Case Study: Pipedrive to HubSpot Migration

Large CRM migrations don't need to cause massive headaches! At Vested Marketing, we're about effectively meeting our client's goals without needing a stiff drink at the end of the day. With HubSpot's tools and our team of problem-solvers, see how we took a client from Pipedrive to HubSpot.

So, Why Migrate from Pipedrive to HubSpot?

A great question with a simple answer - HubSpot is a better platform for aligning teams because of their all-in-one platform capabilities. Let's dive into what this actually means. 

Seamlessly Integrate Sales and Marketing

A client approached us looking to solve a problem that we often find amongst businesses. They needed a marketing tool that seamlessly integrated with their sales team. 

HubSpot's platform was the primary contender because of their multiple Hubs: Sales, Marketing, Service, and CMS. Each of these Hubs can operate individually and together, ultimately removing silos between teams and creating a more unified strategy. Check out our Guide to Choosing the Right CRM for Your Business. 

After making the decision to switch from Pipedrive to HubSpot, we strategized a transition plan with the primary focus to accurately move all CRM data from Pipedrive over to HubSpot’s CRM. 

1. Vested's Approach
2. The Results

Already using HubSpot's CRM?

Learn more about how to maximize HubSpot's CRM for your business. 

Vested's Approach

As engineers-turned-marketers, we're problem-solvers at heart. Reviewing data infrastructures, identifying ways to increase efficiency, and mapping out a plan to transfer all data is all a part of what we make happen. 

Below is a high level overview of what we provided to our client to successfully migrate from Pipedrive to HubSpot.  

1. Audit Pipedrive Data

By thoroughly reviewing all Pipedrive data, we can ensure a 1:1 ratio for mapping. As a highly detail-oriented step, this eliminates confusion and inefficiencies down the road.   

2. Map Pipedrive Fields to HubSpot Fields

Once we understand the data we're working with, we created a mapping document to match Pipedrive fields with HubSpot fields. Aligning the proper pathways for the migration ensures accurate a smooth data transfer. 

3. Use HubSpot’s Migration Tool

Using HubSpots migration tool, we efficiently transferred all data into the client's new HubSpot portal, reducing human error and saving time (and we all know that time = money)!  

4. Clean Up Data

Just as it's written in the title, we reviewed and cleaned up the data to eliminate duplicates, outdated data, or incomplete data. HubSpot includes a data cleaning tool or this can be completely manually, based on the client's preference. 

5. Verify Data

Once the data is imported, we verified that it had been transferred correctly. This included double-checking that all the fields are accurately populated and ensuring there were no data discrepancies.

6. Set Up Automation

Now, it was time to leverage HubSpot's automation tools for better sales management. We created automation rules in HubSpot to automate tasks and workflows, which were previously done in Pipedrive. This included automating lead nurturing steps, deal stages, and follow-up tasks.

7. Train Users

What's a sales platform without it's sales team! Because all the previous Pipedrive data was not accurately in HubSpot with all the automation set up, we trained our client's team members how to use HubSpot effectively. Ensuring every member is comfortable operating in HubSpot's platform is a top priority. For this migration project, we trained on how to navigate the platform, create and manage contacts and deals, and use automation rules.

Wanting to take your team to next level? Learn about 5 Ways HubSpot Empowers Sales Teams! 

8. Retire Pipedrive

Once all the data is transferred and the team is trained in HubSpot, our client was able to retire Pipedrive and focus their attention on aligning their marketing and sales. As an extra measure, we encouraged our client to export the final backup of the data before officially canceling their Pipedrive account. 

The Results

Our client's Pipedrive CRM data was successfully migrated into HubSpot's platform. 

• All Sales Hub Enterprise tools are fully operational 
• 10 sales team members effectively leveraging the platform
• 4 pipelines
• 100% of data successfully moved over from Pipedrive including the following:
  
  
• Contacts
• Companies
• Deals
• Pipelines
• Custom Properties
• Activities
• Forms

Interested in Your Platform Efficiently? 

Are your platforms working for YOU? Start driving better results. As a HubSpot Diamond Certified Agency Partner, our HubSpot Migration and Implementation services can ensure you are using the right tools from the start to reach your goals.

Partner with our team to implement your migration and maximize your full potential.

About Vested Marketing

As a certified HubSpot Partner Agency, we not only understand the benefits of using the inbound marketing platform to increase traffic and engagement, improve SEO, generate leads, design effective websites and boost sales, we know how to make it happen.

We are inbound marketing experts, SEO gurus and top-notch website developers.

Our team of Engineers Turned Marketers can help get you noticed - for a more innovative and effective way to reach customers, or provide a more seamless way for companies to find your services. Inbound Marketing has no limit to industry, serving from Crypto & NFT, mining, oil and gas, technology & automation, engineering, technology, construction, healthcare, specialty pharmacy, to industrial & manufacturing.