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Best Practices, Limitations, Options, and More...

HubSpot to Pipedrive migration

HubSpot-to-Pipedrive-migration-trujay

What are my options for

converting HubSpot to Pipedrive?

HubSpot-to-Salesforce-migration

So you’re looking to convert to Pipedrive and want to understand all of your options:

  • What is affordable?
  • What is the correct way?
  • What is the fastest?

You’ve come to the right place, because we’ll help you make that choice.

A CRM provider will make it sound simple and straightforward when you speak with them, saying that you can just utilize their import tools. Sadly, it's not that easy. Using the CRM vendor's tools is only advised if you are just uploading Contacts and Accounts/Companies. If you're moving anything else, you should think about putting together your own resources or using an alternative tool or professional services.

Option 1

Migrating myself 

You may certainly attempt to move the data to Pipedrive on your own, however we are unsure if it will be simple for you given your lack of knowledge.

 

HubSpot-to-Salesforce-migration
HubSpot-to-Salesforce-migration

Option 2

A wizard import tool or
an integration

You will find ready-made software for reliable data transfer between CRM systems to be a tremendous help in this situation.

Option 3

A custom migration

To reduce the risk of downtime and safeguard your systems and data throughout the relocation process, experts will create a well-thought-out strategy.The process of getting your data into Pipedrive is very time-consuming. Leave it to the experts to handle this.

HubSpot-to-Salesforce-migration-trujay

Option 1: Migrating myself and using the CRM vendor’s import tool

Data is always changing, and procedures are altered on a daily, weekly, and other basis. Fields or properties are combined, eliminated, or added. Starting from scratch and modifying the fields/data structure is most obvious, especially when switching to a new system. You've made yourself vulnerable to considerable danger and data loss.

To begin with, it is worth sketching out a diagram of your business processes, with all its elements and connections. You will see the big picture, the information that is entered at each of the stages and the employees involved in them. You will be able to highlight the categories of data that need to be carefully transferred to the new CRM and what can be “sent to the trash” (duplicates, irrelevant).

Never migrate a database of data in parts; the danger is too big, and the cost of putting your firm behind schedule can be too high.

Option 2: Migrating with a wizard import tool or an integration tool

This solution transfers data across CRMs in a matter of hours. Does not call for technological expertise. Data from your previous CRM will easily be moved to Pipedrive, including products, leads, sales, events, and other information. You can also utilize the service if you need to move data to systems owned by other parties.

The service takes care of the entire data transfer routine: matches employees between systems; gives a clear idea of how and what data to transfer; monitors the security of migration, controls data loss.

Access your existing and desired CRM systems with Trujay. Run the migration after defining the field mapping. Convenient and swift! Run as many free random samples as you'd like with Trujay's migration app. It is simple to observe the migration process in operation.

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There is a robust procedure for importing data without coding skills. It does not require any software to be installed on the computer.

 

Free Sample Migration Demo Video

Step by Step screens of Trujay’s Self Service Migration Wizard

Option 3: A custom migration

So this is the option that defines “doing it the right way.”  Not that the previous options are doing it the wrong way, but this will take the entire lift and process off your plate and you can focus on training and configuring Pipedrive, which is very important for you to be focusing on and your business processes.  Finding a company that specializes in data migrations, that knows HubSpot and Pipedrive like the back of their hands will make for a seamless transition and save you an endless amount of hours.  

Data professionals or a partner who specializes in doing this ALL THE TIME are the way to go and something I would strongly advise considering because data is so vast and interconnected. Only data transfer professionals can make your shift as seamless as possible while allowing you to concentrate on the essential elements of your company.

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Having a project manager or CSM guide you through the entire HubSpot to Pipedrive data migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automation, etc.  Better yet the project manager/CSM can give you guidance on turning text fields into dropdown fields, so you can report more accurately on the data points you collect.

 

FAQs

Terminology

What is a Sample Migration?

Sample Migration is a process where we transfer a small part of your records (approximately 10% of all data) to the target CRM platform and estimate the price of a Full Data Migration. You can test our service using the Free Sample Import.

You can change options and rerun the sample migration as many times as you need.

How does Free Sample work?

During the Sample Migration, we take a part of your records and migrate them to your target CRM platform, along with relations between those records. The entire process may take up to 15 minutes; it depends on the specification of your CRMs.

What happens after the Sample Migration is complete?

Once complete, you can review the transferred records in the target platform. Evaluate the results to make sure they work for you.

What is a Guided Migration?

A guided migration provides you with a Trujay dedicated CSM that will complete all the mappings for you. 

This is an excellent option for people that need an extra layer of support with their migration.

Included:

  • Everything in Wizard
  • Customer Success Manager
  • Mapping Verification
  • Quality Assurance
  • 1 - 2 Week Delivery

What is a Record?

A Record is the data item that exists in the CRM's system

  • 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
  • 1 record = one entity of CRM data (no matter what type is it).

For example:

Your current CRM possesses:

  • 1 account
  • 2 tasks
  • 3 emails
  • 2 notes.

In summary you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.

What is a Delta Migration?

A delta migration is the final migration performed during your custom migration process.

It ensures that all the data you have requested to be migrated is transferred and your target CRM is up to date right before the launch. 

What are my options?

Data cleansing

HubSpot-to-Salesforce-migration

You can clean up the data yourself in the HubSpot portal. This will require some effort and time on your side, however it will have no additional cost.

HubSpot-to-Salesforce-migration

You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to Pipedrive, they can write custom scripts to only migrate what you specify.

HubSpot-to-Pipedrive-migration

You can clean the data post-migration and should be relatively easy with Pipedrive’s segmenting tools. Create the filters or custom views and then delete!

What are my options?

Hubspot to Pipedrive: Objects

HubSpot Objects   Pipedrive Objects
Companies Organizations
Attachments  Files
Contacts  People
Calls  Activities (Calls)
Meetings Activities (Meetings)
Notes Notes
Deals Deals
Deal Line Items  Deal Products
Products Products
Tasks Activities (Tasks, Deadlines, Emails, Lunches etc)
Users Users

Additional objects will need to be investigated for a Custom Migration

Onboarding Icon-1

De-Duplicating

There are various de-duplication tools available that are all reasonably priced. Ask the data transfer partner if they can negotiate lower pricing for you because they most likely have partnerships in place.

Onboarding Icon-1

Bad or Outdated Contacts

Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (hello@trujay.com or support@trujay.com). From there you can mark and remove those and these costs are pretty minimal as well.

to-wrap-up-trujay

Conclusion

We hope you have learned more about the HubSpot to Pipedrive migration services.

An effective CRM system migration occurs when a user logs in the first thing in the morning, launches the new software, and carries on as usual. The user shouldn't have any concerns about the new system's capabilities or need to often verify the client's history in the old CRM system.

Moreover, the work must continue. All company operations must be duplicated, including entities and subordination structures. To do this, a precise action-based algorithm is required.

So now that you are aware of three solutions to this issue. So pick the one that works for you!
If you ever would like to discuss your conversion between  HubSpot to Salesforce, please feel free to contact us here for a quick call.

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