Simple Migration from Pipedrive to HubSpot

Pipedrive to HubSpot Migration Migrate your data with Trujay

Why migrate to

HubSpot is the leading CRM application on the market, with a large number of satisfied users.

HubSpot was built to allow sales teams to start using CRM without making changes to the existing workflow. It helps you create contacts and company profiles, assign and track deals, control your agents’ performance, get detailed reports, all on a single dashboard.

HubSpot is fast and simple, which is critical for startups and small businesses, as processes are rapid and demand the same reaction from a CRM. It’s a perfect solution for companies that just started using CRM and want to try it out.

Companies that do not use all the features of their current CRM system will be happy with HubSpot. Most users appreciate that HubSpot CRM is a certified Google Partner and is one of the free solutions that offer a wide range of integrations.

For more advances, HubSpot offers HubSpot Marketing, which aligns CRM and marketing efforts, and HubSpot Sales, which helps improve inbound sales. The best part? HubSpot CRM is completely and totally FREE for LIFE!

Activities Before the Migration from Pipedrive to HubSpot Try out your solution before migration from Pipedrive to

Analyze and filter your records

HubSpot

Take time to discover how your data is structured,

As HubSpot is free, you can test your future

attention. Decide what you would like to migrate

platform and see the system in action.

to HubSpot and what should be left behind.

where it resides and which parts require extra

Secure the information

Notify your employees

It is necessary to create a backup and

Make sure your team members know about

retain it even after the migration is over. It

the change and are equipped with all the

will help eliminate the possibility of any data

necessary tutorials.

loss.

What is data migration?

Let’s make sure we are on the same page and have the same response to the “What is a CRM migration?” question.

Does it mean that businesses considering a CRM migration strategy need to migrate their current CRM to a new software infrastructure in its entirety?

In fact, data is what transfers from an old CRM to a new one: customer records of companies that hold the real value of business in any CRM solution. And what we mean when we speak about CRM migration from Pipedrive to HubSpot, is the transition of data from one CRM platform to another.

So, if anyone asks you what CRM migration is, you know the answer: The legacy CRM remains as it is, and it copies its data to a new CRM system.

Migrate Using the Self-Service Tool Trujay’s Self-Service tool is an automated migration that migrates customer data for you, so you don’t have to lift a finger. We bridge the gap between almost all CRM data migrations, including Pipedrive and HubSpot.

Perform the data migration process on your own with Trujay’s Self-Service Tool. The main features of this option are: Free Sample Migration Cost-conscious migration Quick turnaround Objects and users matching Automated migration process

How does Self-Service Migration work?

Choose your current and future CRM platforms Enter all required credentials

Modify the objects you want to migrate

Start Free Sample Migration

Evaluate results and launch the Full Migration

Guided Self-Service In case you’ve reviewed our self-service tool, but you don’t want to use the self-service tool on your own, we have your back. Our Guided Migration Service allows you to simply pay for 5 hours of technical support.

You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, visit our Guided SelfService Migration and get in touch with our experts at sales@trujay.com.

Characteristics: Cost-conscious 5 hours of expert support Less time-consuming Personal account manager Automated migration process

Custom Migration Trujay’s Custom Migration Service is a more personal and less DIY-type of approach. Our account managers will guide you through the entire process.

Custom Migrations provide you with a personal account manager, migration setup, customization of migration, migration assistance, and the following features: Higher cost Almost no limitations Very low involvement Personal approach Little to no time consumed Pre/Post-migration validity Automated migration process You can find the difference between Self-Service Migration and Custom Migration here and more useful information in our blog - https://trujay.com/blog/.

Get Secured Create a backup plan to eliminate any data loss before data migration from Copper to HubSpot. You may use Trujay’s Data Backup https://backup.trujay.com/ to make your data secure.

You can create a sample data backup to see how the service works. The backup process is based on an API request and can take from 5 minutes to several hours, as it depends on your data set and your system’s peculiarities.

Estimate the Price Visit our online Self Service estimator to estimate the cost of your Self Service Migration from Pipedrive to HubSpot.

The estimate depends on how many records you have.

You can do it to get an estimate on an automated migration or for custom migration. However, the estimate is not your final migration cost. Final costs are subject to change. The estimator is used to get you the most accurate possible quote.

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