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HubSpot migration from Pipedrive

Close the outgrown-pipeline, no-marketing, and risky-migration gaps.
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Three Pipedrive-migration problems HubSpot solves

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Why does Pipedrive stop fitting as the business grows?

  • HubSpot puts sales, marketing, and service on one record, where Pipedrive keeps the pipeline alone. The tools you bolted on get consolidated into the platform. One customer becomes one timeline.
  • So when marketing nurtures a lead and sales picks it up, both see the same history. The handoffs that used to cross tools now happen inside a single system.
  • Outgrowing a tool is a good problem. HubSpot is the platform you do not outgrow next year.

Why does Pipedrive stop fitting as the business grows?

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Why does the migration off Pipedrive keep stalling?

  • PYB maps every Pipedrive object to its HubSpot home before anything moves: deals, stages, owners, activities, and notes. The import runs as a planned, reconciled load, not a hopeful export.
  • So when the team logs in, the deals they remember are there, at the right stage, with the right owner. The fear that history was lost never materialises.
  • Confidence is what unblocks a migration. Remove the risk and the move finally happens.

Why does the migration off Pipedrive keep stalling?

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Why can't anyone trace a lead to revenue?

  • With marketing and sales on one platform, reporting follows a lead from first touch to closed deal. The split between Pipedrive and a separate email tool disappears. Attribution becomes a single report.
  • So when leadership asks which channel drives revenue, the answer is on a dashboard, not stitched together by hand across two systems.
  • Seeing the whole journey changes where the money goes. Spend follows the channels that actually close.

Why can't anyone trace a lead to revenue?

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  • Name Social Wonder

Great service from a group of experts

"They knew everything I wanted to know about HubSpot and helped us migrate successfully from Pipedrive. They were very service oriented, and completed everything on time and to my full satisfaction."

Dan Bendler
CEO

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FAQs

How long does a Pipedrive to HubSpot migration take?

Most run 10 to 14 weeks. Weeks 1 to 5 cover data migration and architecture: mapping Pipedrive deals, stages, owners, and activities, then importing them into a reconciled HubSpot model. Weeks 6 to 10 cover automation and integration: rebuilding pipeline rules and connecting marketing and service. Weeks 11 to 14 cover user training, so a team comfortable in Pipedrive becomes confident in HubSpot.

Can HubSpot model the deals and activities we hold in Pipedrive?

Yes. Pipedrive deals, stages, contacts, and activities map directly onto HubSpot deals, pipelines, contacts, and engagements, with custom objects covering anything Pipedrive held in custom fields. Relationships and ownership persist through the move. PYB has run Pipedrive migrations for clients who needed marketing and service added to a sales-only setup.

How do you make sure no Pipedrive data is lost?

Every migration runs to a sandbox first, with a reconciliation count against the Pipedrive export before the production load. Owners, timestamps, notes, and associations are preserved rather than flattened. PYB holds the HubSpot Data Migration Accreditation, the formal proof the import follows a tested method rather than a one-off script.

What HubSpot products does a Pipedrive migration typically need?

Sales Hub Professional for the pipeline that replaces Pipedrive. Marketing Hub Professional for the email and lead capture Pipedrive never offered. Service Hub Professional for post-sale support. Operations Hub for any system Pipedrive was integrated with. Custom Objects (Enterprise tier) for data held in Pipedrive custom fields.

Does HubSpot meet the security standards we expect when leaving Pipedrive?

HubSpot holds SOC 2 Type II and ISO 27001, with permissions and audit trails that match or exceed a sales-only tool. PYB adds its own ISO 27001, ISO 9001, and HubSpot Data Migration Accreditation. For a growing business consolidating onto one platform, that is the assurance a board needs before signing off the move.

Talk to PYB about migrating from Pipedrive to HubSpot.

A 15-minute call to walk through outgrowing a sales-only tool, protecting your Pipedrive data in the move, and tracing leads to revenue once you are on HubSpot.

Quality assured, by HubSpot and ISO

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