Emails from Pipedrive to HubSpot

[Iscrisvesu]

Hello there,

I'm migrating from pipedrive to Hubspot and even though via import it brings some emails, it doesn't do it with all of them.

Also, now in hubspot I have contacts that are no longer deals but I want to keep the email history.

What do you recommend?

[noahmckeon]

Hi @Iscrisvesu ! You can use our migration software to complete this partial migration.

More information can be found here: How do I migrate just my emails and attachments from Pipedrive to HubSpot? 

[Shadab_Khan · Accepted solution]

Hi @Iscrisvesu ,

For the first part of your question about emails not importing properly, here’s what I’d recommend based on my own experience:

• Use DataSync:

  • If you’re not already using it, I suggest using DataSync from PipeDrive to HubSpot via the App Marketplace. It’s designed to bring in most data.
  • But if some emails aren’t coming through, definitely reach out to HubSpot Support. Sometimes there are limits on what gets synced, especially with retroactive emails.

• Negotiate Migration Support:

  • If you haven’t purchased HubSpot yet, I’d highly recommend trying to negotiate some migration support or consulting help as part of your contract. I’ve seen this happen for customers, and it takes a lot of weight off your shoulders.
  • If you’ve already bought HubSpot, reach out to your salesperson for support—they might be able to help with the migration.

• Explore Third-Party Tools:

  • You can also check out tools like Import2. These types of tools can migrate data, including emails, between systems.
  • As a last resort, you could manually export your emails from PipeDrive into a CSV and upload them to HubSpot. I’ve done this before—it’s tedious and has a risk of data loss, but it can work in a pinch.

---

Now, for the second part of your question about keeping email history for contacts that are no longer deals:

• Keep Email History on the Contact Object:

  • HubSpot’s structure separates contacts, companies, deals, and tickets into different objects. You can definitely keep the email history tied to the contact object, even if they’re no longer deals.

• Mark Lead Status as Unqualified:

  • If these contacts are no longer deals, it’s a good idea to mark their lead status as 'Unqualified'. This keeps things organized.
  • Also, be sure to mark them with an unqualified reason (e.g., wrong fit, wrong details). I’ve done this with customers to track why they didn’t convert—it helps keep the CRM clean and informative.

• Mark as Non-Marketing Contacts:

  • If you don’t plan to market to these contacts anymore, mark them as non-marketing contacts. This way, HubSpot won’t charge you for them in your marketing contact tier.

• Track Closed Deals:

  • If these contacts had an open deal that didn’t convert, you can create a deal and mark it as closed lost. That way, you can still track the history of the opportunity and any related interactions.

Hopefully, that covers everything! Let me know if you need any more details or have follow-up questions. I’ve done similar migrations before, so happy to help where I can.