Operelio
PipedriveHubSpot

How to migrate Pipedrive to HubSpot

5 of the 5 columns in a Pipedrive export, mapped into 6 HubSpot fields under HubSpot's own names.

Download the Excel templateUse this template free

Free · 19 KB · Excel 365 or Google Sheets

Check your Pipedrive export first

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

One Pipedrive row, through the templatecopied as it ischanged on the way1explained below
  • Person - Name to First Name1first partPriya
  • Person - Name to Last Name1restPatel
  • Person - Email to Emaillowercasedpriya.patel@halston.example.com
  • Person - Phone to Phone Number+44 20 7946 0459
  • Person - Organization to Company NameHalston Freight
  • Person - Label to NotesHot lead

Where Pipedrive and HubSpot don’t line up

1

One Person - Name column, two name fields

Pipedrive gives the whole name in Person - Name, and HubSpot keeps First Name and Last Name apart.

The template takes the first word for First Name and the rest for Last Name. A one-word name goes to First Name and leaves Last Name empty, and HubSpot still imports the contact.

PipedrivePriya Patel
HubSpotPriya · Patel

Check your Pipedrive export before you import it

Looks for the 5 columns this template reads, and what HubSpot would skip.

Drop your Pipedrive CSV here

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

Pipedrive to HubSpot in three steps

Step 1Export from Pipedrive
  1. Open the People list view and apply a filter.
  2. Click the gear icon and choose the columns to include.
  3. Click the three dots, then Export filter results.
  4. Choose Excel or CSV, then download the file now or later from Export data.

Only global admins and users with the right permission can export, and files are kept for 28 days.

Pipedrive: Exporting data
Step 2Paste into the template
  1. Paste the export at A1 of Paste Pipedrive export here.
  2. Start here checks all 5 columns were found.
  3. Save HubSpot 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 HubSpot
  1. On the Contacts page, click Add contacts in the top right and choose Import, or go to Data Management, then Data Integration.
  2. Click Import data, choose the advanced import for all objects, select Contacts and Notes and click Next.
  3. Upload your file, keep Create and update contacts as the import type, and click Next.
  4. Check the column mapping. Email is the unique identifier, and the Notes column goes to Note body. Click Next.
  5. Name the import, check the consent box and click Finish import.
HubSpot's importer, 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 HubSpot records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

What about Pipedrive deals and pipeline data?

This template moves people only, not deals, activities or pipeline stages. To keep the two in step, HubSpot makes its own app for Pipedrive. It can sync one way or both ways, including the records you already have, and by default it maps people to contacts, organizations to companies and deals to deals. Installing it needs a HubSpot Super Admin, or a user with App Marketplace permissions.

HubSpot on the Pipedrive Marketplace· Pipedrive on the HubSpot Marketplace· Migrate between CRMs

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

Email comes from Pipedrive's Person - Email column, lowercased. The checker above counts the rows with Email blank.

Duplicates and undoing an import: HubSpot import questions.

Try this template free

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

Use this template freeSee all templates