Berg & Macher
Migration from Pipedrive to HubSpot
Berg & Macher decided to switch from Pipedrive to HubSpot to utilize a more powerful CRM system capable of growing with the company. The existing structures in Pipedrive did not provide the necessary functionality to meet the increasing demands of sales and CRM management. The goal of the migration was to seamlessly transfer all relevant data to HubSpot, enable a more efficient workflow, and transition the entire team to a future-proof system.
The migration involved not only transferring contacts, companies, and deals but also securing historical emails and activities. A key challenge was that Pipedrive did not offer a direct way to fully and structurally transfer all data to HubSpot. Additionally, it was crucial to ensure that all relevant information was properly mapped with the correct identifiers.
The migration process was carried out in multiple steps to ensure precise and lossless data transfer. During the preparation phase, datasets were analyzed and cleaned. Email addresses were added as identifiers for contacts, companies were assigned domains, and deals were labeled with unique names to enable clear mapping in HubSpot. Based on this structure, a migration concept was developed.
For the transfer, the native HubSpot integration was used, supplemented by a specialized tool (Threads.cloud) to migrate historical emails from Outlook, as not all activities were covered by the standard integration. Additionally, import functions were utilized to cover data that could not be migrated automatically. To identify potential errors, a test migration was conducted. After migrating the data, a quality check was performed, using random samples to verify the completeness and accuracy of the data and ensure that all information was correctly represented in HubSpot.
Once the migration was completed, the Berg & Macher team was prepared for the new workflow. The company’s internal point of contact received comprehensive training to independently onboard the team in HubSpot. During the Get-Well Phase, WPWA Digital remained available for support to address open questions and ensure optimal use of the new CRM structure.
Berg & Macher successfully transitioned from Pipedrive to HubSpot. All employees now work centrally in HubSpot, benefiting from a structured and cleaned dataset that enables more efficient operations. The full rollout of HubSpot allowed the company to better structure and scale CRM and sales processes. Thanks to the migration of historical emails, the entire customer communication history is now traceable and archived in HubSpot.
„I found the collaboration with WPWA to be consistently pragmatic and goal-oriented. During the migration from Pipedrive to HubSpot, I felt well-guided throughout the process, had the opportunity to ask my questions, and was supported every step of the way. The initial coordination and the flexible booking of additional hours also went smoothly.“