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Gracjan Kasprzyk
Gracjan Kasprzyk, HubSpot consultant

Pipedrive to HubSpot Migration

I move people, organizations, deals and products from Pipedrive, along with meeting, note and email history. Reps find their deals in HubSpot, and Pipedrive stays available for reference.

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What teams on Pipedrive come to me with

Deals with no company

A deal hangs on one person. When that person changes jobs, nobody remembers which company the conversation was with.

No source on the deal

The sales lead asks which campaign brought in the biggest deal of the quarter, and Pipedrive only shows who created it.

A pipeline for every idea

Every product and market got its own pipeline. Some sit empty, and team results get compared in a spreadsheet.

What I move from Pipedrive and where it lands in HubSpot

People and organizations

Contacts and companies

People become contacts and organizations become companies, with their associations. Deals with no organization get flagged during mapping, and we decide where they belong.

Deals

Deals and pipelines

Deals move with their stage, amount and owner. Pipelines nobody uses stay in Pipedrive, and HubSpot stages get entry criteria.

Activities

Meetings, notes and emails

Meetings, calls, notes and tasks keep their original dates. Emails logged in Pipedrive move in a separate pass, with their content.

Products

Products and currencies

The catalog goes to the product library, and products on deals become line items. I set up currencies in the portal before the import.

Custom fields

Custom fields as properties

Each field maps to a property of the same type: dropdown, date, number. Fields nobody remembers stay in the archive.

Company groups

Parent and child companies

Parent-child links between organizations become company-to-company associations, so HubSpot shows sales across the whole group.

How a Pipedrive migration works

  1. 1

    Free consultation30 minutes

    You tell me how many pipelines you have and what Pipedrive connects to. I explain how the migration would go and what is worth simplifying along the way.

  2. 2

    Data mappingBefore the import

    We go through pipelines and custom fields and decide which pipelines to merge, which fields move and which integrations need rebuilding.

  3. 3

    Test importOn a copy

    Reps check their own deals and customer history. I compare counts of people, organizations and deals on both sides.

  4. 4

    Import and switchoverPipedrive goes read-only

    During the final import Pipedrive is read-only, so no deals get created outside the import. From the agreed day, sales works in HubSpot.

  5. 5

    Training1.5-2 hour sessions

    The HubSpot deal board works like Pipedrive: stage columns and drag and drop. We start there, on your deals.

  6. 6

    Ongoing supportOn demand or on a retainer

    After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals
50+
New implementations and cleanups of existing ones
Migrations
15+
Full migrations from other CRMs
Teams
Dozens
Sales, marketing and service teams trained
Consulting
Hundreds
Hours of hands-on work with clients in HubSpot
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Questions before a Pipedrive migration

How long does a Pipedrive migration take?

It depends on the number of pipelines, custom fields, currencies, products and integrations to rebuild. I give you a timeline after data mapping.

Will we lose call, note and email history?

No. Meetings, calls, notes and tasks keep their original dates. I move logged emails separately through the API, because otherwise HubSpot only records that an email was sent.

Can reps keep working in Pipedrive during the migration?

Yes, until switchover day. I lock edits only during the final import.

What happens to Pipedrive after the switch?

It stays available, so you can always check how a deal looked before the migration. You cancel the subscription once you no longer need anything from it.

How many pipelines should we keep?

One per distinct sales process, which usually means fewer than in Pipedrive. Every extra pipeline means separate reports and more for the team to learn.

How much does a Pipedrive migration cost?

We’ll work it out on the call, once I know your pipelines and integrations. You pay for the HubSpot license separately, directly to HubSpot.

Let's talk about your move from Pipedrive

Thirty minutes, free. Tell me what you want to do and I'll tell you where to start.

Gracjan Kasprzyk
Your call is with Gracjan Kasprzyk