Import notes, emails, and more from Pipedrive to Hubspot
SOLVE
Hello
So the question has been asked many times but I have not found a satisfactory answer so far. We have about 18K of data for reference.
I tried the following :
Trujay = way too expensive, I cannot spare +1000$ to migrate
Import2data = same as trujay
Operations hub : only imports transactions with a few details and everything I need is missing (meetings, notes, emails etc...)
API : haha, jut kidding, I clearly don't have the technical skills for this one
CSV or Excel file : of course, Pipedrive does not let you export what you truly need. Of course. Just one more reason to move away from it. OMG.
It's a frustrating experience as you can tell. Is there a way I can migrate that data without having to do something incredibly expensive or that would require a computer PhD ? Hope someone can help
Dec 23, 20227:30 AM - edited Dec 23, 20227:30 AM
Contributor
Import notes, emails, and more from Pipedrive to Hubspot
SOLVE
Ok so we ended up using import2.com and it was absolutely perfect.
During the migration, it encountered 152 errors which were all detailed : some 104 transactions could not be migrated because I forgot to recreate the corresponding paths of deal stages in hubspot from pipedrive. So I corrected that and the team migrated the remaining records at no additional costs. The team is small but super reactive and very helpful.
They price per data volume and we were on the lower end of their price-tier. So not only the quality was fantastic, but the budget was just right for us. The migration was done smoothly in less that 4 hours all in all.
I warmly recommend them if you ever need to do the same type of migration. We are missing nothing - all the data, all the emails, notes, meetings, have been correctly moved. It's a huge relief to be able to move "full-time" into Hubspot!
Import notes, emails, and more from Pipedrive to Hubspot
SOLVE
In case it could help anybody in the future reading through threads trying to figure out how to migrate emails and notes along with all the field data, we've launched an app/service that will handle everything for you. You can learn more about Migratr for HubSpot here.
We love helping HubSpot customers get the most value out of the platform!
We sincerely appreciate you taking the time to present this App, and we extend our heartfelt congratulations on successfully bringing into existence such a valuable and practical application.
Dec 23, 20227:30 AM - edited Dec 23, 20227:30 AM
Contributor
Import notes, emails, and more from Pipedrive to Hubspot
SOLVE
Ok so we ended up using import2.com and it was absolutely perfect.
During the migration, it encountered 152 errors which were all detailed : some 104 transactions could not be migrated because I forgot to recreate the corresponding paths of deal stages in hubspot from pipedrive. So I corrected that and the team migrated the remaining records at no additional costs. The team is small but super reactive and very helpful.
They price per data volume and we were on the lower end of their price-tier. So not only the quality was fantastic, but the budget was just right for us. The migration was done smoothly in less that 4 hours all in all.
I warmly recommend them if you ever need to do the same type of migration. We are missing nothing - all the data, all the emails, notes, meetings, have been correctly moved. It's a huge relief to be able to move "full-time" into Hubspot!
Dec 20, 20229:25 AM - edited Dec 20, 20229:30 AM
Contributor
Import notes, emails, and more from Pipedrive to Hubspot
SOLVE
Hello Frank, for trujay, yes, it seems the more you have data to migrate the pricier it gets, that must be their business model. Shame as it is a good solution as the sample export was fantastic. For pipedrive, they do not ley you export much other than the name of transactions, contacts, email of the contacts but no notes or emails (as in email sent and received attached to a transaction/account/contact) so you are effectively missing a big chunk of data through a CSV export.