Outgrowing Pipedrive? Here’s How to Migrate Smoothly to HubSpot

 

Pipedrive is a great CRM until it isn’t.

At the early stage, it’s lean, easy, and gets the job done. But as your business scales, cracks start to show. Reporting takes longer than it should. Sales and marketing stay siloed. You start duct-taping tools together just to get the visibility you need.

That’s the point where many SaaS and growth-focused teams start looking at HubSpot and for good reason.

HubSpot isn’t just a CRM. It’s a fully connected system that links sales, marketing, support, and operations in one place. You get robust automation, better attribution, smarter segmentation, and built-in alignment between teams.
But there’s just one thing in the way: the migration.

Migrating from Pipedrive to HubSpot: Easier Than You Think

Switching CRMs sounds scary we get it.
You’re worried about losing data, breaking your pipeline logic, or having to rebuild everything from scratch.

That’s exactly why we created a full, step-by-step guide to walk you through it:
👉 Pipedrive to HubSpot Migration Guide

In it, you’ll learn:

• What to prepare before you start (checklist included)

• How to migrate deals, contacts, notes, and custom fields

• How to handle automation, sequences, and workflows

• What mistakes to avoid so you don’t lose context or create chaos

Whether you're doing it solo or with help, this guide will give you a clear game plan to make the move smooth and low-stress.

Want Help Migrating to HubSpot?

WeSimplifi has helped dozens of companies make the jump from Pipedrive, Salesforce, Zoho, and other CRMs without disrupting sales or losing important data along the way.

We don’t just move your records we redesign your workflows, map your automation, and build you a HubSpot system that actually fits how your business operates.

👉 Check out our HubSpot services

If you’re feeling limited by Pipedrive, now’s the time to switch.
With the right setup, HubSpot can give you the clarity, control, and speed your sales and marketing teams need to scale.

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