Migrating from Pipedrive to HubSpot: Key considerations, preparation and benefits

Thinking about making the move from Pipedrive to HubSpot? Good call. HubSpot is built to scale, giving you better automation, deeper insights and a more connected sales and marketing ecosystem. But a smooth migration isn’t just about shifting data – it’s about setting up your team for success from day one.

What to consider before migrating

Before diving in, take a step back and think about these key points:

• Get your data in shape – Clean up duplicates, remove outdated contacts and make sure everything’s structured properly before moving it across.

• Match up your fields – Pipedrive and HubSpot don’t always speak the same language. Map contacts, companies, deals and custom fields correctly to avoid headaches later.

• Rebuild your automation – Workflows, email sequences and task automation might need reworking to fit HubSpot’s system.

• Check your integrations – Using tools like Mailchimp, Office 365 or Stripe? Make sure they connect smoothly with HubSpot or explore alternative solutions.

• Prepare your team – A new system means a learning curve. Get your team familiar with HubSpot’s CRM, sales pipelines and reporting features early on.

Prepping for a successful migration

Here’s what you need to do before making the switch:

1. Audit your current setup – Understand what data and processes you actually need in HubSpot.

2. Define your sales and marketing flow – Map out how your leads, deals and pipelines should function in HubSpot.

3. Set up HubSpot properties – Align HubSpot’s properties with the data you’re bringing in from Pipedrive.

4. Back everything up – Always export and store a full copy of your data before making any changes.

5. Test before you commit – Move a small batch of data first to check for errors.

6. Get your team up to speed – Set up initial training to get everyone comfortable with the new system.

Why HubSpot? The benefits of making the switch

HubSpot does more than just replace Pipedrive – it levels up your entire sales and marketing strategy. Here’s why businesses make the move:

• All-in-one platform – CRM, marketing, sales and service in one place.

• Smarter automation – Set up powerful workflows to save time and improve efficiency.

• Better reporting – Get real-time insights into your pipeline, conversions and revenue.

• Stronger integrations – HubSpot plays nicely with all your essential business tools.

• Built for growth – Whether you’re scaling your team or expanding your market, HubSpot grows with you.

For more details, check out HubSpot’s official migration resources.