From sales pipeline to growth platform.
Pipedrive deals, pipelines and activities, moved to HubSpot.
A Pipedrive to HubSpot migration with Azend moves people, organisations, deals, pipelines, products, activities, notes and attachments into HubSpot, rebuilds Pipedrive automations as HubSpot workflows and sequences, and cuts over on a planned date.
What leaders measure.
The metrics we instrument in HubSpot. Named, never promised.
What moves where.
Every Pipedrive record has a home in HubSpot.
- Peoplemaps toContactsOne record per person, lifecycle stage set.
- Organizationsmaps toCompaniesOwners, custom fields, related organisations as labelled associations.
- Dealsmaps toDealsPipelines, stages, amounts, close dates and participants.
- Productsmaps toProductsLine itemsProducts on deals, in every currency you sell in.
- Activitiesmaps toCallsMeetingsTasksEmailsCustom activity types mapped to the closest one.
- NotesFilesmaps toNotesAttachmentsWith dates, owners and linked records.
- Usersmaps toUsersTeamsOwners matched before the first load.
A model, not a result: every field is mapped in a sheet your team signs off before the first test load.
Then add marketing and service.
Acquisition cost and retention, measured in one place.
Sales
Automations rebuilt as workflows and sequences, forecasting added.
Marketing
Forms, email and attribution on the contacts sales already owns.
Service
Tickets and messaging channels in one help desk.
How cutover works.
Audit
Pipelines, custom fields, activity types, automations and connected apps inventoried.
Map
Every field mapped, owners matched, duplicates resolved, rules signed off.
Test rounds
Sample loads, then full loads, checked by your own reps.
Freeze and cut over
Changes frozen for a short window, final data loaded, email and calendar connected.
Verify
Record counts and open deals reconciled. Reps start work in HubSpot.
Pipedrive stays live until cutover.
Teams keep selling in Pipedrive through the test rounds, so pipeline never pauses.
A model, not a result: the length of each phase depends on your data and is set in the audit.
Typical Pipedrive blockers.
Handled in the plan, not discovered at cutover.
Questions.
Does HubSpot have a tool for moving Pipedrive data?
Yes. HubSpot Smart Transfer supports Pipedrive for people, organisations, deals, activities, notes, products and users. HubSpot states a Data Hub subscription is required to sync Pipedrive activities.
Do our pipelines and stages stay the same?
They move, then we review them. Most teams use the move to tighten stage definitions and add the properties forecasting needs.
Why move if Pipedrive works for sales?
Usually because marketing and service now need the same customer record. If sales is the only team on the CRM, the case is weaker. We will tell you. Why HubSpot
Move with a plan, not a leap.
A strategy call scopes your Pipedrive account, data and a cutover date that suits the business.