Two-way Salesforce sync

Read case study

Started a migration yourself with Smart Transfer or an AI tool? We can finish it. Start with a free HubSpot audit.

Other migrations: Zoho to HubSpot · Salesforce to HubSpot · Marketo to HubSpot.

Testimonials

“

They are very organised, and have very experienced teams in both performance marketing and HubSpot development.

HMHarry McCarney
CEO, Hack and Craft

“

They took time to study our business needs and configure HubSpot so that make best use of it and also gave us valuable advice on improving our sales and marketing.

DEDmitry Esakov
CEO, VolgaDream

Common questions

Pipedrive to HubSpot migration FAQ

How long does a Pipedrive to HubSpot migration take?

Migrations typically take 2–8 weeks depending on data quality, custom fields, integrations and automations. Record volume alone is not enough to estimate the schedule. We agree on a timeline after the free assessment; larger or more complex projects can take longer.

Can HubSpot's Smart Transfer do this on its own?

HubSpot Smart Transfer is HubSpot's free native tool, supports Pipedrive and is a good starting point. Custom objects are not supported, and syncing Pipedrive activities needs a Data Hub subscription. It syncs email activities, but not logged emails. Attachments, deal participants, deal products and organization relationships use a one-time post-sync transfer. We assess what it covers and scope the remaining data, automation and integration work. See HubSpot's Smart Transfer documentation.

Will we keep deal history, notes and emails?

We map deal dates and history, activities, notes and email activities to HubSpot properties and timelines. Logged emails and attachments need separate handling agreed before cutover. We keep source exports, run a pilot, and reconcile record counts and associations after transfer. Platform differences and unsupported fields are documented for your approval.

Do we need to sync Pipedrive and HubSpot or migrate once?

A migration is a one-time move to HubSpot. A temporary Pipedrive and HubSpot sync during cutover is possible; we scope the objects, direction and end date during assessment. Data moved through a one-time post-sync transfer does not automatically stay up to date, so it needs its own cutover plan.

Which HubSpot hubs and tier do we need?

It depends on your sales, marketing and service teams, your data model, and the workflows and reporting you need. We assess those requirements, including any Data Hub needs, before recommending hubs and a tier. See our HubSpot pricing guide.

How much does a Pipedrive migration cost?

Scoped per project; request a quote after a free assessment. We agree on the records, pipelines, automations and integrations to include before work begins.