Pipedrive
HubSpot Contacts5 fieldsHow to import Pipedrive data into HubSpot
Moving from Pipedrive to HubSpot? Pipedrive exports a single 'Person - Name' field. This template splits it into first and last name, then maps email, phone, and organization. Pipedrive's Person - Label (Hot lead, Customer, etc.) maps directly to the Notes field so reps see the segmentation context when they look at the contact.
Field-by-field mapping
This is the complete column mapping from Pipedrive to HubSpot. The left column is the header in your CSV export. The right column is the HubSpot field it should map to.
| Pipedrive column | HubSpot field | |
|---|---|---|
| Person - Name | First Namefirstname First word extracted as first name. TransformSplit on first space | |
| Person - Email | Emailemail TransformLowercased and trimmed | |
| Person - Phone | Phone Numberphone TransformStandardized to international format (+1, +44, etc.) | |
| Person - Organization | Company Namecompany | |
| Person - Label | Notesnotes Maps directly to the Notes field so reps see the Pipedrive label (Hot lead, Customer, etc.) when they look at the contact in HubSpot. |
Formatting and cleanup
Pipedrive exports rarely match the format HubSpot expects. Fix these first.
- 1.Splits Person - Name into firstname and lastname (first word becomes firstname, the rest becomes lastname)
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Maps Person - Organization to HubSpot's company property
- 5.Maps Person - Label directly to the Notes field so reps see Pipedrive segmentation
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Pipedrive export and download a clean file for HubSpot, or connect HubSpot and push the records straight in. You see what will be created and updated before anything is written.
Pipedrive to HubSpot FAQ
How do I export contacts from Pipedrive?
Go to Contacts (People), apply any filters you need, click the three-dot menu, and select 'Export to spreadsheet' as CSV.
How does the name splitting work?
Pipedrive exports a single 'Person - Name' field. The template takes the first word as the first name and everything after as the last name. For example, 'Jane Smith' becomes 'Jane' + 'Smith'. Single-word names fall through to the last name field so the contact still imports without errors.
What happens to Person - Label?
Pipedrive labels (Hot lead, Customer, etc.) map directly to the Notes field. If you want labels as a sortable property for filtering, create a custom HubSpot single-select property called Pipedrive Label and re-run this template.
What about Pipedrive deals and pipeline data?
This template handles contact records only. Deals, activities, and pipeline stages require separate exports and a different import process in HubSpot.
What happens to Pipedrive custom fields?
Custom fields appear in the export with their Pipedrive field names. This template maps the standard fields only. Add custom fields manually in Operelio after uploading.
Will this create duplicates in HubSpot?
Operelio decides this, not the importer. A push matches on email, including the additional addresses a merge left behind on a contact, so a row lands on the existing contact rather than beside it. Updates fill blank fields only unless you choose otherwise, and the report shows the split before anything is written. Importing the file by hand follows HubSpot's own rule instead. HubSpot uses email as the unique identifier. Contacts with matching emails update the existing record. New emails create new contacts.
