Migrations
MigrationDelivered
Pipedrive
Forbidden has migration experience moving clients from Pipedrive to HubSpot.
Project-level detail for this record is still being verified internally. Treat the summary below as capability and approach, not as a specific delivered claim.
- Group
- CRM and sales
- What typically moves
- Organisations, people, deals, activities, notes and custom fields.
- What gets redesigned in HubSpot
- Pipeline design, lifecycle stages, automation, and the reporting the team lost when outgrowing Pipedrive.
- Main delivery challenges
- Flat data structures that need a richer object model, deal-centric habits, and field sprawl.
- Forbidden's approach
- Redesign the pipeline and object model for where the business is going, then migrate clean data into it.
- Useful discovery questions
- What made Pipedrive too limited?
- Which fields are actually used in reporting?
- How should the pipeline change, not just move?