Migration

Pipedrive to HubSpot Migration and Conversion Service

Converting, changing, or migrating from Pipedrive to HubSpot should not mean losing deals, pipeline history, workflows, or reporting continuity. We handle the full Pipedrive to HubSpot migration service end to end for Australian businesses.

Contacts, companies, deals, pipelines, activities, and workflow logic scoped, migrated, and validated. Fixed-price scope, careful testing, and a cutover plan your team can actually work with.

  • AU-wide Perth-based · servicing Australia
  • 18+ yrs In custom software
  • Zero Downtime migrations
  • Fixed Price scopes, no surprises
  • 100% Australian team
Pipedrive to HubSpot Migration

Move from Pipedrive to HubSpot with a structured CRM migration plan

Switching from Pipedrive to HubSpot is a big decision, and the migration is usually the part businesses dread most. What about the historical data? What about payroll? What about the integrations?

We handle the lot. Contacts, companies, deals, pipeline stages, notes, activity history, custom fields, automations and email templates — extracted from Pipedrive, cleaned, transformed, and loaded into HubSpot. Validated at every step.

HELLO PEOPLE is a Perth-based software consultancy. We deliver fixed-price migrations for businesses across Australia — Perth, Melbourne, Sydney, Brisbane and everywhere in between.

Team planning Pipedrive to HubSpot migration strategy
How it runs

A Pipedrive to HubSpot migration, end to end

Three stages. No surprises. Your live Pipedrive data stays untouched until cutover — delivered personally by the founder.

  1. Week 0

    Discovery & Mapping

    15-minute scoping call. We map your Pipedrive setup, the data structure that needs to translate to HubSpot and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.

  2. Weeks 1–N

    Sandbox Migration & Parallel-Run

    Full migration run in a sandbox HubSpot org first. Both systems then run in parallel for two weeks — every transaction, contact, balance and report cross-checked against the source. No risk to live operations.

  3. Cutover

    Go-Live & Handover

    Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. Pipedrive safely retired with full history preserved.

Founder profile

Kasun Wijayamanna

Founder · Perth, WA · Started HELLO PEOPLE in 2008

18+ Years running HELLO PEOPLE

Founded in 2008. Two decades of technology-driven business transformation across Australia.

100+ Projects delivered

Startups to government agencies across mining, healthcare, legal, education and more.

HDR Researcher · Curtin University

Postgraduate research in Artificial Intelligence and Retrieval-Augmented Generation (RAG).

MBA Oil & Gas

Deep technical expertise combined with strong business and financial acumen.

Perth Based in WA

Serving businesses across Western Australia and nationally.

AU+TH International experience

Professional background in Bangkok, Thailand before migrating to Perth.

PHF Paul Harris Fellow · Rotary

Former President of Rotary Club of Booragoon. Over a decade of community service.

Read the full bio — research, career, community involvement and how HELLO PEOPLE runs projects.

See full founder page
Sound Familiar?

Why businesses delay this migration

These are the fears we hear every week. All of them are solvable with proper scoping and a structured migration process.

Scared of losing data

The biggest fear. Years of contacts, invoices, history, payroll records — what if something goes missing? That fear is why businesses stay on the wrong platform for years.

Downtime during the switch

Your team needs to keep working. Nobody can afford a week where the system is offline and invoices cannot go out or staff cannot be rostered.

Messy data in the old system

Duplicates, outdated contacts, broken formatting — if you bring that mess into the new system, you have just migrated the problem.

Reporting continuity

Your accountant, auditor or management team needs historical reports to still make sense after the move. Broken reporting is a deal-breaker.

Connected systems break

Integrations with other platforms — CRM, payroll, eCommerce — need to work with the new system from day one. Not after a few weeks of scrambling.

Cost blowouts

The migration was quoted at one price but kept growing. Scope creep, unexpected complexity, hidden charges — the project ends up costing double what was promised.

What We Migrate

Pipedrive to HubSpot migration — what is included

Every migration is different, but here is what we typically cover for a Pipedrive to HubSpot conversion.

Contact and company migration

Every contact, company and associated metadata — phone, email, custom fields, tags, owner assignments — migrated to HubSpot with relationships intact.

Duplicates merged, dead records removed, and data enriched where possible.

Deal and pipeline migration

Open deals, closed-won history, pipeline stages, deal values and associated notes — all transferred to HubSpot.

Pipeline stages are mapped so your sales reporting does not reset to zero.

Activity history and notes

Emails logged, call notes, meeting records and task history — the full context moves with each contact. Your reps do not lose relationship history.

Attachments and file links are migrated where supported.

Workflow and automation rebuild

Automations, sequences and workflows do not transfer between CRM platforms. We rebuild them in HubSpot so your sales process keeps running.

Lead scoring, assignment rules and nurture sequences are all reconfigured.

Connected system migration

Email, calendar, accounting, support desk — any systems connected to Pipedrive need reconnecting to HubSpot. We handle the full integration layer.

The goal is that your team sees no gap in how they work day-to-day.

Capabilities catalogue

Pipedrive to HubSpot migration services we deliver

Every capability below has been delivered for a real Australian sales team — from a single Pipedrive migration to a multi-pipeline HubSpot Enterprise rollout with Campaigns rebuilt as Marketing Hub workflows. If your scenario is not listed, ask — we build bespoke.

Pipedrive to HubSpot migration

  • Full Pipedrive to HubSpot Sales Hub migration with parallel-run
  • Pipedrive to HubSpot CRM (free + Sales Hub) migration
  • Pipedrive Professional/Enterprise to HubSpot Enterprise migration
  • Multi-pipeline Pipedrive setups consolidated in HubSpot
  • Pipedrive Campaigns to HubSpot Marketing Hub migration
  • LeadBooster, Smart Docs and Web Visitors features rebuilt in HubSpot
  • Pre-launch validation against live Pipedrive data

Contacts / organisations / deals transfer

  • People (contacts) migrated to HubSpot with full property mapping
  • Organisations mapped to HubSpot companies with associations
  • Deals mapped to HubSpot deals with pipeline stage equivalence
  • Deal owner, deal team and visibility rules preserved
  • Won, lost and rotting deals tagged appropriately in HubSpot
  • Saved filters and dashboards rebuilt as HubSpot lists and reports
  • Lead Inbox leads migrated to HubSpot leads with retention rules

Custom field & pipeline mapping

  • Pipedrive custom fields mapped to HubSpot custom properties
  • Multi-pipeline Pipedrive structure recreated in HubSpot pipelines
  • Deal probability and weighted forecast translated to HubSpot
  • Activity types and outcomes mapped to HubSpot meeting/call/task types
  • Products catalogue migrated to HubSpot products
  • Labels and tags translated to HubSpot tags
  • Required-field rules and visibility logic re-implemented

Workflow & automation rebuild

  • Pipedrive Workflow Automations rebuilt as HubSpot workflows
  • Pipedrive Smart Docs and document automation rebuilt in HubSpot
  • Lead assignment, round-robin and territory rules recreated
  • Lead scoring and qualification rebuilt as HubSpot score properties
  • Approval workflows for deals and discounts rebuilt
  • Webhooks and Pipedrive API triggers reconfigured for HubSpot
  • Custom code actions rebuilt in HubSpot Operations Hub

Email / marketing migration

  • Pipedrive email templates migrated to HubSpot templates
  • Pipedrive Campaigns lists migrated to HubSpot Marketing Hub
  • Email sequences rebuilt as HubSpot sequences
  • Web forms and chatbots rebuilt in HubSpot Forms and Conversations
  • Email engagement history (opens, clicks) carried across
  • Unsubscribe lists and consent records preserved for compliance
  • Marketing automation rebuilt in HubSpot Marketing Hub workflows

Post-migration integrations

  • HubSpot ↔ Xero deal-to-invoice automation
  • HubSpot ↔ MYOB customer and invoice sync
  • HubSpot ↔ ServiceM8 deal-to-job flow
  • HubSpot ↔ Simpro opportunity-to-job creation
  • HubSpot ↔ phone systems (3CX, Aircall, RingCentral) for click-to-call
  • HubSpot Operations Hub for two-way sync with remaining tools
  • Custom HubSpot apps and serverless functions for bespoke logic
Pricing

How we price Pipedrive to HubSpot migrations

Price moves with record volume, custom fields, pipeline complexity, workflow rebuilds, connected systems, and how much historical activity needs to come across. Here is how we scope it.

Migration audit call

Tell us what you are running in Pipedrive, what must survive in HubSpot, and which workflows or reports cannot break. We will tell you whether it fits one fixed-price migration or needs phased delivery.

Fixed-price migration scope

Once data volume, field mapping, workflow rebuilds, and cutover risk are clear, you get fixed-price scope covering cleansing, migration, validation, and go-live. No open-ended estimates.

Phase history and integrations separately

If the move includes complex history, workflow rebuilds, or connected systems, we can split it into core CRM data first, then history, then integrations. Each phase has its own price and sign-off.

Our Process

From Pipedrive to HubSpot — step by step

A structured process so you know what is happening at each stage. No ambiguity, no surprises.

Assess your Pipedrive data

We audit data quality, volume, complexity and connected integrations. You get a clear scope and a fixed price before anything starts.

Cleanse and prepare

Duplicates merged, dead records removed, formats standardised. Your data is cleaned in Pipedrive before anything moves.

Configure HubSpot

HubSpot is set up to match your business — accounts, custom fields, user roles, tax settings. No generic template.

Migrate data

Contacts, companies, deals, pipeline stages, notes, activity history, custom fields, automations and email templates — extracted, transformed and loaded into HubSpot. Validated against the source at every step.

Test and validate

Balances checked. Reports compared. Edge cases tested. Your team reviews the data in HubSpot before we go anywhere near production.

Go live and support

We cut over at the right moment and stay close for the first month. Pipedrive stays accessible as a reference until you are confident.

Why us

Why HELLO PEOPLE for your migration

  • Fixed-price, always

    You get a clear price before we start. No hourly billing that spirals. No surprise invoices.

  • 100% Australian team

    Your data is handled entirely by our Perth-based team. No offshore processing, no third-party access.

  • Zero downtime

    Your team keeps working in Pipedrive while we prepare HubSpot. The cutover is planned, tested and clean.

  • Data cleansing included

    We do not just move your data — we clean it first. Duplicates, stale records and formatting issues are fixed before they reach HubSpot.

  • Reporting continuity

    Historical reports, BAS data, compliance records — we validate that HubSpot gives you the same numbers as Pipedrive for any given period.

We had been putting off the switch for over a year. They made it painless — scoped it clearly, migrated everything, and our team was up and running in HubSpot within weeks. The data was cleaner than it had been in years.

Sales Director Perth field-services firm · 15-person sales team
Industries

Pipedrive to HubSpot migration by industry

Different industries have different data and compliance requirements. Here is how we help.

Professional Services - Pipedrive to HubSpot migration

Professional Services

Client relationships, proposals and project history — migrated to HubSpot so your sales pipeline stays intact.

Retail & eCommerce - Pipedrive to HubSpot migration

Retail & eCommerce

Customer records, purchase history and marketing segments — transferred so your campaigns continue without a reset.

Trades & Services - Pipedrive to HubSpot migration

Trades & Services

Client sites, quoting history and repeat job data — moved to HubSpot so the sales team has full context.

FAQs

Common questions about Pipedrive to HubSpot migration and conversion

How much does a Pipedrive to HubSpot migration cost?

Every migration is different — data volume, complexity, connected integrations and the platforms involved all affect the scope. We assess your specific Pipedrive setup, map out exactly what needs to happen, and give you a fixed price before any work starts. No hourly billing, no open-ended estimates. Book a free no-obligation scoping call and we will give you a clear number.

How long does the migration take?

A typical Pipedrive to HubSpot migration takes 2 – 3 weeks. We give you a realistic timeline during scoping — not a best-case estimate.

Will we lose any data during the switch?

No. We extract everything from Pipedrive, validate counts and balances at each step, and keep your source system untouched until you are confident the migration is complete. There is always a rollback option.

Can our team keep working during the migration?

Yes. We plan the migration so your team continues using Pipedrive until cutover. We run parallel systems where needed so there is no operational gap.

Do you clean up our data before migrating?

Yes — data cleansing is included. Duplicates are merged, dead records removed, formats standardised and field mappings validated before anything moves to HubSpot.

Do you handle the integrations with other systems?

Yes. Any platforms connected to Pipedrive — accounting, CRM, payroll, eCommerce — need reconnecting to HubSpot. We handle the full integration layer so everything works from day one.

Is our data secure during the migration?

Yes. All data is processed by our Australian team. We use secure, encrypted connections and never store credentials. Your Pipedrive data is not modified — we extract a copy for transformation and loading.

Do you only work with Perth businesses?

We are based in Perth but work Australia-wide. Around half our clients are in Melbourne, Sydney or Brisbane. Remote delivery is standard for us.

Tell Us About Your Pipedrive to HubSpot Migration

Describe your current Pipedrive setup, which HubSpot workflows are in scope, and what reports, automations, or connected systems cannot be lost. We will come back with a clear migration plan and fixed-price scope.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.