A complete step-by-step guide to switching from Pipedrive to HubSpot, including what breaks, what improves, and a hands-on migration checklist.
Export Pipedrive data: contacts, organizations, deals, activities
Map Pipedrive fields to HubSpot properties
Set up HubSpot CRM: deal pipelines, stages, and properties
Import contacts, companies, and deals via HubSpot import
Associate records and import activity history
Set up HubSpot email integration and meeting scheduler
Build sales automations and sequences
Configure dashboards and sales reports
Train team on HubSpot interface and mobile app
Cancel Pipedrive after confirming full data migration
Teams wanting unified marketing + sales CRM, growing companies that need marketing automation alongside CRM, and businesses looking for a free CRM starting point.
Sales-only teams that love Pipedrive's pipeline-centric UI, small teams on Pipedrive's affordable plans, and companies that don't need marketing features.
Compare features, pricing, and ratings side by side before making your switch.
Compare Pipedrive vs HubSpot