Three ways to migrate from Pipedrive to HubSpot
| Method | Best when | Moves activities? | Effort |
|---|---|---|---|
| Smart Transfer | You are leaving Pipedrive and want the guided path | Yes, with HubSpot Data Hub | Low |
| CSV export + import | Data needs heavy cleaning or you are moving a subset | Only if you export and import them separately | Medium |
| Data Sync app | Teams switch gradually and both CRMs run for weeks | Custom activities, with Data Hub Starter+ | Medium, ongoing |
Plan before you move any data
A migration is the cheapest moment to fix a messy CRM. Spend the first day deciding what not to bring with you.
Take a full backup export
In Pipedrive go to Tools and apps → Export data and export each data type (leads, deals, organizations, people, products, activities, notes) as CSV or XLSX. Exports stay available for 28 days, so download them. This is your archive whatever method you use.
Decide what stays behind
Lost deals older than two years, people with no email and no activity, unused custom fields and test records rarely earn their place. Archive them in the export instead of importing them.
Rebuild the structure in HubSpot
Create deal pipelines and stages (same names as in Pipedrive), custom properties for the custom fields you keep, and invite every user with the same email they use in Pipedrive so ownership carries over.
Map Pipedrive objects to HubSpot objects
Object mapping Pipedrive HubSpot Person Contact Organization Company Deal Deal Lead Contact with a lifecycle stage, or a deal in an early stage Product Product (line item when attached to a deal) Activity (call, meeting, task) Engagement (call, meeting, task) Note Note
Method 1: HubSpot Smart Transfer, step by step
Start the transfer
As a HubSpot Super Admin, open More → Data Management → Data Integration, click Transfer data, choose Pipedrive and click Transfer. Connect your Pipedrive account when prompted.
Audit
HubSpot scans Pipedrive and reports record counts, fields and issues before anything moves.
Configure
Review object and field mappings and map Pipedrive pipelines and stages to the HubSpot ones you created. Custom mappings and Pipedrive activities require HubSpot Data Hub.
Sync
The main transfer runs one way into HubSpot. It then keeps syncing new Pipedrive changes in the background, so salespeople can keep working until cutover day.
Post-sync transfer and cleanup
A final one-time pass moves attachments, deal participants, deal products (as line items) and organization relationships. HubSpot also creates workflows that backfill original create and close dates. Review them, then finish the cleanup step.
Method 2: export from Pipedrive and import into HubSpot
The manual route takes longer but gives you a clean spreadsheet stage, which is useful when names, owners or stages need fixing in bulk.
Export each object with its IDs
Export organizations, people and deals separately. Keep the Pipedrive ID columns and the linking columns (organization name on people, person and organization on deals): they are how you rebuild associations. Activities, notes and files must be exported separately.
Prepare the files
HubSpot accepts .csv, .xlsx or .xls with one sheet, a header row and under 1,000 columns; save as UTF-8 for accented characters. Contacts need an email (or a Record ID), companies a name or domain, and deals a deal name, pipeline and stage that already exist.
Import companies, then contacts, then deals
Use Data Management → Data Integration → Import data → Advanced imports (all objects). Import several objects from one file, or from multiple files linked by a common column, so HubSpot can create the associations as it goes.
Import activities and notes last
Activities and notes need to point to records that already exist. Import them after contacts, companies and deals are in place.
| Limit | Free account | Paid or Smart CRM |
|---|---|---|
| Maximum file size | 20 MB | 512 MB |
| Imports per day | 50 | 500 |
| Rows per day | 500,000 | 10,000,000 |
| Rows per file | 1,048,576 | 1,048,576 |
What moves and what does not
| Data | Transfers? | Notes |
|---|---|---|
| People, organizations, deals | Yes | Including owners matched by user email |
| Products and currencies | Yes | Deal products become line items in the post-sync pass |
| Notes | Yes | |
| Call, meeting, task and email activities | Yes, with Data Hub | Custom activity types included |
| Emails logged through Pipedrive mail sync | No | Keep the Pipedrive export as an archive |
| Attachments and deal participants | Yes, once | Moved in the post-sync transfer |
| Custom objects | No | Rebuild manually if you need them |
| Automations, filters, reports | No | Rebuild as HubSpot workflows, views and reports |
Verify the migration and cut over
- Counts: compare record counts per object and per owner between the Pipedrive export and HubSpot.
- Ten real deals: ask each salesperson to open five of their deals and confirm stage, value, contact, company and the latest activity.
- Associations: spot-check that deals link to the right company and contacts, not just that the numbers match.
- Dates: confirm create and close dates were backfilled, or reports will show every deal as created on migration day.
- Cutover: pick a day, stop edits in Pipedrive, run a final sync or delta import, and keep Pipedrive read-only for a month before cancelling.
Still deciding whether the move is worth it? Compare the annual cost of both CRMs for your team size and our feature-by-feature comparison. For a general checklist that works for any CRM, see the CRM migration checklist.
Frequently asked questions
What is the easiest way to move from Pipedrive to HubSpot?
HubSpot Smart Transfer. A Super Admin opens More → Data Management → Data Integration → Transfer data, chooses Pipedrive and follows the audit, configure and sync steps. It moves people, organizations, deals, products, notes and most activities, and keeps syncing in the background until you finish the cutover.
Can I migrate Pipedrive to HubSpot for free?
Yes for the core records. Smart Transfer and CSV imports work on free HubSpot accounts. Transferring Pipedrive activities and using custom field mappings requires HubSpot Data Hub, and free accounts have lower import limits (20 MB per file and 500,000 rows per day).
Will my emails move from Pipedrive to HubSpot?
Email activities transfer with Smart Transfer, but emails logged in Pipedrive's mail sync do not. Keep your mailbox connected to HubSpot from day one and plan to keep a Pipedrive export as an archive for older correspondence.
How long does a Pipedrive to HubSpot migration take?
HubSpot does not publish a fixed duration; it notes that syncs with millions of records can take several days, and a small account is far quicker. For a small team, most of the calendar time goes into cleaning duplicates, rebuilding pipelines and automations, and checking a pilot, so a one-to-two-week plan is a sensible starting point.
Do I need to recreate my Pipedrive pipelines in HubSpot?
Yes. Deals can only import into a pipeline and stage that already exist in HubSpot, and each stage must belong to that pipeline. Create pipelines and stages first, using the same stage names so automatic mapping works.
Sources
Prices and plan limits come from each vendor's own pricing pages and documentation, checked on the dates shown. Vendors change packaging often, so confirm the final figure in your own quote.
- HubSpot KB: Transfer data from other apps using HubSpot Smart Transfer — checked Oct 29, 2026
- HubSpot KB: Supported apps for HubSpot Smart Transfer — checked Oct 29, 2026
- HubSpot KB: Set up your import file — checked Oct 29, 2026
- HubSpot KB: Import multiple objects — checked Oct 29, 2026
- Pipedrive Support: Exporting data from Pipedrive — checked Oct 29, 2026
- HubSpot Marketplace: Pipedrive app listing — checked Oct 29, 2026