When you switch from Pipedrive to HubSpot, the first concern is almost always the same: “What actually happens to my data?” This is a perfectly valid question, since your CRM is the memory of your sales team. First, the good news: With a well-planned migration, contacts, organizations, deals (including pipeline assignments and history), activities, notes, and files will be transferred to HubSpot. Custom fields will be mapped, and we’ll recreate your automations (such as those from Zapier) natively in HubSpot.
Pipedrive and HubSpot organize data differently. A migration is therefore not simply a matter of transferring data from A to B, but rather a mapping process: Every object and every field from Pipedrive is assigned its corresponding counterpart in HubSpot. If this is done properly, relationships (which contact belongs to which deal?) are preserved. If it’s done sloppily, you’ll end up with all the data in place, but the connections will be broken.
The most valuable aspect of your CRM isn’t just the contacts themselves, but their relationships and history. That’s why, during a clean migration, we pay special attention to:
Associations: Contact ↔ Company ↔ Deal remain linked.
Deal Assignment: Each deal is placed in the correct pipeline and stage.
Timeline: Activities and notes appear in chronological order next to the corresponding record.
Ownership: Deals and contacts remain assigned to the correct team member.
Custom Fields: This is where a successful migration is determined: For each field, we determine whether it’s still needed, whether the field type is correct, and—for drop-down fields—whether the options are correct. A migration is the ideal time to get rid of old clutter instead of carrying it along.
Automations: We don't simply copyautomations 1:1; instead, we implement them natively within HubSpot workflows, which often eliminates the need for external tools like Zapier altogether. The result is more stable, more cost-effective, and easier to maintain than a chain of external connections.
Data Hygiene and GDPR: We’ll clean things up before the migration. We’ll merge duplicates, remove inactive records, and remove contacts without a valid GDPR basis so you can start in HubSpot with a clean foundation instead of a mess of old, unmanaged data. Data processing is carried out in accordance with a data processing agreement; HubSpot offers EU data residency.
Then you don't need another comparison—you need a solid plan. We'll migrate your deals, contacts, and activities to a portal that's ready to use from day one, without any data loss.
We look forward to hearing from you, whether it’s just to get to know each other or to discuss a specific project. If you’re interested, we’d love to schedule an initial personal discovery call to understand your needs.
This saves a lot of back-and-forth emails and usually helps both sides quickly determine whether we’re a good fit for a project together.
