Two ways to migrate from HubSpot to Pipedrive
| Import2 (Import from other software) | Spreadsheet import | |
|---|---|---|
| Who can run it | Global admin | Global admin or users with import permission |
| Cost | Free up to 1,000,000 records, paid above | Free |
| Data cleaning | Limited: data moves as it is | Full control in the spreadsheet |
| Limits | Pipedrive trial or paid account | XLS, XLSX or CSV; 200,000 rows and under 50 MB per file |
| Undo | Plan carefully; test on a trial account | Revert within 48 hours |
Prepare Pipedrive before importing anything
Add users
Invite every salesperson so deals and activities can be assigned to their real owner during import.
Recreate pipelines and stages
HubSpot deal pipelines become Pipedrive pipelines. Take the chance to cut stages nobody uses; a pipeline with five or six clear stages is easier to keep current. Our pipeline stages guide shows how to define exit criteria.
Create custom fields and activity types
Create fields for the HubSpot properties you actually use. Mind the plan limits: Pipedrive allows 30 custom fields on Lite, 100 on Growth, 300 on Premium and 500 on Ultimate.
Export your data from HubSpot
Export companies, contacts and deals separately. From each object's index, use Export (list view) or Export view (board view) and choose CSV. Include the Record ID and the association columns, such as the associated company on contacts and associated contacts and company on deals.
- The download link arrives by email and expires after 30 days.
- HubSpot includes up to 1,000 associations per column by default; exporting all associations is CSV-only.
- Exports over 1,000,000 rows are split into several files.
- Export notes, calls, meetings and tasks separately if you want activity history in Pipedrive.
Import into Pipedrive in the right order
Go to Tools and apps → Import data → Import from spreadsheet. Pipedrive auto-maps columns with matching names; check every mapping before you continue. People and organizations need a name, and deals and leads must link to a person or an organization.
| Step | Import | Why this order |
|---|---|---|
| 1 | Organizations | Everything else links to them |
| 2 | People | Linked to their organization by name |
| 3 | Deals | Linked to the person and organization already imported |
| 4 | Leads | Linked the same way as deals |
| 5 | Activities | Need the deals and people they belong to |
| 6 | Notes | Attach to existing records |
When the importer finds duplicates you can merge them. Start with a file of five to ten records, check them in the interface, then import the rest.
Rebuild what does not migrate
Records move; the logic around them does not. Plan to rebuild these by hand:
| In HubSpot | In Pipedrive | Plan needed |
|---|---|---|
| Workflows | Automations | Growth or higher (50 automations) |
| Sequences | Sequences | Growth or higher (5 sequences) |
| Email templates and tracking | Email templates, open and click tracking | Growth or higher |
| Meeting links | Meeting scheduler | Growth or higher |
| Custom reports and dashboards | Reports; custom dashboards | Reports on all plans; custom dashboards Premium+ |
| Forms and chatflows | LeadBooster (web forms, chatbot, live chat) | Add-on on Lite/Growth, included Premium+ |
Checks before you cancel HubSpot
- Record counts per object and per owner match the HubSpot exports.
- Every open deal sits in the right stage with the right value and expected close date.
- Each salesperson confirms their next scheduled activities are present.
- Mailboxes are connected to Pipedrive and new emails link to the right people.
- Forms on your website now send leads to Pipedrive, not HubSpot.
- Rebuilt automations fire on a test deal.
Comparing the bill before and after? Use the CRM pricing calculator and read our Pipedrive pricing guide to pick the right plan. If you are not sure Pipedrive is the right destination, see the best HubSpot alternatives for small business.
Frequently asked questions
How do I export my data from HubSpot?
Open the object index (contacts, companies or deals), choose Export from the list view or Export view from the board view, and pick CSV, XLS or XLSX. HubSpot emails a download link that expires after 30 days. You need export permission, and you can run up to 300 exports in 24 hours.
Does Pipedrive have a built-in HubSpot import?
Yes. Pipedrive's Import from other software option uses its partner Import2 and supports HubSpot. A global admin can run it from Tools and apps → Import data, and it is free for up to 1,000,000 records. You can also import HubSpot CSV exports with Pipedrive's spreadsheet importer.
In what order should I import HubSpot data into Pipedrive?
Pipedrive recommends organizations first, then people, deals, leads, activities and notes. Each later object links to records that already exist, which keeps associations intact.
Can I undo a Pipedrive import?
Yes. A global admin can revert a spreadsheet import within 48 hours. Test with five to ten records first anyway, so you find mapping mistakes before they affect thousands of rows.
Will HubSpot workflows and sequences move to Pipedrive?
No. Automations, sequences, reports and forms do not migrate between CRMs. List them before you switch and rebuild the ones you need as Pipedrive automations and sequences, which are available from the Growth plan.
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: Export records — checked Oct 29, 2026
- Pipedrive Support: HubSpot to Pipedrive migration — checked Oct 29, 2026
- Pipedrive Support: Importing data with spreadsheets — checked Oct 29, 2026
- Pipedrive Support: Importing data from a previous CRM using Import2 — checked Oct 29, 2026
- Pipedrive pricing (plan features) — checked Oct 29, 2026