PIPEDRIVe To Hubspot Migration Services

Each phase of your migration journey comes with a plan. Migration will be handled by ThinkTech’s migration experts, who will work closely with your team or partners throughout the process. 

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Our Pipedrive to HubSpot migration services include following:

Advisory

Consulting

Project Execution

Employee Training

WHY HUBSPOT OVER PIPEDRIVE

Choosing the right CRM platform is critical to your business. HubSpot and Pipedrive are the world’s leading CRM platforms. Both platforms are sales-oriented and come with robust solutions that help you achieve your business goals. HubSpot has been in the market longer than Pipedrive. Pipedrive is designed more specifically for sales teams, while HubSpot is an all-rounder platform for your entire organization. The major points to consider choosing between these two CRM platforms are:
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Easier Integrations

HubSpot is able to integrate easier with apps and third-party tools than Pipedrive. For eCommerce apps alone, HubSpot integrates with significant names like Shopify, WooCommerce, Square, and BigCommerce. On the other hand, eCommerce integrations on Pipedrive are only possible through Zapier.

Ease of Use

Both platforms were built to be user-friendly. The major difference is that HubSpot offers more space for customization and personalization to truly tailor the system to your company’s needs. The more complex your company’s needs are, the more HubSpot is a better fit than Pipedrive.

Pipedrive is for Smaller Teams

Pipedrive’s pricing plan is better catered to smaller teams as they charge on a per-user basis. While HubSpot has set minimum users for each plan. HubSpot also offers more features than Pipedrive on a professional-level plan. HubSpot is a better fit for organizations that are rapidly scaling.

Beyond Sales

HubSpot is a great all-in-one sales and marketing tool. It allows seamless communication between marketing and sales initiatives so that quality prospects enter the pipeline and no lead is missed. While Pipedrive focuses more heavily on sales activities, it is disconnected from marketing activities.

WHAT IS HUBSPOT?

HubSpot is an inbound sales and marketing platform that assists organizations in attracting visitors, converting leads, and closing deals. It brings together grants sales and marketing departments to manage all their activities in one application. It also improves workflows and revenue based on multiple exchange channels. HubSpot has a strong hand in vendor innovative marketing technology solutions. Its prime areas include marketing automation, social media campaign management, and now it has a stronghold in the Customer Relationship Management (CRM) domain.

ThinkTech is a certified HubSpot Solutions Partner located in Calgary and Edmonton and has been serving its clients globally across major cities such as Seattle, Los Angeles, New York, Washington DC, Toronto, Vancouver, Amsterdam, Denver and others. ThinkTech has a team of qualified and certified HubSpot professionals in Calgary and Edmonton who can Implement, Optimize, Integrate and Migrate to HubSpot using best practices for B2B and B2C Industries. ThinkTech has already helped 200+ clients globally.

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MIGRATE FROM PIPEDRIVE TO HUBSPOT

Each phase of your migration journey comes with a plan. Migration will be handled by ThinkTech’s migration experts, who will work closely with your team or partners throughout the process. The complete migration process consists of the following categories and sub-steps:

RECORDS

  • First, differentiate which data (leads, accounts, contacts, etc.) should be migrated to HubSpot.
  • Create new properties in HubSpot. 
  • Use Hubspot’s native Pipedrive integration to automate the migration. 

INTEGRATIONS

  • Re-evaluate your existing processes and create enhanced strategies in HubSpot.
  • HubSpot has 500+ pre-defined connectors, which helps the business connect its analytical business applications.
  • It offers a vast API library if the business doesn’t have the integration it needs.

AUTOMATION

  • Document automation and take care of the follow-ups. 
  • Optimize the same processes in the new HubSpot environment.
  • Remodel automation in HubSpot’s workflow tool.

REPORTING

  • Check out all reports in the current tool.
  • Determine future reporting needs.
  • Select and modify custom reports that meet your business needs, or you can build these reports if needed.

WHAT YOU CAN EXPECT FROM OUR MIGRATION SERVICES

01

Partnership

Any migration project that we work on requires a partnership between our team and yours. For data load and security reasons, communication is key to efficient results
02

No Data-Loss Guarantee

We at ThinkTech ensure that not even a byte of data is lost. We respect the confidentiality of your business’ data with integrity.
03

Delivered On-Time

Our migration experts complete the migration project promptly. We are thrilled to see your business grow!

POST MIGRATION

You’ve transitioned successfully from Pipedrive to HubSpot, but your journey is not over yet. ThinkTech will help you excel in your business. ThinkTech’s Standard plan offers additional features like 24/7 Product Support, HubSpot Training, Customized Roadmap and Growth Plan, Annual Health Checkup and Strategy, and Customer Success Manager. In addition to these features, the premium plan has additional features like Ongoing Campaign Strategy and Optimization, Ongoing Technical Strategy, Architecture, and Integration Support.

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