Skip to content

Fast, Secure & Accurate Coevera to HubSpot Migration

Migrate from Coevera to HubSpot

Move from Coevera to HubSpot with cleaner data, better structure, and less risk at launch.

 Transfer your deals, contacts, and activity history into HubSpot in days, not weeks. Run a free sample migration first to see how your data lands before you commit. 

HubSpot Elite Partner | 🛡️ ISO 2700 | 🔒 GDPR Compliant | 500+ HubSpot migrations completed

 

< 24 hours

Typical Self-Service

Migration Time

4.9/5
+

Average Customer

Rating

ISO 27001
*

Information Security

Certified

Successful Coevera to HubSpot migration requires more than records transfer.

A good project involves careful planning, accurate field mapping, data cleansing, relationship preservation, and thorough validation to ensure your new HubSpot portal is ready for your team from day one. 

 

Self-service, guided, or fully managed—choose the level of support your business needs.

Choose the Migration Option That Fits Your Company

 

 Every migration is different. MigrateMyCRM offers flexible pricing based on how you'd like our team to be involved in your project. Whether you're migrating independently using our AI-powered platform or have the assistance of SyncMatters migration specialists for a white-glove experience, you'll get secure, reliable, and accurate data migration. 

Self Service
$99 / starts from

 Migrate your data on your own using the MigrateMyCRM wizard. Connect your systems, map your data, run free sample migrations, and complete your migration at your own pace 

What's included:
  • AI-Powered Field Mapping
  • Unlimited Free Samples
  • Records matching
  • Data Filters
  • Delta migration to cover a post-full transition period for your team
  • Chat/Tickets tech support
Guided Migration
$875 / add-on

Do you want to have control over each migration stage yourself but feel more comfortable with an expert by your side? For an $875 add-on to your DIY package, we'll virtually hold your hand through the process. 

What's included:
  • Full-featured Migration Wizard
  • Migration specialist (your assistant)
  • 5 hours of dedicated support
  • Records matching and filtering
  • Quality assurance
  • 1–2-week delivery
  • Delta migration
Custom Migration
$ 3,500+ / per project

Complex requirements or little time to dig into documentation? You are not alone - a CRM migration is often added on top of one's everyday tasks. 

SyncMatter handles the entire process, delivering a report after each milestone to confirm we are moving in the right direction.

What's included:
  • All MigrateMyCRM wizard features
  • Best practices from our 10+ years of expertise in CRM data migration
  • Customizations
  • Quality assurance
  • Custom supported CRMs
  • 3+ week delivery

Common Coevera to HubSpot Migration Problems

A connector can move records. You decide what's worth keeping.

Problem

Owners must exist before migration

If users aren’t created in HubSpot first, records lose their owner assignment. Deactivated Coevera users need a decision: create them as deactivated users, or reassign their records.

Problem

HubSpot deduplicates automatically

Contacts are deduplicated by email and companies by domain. Coevera tolerates duplicates, so records can unexpectedly merge or fail to import.

Problem

API rate limits slow large migrations

Big datasets, especially those with many activities and attachments, need batching and retry logic, plus a delta migration for records changed during cutover.

Problem

Account–contact relationships work differently

Coevera lets a contact relate to multiple accounts with roles and a primary account. HubSpot supports multiple associations, but custom association labels for roles require a Pro or Enterprise tier, so role information may otherwise be lost.

Problem

Sales Units (territories/hierarchy) don’t exist in HubSpot

Coevera’s Sales Unit structure usually has to be flattened into HubSpot Teams (available on paid tiers) or stored in a custom property, and visibility rules need to be rebuilt.

Problem

Custom field types differ

Calculated or formula fields, auto-numbers, and some multi-select fields need equivalents in HubSpot. Calculated properties are tier-limited, and dropdown options must exist before import.

 

Why Businesses Move from Coevera to HubSpot

The move tends to happen when a company outgrows a sales-only CRM and wants one platform for the whole customer lifecycle. These are the most common reasons:

One platform for marketing, sales, and service. HubSpot combines CRM, marketing automation, customer service, content management, and operations tools on one database. Companies running Coevera alongside separate email marketing, help desk, and website tools often move to cut that patchwork down and stop syncing data between systems.

Better marketing and sales alignment. With marketing and sales on the same platform, lead attribution, lifecycle stages, and handoffs become visible end to end. That’s hard to achieve when marketing data lives in a different tool than the pipeline.

Integration ecosystem. HubSpot’s App Marketplace has a very large catalog of native integrations. For companies relying on many third-party tools, this often means fewer custom connectors and less middleware.

Ease of adoption and available talent. HubSpot is widely used, so new hires often already know it. Agencies, consultants, and training resources (like HubSpot Academy) are also easy to find, which lowers onboarding and support costs.

Flexible pricing and scaling. HubSpot’s free CRM and tiered hubs let companies start small and add capabilities as they grow, rather than switching systems again later.

AI and automation. HubSpot has been investing heavily in AI features and workflow automation across its hubs, which appeals to teams looking to automate prospecting, content, and service tasks.

Company changes. Mergers, acquisitions, new leadership, or a parent company standardizing on HubSpot often trigger the switch, regardless of how well the previous CRM was working.

Re-evaluation moments. Contract renewals, pricing changes, or a rebrand like Pipeliner becoming Coevera can prompt teams to compare options, and some decide a broader platform fits their direction better.

Find your migration

CRMs

Migration Connectors

 

30+ Supported Systems

Act!

Act!

Agile CRM

Agile CRM

BaseCRM

Base CRM

Capsule

Capsule

Close CRM

Close

Copper

Copper

CSV

CSV

Excel

Excel

Freshsales

Freshsales

Highrise

Highrise

HubSpot

HubSpot

InfusionSoft

InfusionSoft

Insightly

Insightly

Keap

Keap

MS Dynamics

MS Dynamics

monday.com

monday.com

Pipeline

Pipeline

Salesforce

Salesforce

Salesforce

Salesforce Sandbox

Pipedrive

Pipedrive

Solve

Solve

SugarCRM

SugarCRM

SuiteCRM

SuiteCRM

Vtiger

Vtiger

Zendesk Sell

Zendesk Sell

Zoho

Zoho

How SyncMatters Helps You Migrate from Coevera to HubSpot without Risk

 A migration tool can transfer records from Coevera to HubSpot. As the data owner, you determine which fields are relevant, how your sales pipelines should be aligned between the two CRMs, and whether your data is clean, organized, or needs deduplication. 

The goal isn't just to move your Coevera data into HubSpot. We want your team start using HubSpot with cleaner, well-structured CRM data, preserved relationships, and confidence that everything works as expected from day one.

checkmark

Migration planning
checkmark

Data cleanup recommendations
checkmark

Field and property mapping
checkmark

Lead, contact, company, and deal structure review
checkmark

Record association validation
checkmark

 Activities and Files transfer 
checkmark

QA before launch
checkmark

Post-migration support
Ryan+McConville

“Great service with even greater customer service”

“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“

Ryan McConville

- President Marketing & Advertising at Kargo

Kargo
John+Kelleher

“Trustworthy, effective and straight talking”

“Trujay are the people I call when I look at an implementation issue and think 'how on Earth could that issue be resolved.' They've completed fabulous work for us and our clients. Highly recommend.“

John Kelleher

- Chief Executive at ESM Inbound

ESM Inbound Logo

Trusted by businesses of all sizes 

Built for Seamless CRM Migrations. 

Migrate from Coevera to HubSpot with confidence. Backed by over a decade of CRM migration expertise, we help businesses securely transfer their data with minimal downtime, preserving relationships, custom fields, and historical records.

HubSpot Elite Solutions Partner

AI-Powered Migration

Intelligent field mapping accelerates your migration while giving you full control over mappings, transformations, and data validation.

Enterprise-grade security for Manufacturing

Enterprise-grade security

ISO 27001 certified and GDPR compliant. Your data is encrypted in transit and at rest, ensuring every migration is secure.

Real-time bi-directional sync for Manufacturing firms and HubSpot

Complete Data Migration

Migrate contacts, companies, deals, activities, notes, emails, attachments, products, pipelines, custom fields, and associations without losing critical relationships.

Custom integration architecture

Backed by Migration Experts

Choose between a self-service migration wizard or a fully managed migration handled by our CRM migration specialists for complex requirements.

Which Objects can I Migrate?

Automatically Supported via MigrateMyCRM

Can't find your objects? Reach out to us — we also offer fully customized migration services for unsupported or complex migration requirements.

Coevera   HubSpot
Contacts ⇒
 Contacts
Accounts ⇒ Companies
Attachments ⇒ Attachments
Tasks ⇒ Tasks
Leads ⇒ Leads or Contacts
Opportunities ⇒ Deals
Product Line Items ⇒ Deal Line Items
Quotes   Quotes
Quote Items   Quote Items
Products ⇒ Products
Emails ⇒ Emails
Calls ⇒ Calls
Notes ⇒ Notes
Appointments ⇒ Meetings

The Migration from Coevera to HubSpot Process, Step-by-Step Guide

We take a hands-on approach to integrations, working collaboratively with you every step of the way and providing support from the initial stages through post-launch. Our process consists of five carefully crafted steps.

How a Coevera to HubSpot Migration Works. Every migration follows the same core process, whether you run it yourself with MigrateMyCRM or bring in our team for a fully managed project. Use this as your Coevera to HubSpot migration checklist.

1-1

Audit your Coevera data


We start by reviewing what's actually in your account — contacts, accounts, opportunities, activities, custom fields — and flagging what's outdated, duplicated, or no longer worth carrying into HubSpot.

2-1

Map your fields and objects


Coevera and HubSpot don't always match one-to-one — Leads, in particular, mean different things in each system. We map every field and object with AI-powered automapping, then give you full control to edit, add, or adjust mappings before anything moves. This step covers how to migrate Coevera custom fields to HubSpot without losing the data behind them.

3-1

Run a free sample migration


Before committing to the full project, we migrate a sample of your data so you can see exactly how it lands in HubSpot — structure, fields, and all — with no cost and no obligation.

4-1

Run the full migration


This is where you migrate Coevera opportunities to HubSpot, along with contacts, accounts, activities, notes, emails, attachments, and their associations — with relationships preserved, not just records copied over.

5-1

 Post-migration support and delta migration


Once you're live, delta migration covers anything created in Coevera during the transition, and our support team is available for questions as your team settles into HubSpot.

Unlock the power of MigrateMyCRM

MigrateMyCRM gives you full control over your migration — no black box, no guesswork.

AI Automapping

AI-Powered Automapping

Our intelligent AI automaps both objects and fields, reducing the effort needed to set up your migration.

Full or Partial Migrations

Full or Partial Migrations

Whether you need to migrate all your Coevera objects to HubSpot or just a few (e.g., Emails with Attachments), MigrateMyCRM handles this while keeping all associations.

Free samples

Unlimited Free Samples

Run as many sample migrations as you need to validate your data mapping and filter settings. Pay only when you are confident enough to start the entire data migration.

Filtering

Advanced Filtering

 Customize your migration with advanced filtering options. Define criteria for each object to include or exclude specific records. 

Flexible Object mapping

Flexible Object Mapping

Choose a strategy for each object — migration, matching, or both. Prevent duplicates by using matching based on a name or domain.

Field mapping

Field Mapping Control

 Gain full control over field mappings. Edit, add, or update auto-mapped fields to ensure your data is transferred how you want. 

Create object

Custom Object Creation

Create custom objects through our interface or map to existing custom objects within your CRMs.

call communication phone service support

Technical support

Our data migration experts and engineers are at your disposal from the first to the very last step of your data migration. 

Field utilization

Field Usage Insights

See field usage percentages to understand how many records contain values in specific fields. Make informed decisions about which fields to migrate based on their actual usage.

See for yourself how MigrateMyCRM can streamline your Coevera to HubSpot data migration. Explore more MigrateMyCRM features.

FAQs

Everything you need to know about Coevera to HubSpot migration. 

Planning a move from Coevera to HubSpot?

We've answered the most common questions about the migration process, including what data can be migrated, how long it takes, how custom fields and pipelines are handled, and how to ensure a smooth transition with minimal disruption.

How long does a migration project typically take?

Most migrations are completed within 1-2 weeks, depending on the number of records to transfer and the amount of Coevera API calls available in your CRM plan.

How can I connect Coevera to MigrateMyCRM?

When you want to connect Coevera as a source or target CRM in our migration wizard, you will see this box on the first stage:

Check out the full article here: 

Should I Migrate Leads from My Legacy CRM to Leads or Contacts in HubSpot?

HubSpot’s Leads object (available on Sales Hub Professional and Enterprise) always sits on top of a contact or company, so every Coevera lead will become a contact either way. The real question is whether you also create a Lead record for it.

For most legacy data, I’d recommend migrating Coevera leads as contacts only, and creating Lead records just for the ones your team is actively working.

Can I migrate just my Emails and Attachments from Coevera to HubSpot?

Yes. If you've already imported your companies, contacts, and deals into HubSpot with another tool, you can configure MigrateMyCRM to recognize these records for matching purposes without re-importing them. 

 

What do I need to set up in HubSpot first?

Create users, deal pipelines and stages, custom properties, and dropdown options. Enable multi-currency if you use more than one currency.

Why do I have fewer contacts in HubSpot than in Coevera?

that share an email address merge into one HubSpot contact. Leads that match existing contacts merge the same way.

 

How can I estimate the cost of my upcoming project?

The price of your data migration depends on the following points:

  1. The number of records in your source CRM that can be assessed in the online Estimator.
  2. The type of your project: self-service, guided migration, or custom.
  3. Additional features you may need, like filters, delta, or updates to the merged records.

Is the data migration secure?

Absolutely!

MigrateMyCRM works with your data using

  • End-to-end encryption
  • Secure authentication
  • Role-based permissions
  • GDPR compliance
  • ISO/IEC 27001-certified processes

This ensures sensitive client, project, and financial information remains protected throughout the entire process

Why choose MigrateMyCRM instead of a standard export tool?

Standard exports typically have gaps in activity and file migrations. Additionally, SyncMatters'app offers advanced mapping, filtering, formatting, and testing features to align the different structures of HubSpot and Coevera.

Why do users need to exist in HubSpot before migration?

Records are assigned to owners by matching users. If a user is missing, their records arrive without an owner. Decide whether to add deactivated Coevera users or reassign their records.

How to Migrate from Coevera to HubSpot: A 5-Step Guide

Reviewed by the MigrateMyCRM team at SyncMatters — a HubSpot Elite Solutions Partner and ISO 27001–certified CRM data migration platform.

Migrating from Coevera to HubSpot doesn't have to mean messy CSV exports, manual imports, or duplicate records. Below is the exact Coevera to HubSpot migration process — five steps from connecting your accounts to a fully validated data transfer.

Step 1: Connect Your Coevera and HubSpot Accounts

Connect your Pipedrive and HubSpot CRMs

Enter your Coevera and HubSpot credentials to authorize a secure connection between the two systems. This replaces manual CSV exports and native import tools with a direct, authenticated integration — the standard first step in any Coevera to HubSpot data migration.

Step 2: Run a Free Sample Migration

Sample Migrations-1

Once connected, your Coevera to HubSpot field mapping is generated automatically. MigrateMyCRM then migrates a small sample of your records (about 10%) into HubSpot at no cost, so you can see exactly how contacts, deals, and companies land before committing to a full Coevera to HubSpot import.

Run the sample as many times as you need — each new one replaces the last, so you're always testing against a clean result.

Step 3: Review Your Sample Migration Results

Review Results & Pricing-1

Compare your sample against the original Coevera data. Auto-mapping handles most standard fields, but two areas typically need a manual check:

  • Custom fields — Coevera custom fields don't always have a direct HubSpot equivalent and may need to be mapped by hand
  • Leads vs. Contacts — this is one of the most common Coevera to HubSpot migration mistakes: Coevera Leads and HubSpot Leads/Contacts represent different things, and a default mapping can quietly create duplicate or mismatched records

Step 4: Update Your Field and Object Mappings

Update Mappings-1

Adjust mappings for objects, fields, and users to match your actual sales process — not just the auto-mapped defaults. You can create and map new custom fields and users directly through the mapping interface, giving you full control over how your Coevera deals, contacts, and companies migrate to HubSpot.

Step 5: Run the Full Coevera to HubSpot Migration

Update Mappings (1)-1

Once your sample and mappings look right, proceed with payment and run the full migration. Contacts, companies, deals, activities, notes, emails, and attachments transfer with their associations preserved — so your migrated HubSpot CRM reflects real relationships, not just isolated records.

Looking for other CRM to CRM Migration Options?

Use the form below to explore options or see the most popular migration scenarios.

Find your migration

Select your source and target CRM to get started.

Special requirements?

No problem, we'll complete the migration for you.

Gain access to an entire team of technical engineers and dedicated customer success managers to get your project across the finish line.

elite-badge-color