Migrating from one CRM to another can be a complex and challenging task, but with the right tools and preparation, it can become a seamless and successful process.
This guide will walk you through the entire process of migrating from Pipedrive to HubSpot, highlighting the capabilities of MigrateMyCRM, a powerful CRM migration platform designed for reliability, flexibility, and ease of use.
In this article, you will discover the following:
- Pipedrive to HubSpot CRM Data Migration Guide
- Migration Options from Pipedrive to HubSpot
- Pipedrive to HubSpot Video Webinar
- Steps to Complete Migration to HubSpot
- Post-Migration Tips
- Migration Checklist (as Bonus)
- Partly - Pipedrive to HubSpot migration [Case-study]
- Conclusion
- Top 10 FAQs Related to Pipedrive to HubSpot Migration
- What Our Clients Have to Say [Testimonials]
CRM Data Migration from Pipedrive to HubSpot [How-to Guide]
Proper preparation and organization are crucial to any project, and CRM data migrations are no exception. Consider the following guidelines to identify possible Pipedrive migration challenges and outline the necessary activities in advance.
- Clean Up Data before Migrating to HubSpot
Familiarize yourself with the organization and management rules of your database before initiating any cleaning or deletion activities. Distinguish the types of vital information and ensure the consistency and validity of the data to be transmitted.
Remember that incomplete duplicates can be merged or replaced to maintain original and consistent records.
- Get Organized
Edit or establish your team's rules for handling data. This will help keep records logically ordered. For example, use sales targets to ensure that all leads, contacts, and accounts are sorted by location.
- Understand Your Data
Identify the objects you want to migrate to HubSpot and determine how your current CRM differs from your future solution. Consider whether the data includes past items like old appointments or missing meetings.
- Create a Backup Plan
Create a backup plan to eliminate any risk of data loss. You can use SyncMatters' Data Exporter to back up your data. (You can create a sample data backup to see how the service works.) The backup process is based on an API request and can take from 5 minutes to several hours, depending on the size of your data set and system peculiarities.
- Map Out the Data
After evaluating and updating the specifics of the old framework, compare its records with those available in HubSpot. Consider each custom field you have created and evaluate the names of the entities. Build custom data and fields based on your current framework to fit the CRM you're migrating to, and resolve any differences you've found.
Learn how to map objects and their related fields. For mapping complex data, check out our free guide on objects and field mapping.
- Test Drive Migration Service
Take advantage of a free trial. Ensure that everything flows as planned with SyncMatters' MigrateMyCRM platform. If doing it by yourself, select a large enough data set for the sample to identify potential failures. Discover the top 8 reasons why CRM fails and how to implement it successfully.
- Estimate the Migration Price
Visit our online estimator to calculate the cost of your Pipedrive migration.
The estimate depends on the number of records you have. Use it to get an estimate for either an automated migration or a guided migration.
However, please note that the estimate is not your final migration cost. Final costs are subject to change as the number of records in your CRM changes. The estimator is designed to provide you with the most accurate possible quote.
Main Options to Import Your CRM Data from Pipedrive to HubSpot
- Migrate with HubSpot’s Native Tools
HubSpot provides a seamless native migration tool designed for ease of use, particularly for straightforward scenarios. Simply export your CRM data into a .csv file and import it into HubSpot, or utilize the native Pipedrive and HubSpot sync.*
HubSpot also provides data migration service packages to simplify your CRM data import further. This service is sold by HubSpot and delivered by us, SyncMatters, a long-time Elite HubSpot Solutions Partner. If you're interested in this service, please contact your HubSpot rep and copy hello@syncmatters.com on the email.
*Note: Key records include contacts, accounts (companies), deals (opportunities), leads, and activities such as emails, notes, tasks, and products. If there are any objects you cannot migrate using HubSpot's tools, let us know. We'll ensure to capture the remaining records and associate them with the imported ones via our partial migration service.
- MigrateMyCRM by SyncMatters
MigrateMyCRM is an automated migration service that transfers your customer data, eliminating the need for manual effort. It bridges the gap between almost all CRM data migrations, including Pipedrive to HubSpot.
You can perform the data migration process on your own with MigrateMyCRM.
Key features include:
- Free sample migration
- Budget-friendly migration
- Rapid turnaround
- Objects and users matching
- Automated migration process
Pipedrive to HubSpot Video [Webinar]
Steps for a Pipedrive to HubSpot Migration
MigrateMyCRM is an automated migration that migrates customer data for you, so you don’t have to lift a finger. We bridge the gap between almost all CRM platforms, including Pipedrive and HubSpot.
Perform the data migration process on your own with MigrateMyCRM. The main features of this option are:
- Free Sample Migration
- Cost-conscious migration
- Quick turnaround
- Objects and users matching
- Automated migration process
To perform the Pipedrive to HubSpot migration, go through the following steps:
- Visit MigrateMyCRM to perform a free sample migration from Pipedrive to HubSpot. Choose Pipedrive from the first drop-down menu, then HubSpot from the second drop-down menu. Make sure you have active accounts to authorize the CRM.
- Proceed to the next step to customize your migration.
- Choose which objects you want to migrate from Pipedrive to HubSpot, then perform the User matching and field mapping independently.
- If you don’t want to modify anything in the field mapping, click the “Start Free Sample Migration” button to launch the sample migration right away.
Note: For new users, the data fields are automatically assigned using the most common logic (automapping).
- When the Sample Migration to HubSpot is complete, you may evaluate the results. If you’re satisfied, start a full migration. The price of the full migration will depend on the number of records you want to migrate.
If something goes wrong and you want to set up mapping on your own or change migration options, click the “Change Fields Mapping” button. Choose data fields to migrate and check certain boxes to migrate your records.
You can re-run your free sample migration and change field mapping as many times as you need at no cost.
Read more about troubleshooting MigrateMyCRM in our FAQ section.
What data can I migrate from Pipedrive to HubSpot?
The objects below are included by default; however, any object can be added to the migration.
Guided Self-Service
If you’ve reviewed MigrateMyCRM but don’t want to use the tool on your own, we have your back.
Our Guided Migration Service allows you to pay for 5 hours of technical support simply. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire migration for you. For more details on our Guided Service, visit our Guided Service Migration and get in touch with our experts at hello@syncmatters.com.
- Cost-conscious
- 5 hours of expert support
- Less time-consuming
- Personal migration expert
- Automated migration process
Tips after the Pipedrive to HubSpot Migration
Provide Ongoing Training for New CRM Features & Processes
When new CRM features are introduced, it is important to make sure the team is updated. Without constant planning, the team would not complete tasks with new CRM functionality that could lead to delays and failures. CRM functions' effort to simplify processes would have been redundant simply because no one knows how to use them.
Estimate Your CRM’s Features
Estimate the implementation of your platform 2-3 months after the start of the CRM. Is that everything you expected? Are you satisfied with your layouts? Many vendors allow users to make small changes to the system in the first few months of use.
It is recommended that the CRM be re-estimated after one year of use. There might be some new fields that you'd like to add. Or some features weren't needed initially, but now it would be a good thing to have.
Test your HubSpot CRM
Even if you have gone through the migration process smoothly and error-free, you also need to conduct a post-migration audit. Take the time to look for potential problems in your new CRM. Make sure the required data was migrated, and the dashboard is working correctly.
Case Study: Partly - Pipedrive to HubSpot migration
Claudia Mansell, the Customer Success Director at Partly, took on the crucial project of migrating their company data from Pipedrive to HubSpot. Partly is a global platform dedicated to the auto parts industry, striving to create a sustainable future by eliminating waste and making all replacement parts universally searchable and accessible.
Conclusion
That’s it! This is what a Pipedrive to HubSpot migration looks like. HubSpot can boost the efficiency of your sales processes and improve your customer experience. SyncMatters' migration solutions can help you perform Pipedrive to HubSpot import smoothly and securely.
Pipedrive to HubSpot Migration Checklist:
✅ Pre-Migration Tips:
- Clean up data
- Get organized
- Know your data
- Create a backup plan
- Map out your data
- Test the migration service
- Estimate the migration price
✅ Import Process:
- Choose Pipedrive as existing and HubSpot as a future CRM platform
- Enter all required credentials
- Modify the objects you want to migrate
- Start free sample migration
- Evaluate results and launch the Full Migration
✅Post-Migration Pipedrive to HubSpot Tips:
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It is crucial to provide ongoing training for new CRM features to ensure that your team is equipped with the knowledge and skills needed to effectively utilize the capabilities of the system. Continuous training helps employees stay up-to-date with any updates or enhancements to the CRM platform, enabling them to maximize its potential and streamline their workflow.
Remember, investing in ongoing training is an investment in the success of your CRM implementation. Keep your team informed, engaged, and empowered to make the most out of your CRM solution.
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Evaluate the features and functionalities of your CRM system to ensure that it aligns with your business goals and requirements. Take the time to assess whether the platform is meeting your expectations and delivering the desired outcomes. Consider factors such as user satisfaction, system performance, customization options, and integration capabilities.
By estimating and evaluating your CRM's features, you can proactively address any gaps or deficiencies, optimize the system for maximum efficiency, and ensure that it continues to drive value for your organization. Stay proactive in monitoring and improving your CRM platform to maximize its potential and support your business success.
- Ensure that you thoroughly test your HubSpot CRM after completing the migration process. Testing is crucial to identify any potential issues or discrepancies in the data migration. Verify that all the required data has been successfully transferred, and check the functionality of the dashboard to ensure that it is working correctly. Conducting a post-migration audit will help you confirm that your new CRM system is fully operational and ready to support your sales processes effectively.
If you want to learn more about the process of data migration to HubSpot CRM, contact our experts for useful insights.
Top 10 FAQs Related to Pipedrive to HubSpot Migration
What are the key benefits of migrating from Pipedrive to HubSpot?
- Migrating to HubSpot offers a unified platform for marketing, sales, and customer service, advanced automation, enhanced analytics, and a more comprehensive toolset for business growth.
How do I prepare my data for migration from Pipedrive to HubSpot?
- Start by cleaning up your data, organizing it, understanding the objects you want to migrate, creating a backup plan, and mapping out your data to ensure accuracy during the migration process.
What tools can I use to migrate my data from Pipedrive to HubSpot?
- You can use HubSpot’s native migration tools or opt for automated migration services like MigrateMyCRM by SyncMatters for a more streamlined and reliable migration process.
Can I perform a sample migration before the full migration?
- Yes, services like MigrateMyCRM offer free sample migrations. This allows you to test the migration process with a subset of your data to ensure everything is mapped and transferred correctly.
What types of data can be migrated from Pipedrive to HubSpot?
- You can migrate contacts, companies, deals, tasks, notes, emails, custom fields, and other relevant CRM data. The migration tool should support both native and custom objects.
How long does the migration process take?
- The duration of the migration process depends on the volume and complexity of your data. While a sample migration can take a few hours, a full migration might take several days to ensure data accuracy and integrity.
Will there be any downtime during the migration?
- Ideally, there should be minimal to no downtime. Planning the migration during off-peak hours and conducting thorough testing can help ensure a smooth transition without disrupting your business operations.
How do I ensure data accuracy during migration?
- Use robust migration tools that offer features like AI auto-mapping and field utilization. Conduct sample migrations, verify the results, and continuously monitor the migration process to ensure data accuracy.
What if I encounter issues during the migration?
- Having a backup plan is crucial. Utilize customer support from your migration tool provider, such as SyncMatters, which can offer technical support and troubleshooting to resolve any issues promptly.
How do I train my team on the new CRM after migration?
- Provide ongoing training sessions using HubSpot’s resources, such as tutorials, webinars, and certification courses. Continuous training helps ensure that your team can effectively use the new CRM and fully leverage its features.
[Testimonials]
“[T]heir team took the experience to another level”
“[SyncMatters] is a great product but their team took the experience to another level and made the whole project much less stressful. They allowed us to actually find a solution that served our customer really well and allowed us to execute a successful migration.“
Ashlee Rolkowski- Marketing Manager at Lone Fir Creative
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