Pipedrive
Zoho Leads5 fieldsHow to import Pipedrive data into Zoho Leads
Moving from Pipedrive to Zoho as leads? Pipedrive exports a single 'Person - Name' field, which the template splits into First_Name and Last_Name for Zoho. A single-word name goes to First Name and leaves Last Name empty, so Zoho-required rows with one-word names will need a last name added before import. The other thing to know before you start: Zoho 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 Zoho Leads. The left column is the header in your CSV export. The right column is the Zoho 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 NameLast_Name
Zoho requires Last Name on every lead. The template's name splitter fills Last_Name from Person - Name, but single-word names and blank names result in an empty Last_Name.
What to do. Before upload, fill any blank Person - Name cells with a placeholder like 'Unknown' so every row passes Zoho's import validation.
- Company
Zoho 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 Zoho after import on the new leads.
| Pipedrive column | Zoho Leads field | |
|---|---|---|
| Person - Name | First NameFirst_Name 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*Last_Name Zoho 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 Zoho 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 Zoho Leads.
- Person - Label
Pipedrive labels (Hot lead, Customer, etc.) don't map directly to a Zoho Lead field. Zoho uses Lead_Status as its segmentation field.
If you need it. After import, map Pipedrive label values to Zoho's Lead_Status picklist. Or add a custom single-select field on the Zoho Lead called Pipedrive Label and re-run this template to map it.
Formatting and cleanup
Pipedrive exports rarely match the format Zoho Leads expects. Fix these before you import.
- 1.Splits Person - Name into First_Name and Last_Name (first word becomes First_Name, the rest becomes Last_Name)
- 2.Lowercases and trims email addresses
- 3.Standardizes phone numbers to international format (+1, +44, etc.)
- 4.Renames Pipedrive columns to Zoho's underscored API names
- 5.Maps Person - Organization to Zoho'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 Zoho Leads.
Pipedrive to Zoho 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. Zoho 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.
Zoho requires Last_Name 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 Zoho after import.
Why are these going to Zoho Leads instead of Contacts?
This template is for users treating Pipedrive contacts as net-new leads in Zoho. Leads in Zoho are the right destination when contacts haven't been qualified yet. If you want them as Zoho Contacts (with an Account link) instead, convert them in Zoho after import using the Lead Conversion tool.
Will this create duplicate leads in Zoho?
Zoho uses Email as the unique-value field on leads by default, so rows with matching emails update the existing record rather than creating a duplicate. You can change the match field in Setup, Data Administration, Deduplication if your team uses a different convention.
