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

Pipedrive to HubSpot migration

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What are my options for

converting Pipedrive to HubSpot?

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You're considering migrating Pipedrive to HubSpot and want to consider all of your options (easy, affordable and fast ways to solve this problem). In that case, Trujay is just what you need. We will provide you with all the necessary information and help you make the right choice. We are also going to be very direct in this article, without the noise and fluff. Learn more about  Pipedrive to HubSpot migrating here.

You can use the standard import tools of your desired CRM. A direct CRM vendor can quickly and affordably tell you how to do it. But, unfortunately, not everything is so good. If you are just migrating Contacts or Accounts/Companies, I would  advise you to use the CRM vendor's tools. If you're moving anything else, you should think about putting together your own resources or using an alternative tool or professional services.

Each CRM vendor pays more attention to the specifics of their software, than how to transfer all the data between CRMs. Before you transfer your data with a provider, make sure you're comfortable with them and that you're happy with the price, schedule, participation, etc. 

Option 1

Migrating myself 

You can use this option if you need to move a small amount of your core data to HubSpot.

 

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Option 2

A wizard import tool or
an integration

There are a few solutions available for transferring data between Pipedrive and Hubspot and those that offer direct API to API capability are also available.

 

Option 3

A custom migration

This option will be the best solution for you. This will make your migration process much easier and you can focus on training and configuring HubSpot.

 

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

So, you should take this into account if you need to migrate basic core object data, including Contacts and Accounts/Companies. You will require powerful solutions that are designed for these connections and complexity when you need to transfer "Opportunities" that have many relationships or multiple pipelines from Pipedrive to Hubspot. Once you add products and line items from Pipedrive to HubSpot, then the situation gets even deeper and wouldn't be recommended.

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

On the market today, a few data migration tools offer direct API to API migration functionality. Additionally, you can use middleware or iPaaS (integration platform as a service) solutions. The iPaaS suppliers will want to get you on a contract for a longer term of time, and since they are created for continuing data syncs, they will be unnecessarily complex and challenging to understand for your use case, thus we would recommend the technologies built for data migrations specifically.

In our opinion, you should take into account the data migration wizards available on the market that were created specifically for data migrating Pipedrive to HubSpot reasons as they will be easier to use.  The primary difference between these programs that you should be aware of is that some of them will require you to manually construct each custom field, which will take a lot of time and account for half of the migration. Others can have the custom fields created for them by the tool, saving them a ton of time and making their time much more valuable. Ensure that you check all.

To guarantee that your mapping, testing, QA, and delta transfer run without a hitch, Trujay offers a data migration wizard software and even an additional option with guided support.With it, your Pipedrive import data will become much easier.

Contact us     Try for free

Run as many free random samples as you'd like using Trujay's migration app. The goal is to keep experimenting with the mapping until the sample data is displaying precisely as you want it to. Once you’re happy with the mapping, then you can run the full migration Pipedrive to HubSpot and make a payment.

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.” By finding a company that specializes in data migration, you can focus on learning and configuring HubSpot, which is important to you and your business processes. They know Pipedrive and HubSpot like the back of their hand and will ensure a smooth transition and save you endless hours.

You might have a CRM implementation partner who has integrated a custom migration into their overall onboarding strategy for you. TWe believe that this choice is the most advantageous because trying to implement HubSpot independently and not making full use of all of its features can delay the return on your investment. If your ultimate business goal is growth, you must give HubSpot time to pay for your investment.

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The time you save by having a project manager oversee the entire Pipedrive to HubSpot migration process allows you to think about things like cleaning up fields and properties, consolidating pipelines or processes, automating procedures, etc.

 

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 the difference between Trujay and HubSpot tools?

HubSpot's import tool is free but only certain objects can be imported. You must use CSV files and structure the data yourself in order to be accepted by HubSpot's Native tool. With Trujay, we connect your current CRM system directly to HubSpot.

 

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. 

Can I migrate products to HubSpot?

If you are an authorized HubSpot user and want to migrate products to HubSpot you must have a Sales Hub Professional or Enterprise license. It means that users with assigned Sales Hub Professional or Enterprise seats can create and manage products in the product library and on a deal record. 

What are my options?

Data cleansing

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

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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 HubSpot, they can write custom scripts to only migrate what you specify.

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

What are my options?

Pipedrive to HubSpot: Objects

Pipedrive Objects   HubSpot Objects
Organizations Companies
Files Attachments
Activities (Calls)  Calls
People Contacts
Emails Emails 
Leads Emails
Activities (Meetings) Meetings 
Notes Notes
Deals Deals
Deal Products OpportunityProducts
Products Products
Activities (Tasks, Deadlines, Emails, Lunches etc) Tasks
Users Users
Additional objects will need to be investigated for a Custom Migration
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De-Duplicating

There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.

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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.

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You have options

To wrap up

There are several ways to do Pipedrive to HubSpot Migration, which is great, but you need to ask the right questions, understand the limitations, and define the process and goals clearly.

Data is so expansive and super connected to each other, data experts or a partner who specializes in doing this ALL THE TIME, are the way to go and would advise strongly to consider. Only Pipedrive to HubSpot data migration experts make your transition as smooth as possible and you can focus on the key parts of your business.

If you ever want to just simply discuss, get assessed for a data migration done properly with Trujay, you can reach out to us here. Happy to provide the limitations, pitfalls, gotchas, pricing and timelines depending over a quick phone call.

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