Operelio
PipedriveSalesforce

How to migrate Pipedrive to Salesforce Leads

5 of the 5 columns in a Pipedrive export, mapped into 6 Salesforce Leads fields under Salesforce'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 Salesforce’s import rulesUpdated October 3, 2026

One Pipedrive row, through the templatecopied as it ischanged on the way1explained below
  • Person - Name to First Name1first partKaren
  • Person - Name to Last Name1restWilson
  • Person - Email to Emaillowercasedkaren.wilson@cavendish.example.com
  • Person - Phone to Phone+44 20 7946 0570
  • Person - Organization to CompanyCavendish Legal
  • Person - Label to Description2joined, with labelsPipedrive label: Hot lead

Where Pipedrive and Salesforce don’t line up

1

One Person - Name column, two name fields

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

The template takes the first word for First Name and the rest for Last Name.

PipedriveKaren Wilson
SalesforceKaren · Wilson
2

One column kept in Description

This template gives Person - Label no Salesforce field of its own.

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

PipedrivePerson - Label Hot lead
SalesforcePipedrive label: Hot lead

Check your Pipedrive export before you import it

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

Drop your Pipedrive CSV here

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

Pipedrive to Salesforce 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 Salesforce Leads 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 Salesforce
  1. From Setup, type Data Import Wizard in Quick Find, select it and click Launch Wizard.
  2. Under Standard Objects, choose Leads.
  3. Choose whether to add new records, update existing ones or both, and how to match them.
  4. Drag in your CSV, check the encoding and click Next.
  5. Check the mapping, map any field left over, click Next, then Start Import.
Salesforce's Data Import Wizard, 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 Salesforce records and dropdowns, and the push, from Starter.

Use this template in Operelio

Questions

Where does Pipedrive's export fill Last Name and Company, which Salesforce requires?

Last Name is the rest of Pipedrive's Person - Name column; Company comes from Pipedrive's Person - Organization column. The checker above counts the rows with Last Name or Company blank.

Where does Person - Label go?

Into Description on each lead, labeled like "Pipedrive label: Hot lead".

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.

Duplicates and undoing an import: Salesforce import questions.

Try this template free

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

Use this template freeSee all templates