Move from Pipedrive and keep every deal in its place.

We move organizations, people, deals and activities into HubSpot, map your custom fields to properties and rebuild your pipelines so reps open the new system and find their deals where they expect them.

Person=ContactOrganization=CompanyActivity=Task

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Pipedrive to HubSpothow it fits together

What is included.

Everything is built in a sandbox first, tested, then moved into your live portal.

Clean data model

Organizations, people and deals mapped with associations kept intact.

Pipelines rebuilt

Your Pipedrive stages rebuilt with exit criteria and required fields.

Activities and emails

Calls, meetings, notes and synced emails kept on the right record.

Reconciliation report

Record counts and spot checks signed off before you switch.

How Pipedrive data maps to HubSpot.

Pipedrive	HubSpot	Notes
Organization	Company	Domain used to prevent duplicates
Person	Contact	Email is the unique key
Deal	Deal	Pipeline, stage, value and expected close date
Activity	Task, call or meeting	Done and open activities kept separately
Note	Note	Attached to the same record with original date
Lead (Leads Inbox)	Contact with lead stage	Labels mapped to lead status
Custom field	Custom property	Field types matched, options carried over

What your reps will notice on day one.

Most Pipedrive users move fast in HubSpot because the pipeline board looks familiar. These are the differences we train on.

Contacts and companies come first

In HubSpot the contact record is the centre. Deals hang off it.

Sequences replace manual follow-up

Reps enrol a contact once instead of scheduling each email.

Marketing data on the record

Page views and form fills sit next to the deal.

Reports without exports

Pipeline and activity reports live in dashboards, not spreadsheets.

Clean-up before the move.

Merge duplicate organizations and persons
Archive deals lost more than two years ago
Drop custom fields nobody filled in
Standardise country and industry values
Confirm deal owners still work for you

How the work runs.

Week 1
Inventory
Pipelines, fields, filters and automations listed.
Week 2
Map and clean
Field mapping, duplicates merged, unused fields dropped.
Week 3
Test and validate
Test load into a sandbox and fix every exception.
Week 4
Cutover and train
Final load, rep training and two weeks of support.

What you keep when we finish.

Field mapping sheet
Migrated organizations, people, deals and activities
Rebuilt pipelines and automations
Reconciliation report
Rep training session

This is a good fit if

You have outgrown Pipedrive's reporting
Marketing already runs on HubSpot
You want sales and marketing on one record

Not sure? The free audit tells you which service to start with.

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Related case study.

HubSpot CRM implementation from scratchClient engagement

B2B services company

The challenge

The client tracked leads by hand and follow-ups depended on memory. They needed a central CRM to capture leads, automate follow-up and manage the sales pipeline.

What we did

Set up HubSpot from scratch: properties, pipelines and deal stages
Connected the website contact forms for automatic lead capture
Built workflows for follow-up emails and task reminders
Created dashboards for sales and marketing performance

40%faster lead response time

10+ hourssaved each week by automated nurturing

Full viewof the sales funnel

Read the full case study

Common questions.

Short answers to what most clients ask before they start.

Still have a question?

Ask us on a 30-minute call, or write to info@revopsnexus.com. We reply within one working day.

Book a call Get a free audit

Yes. We do a final delta load at cutover so nothing entered late is lost.

We list them in week one and tell you the HubSpot equivalent for each.

Synced emails and notes come across and stay attached to the right person and deal.

More migrations services.

Start with a free portal audit.

Read-only access, a written scorecard in ten working days and a fix list you keep either way.