As a business owner, you want your company to thrive and improve every day. That is why CRM platforms are the most useful and helpful tools to achieve that. If you’re a current Pipedrive CRM user and want to know how to migrate to HubSpot, we have answers.
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, gets 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!
Migrating from Pipedrive to HubSpot, Step-by-Step
Trujay is an automated migration service, meaning you don’t have to lift a finger. One of Trujay’s products is Data2CRM, an easy to use tool for migrating your data.
1. Go to our migration wizard and launch a free sample import right away; no registration required. Select Pipedrive from the drop-down list, enter the URL and API. Please note: You have to enter multiple APIs for each user that needs to be migrated. After that, choose HubSpot and click “Test Connection”. When you’re done, launch the sample.
2. If you’re satisfied with your results, choose the insurance that’s right for you and migrate from Pipedrive to HubSpot right away.
For first-time users, the data will be mapped automatically using the most common logic. In the event you are not satisfied with the results, you can restart the sample migration as many times as you need by mapping on your own. Click the ‘Change Options’ button, match CRM users with their modules, and map data fields to set up connections between them. After that, start the sample once more.
Overall, HubSpot is a fantastic solution for many reasons. Here’s the thing, though: you can set up an account with HubSpot, but you still need someone to migrate your data. Doing this on your own can get pretty tough, especially if you have thousands of records to migrate. Conducting the transfer by yourself is possible, but causes a higher risk of losing data.
We strongly suggest cleansing your data; meaning, getting rid of all the records you no longer need or do not want to transfer. Once that’s done, send us your project and we’ll do the rest for you. While you keep total uptime of your business, we’ll have you migrated in no time. We are a secure service and guarantee your data will not be compromised. Trujay is fast, reliable, and practices meticulous organization for transferring all your records accordingly.
Try out an automated sample migration. A limited amount of your data from Pipedrive will be transferred to HubSpot for free, so you can see if the service is right for you. If you’d like to talk more, visit our website to chat with a specialist. You can also get an estimate, which will depend on the number of records you have. We’ll get back to you within the hour.