Best Practices, Limitations, Options, and More...
HubSpot to Pipedrive migration
What are my options for
converting HubSpot to Pipedrive?
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.
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.
A wizard import tool or
You will find ready-made software for reliable data transfer between CRM systems to be a tremendous help in this situation.
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.
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.
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.
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.
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.
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.
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|
|Deal Line Items||➜||Deal Products|
|Tasks||➜||Activities (Tasks, Deadlines, Emails, Lunches etc)|
Additional objects will need to be investigated for a Custom Migration
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.
Bad or Outdated Contacts
Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (email@example.com or firstname.lastname@example.org). From there you can mark and remove those and these costs are pretty minimal as well.
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.
The Role of Data Mapping in Successful CRM Data Migration
Data migration is a critical process for businesses looking to upgrade their CRM systems or transition from on-premises solutions to cloud-...
July Release Notes 2023
Welcome to the July product updates blog. Take advantage of some great opportunities to become more self-sufficient with your data migratio...
Best Practices for Successful Data Migration from On-Premises to Cloud CRM
Discover the benefits and challenges of migrating from on-premises CRM systems to the cloud. Enhance flexibility, scalability, and accessib...