PIPEDRIVE TO HUBSPOT MIGRATION
Pipedrive may be doing a good job with your deals. But if someone has to check a separate email tool to see where an enquiry came from, then another system for customer questions, the work around your CRM starts to pile up.
We’ll help you decide whether moving to HubSpot is worth it, bring across the records your team needs and show people how to use the new setup. You don’t have to buy every HubSpot tool to get started.
WHY TEAMS MOVE
If your team mainly needs a place to track deals, Pipedrive may still be the right choice. Moving systems costs time, and a new CRM won’t fix a sales process nobody follows.
HubSpot is worth a look when marketing, sales and support can’t see the same customer story. A prospect fills in a form, sales calls without knowing why, and nobody can say which campaigns led to deals.
HubSpot can bring that information onto the same contact and deal. We’ll check whether you need a move or if connecting your current tools would be enough.
BEYOND THE PIPELINE
When an enquiry comes in, sales needs to see what the person asked for, whether they’ve had an email and who promised to call. That’s hard when the form, inbox and deal are in different places.
In HubSpot, the enquiry can sit beside the contact and deal. Sales sees its notes and next step; marketing sees which campaign brought the person in. Customer support can join that picture if needed.
You don’t have to move your website or support process at the same time. We’ll choose what your team needs now and check the handovers before switching.
CLCK is a HubSpot Platinum Solutions Partner.
HUBSPOT COVERAGE
Manage deals and the next call with pipelines and tasks. Don’t rebuild stages nobody uses.
Pass sales the context behind an enquiry. Check email permissions and live follow-up before moving it.
Track customer questions and support tickets after a deal closes, if that’s part of the move.
Your website can stay where it is. Consider Content Hub if moving pages is part of the plan.
If other tools are staying, check what details need to pass between them.
Your accounting system or email tool might stay. Check what needs to connect and who updates each record.
You may only need the CRM and sales tools at first. If marketing or support is part of the move, we’ll check what those teams need too. HubSpot features and costs vary by plan, so we’ll look before you buy.
MIGRATION PROCESS
We look at how people find contacts, move deals and record calls in Pipedrive. Then we check where enquiries and customer questions live. That tells us what must work on day one in HubSpot.
We agree which contacts, companies, deals, stages, fields and owners belong in HubSpot. We check duplicates, notes, activities and email history, then test how records connect before the switch.
We walk sales through finding a customer, updating a deal and seeing the next action. If marketing or support is moving too, we check those handovers and help with questions after launch.
We’ll deal with duplicates and muddled fields that could spoil the move before importing. Some older records may be better archived, and some tidying can wait until the team is using the new setup. The order depends on what sales needs to trust on day one.
A native connection can share selected data while both tools are in use. An export, cleanup and import may fit better when the pipeline or fields need changing. We’ll check what each path can actually move, test it and agree when the team stops updating Pipedrive.
BEFORE YOU MIGRATE
COMMON TRAPS
If nobody can explain a deal stage, copying it won’t help. Ask sales what each stage means first.
A connection can pass records between tools. It won’t sort duplicates or tell your team when to stop updating Pipedrive.
Ask sales which notes, calls and emails they look up before a meeting. Check what can move and what needs an archive.
If marketing moves too, check unsubscribes and what people agreed to receive. A sales contact isn’t automatically someone you should put on a campaign list.
Fix duplicates and fields that could spoil the import first. Older records that won’t affect live work may be archived or tidied later. We’ll agree the order rather than let cleanup hold everything up.
Deal totals mean little if you can’t see where enquiries came from. Agree what sales records, then test a few real examples.
FLINTPRO RESULT
We helped FLINTpro move from Pipedrive to HubSpot. Its team had a CRM it could start using, backed by onboarding support.
That’s worth asking about in your own move: what will sales need to find and do the morning after the switch?
“CLCK provided exceptional support in migrating our data from Pipedrive to HubSpot. Their expertise and attention to detail resulted in a ready-to-go, highly usable CRM, and their onboarding support was invaluable.”
Josh Shafer, VP Business Development, FLINTpro
WHY CLCK
We’re a HubSpot Platinum Solutions Partner based in Melbourne and working with teams across Australia. We can help you weigh up staying with Pipedrive, connecting the tools for now or making the move.
Tell us what people have to look up before a call and which reports take too long to pull together. We’ll work through the records, the HubSpot tools you need and the way sales will use the new pipeline. Once people start working there, we can help with questions about follow-up and reporting too.
RECOMMENDED MIGRATION SUPPORT
Moving from more than Pipedrive? See how to plan the move across your other tools too.
HubSpot migration servicesStill weighing up the two CRMs? Compare what each does before planning a switch.
HubSpot vs Pipedrive comparisonIf more teams need a new way of working, see what a wider setup and training involve.
Broader HubSpot implementation supportMeet our Melbourne-based team. We work with businesses across Australia.
Melbourne HubSpot partnerSee how other teams have worked with CLCK on HubSpot.
More HubSpot and migration resultsIf your move starts with newsletter audiences and email follow-up instead.
Mailchimp to HubSpot migrationIf your sales records live in Salesforce rather than Pipedrive.
Salesforce to HubSpot migrationIf your team is moving contacts and deals out of Zoho instead.
Zoho to HubSpot migrationFAQS
It depends on your pipelines, the history you need and whether other tools are moving too. We’ll check your setup before estimating the work.
Moving contacts and deals is one job. Sorting duplicates, bringing over history, rebuilding follow-up and training add more work. We’ll scope those parts before giving you a price. Your HubSpot subscription is a separate cost.
We’ll check what can move, what needs an archive and how the records look after a test import. Some history may not move in the same form, so we’ll flag that before the switch.
We ask sales which stages and fields it uses, then decide what to keep, rename or leave behind. We’ll check sample deals before the switch so the pipeline still makes sense.
There’ll be a new screen to learn. We’ll show your team how to find a contact, update a deal and see what needs doing next. They can try real examples before the switch.
Often, yes, while we prepare HubSpot. We’ll agree when the final Pipedrive changes are copied or checked and when the team starts updating HubSpot instead. Keeping both live without an owner or cutover date can leave two different versions of a deal.
Show us what sales looks up before a call. We’ll check which notes, activities and emails can move, and how they’ll appear. Anything left behind needs a place your team can find it.
Maybe. A connection can share selected records while both tools are in use. An export and import may give more control if fields or pipelines need changing. We’ll check what each method carries before choosing. Neither fixes duplicates for you.
We list what starts each reminder or email and ask whether the team still needs it. Then we rebuild and test the follow-up that earns its place in HubSpot. A rule tied to an old deal stage or another email tool may need changing rather than copying.
Start with the work your team needs to do now. If sales is the main problem, you may not need to move the website or support queue as well. If marketing enquiries or customer questions are getting lost between tools, bringing those teams in may make sense. We’ll check the features and costs before you commit.
Yes. We’ll check what each team needs, which plan includes those features and what can stay in your current tools. We’re a HubSpot partner and may receive commission, but you shouldn’t buy features you won’t use.
Yes. We can train the team on its own deals and handovers, then help when a report looks wrong or a follow-up step isn’t working. We’ll agree what help is included in your migration and what ongoing work you want afterwards, rather than assuming every change is part of the move.
NEXT STEP
Book a free migration session. Tell us what’s working in Pipedrive, where the other tools get in the way and what your team needs to see each day. We’ll talk through whether to move now, what needs checking first and how CLCK could help.