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Apollo
Apollo
A U.S. based AI technology company needed to migrate its entire CRM from Pipedrive to HubSpot, preserving a complex custom data structure and all historical email and activity records. INSIDEA used HubSpot Operations Hub for custom field mapping and a scoped API-based approach to migrate historical activity data, ensuring no records were lost and no custom properties needed to be rebuilt manually. All three HubSpot Hubs – Marketing, Sales, and Service, were configured and live from day one. Apollo was integrated for real-time contact enrichment, giving the team a unified, enriched CRM from the moment migration completed.
| Metric | Before | After |
|---|---|---|
| CRM Capability | Pipedrive - Limited | HubSpot - Full Suite |
| Custom Data Structure | Fragmented, manual upkeep | Preserved via Operations Hub |
| Historical Activity Records | Locked in Pipedrive | 100% migrated via API |
| Team Collaboration | Siloed across tools | Marketing, Sales, Service unified |
| Data Quality | No enrichment | Real-time via Apollo |
| Onboarding Readiness | Not configured | All 3 Hubs live from day one |
Migrate all CRM data from Pipedrive to HubSpot with zero data loss, full custom field preservation, and Apollo enrichment integrated from day one.
The company had built a detailed custom data structure inside Pipedrive, including unique field configurations and historical email threads tied to every contact and deal. Moving to HubSpot was not optional, but moving without losing years of CRM data was a real technical constraint. Native migration tools could not handle the complexity. A custom approach was required.
INSIDEA designed a structured four-phase approach to handle the full complexity of this migration. The strategy covered field mapping, data transfer, Hub configuration, and enrichment integration. Each phase was sequenced to ensure that no data was overwritten, no custom property was lost, and the team could go live without operational disruption.
Every contact, company, deal, and custom property arrived in HubSpot exactly as structured in Pipedrive. Historical email threads and activity logs were preserved through the API-based migration, giving the team a complete interaction history from day one. No manual rebuilding was required.
"The migration was more complex than we expected - years of custom fields, activity history, and deal structures. INSIDEA handled every piece of it. Everything arrived in HubSpot exactly as it should."
CRM migration is not just a data transfer exercise. When custom field structures and historical records are involved, the risk of data loss is real, and native migration tools are rarely sufficient. This case demonstrates how a structured, API-first migration approach can preserve every record, maintain operational continuity, and deliver a fully configured HubSpot environment from day one.
Timelines depend on the volume of records, the number of custom fields, and the complexity of deal associations. A standard migration for a mid-sized team typically takes 3–7 business days from audit to go-live.
Yes. INSIDEA performs a full field audit and recreates all custom Pipedrive fields as HubSpot properties before migration begins, so no data is left behind.
No. INSIDEA’s migration process is designed to run in parallel with your existing Pipedrive operations. Your team continues working in Pipedrive until the moment HubSpot is confirmed clean and live.
Yes. INSIDEA rebuilds your pipeline stages natively in HubSpot and can set up core workflows, deal stage automation, and follow-up sequences as part of the migration engagement.
Historical activities, notes, emails, and call logs are included in the migration and associated with their correct contacts and deals inside HubSpot, preserving your full sales history.
INSIDEA handles migrations that native tools cannot. Custom fields, historical data, full Hub configuration, done right, from day one. Trusted by AI companies, SaaS teams, and growth-stage businesses worldwide.
