Pipedrive
Salesforce Leads5 fieldsHow to import Pipedrive data into Salesforce Leads
Moving from Pipedrive to Salesforce? Pipedrive exports a single 'Person - Name' field, which the template splits into FirstName and LastName for Salesforce. A single-word name goes to First Name and leaves Last Name empty, so Salesforce-required rows with one-word names will need a last name added before import. The other thing to know before you start: Salesforce requires Company on every lead, and some Pipedrive contacts may have blanks. The Before you start section below explains how to handle both.
Field-by-field mapping
This is the complete column mapping from Pipedrive to Salesforce Leads. The left column is the header in your CSV export. The right column is the Salesforce Leads field it should map to.
Before you start
This template's destination has 2 required fields that need attention before upload. You can still use this template. The steps below tell you what to add and where.
- Last NameLastName
Salesforce requires LastName on every lead. The template's name splitter fills LastName from Person - Name, but single-word names and blank names result in an empty LastName.
What to do. Before upload, fill any blank Person - Name cells with a placeholder like 'Unknown' so every row passes Salesforce's import validation.
- Company
Salesforce requires Company on every lead. Pipedrive doesn't require Person - Organization on every contact, so some rows may have blanks.
What to do. Before upload, fill blank Person - Organization cells with a placeholder like 'Unknown'. Or bulk-edit Company in Salesforce after import on the new leads.
| Pipedrive column | Salesforce Leads field | |
|---|---|---|
| Person - Name | First NameFirstName Pipedrive's contacts export ships the full name in a single Person - Name column. The first space-separated word is taken as the first name. TransformSplit on first space | |
| Person - Name | Last Name*LastName Salesforce requires Last Name. The rest of the Person - Name after the first space is taken. A single-word name leaves Last Name empty, so the row will fail to import. Scan your CSV for single-word names before running and add a last name where possible. TransformSplit on first space | |
| Person - Email | Email TransformLowercased and trimmed | |
| Person - Phone | Phone TransformStandardized to international format (+1, +44, etc.) | |
| Person - Organization | Company* |
Required by Salesforce Leads.
Columns we don't use
Your Pipedrive export includes 1 column this template doesn't map. Each one below explains why, plus the workaround if you want the data in Salesforce Leads.
- Person - Label
Pipedrive labels (Hot lead, Customer, etc.) don't map directly to a Salesforce Lead field. Salesforce uses Status and Rating as its segmentation fields.
If you need it. After import, map Pipedrive label values to Salesforce's Status or Rating picklist. Or add a custom single-select field on the Salesforce Lead called Pipedrive Label and re-run this template to map it.
Formatting and cleanup
Pipedrive exports rarely match the format Salesforce Leads expects. Fix these before you import.
- 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 Salesforce's Company field (required on every lead)
Or skip the manual work
Operelio runs this cleanup and mapping for you. Upload your Pipedrive export and download a clean, import-ready file for Salesforce Leads.
Pipedrive to Salesforce Leads 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 Person - Name column split?
Pipedrive's contacts export ships the full name in one Person - Name column. The template splits it into First Name and Last Name on the first space. A single-word name goes to First Name and leaves Last Name empty. Salesforce requires Last Name, so rows with single-word names will fail to import. Scan your CSV for single-word names before running and add a last name where possible.
Salesforce requires LastName and Company. What if my Pipedrive contacts have blanks?
The 'Before you start' banner above explains both: fill blank cells with 'Unknown' before upload, or bulk-edit in Salesforce after import.
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 Salesforce.
Will this create duplicate leads in Salesforce?
Salesforce checks for duplicates based on your org's matching rules. Review your duplicate settings before importing to control how matches are handled.
