A roof management company in Texas wanted to move its sales data from Pipedrive to HubSpot. The migration covered approximately 50,000 records, including sales, leads, companies, and opportunities.
We supported the migration using programmed scripts, automation, and manual processing. The source states that the migration was completed within one month.
A CRM migration needs to preserve more than record counts. Field mappings, relationships between contacts and companies, pipeline stages, and the meaning of source fields all affect whether the new CRM remains useful after import. Where the source and destination models differ, mapping decisions should be documented before records are loaded.
The source does not provide a reconciliation percentage or a detailed error rate, so this case study does not claim a perfect or error-free result. It records the scale and timeframe stated in the project description.
What to plan before a CRM migration
Inventory the objects and fields to move, identify required relationships, map source values to destination values, decide how duplicates will be handled, and test representative records before the full transfer. After migration, reconcile totals and spot-check records that matter most to daily operations.
If you are moving from one CRM to another, a planned migration can help preserve business context while transitioning users to the new platform.
