Short answer
Migrating from Pipedrive to HubSpot moves organizations, people, deals, activities and notes into HubSpot companies, contacts, deals and engagements, so sales and marketing share one platform with stronger automation, reporting and marketing tools.
Why firms make this move
Pipedrive is a strong pipeline tool, but teams that add marketing, service or more complex reporting often consolidate on HubSpot. The data models are similar, which makes the move quick when pipelines and custom fields are well defined.
What moves
- Organizations and people
- Deals, pipelines and stages
- Activities and notes
- Products and custom fields
How the data maps
| From | To |
|---|---|
| Organization | Company |
| Person | Contact |
| Deal | Deal |
| Activity | Task, call or meeting |
| Note | Note |
What to watch out for
- Custom fields with inconsistent values
- Pipelines that should be simplified
- Email history connected to individual inboxes
How Vantage Point runs the migration
- Field-by-field data mapping document, signed off by business owners
- Cleanup and deduplication before the move, not after
- Test loads into a sandbox with reconciliation reports
- User acceptance testing with real scenarios
- Cutover: final delta load, integrations switched, old system set to read-only
- Hypercare and adoption support
Typical timeline
Typically 2 to 5 weeks.
Frequently asked questions
Will our deal history come across?
Yes. Deals, stages, amounts and close dates migrate, along with notes and activities.
Do we need HubSpot Sales Hub?
For pipelines, sequences and forecasting, yes. Seat types determine who needs a Sales seat.