Pipedrive to HubSpot Migration, Australia and NZ

Moving from Pipedrive to HubSpot, planned around how you sell now.

OTM is a boutique HubSpot Gold Solutions Partner for B2B teams across Australia and New Zealand. We move your people, organisations, deals and as much activity history as Pipedrive will hand over, then rebuild your pipelines, automations and reporting in HubSpot.

Discipline Pipedrive migration

Hubs Sales, Marketing, Service

Length Typically 12 to 16 weeks

Pipedrive is built around deals. HubSpot is built around contacts and companies.

What we see

Pipedrive teams live in the pipeline view. The person, the organisation and every activity hang off a deal. HubSpot starts from contacts and companies, with deals associated to them. Export from one and import into the other and you keep the records but lose the shape. Associations break if record IDs aren't mapped first, and Pipedrive's automations don't come across at all.

What we do

We spend the first two weeks in your Pipedrive account with you, agreeing what moves, what gets rebuilt and what gets left behind. Then we map every record type to its home in HubSpot, run the whole migration as a test, and only cut over once the numbers reconcile. Your team logs in to a portal that reflects how you sell now, with as much history as Pipedrive could hand over still attached.

Why teams leave Pipedrive. It's usually one of three things.

Marketing lives somewhere else

Sales is in Pipedrive, email is in Mailchimp, and nobody can say which campaign produced which deal. You want marketing and sales working off the same record.

Reporting needs more than deal stages

Leadership wants source, lifecycle and conversion reporting, not just a pipeline board. Getting it out of Pipedrive means exports and someone's spreadsheet.

You want it done properly

You've seen what a rushed migration leaves behind. You'd rather have senior people take the time to understand how you sell, and still be around after go-live.

Everything in an onboarding, plus the move. The exact shape depends on what you're moving.

Discovery and migration plan

We dig into your Pipedrive account, agree what's in scope, map the timeline and write down the risks before a single record moves.

Data mapping

Every Pipedrive field, stage and pipeline gets a home in HubSpot, or gets left behind. We agree with you which properties you still need.

Core records

People become contacts, organisations become companies, and deals land in redesigned pipelines with their custom fields. Activities, notes and emails come too, wherever Pipedrive lets them out.

Workflows and automation

Pipedrive automations don't transfer, so we rebuild the ones you still need as HubSpot workflows, minus the logic nobody remembers writing.

Assets and templates

Forms, lists, emails and landing pages. If you still use it, we move it or rebuild it. If you don't, it stays behind.

Integrations

Calendar, email, calling and the apps you'd connected to Pipedrive. We work out what should sync with HubSpot and set it up so the portal stays tidy once it's live.

Testing and cutover

We check records, edge cases, reports and permissions before anyone goes live. Then a planned cutover, with a way back if something looks off.

Team training

Working sessions with the people who'll live in HubSpot every day, on the work they actually do.

Documentation

How your portal is built, written down. Data model, workflows, integrations and naming conventions. Enough that the next person doesn't have to guess.

A migration typically takes 12 to 16 weeks. Moving several systems at once will take longer.

Weeks 1–2

Discovery

We go through your Pipedrive account with you and talk to the people who use it every day. Nothing moves until the plan's agreed.

Weeks 3–6

Foundations and mapping

We set up your lifecycle stages, objects, pipelines and properties, map where your data will land, and start training your team as each piece goes in.

Weeks 7–12

Test run and rollout

We run the whole migration as a test first, then build the workflows and dashboards on top. Better to find the surprises now than the Monday after go-live. Training carries on as we go.

Weeks 12–16

Go-live and handover

The real move, the last of the training, the documentation, and us on hand for the questions that come once your team starts using it.

What moves across from Pipedrive, and where it lands.

People

Persons

Contacts, with lifecycle stages set on the way in

Companies

Organisations

Companies, associated to their contacts and deals

Pipeline

Deals and pipeline stages

Deals in HubSpot pipelines, with stages redesigned where they no longer fit

History

Activities, notes and emails

Calls, meetings, tasks, notes and emails on the record timeline, as far as Pipedrive exports them

Fields

Custom fields

Custom properties, for the fields you still use

Products

Product library, with line items on the deal

Automation

Workflow automations

Rebuilt as HubSpot workflows. Pipedrive automations don't transfer.

Pipedrive to HubSpot, answered.

How long does a Pipedrive to HubSpot migration take?

Typically 12 to 16 weeks, including a full HubSpot setup and starting with two weeks of discovery. Moving several systems at once takes longer.

Will all my Pipedrive history come across?

People, organisations, deals, custom fields and products move across. Activities, notes and emails come too, as far as Pipedrive will export them. We confirm exactly what's possible in discovery, before anything moves.

Do Pipedrive automations transfer to HubSpot?

No. Pipedrive automations don't migrate, so we rebuild the ones you still need as HubSpot workflows. It's a good moment to drop the ones nobody relies on.

Can we just use HubSpot's own import tools?

For a small, clean account, sometimes. HubSpot's transfer and import tools move records well. They don't redesign your pipeline, rebuild automations or decide which fields are worth keeping, and that's where the work is.

Can we keep using Pipedrive while you migrate?

Yes. Your team keeps working in Pipedrive until cutover. We run the migration as a test first, so the real move is planned and short.

Can you move Pipedrive and Mailchimp at the same time?

Yes. Plenty of Pipedrive teams run email in Mailchimp. We move both in the same project, with consent status and unsubscribes intact, so marketing and sales land on the same records.

How much does a Pipedrive to HubSpot migration cost?

We scope it before we quote. Cost depends on how many records and pipelines you have, how much history you want to bring, how many integrations need rebuilding, and whether onboarding is included.

Do you work with teams across Australia and New Zealand?

Yes. We work with B2B teams across Australia and New Zealand. Discovery, workshops and training run over video, and we can come on site when it helps.

What happens after go-live?

You get documentation of how your portal is built and working sessions for your team. From there you can run it yourselves or keep us on to manage it. Either way, there's no lock-in.

Two brands, several pipelines, thousands of accounts. One move.

An established NZ media publisher had marketing in HubSpot and sales still living in Pipedrive. We moved both brands and their pipelines across with every activity intact, mapped the company associations, and reworked the sales process on the way through.