01Will my HubSpot custom properties come across?
Yes. The free assessment finds them in HubSpot, and they are created as custom fields on the matching Pipedrive item before records are migrated. You see that on your plan before anything runs, and you can drop the properties nobody fills in any more rather than carry them over.
02What happens to my notes, calls, meetings and tasks?
Your HubSpot notes land as Pipedrive notes, calls as call activities, meetings as meeting activities and tasks as to-dos, each one on the record it belongs to and with its owner and its date. The files attached to your HubSpot records come across too, onto the record they were attached to.
03Do my deal pipelines and stages survive?
Your deals are routed onto the pipelines your Pipedrive account already has rather than into new ones we create, matched by what each stage meant. A stage with nowhere to go is named before the run rather than discovered during it.
04What happens to a deal I closed won?
It lands marked won on the Pipedrive deal itself. Pipedrive keeps won and lost on the deal rather than at the end of the funnel, so the outcome travels as its own fact and does not depend on finding a matching closed stage.
05What about the line items on my deals?
Your product catalogue comes across as Pipedrive products. The line items priced on each HubSpot deal do not yet, and that one is our limit rather than Pipedrive's, so it is on your plan before you pay rather than a surprise after the run.
06What about my HubSpot custom objects?
Their records stay in HubSpot. Pipedrive's items are the seven it ships and an account cannot add one of its own, so there is nothing for a custom object's records to become. We agree what that affects during the assessment, before you commit.
07Do I have to build a field map?
No. We work out what each value becomes, so nobody builds a field map. You review the plan before the migration runs. A HubSpot property with no native home in Pipedrive can be brought along as a new field instead of being left behind.
08Who actually runs the migration?
We run the migration and stay reachable. Connect HubSpot for the free assessment and price, then Pipedrive to complete the plan. Nothing moves until you ask.
09Can I keep working in HubSpot while this happens?
Yes. We only read HubSpot and never write back to it. Keep working while you check the results, then bring across the latest changes before switching over.
10What if the result is not what I expected?
You can undo the migration, correct the issue and run again. Created fields, shared catalogue data and any other items listed as retained stay in place.
11What does it cost?
One payment, based on the records that move. The free assessment of HubSpot gives you the exact count and price before you commit. Payment is by invoice, with no subscription.