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.
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.
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.
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.
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.