Migration of marketing and sales data from Pipedrive to HubSpot

Client

QPLIX

Project

Migration of marketing and sales data from Pipedrive to HubSpot

The task

QPLIX, a SaaS solutions provider for investors to manage and analyze assets, decided to replace Pipedrive as its CRM and sales system with HubSpot. The goal was to seamlessly integrate marketing and sales processes and establish a foundation for optimized workflows.

The challenge

A key challenge was migrating the data from the existing system in a way that ensured optimal integration into the new HubSpot environment. This required aligning the data structure with the requirements of a high-performance CRM system. The task involved ensuring a complete and structured transfer of relevant information while addressing potential inconsistencies, duplicate data or data gaps.

The solution

The services

WPWA Digital delivered the following services:

Data analysis and verification
Data migration from Pipedrive to HubSpot
Custom API interface implementation
Quality checks and optimization of data structure
HubSpot Marketing Hub onboarding and training
HubSpot Sales Hub onboarding and training
Setup of email, blog and landing page templates

The result

„Thanks to the successful migration, QPLIX now has a powerful and user-friendly CRM system in HubSpot. The data was optimized, cleaned, and structured, improving collaboration between marketing and sales. The company benefits from enhanced data quality, optimized processes, and a strong foundation for further growth and efficient workflows. “

What we are proud of