Step-by-step migration blueprint

Migrate from HubSpot CRM to Pipedrive

A complete guide detailing how to export your logs, map data columns, and upload your databases successfully without losing records.

4h
Estimated duration
Checklist

Execution Checklist

1

Clean Up HubSpot Contacts

Filter out bounced, duplicate, or unengaged contacts from HubSpot prior to exporting. Create custom properties matching your target Pipedrive fields.

2

Export CSVs from HubSpot

Export Contacts, Deals, and Companies separately. Ensure that the HubSpot ID fields are included to serve as relations mapping.

3

Map Fields in Pipedrive

Upload the CSV files into Pipedrive's import wizard. Map custom properties (e.g., Lead Source, Deal Stage) carefully.

4

Verify Deal Pipeline Sync

Confirm that deal values, historical notes, and company-contact connections migrated successfully in your new pipeline view.

Recommended CSV Columns Mapping

Match your CSV export parameters precisely when uploading files:

Source (HubSpot CRM)Target (Pipedrive)Example PayloadMapping Action
Contact IDExternal ID10932Use this to map future activity logs to contacts.
HubSpot Owner IDOwner Name / IDowner_98Must map to existing active users in Pipedrive.
Lifecycle StagePerson StatusSales QualifiedCreate a custom single-option dropdown field in Pipedrive.
Associated Company IDOrganization NameAcme CorpPipedrive will auto-link people to organizations.

Migration Hazards & Mitigations

medium Risk

Custom Dropdown Values

Solution: Create matching dropdown options in Pipedrive settings before running imports.

high Risk

Historical Timeline Notes

Solution: Standard CSV exports do not include email notes. Use third-party sync API or Import2.

medium Risk

Multi-pipeline Deals

Solution: Group CSVs by pipeline name and import each cohort separately to target pipelines.

Automated Migration Alternatives

If you prefer a hands-off, risk-free sync, these third-party tools offer API migrations:

Import2 CRM Migrator

One-click background API migration tool that syncs contacts, tasks, deals, and full activity logs.

Est. Cost:$49 to $299 depending on record count

n8n Custom Sync

Design a customized workflow mapping that iterates over HubSpot Contact v3 endpoints and posts to Pipedrive Persons endpoints.

Est. Cost:Free (Self-hosted)

Critical Import/Export Advice

Ensure you export deal histories separately, since merging deals and contacts in a single CSV import often leads to mismatched data logs.

Migration FAQ

Common questions