Operelio
HubSpotPipedrive

How to migrate HubSpot to Pipedrive

8 of the 14 columns in a HubSpot export, mapped into 6 Pipedrive fields under Pipedrive's own names.

Download the Excel templateUse this template free

Free · 18 KB · Excel 365 or Google Sheets

Check your HubSpot export first

Built on HubSpot’s export columnsChecked against Pipedrive’s import rulesUpdated October 13, 2026

One HubSpot row, through the templatecopied as it ischanged on the way1explained below
  • First Name, Last Name to Name1joinedWei Chen
  • Email to Emaillowercasedwei.chen@lumenlabs.example.com
  • Phone Number to Phone+44 20 7946 0543
  • Company Name to OrganizationLumen Labs
  • Job Title to Job TitleHead of Partnerships
  • Lifecycle Stage, Lead Status to Notes2joined, with labelsHubSpot lifecycle stage: Customer | HubSpot lead status: Connected
Not imported: Website URL, Street Address, City, State/Region, Postal Code and Country/Region. The template leaves these out; map any to a custom field in Operelio.

Where HubSpot and Pipedrive don’t line up

1

First Name and Last Name become one Name

HubSpot keeps First Name and Last Name apart, and Pipedrive has one Name field.

The template joins them, leaving out any that are empty.

HubSpotFirst Name Wei
Last Name Chen
PipedriveWei Chen
2

Two columns kept in Notes

This template gives Lifecycle Stage and Lead Status no Pipedrive field of their own.

The template writes them into Notes, each with its label, and leaves empty ones out.

HubSpotLifecycle Stage Customer
Lead Status Connected
PipedriveHubSpot lifecycle stage: Customer | HubSpot lead status: Connected

Check your HubSpot export before you import it

Looks for the 8 columns this template reads, and what Pipedrive would skip.

Drop your HubSpot CSV here

Runs in your browser. Nothing is uploaded, and results are counts only.

HubSpot to Pipedrive in three steps

Step 1Export from HubSpot
  1. Go to CRM, then Contacts, and open the view you want to export.
  2. Click Export in the upper right.
  3. Choose CSV, XLSX or XLS and enter an export name.
  4. Choose the language for the column headers and click Export.
  5. Download the file from the link HubSpot emails you.

You need Export permissions, and files over 2 MB arrive as a ZIP.

HubSpot: Export records
Step 2Paste into the template
  1. Paste the export at A1 of Paste HubSpot export here.
  2. Start here checks all 8 columns were found.
  3. Save Pipedrive Contacts import as a CSV.

Works in Excel for Microsoft 365 and Google Sheets. Excel 2019 and older, Apple Numbers and LibreOffice can't run the formulas this file uses.

Just the 6 headers as a CSV

Step 3Import into Pipedrive
  1. Go to Tools and apps, then Import data, then Import from spreadsheet, and click Get started.
  2. Select the kinds of data your file contains, such as People, and click Next.
  3. Click Upload spreadsheet and choose your file.
  4. Check the mapping, drag any unmapped column onto a field, and click Next.
  5. Check the preview, choose how duplicates are handled and click Start import.
Pipedrive's spreadsheet import, screen by screen

Operelio, with the same template

Fixes the capitals in names, formats phone numbers, removes duplicate and blank rows, which the Excel file leaves to you. On every plan. Email verification, a check against your Pipedrive records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does HubSpot's export fill Name, which Pipedrive requires?

Name joins First Name and Last Name. The checker above counts the rows with Name blank.

Where do Lifecycle Stage and Lead Status go?

Into Notes on each person, labeled like "HubSpot lifecycle stage: Customer | HubSpot lead status: Connected".

Why do First Name and Last Name become one Name field in Pipedrive?

Operelio's Pipedrive format uses a single Name field. The template combines the two columns with a space so your contact records look right in Pipedrive.

Duplicates and undoing an import: Pipedrive import questions.

Try this template free

Upload your HubSpot export and download a file Pipedrive can import. No credit card needed. The push into Pipedrive is from Starter.

Use this template freeSee all templates