Pipedrive Migration Services
Pipedrive has the simplest data model of the common CRMs, which makes this the most straightforward migration of the three. The honest consequence is that most of the project is not moving data — it is cleanup, and replacing what Pipedrive did for you.
Discuss your projectWhy the data part is easy and the project still is not
Pipedrive models organisations, people, deals and activities, and all four map onto HubSpot or Salesforce almost directly. There are no record types, no blueprints and few formula arrangements to translate. A clean Pipedrive export into HubSpot is genuinely a short piece of work and we will quote it as one.
Two things make up the time instead. The first is data quality. Pipedrive's low friction is its virtue and the reason its data tends to be messy: it is easy to add a deal without an organisation, easy to create duplicate people, and easy to accumulate custom fields that three users each interpret differently. Migrating that as-is means importing the mess into a more expensive system. The audit usually finds more cleanup than movement.
The second is what you lose. Pipedrive includes things people forget are features — its activity model, email sync, scheduler, and Smart Docs for proposals. If your team runs on those, the new system needs an equivalent configured, and that is work that does not appear in a data mapping document.
There is also a question worth asking before you start: are you sure you should move? Pipedrive is cheaper than the alternatives and genuinely good at pipeline management. If your reason for leaving is a specific missing capability, it is worth checking whether an integration solves it. We would rather tell you that than run a migration you did not need.
What we migrate
Organisations and people
To companies and contacts, with the relationship between them preserved and deduplication applied against rules you approve.
Deals with full history
Open, won and lost. Lost deals and their reasons are your baseline for reporting and are routinely left behind by cheaper migrations.
Activities and notes
Calls, meetings, emails and notes onto the timeline, so the history of a relationship survives the move.
Custom fields
Mapped where they are used and dropped where they are not — we report on population rates so you can decide rather than migrating every field by default.
Products
Where you attach them to deals, with pricing preserved.
Files and attachments
Migrated separately, with time proportional to volume.
Owners and visibility
Mapped to users in the destination, with Pipedrive's visibility groups translated to the new permission model.
Where we migrate to
- HubSpot — the most common destination, usually for marketing capability and reporting depth. The mapping is direct and the main decisions are about lifecycle stages.
- Salesforce — where you need its configurability or your organisation has standardised on it. More configuration work in the destination than the source warrants.
- A custom CRM — where you are leaving Pipedrive because your business is not a sales pipeline, which is a legitimate and common reason. Our custom CRM page covers when that is right.
- Another product entirely, such as a vertical system for your industry. We have no preference and will migrate to whatever you have chosen.
- Pipedrive, cleaned in place — where the real problem is data quality rather than the product. This is cheaper than a migration and we will say so where it is the honest answer.
Common questions
Tell us what you need
Describe the problem and we will come back with scope, timeline, and a rate. No obligation to proceed.
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