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CoachRWRWalker
Miembro

migrating from PipeDrive

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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?

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

migrating from PipeDrive

resolver

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:

https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties

https://knowledge.hubspot.com/crm-deals/hubspots-default-deal-properties

 

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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noahhendricks
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

migrating from PipeDrive

resolver

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
https://ecosystem.hubspot.com/marketplace/solutions/trujay (agency profile)

SyncMatters | Noah Hendricks
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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

migrating from PipeDrive

resolver

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:

https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

https://knowledge.hubspot.com/companies/hubspot-crm-default-company-properties

https://knowledge.hubspot.com/crm-deals/hubspots-default-deal-properties

 

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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CoachRWRWalker
Miembro

migrating from PipeDrive

resolver

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

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noahhendricks
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

migrating from PipeDrive

resolver

Absolutely! You can see our pricing here: MigrateMyCRM Pricing

SyncMatters | Noah Hendricks
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