Migration Pipedrive > HubSpot

Exploring the varied solutions available for executing a migration:

Pipedrive Integration

HubSpot Import Tools

Custom Import Script

CORRECT APPROACH

Regardless of which system you end up choosing, here are some key recommendations based on our extensive experience:

Ensure a complete backup of your Pipedrive data is made before initiating the migration process.
Reach out to Pipedrive immediately to secure the API key for all your users, both current and former. This piece of information is crucial for everyone.
Plan for at least a two-week period during which both your Pipedrive and HubSpot licenses are active concurrently.
Allocate an additional buffer of at least 10 days beyond your targeted migration completion date.
Avoid embarking on a partial migration if you intend to transfer your activities (emails, notes, tasks), as this approach complicates and thus increases the cost of migrating these data types.

Be aware that, as of now, Pipedrive's API does not support the retrieval of transaction timestamps.

Experience unrestricted data migration without any limitations.
Pre-import filtering and cleansing of your data for optimal cleanliness.
Development of a customized mapping plan tailored to your needs.
Full support throughout the tool change process: reconstructing your pipeline lists and workflows on HubSpot plus the creation of custom objects.
Review and enhancement of your sales processes for increased productivity.
Training sessions for your teams to ensure smooth adoption.
A 3-month post-service support and warranty period.
Certified HubSpot platinum partner experts.