Ready to make the move from Pipedrive to HubSpot? Don’t risk losing crucial sales history and activity data during the transfer!
In this essential Academy On-the-Go video, join Senior Professor Brenna Zenaty (@BZenaty) as she provides an overview of best practices and key considerations when migrating your CRM data from Pipedrive.
You will learn how to handle structural differences, align closed deals with the HubSpot pipeline model, and properly map Pipedrive activities to the correct HubSpot engagement records for accurate reporting.
Whether you choose to migrate manually or use HubSpot’s assisted service, this video ensures your data is imported cleanly and scalably.
Watch the full guide to ensure a clean, accurate, and scalable Pipedrive-to-HubSpot migration!
Best Practices: Migrating Your Data from Pipedrive to HubSpot