Portmux is a Pipedrive to HubSpot migration service that moves your Persons, Organizations, multi-pipeline Deals, custom fields, and Activity history into HubSpot CRM with the deal stage probability and forecast logic preserved.
Pipedrive's data model is small and clean (Persons, Organizations, Deals, Activities, Products), which makes the migration mechanically easy. The interesting work is in the upgrade: most teams switching to HubSpot also want Marketing Hub or Service Hub, and we set up the cross-object associations that let HubSpot's lifecycle reporting actually work.
Every Pipedrive Person migrated as a HubSpot Contact with custom fields, owner, label/tag, and primary Organization association.
Pipedrive Organizations mapped to HubSpot Companies with parent Organization (where used) preserved as Company-Company associations.
Pipedrive Deals migrated to HubSpot Deals with stage, status (Open/Won/Lost), value, expected close date, and stage history.
Each Pipedrive Pipeline (with its stages and probabilities) recreated as a HubSpot Deal Pipeline with the same stages and probability values.
Pipedrive Activities (Call, Meeting, Task, Lunch, Deadline, Email) migrated as HubSpot timeline events on the parent Contact, Company, or Deal.
Notes attached to Persons, Organizations, or Deals migrated as HubSpot Notes on the corresponding record with original timestamp and author.
All Pipedrive file attachments downloaded and re-uploaded to HubSpot Files with associations to the parent record.
Every Pipedrive custom field (text, large text, single-option, multi-option, user, date, monetary) recreated as a HubSpot custom property of the same type.
Pipedrive Products (with prices) migrated to HubSpot Products; Deal Products migrated as HubSpot Line Items associated with the parent Deal.
Pipedrive Email Sync history (linked Inbox emails on Persons/Deals) migrated as HubSpot Email events on the Contact timeline.
Pipedrive Users matched to HubSpot Users by email; record ownership preserved or reassigned per your rules.
Active Pipedrive Workflow Automations re-implemented as HubSpot Workflows with the same triggers and actions.
We connect to Pipedrive via API token with admin scope and to HubSpot via Private App. Pipedrive's REST API enumerates every Person, Organization, Deal, Activity, Product, and Custom Field. Within 48 hours you see record counts by object, custom field inventory, and a per-pipeline stage map ready for HubSpot translation.
Mapping covers custom field translation, Pipedrive Pipeline → HubSpot Pipeline (one per pipeline), Activity Type → HubSpot Engagement type, and Owner mapping. We also identify whether you want HubSpot Lifecycle Stage (typically Yes), and if so, derive starting lifecycle stage from Pipedrive Person Label and Deal status.
HubSpot loaded with full Pipedrive history. Your team validates 5 Deals per Pipeline for stage history fidelity, then signs off on the cutover plan. On cutover day, Pipedrive is set to read-only via plan downgrade or seat reduction, HubSpot becomes authoritative, and we run a final delta of post-cutover Pipedrive activity.
Every migration has its own gotchas. Here's what we plan for on this specific path.
Pipedrive Deals can move between Pipelines. HubSpot Deals belong to one Pipeline. If you have Deals that have transitioned across Pipelines historically, we preserve the current Pipeline assignment and capture the cross-pipeline history as a custom property for reporting.
Pipedrive's Activity Types (Call, Meeting, Task, Lunch, Deadline) don't all have native HubSpot equivalents. Lunch and Deadline migrate as HubSpot Tasks with a custom Activity Subtype property so reporting can still segment them. Call/Meeting/Task map natively.
Pipedrive Email Sync stores linked emails per Deal/Person. HubSpot uses BCC-to-CRM or the HubSpot Sales Outlook/Gmail extension. We migrate historical email logs as timeline events; ongoing email tracking switches to HubSpot's extension and your team installs it during the rehearsal week.
Pipedrive doesn't have a Lifecycle Stage concept. HubSpot's reporting depends on it. We derive starting Lifecycle Stage from Pipedrive Person Label and Deal status (no Deals → Lead; Open Deal → Opportunity; Won Deal → Customer) so your funnel reports work on day one.
Single-system migrations like Pipedrive to HubSpot run as Track A engagements: one source, one destination, up to 1M records, 4–6 weeks. Final price depends on object volume, custom field count, and integrations, scoped on a 20-minute call before any commitment. See full pricing →
Tell us what's in the source, where it's going, SaaS or custom, and when you need to be live. You'll walk away with a scoped quote, a named engineer, and a go-live date.