Fintech, accounting automation

Migration to HubSpot Bringing Clarity Across the Entire Funnel

Our client develops a successful platform that helps companies automate accounting, manage corporate expenses, and simplify financial processes. By digitalizing administration and integrating with existing tools, it makes it easier for teams to keep track of finances without the usual administrative hurdles.

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Industry: Fintech, accounting automation
Service: CRM migration to HubSpot
Teams: Sales, marketing, management
Technology: HubSpot CRMPipedriveHubSpot workflows

Summary

A fintech platform for accounting automation and expense management had outgrown Pipedrive. We helped choose HubSpot, moved contacts, companies, deals, pipelines, automations and communication history, and set up workflows and reporting, so marketing and sales now work in one environment.

CRM selection followed a review of the Pipedrive setup and requirements for scaling.
After the migration we verified data relationships and ran basic validation.
Workflows send emails and internal notifications and sync data across objects.

The Challenge

The client came to us with the need to select a new CRM, as their existing Pipedrive was no longer sufficient for the demands associated with the company's growth. The goals were to:

Connect marketing and sales activities within RevOps.
Select a CRM that supports scaling and further development.
Streamline and unify key processes across teams.
Increase visibility across the entire customer journey (Lead Generation → Sales → Customer Success).
Improve data quality and reporting for better decision-making.

The Solution

Step by step

Mapping the Situation and Defining Needs

We mapped the current setup in Pipedrive and, together with the client, specified the requirements for the new CRM with regard to planned scaling and automation. Based on this, we prepared the specifications and groundwork for selecting the right solution.
Selecting HubSpot as the Target CRM

We compared the available options and recommended HubSpot as the most suitable platform for their needs. Subsequently, we prepared a migration plan and data structure so that the transition would occur without any loss of information or continuity.
Migration From Pipedrive to HubSpot

We performed the migration of records and settings—contacts, companies, deals, pipelines, automations, and communication history. This also included the transfer and verification of data relationships, along with basic post-migration validation.
Setting Up Automations in HubSpot Workflows

We designed and set up automations directly within HubSpot, such as automated emails, internal notifications, and cross-object data synchronization.
Reporting, Support, and Team Training

We prepared reporting dashboards for sales, marketing, and management. At the same time, we provided ongoing support, consultations, and training to ensure the team could use the new CRM effectively and continue to develop it.

The Result

The client successfully transitioned to HubSpot CRM, gaining a unified environment for managing marketing and sales activities.

A CRM Ready for Scaling
Better Overview of Processes
Alignment of Sales and Marketing
High-Quality Data and Clear Reporting

Another client's reference

They expertly managed the entire migration process from Pardot to HubSpot, providing comprehensive training, demonstrating how everything works, and configuring even the most complex aspects of the system. Their deep understanding of overall marketing strategy significantly contributed to optimizing our forms, lead processes, and conversions.

T. Pelikan, HubSpot Marketplace review

Conclusion

This collaboration demonstrated the importance of choosing the right CRM and thoughtfully setting up processes right at the growth stage. Thanks to the transition to HubSpot and the gradual fine-tuning of processes, the client now has a solid foundation for further development and better collaboration across marketing, sales, and other teams.

The project confirmed that a combination of a strategic approach, technical implementation, and ongoing support is the key to a long-term, functional CRM solution.

Frequently asked questions

How do you migrate from Pipedrive to HubSpot without losing data?

For our fintech client, we first prepared a migration plan and data structure. We then moved contacts, companies, deals, pipelines, automations and communication history, verified the relationships between records and ran basic post-migration validation.

When should a company switch from Pipedrive to HubSpot?

Our fintech client switched when Pipedrive no longer kept up with the company's growth and marketing and sales needed to work together under RevOps. We recommended HubSpot after mapping the existing setup and comparing options against planned scaling and automation.

What should you set up in HubSpot right after a Pipedrive migration?

For our fintech client, we set up workflows for automated emails, internal notifications and cross-object data sync. We also built dashboards for sales, marketing and management and trained the team.