migrating from PipeDrive

Smart CRM & Sales Hub Account & Settings
1

Has anybody done this?

Any advice on matching fields?

I principally use pipe drive for organizations (not individuals) and have some custom fields

Any other advice or support available?

2

Hi @CoachRWRWalker,

I’ve migrated data from Pipedrive to HubSpot before a few times, yes. Mapping is, in my opinion, a fairly intuitive process. My main advice here is to familiarize yourself with HubSpot’s default fields first:

In terms of additional tips, the main challenges companies are typically facing are duplicate-related. If you’re migrating using the Pipedrive integration, HubSpot is pretty unforgiving when it comes to duplicates. Make sure that your Pipedrive instance is cleaned up as much as possible before you migrate / sync. Insycle is a tool that can potentially help you here.

Let me know if you have any follow-up questions!

3

is that something you do professionally? can you quote me?

4

Absolutely! You can see our pricing here: MigrateMyCRM Pricing

5

Hey @CoachRWRWalker! We’ve done hundreds of migrations from Pipedrive to HubSpot, and you can use our self-service platform or reach out to our team for help. If you have any questions, don’t hesitate to reach out!
MigrateMyCRM
HubSpot Marketplace (agency profile)

6

I’ve done this a few times. You can use manual CSV exports, but matching custom fields can get tricky.
Another way is to use third-party tools like Skyvia. It is a more automated way. You can find more information here.