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Migrate from Pipedrive to HubSpot
Move your team from Pipedrive to HubSpot with your deals, contacts, companies and their history in place.
Sounds familiar?
We bring them onto one platform, so sales, marketing and service see the same customer history and hand leads over without spreadsheets.
With deals next to marketing in HubSpot, you can report on what each campaign brings in, from first touch to closed deal.
We set up pipelines and dashboards so leadership sees pipeline, forecast and performance live, without the spreadsheet.
More people, more process, more workarounds. We set HubSpot up with the permissions, automation and reporting a growing team needs, from day one.
What moves across, and what we rebuild
Moved with its history
Your data
Everything your team relies on day to day, linked to the right records in HubSpot.
Organisations and people, as companies and contacts
Open, won and lost deals with values, owners, close dates and lost reasons
Pipelines and stages, matched to HubSpot deal pipelines
Notes, calls, meetings and tasks on each record’s timeline, with their original dates
Products and custom fields you still use
Emails logged in Pipedrive, where they’re linked to a deal or person
Checked against your Pipedrive totals before you sign off.
Rebuilt in HubSpot
How your team works
Some things don’t copy across between CRMs. We rebuild them so the team’s day feels familiar from day one.
Pipedrive automations, recreated as HubSpot workflows
Email templates and sequences for the team
Web forms and lead capture
Sales reports and dashboards
The other tools that were connected to Pipedrive
We list these with you up front and agree what’s worth keeping.
What's included in your migration
Every project starts with a look at your Pipedrive account. The rest depends on what you use, and we agree it with you up front.
Always included
Pipedrive review
What's in your account, what's worth keeping and what can be left behind.
Data map
Every Pipedrive field, pipeline and stage matched to HubSpot, agreed with you before we start.
Duplicate check
People and organisations matched and cleaned, so you don't end up with two of everyone.
Test migration
A test run on real records, checked by you before anything goes live.
Added when you need it
Scoped and priced as part of your proposal
Sales Hub setup
Pipelines, deal stages, permissions and the sales tools your team needs.
Workflow rebuild
Your Pipedrive automations recreated as HubSpot workflows.
Email and calendar
Each rep's inbox and calendar connected, so emails and meetings log themselves.
Integrations
The tools that talked to Pipedrive reconnected to HubSpot.
Sales reporting
Dashboards for pipeline, forecast and rep activity.
Team training
A live session for your team on the new setup, recorded for new starters.
Pipedrive to HubSpot migration pricing
Every Pipedrive account is different, so we confirm a fixed price once we've seen yours.
from £550
Organisations, people, pipelines and deals with their notes and activities, moved into HubSpot and checked with you.
Setting up Sales Hub from scratch? Our onboarding and implementation packages include the migration planning. All prices exclude VAT. HubSpot and Pipedrive licences are billed by them.
Will Andrew
Founder
Claudia Cadete
Senior HubSpot Architect
Senior-led, start to finish
No hand-offs. HubSpot admins since 2017, with 20 years of combined HubSpot experience between us.
Fixed, published prices
You know the cost before we start. Every project is quoted as a fixed price after a 30-minute call.
Your data, handled properly
Registered with the ICO, everyone on our team has signed an NDA, and client logins are kept in 1Password.
ICO registration ZB789502
Proven and certified
From Pipedrive to HubSpot in four steps
Review your Pipedrive
We look at your data, pipelines and automations, and agree what moves, what's rebuilt and what's left behind.
Fixed-price plan
A written plan with the data map, switch-over date and a fixed price.
Build and test
We set up HubSpot, run a test migration and check the deals and totals with you.
Switch over and train
We move the rest across, pick up anything new since the test, and train your team.
Fani Petrova
Integration Specialist, User Guest
“The migration into one HubSpot account went a lot more smoothly than we expected. We didn't lose a single working day, and by Monday morning it just worked.”
Sivvy Mikitsey
GTM Lead, Octopus Energy
“Will knows HubSpot inside out and quickly turned our challenges into a clear plan. He's thorough, practical, and great to work with. Highly recommend!”
James Kemp
Director of Operations & Finance, DeepStream
Free HubSpot audit
Is your HubSpot ready for AI?
In 30 minutes we review your data, pipelines and workflows, then give you a health score and prioritised fixes. You keep the findings either way.
Will we lose our deal history?
Can't we use HubSpot's own migration tool?
Is HubSpot better than Pipedrive?
Can we keep our pipelines and stages?
Do our Pipedrive automations move across?
What about emails we logged in Pipedrive?
Which HubSpot plan do we need?
Will our team have downtime?
How long does a migration take?
