---
title: Merging Two CRMs Into HubSpot Without Losing a Single Email | Case Study
description: How we merged Pipedrive and Freshsales into one HubSpot CRM for a hospitality company — duplicates resolved, full email history preserved.
image: https://deepdive.gr/hubfs/AI-Generated%20Media/Images/HubSpot%20Migration%20From%20Pipedrive%20And%20Freshsales.png
---

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## Two CRMs, one company, no complete picture

The client is a hotel management company running marketing, sales and customer care through a CRM. The trouble was that it was running *two* of them — Pipedrive and Freshsales — side by side. Each held part of the truth. The same customer existed in both, described differently in each. Nobody could answer a simple question without checking two systems and then deciding which one to believe.

Moving to HubSpot was the obvious answer. Merging two CRMs into one was the hard part.

## Why merging two CRMs is harder than replacing one

A straight replacement has one source of truth. A consolidation has two, and they disagree.

Duplicates were everywhere — and not all of them were mistakes. The old platform allowed several contacts to share the same email address, so the system itself had been manufacturing duplicate records for years. Telling a genuine duplicate apart from a structural one is not a technical question. It is a question about how the business actually works, and you cannot answer it by writing a rule.

## The email conversation problem

Most CRM migrations quietly drop email history. It is the most complex data in the system and the easiest thing to declare out of scope.

We kept it. In the source platforms, a single conversation was scattered across up to three separate tables, each holding a different fragment. Every thread had to be reassembled before it could be moved — and then re-attached to the right contact, the right company and the right deal on the other side.

The client's teams opened HubSpot on day one and found their conversations where they expected them. That is the difference between a migration and a fresh start with old data attached.

---

## How we did it

- ### Extract
  
   Data pulled from both source CRMs via API
- ### **Analyse**
  
   Gaps and format inconsistencies identified, and transformation rules defined
- ### **Clean, Transform & match**
  
   Duplicates merged, records matched across both source systems, fields mapped to HubSpot properties (icluding custom)
- ### Import
  
  Native import tool and API used in combination, chosen object by object.
- ### Testing
  
   Integrity checks against source, functional testing , user acceptance testing with daily users, and a full reconciliation report

![Complicated Task Checklist](https://deepdive.gr/hs-fs/hubfs/AI-Generated%20Media/Images/Complicated%20Task%20Checklist.png?width=1400&height=1400&name=Complicated%20Task%20Checklist.png "Complicated Task Checklist")

## The result

Two CRMs became one. Relationships intact, tickets intact, and years of email conversation history preserved and correctly attached — not archived in a spreadsheet somewhere as a consolation prize.

## Frequently asked questions

**Can you migrate email history into HubSpot?** Yes. It is the most technically demanding part of a CRM migration, but it can be done. We reassembled conversations that were split across multiple tables in the source systems and re-attached them to the correct records in HubSpot.

**Can you merge two CRMs into one?** Yes. The work is in matching records across both systems so a customer who exists twice becomes one record, and in deciding which version of conflicting information is the correct one — which is a business conversation, not just a technical process.

**Does HubSpot's import tool have limits?** Yes, and they differ by object. Some data has to go through the API instead. Knowing which route each object needs is part of planning the migration properly.

---

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