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

Expertiza Makeitfuture

Susținută de certificări recunoscute în industrie și metrici de performanță

250+

Clienți

6000+

Automatizări

6000+

Ani de experiență

Procesul nostru

Cum funcţionează

Vă ducem de la lupta manuală la bucuria automată în 4 pași simpli

Apel de descoperire

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.

Testimoniale

Ce spun clienții nostri

Ne confruntam cu provocări din cauza resurselor interne limitate pentru automatizări pe măsură ce compania noastră creștea. Ne-am întâlnit la o conferință Make în Germania și, deși lucrasem anterior doar cu freelanceri, am profitat de ocazie să colaborăm cu voi. Munca voastră a redus semnificativ timpul petrecut pe sarcini manuale, permițându-ne să ne scalăm produsele și să preluăm noi proiecte.

Când m-am alăturat companiei în 2022, am avut dificultăți în gestionarea SKU-urilor de produse în HubSpot, în special în ceea ce privește rapoartele și modificările de preț. Un coleg mi l-a prezentat pe Tiberiu și Make, iar capabilitățile HubSpot m-au impresionat. Integrarea a îndeplinit cerințele noastre și a făcut actualizarea prețurilor mult mai rapidă. Echipa a fost flexibilă și receptivă, livrând soluții rapid.

Aplicația pe care am creat-o ne-a propulsat clubul de poker în top. Oferă chiar și o alternativă gratuită pentru alte cluburi de poker din țară să se promoveze. Aș vrea să vă recomand, dar mi-e teamă că, dacă o fac, nu veți mai avea același timp pentru proiectele noastre în derulare – așa că prefer să vă păstrez doar pentru noi.

Excelent! Nevoia noastră a fost complet înțeleasă și transpusă corect în cea mai simplă variantă de flux, atât pentru noi, cât și pentru colaboratorii noștri. Mai mult, pe parcursul colaborării, membrii echipei au venit cu sugestii foarte bune pentru optimizarea și mai eficientă a fluxului existent.

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Lucrez cu Makeitfuture de un an și mă simt norocos să am un contact direct cu fondatorul. Înțeleg cu adevărat meseria lor și știu ce fac. Totul funcționează fără probleme, iar dacă apare o problemă, ruta oficială este scurtă. Îi pot contacta direct și problemele sunt rezolvate în câteva ore. Automatizarea este viitorul modelului meu de afaceri.

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Tiberiu și MakeitFuture sunt o companie grozavă, foarte dedicată găsirii celor mai bune soluții. Cu experiența și cunoștințele lor, pot înțelege corect situația și pot veni cu procese automate potrivite în MAKE sau alte instrumente similare. În plus, Tiberiu este un om extraordinar cu care e o plăcere să lucrezi.

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.