Pipedrive to HubSpot CRM Migration Services

Expert Pipedrive to HubSpot migration that transfers all your contacts, deals, companies, notes, and custom fields. We rebuild your automations, map your pipelines, and train your team on HubSpot's all-in-one platform.

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migration Process

Our Pipedrive to HubSpot Migration Process

We provide a wide range of services to help you migrate from Pipedrive to HubSpot

1. Discovery & Migration Planning

We audit your current Pipedrive setup: contacts, deals, pipelines, and custom fields. Our experts map your data structure to HubSpot, identify which automations need rebuilding, and create a clear migration roadmap.

2. HubSpot Workspace Configuration

We configure your HubSpot CRM to match your business processes, including: setting up pipelines and deal stages, creating custom properties for your data, configuring team permissions, and preparing HubSpot to receive your complete Pipedrive information.

3. Data Migration & Workflow Transformation

We migrate all your Pipedrive data: contacts, companies, deals, notes, emails, calls, and custom fields. Every pipeline stage and activity history transfers intact. Our automation specialists rebuild your workflows, enhancing them with advanced features unavailable in Pipedrive.

4. Connect Your Business Tools

We integrate your essential applications using HubSpot's 1,900+ native integrations. From communication platforms and calendar sync to project management and accounting software, we create secure connections and configure automated data flows between your systems.

5. Intelligent Automation & AI Features

We set up HubSpot's AI-powered automation to optimize your operations. This includes intelligent workflows, automated sequences, AI-driven lead scoring, content generation tools, predictive insights, and custom dashboards that provide real-time visibility into your business performance.

6. Testing & Data Validation

Before going live, we thoroughly test your migrated CRM. We verify all data transferred correctly, validate custom field mappings, test automated workflows and triggers, confirm data relationships between objects, and ensure your team can access everything they need in HubSpot.

7. Training & Ongoing Support

We provide comprehensive training personalized to your team's roles and needs. Our ongoing support includes detailed documentation, a dedicated ticketing system for fast response, optimization recommendations, and assistance as you grow into HubSpot's advanced capabilities.

Why Migrate to HubSpot

All-in-One Marketing, Sales & Service Platform: HubSpot unifies your entire customer journey in one platform. Unlike Pipedrive's sales-only focus, HubSpot combines CRM, marketing automation, customer service, and content management.
Advanced Marketing Automation & AI Tools: Scale your outreach with HubSpot's native marketing automation. Create email sequences, nurture campaigns, and lead scoring workflows without third-party tools. HubSpot's AI features include predictive lead scoring, content generation, conversation intelligence, and automated data enrichment, capabilities that require expensive add-ons or aren't available in Pipedrive.‍
1,900+ Native Integrations: Connect your entire tech stack through HubSpot's extensive app marketplace. While Pipedrive offers 400+ integrations, HubSpot provides 1,900+ direct connections to tools like Salesforce, Slack, Microsoft Teams, QuickBooks, Shopify, and more. Reduce integration costs and complexity while improving data sync reliability.
Enterprise-Grade Reporting & Analytics: Make data-driven decisions with HubSpot's advanced reporting capabilities. Build custom dashboards, track attribution across marketing and sales, analyze revenue forecasting, and monitor team performance in real-time.

Expertise

Makeitfuture expertise

Backed by industry-recognized certifications and performance metrics

250+

Clients

6000+

Automations

6000+

Years of experience

Our process

How it works

We take you from manual struggle to automated joy in 4 easy steps

Discovery call

We start by understanding your business, your challenges, as well as the processes and systems you use.

Strategy & Planning

We identify what to automate, how to connect your systems, and create a step-by-step implementation plan.

Implementation

Our experts build, test, and deploy your custom automations, from simple workflows to complex integrations.

QA & Support

We monitor performance, handle maintenance, and continuously optimize your automations.

Testimonials

What our clients say

We were facing challenges with limited in-house resources for automations as our company grew. We met at a Make conference in Germany and, despite previously only working with freelancers, we took the opportunity to partner with you. Your work has significantly reduced time spent on manual tasks, enabling us to scale our products and take on new projects.

When I joined the company in 2022, I struggled with managing product SKUs in HubSpot, especially with reporting and price changes. A team member introduced me to Tiberiu and Make, and I was impressed by its HubSpot capabilities. The integration met our requirements and made price updates much faster. The team was flexible and responsive, delivering solutions quickly.

The app we created has put our poker club on the top. It even offers a free alternative for other poker clubs in the country to promote themselves. I want to recommend you, but I'm afraid if I do, you'll no longer have the same amount of time for our ongoing projects - so I'd rather keep you to myself.

Excellent! Our need was completelyunderstood and properly transposed in the easiest option of flow for both us and our collaborators. Even more, during our collaboration, the team members came up with very good suggestions to optimize the existing flow even more.

I've been working with Make IT Future for a year now and feel lucky to have personal contact with the owner. They truly understand their craft and know what they're doing. Everything works smoothly, and if a problem arises, there's a short official route. I can contact them directly, and issues are fixed within a few hours. Automation is the future for my business model.

Tiberiu and Makeitfuture is a great company, very dedicated to find a good solution. With their experience and knowledge, they can understand the situation correctly and come up with the right automatic processes within MAKE or other similar tools. Besides that Tiberiu it's a great guy to work with.

FAQs

‍How long does a Pipedrive to HubSpot migration take?

Most Pipedrive to HubSpot migrations complete in 4-8 weeks from discovery to go-live. Simple setups with standard fields and basic workflows can finish in 3-4 weeks, while complex configurations with extensive custom fields, multiple pipelines, and advanced automations may require 8-12 weeks. We provide a detailed timeline during our initial discovery call based on your specific data volume, customization complexity, and business requirements.

‍Will my team experience downtime during the CRM migration?

No. We run Pipedrive and HubSpot in parallel throughout the migration process, so your team continues working without interruption. Your Pipedrive data remains fully accessible during the entire transition. The final switchover to HubSpot typically takes just a few hours and can be scheduled during evenings or weekends to ensure zero business disruption. Your operations never stop.

‍What happens to our data if something goes wrong during migration?

Your original Pipedrive data remains completely intact and untouched throughout the entire migration. We work in a separate HubSpot environment and perform extensive testing before any production data moves. We maintain complete backups at every migration stage and can quickly roll back if any issues arise. Your business data is never at risk, we have contingency plans for every scenario.

‍What happens after our Pipedrive data is migrated to HubSpot?

Migration is just the beginning. We ensure your data is clean and optimized during transfer, then provide comprehensive post-migration support through our ticketing system. This includes answering technical questions, helping your team adopt new workflows, providing optimization recommendations, and guiding you as you unlock HubSpot's advanced capabilities. Think of us as your long-term HubSpot partner, not just a migration vendor.