What did INSIDEA help U.S. AI Company achieve?

U.S. AI Company reached 100% data retention working with INSIDEA. Full breakdown of the work and outcome is on the case study page.

What did INSIDEA do for U.S. AI Company?

Senior consultants delivered CRM and Platforms, Growth Marketing work for U.S. AI Company, scoped at a fixed fee and locked at proposal. The case study walks through the engagement step by step.

Customer Story · B2B SaaS

100% Data Retention

Industry

B2B SaaS

Service Lines

CRM & Platforms + Growth Marketing

Customer

U.S. AI Company

TL;DR

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.

Measurable Results

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.

Who Can Benefit

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.

Frequently Asked Questions

How long does a Pipedrive to HubSpot migration typically take?

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.

Will all of our Pipedrive custom fields transfer to HubSpot?

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.

Will our team experience any downtime during the migration?

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.

Can you also rebuild our pipeline and set up automation in HubSpot?

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.

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