Pipedrive to HubSpot migration guide
Moving from Pipedrive to HubSpot: how people, organizations, deals and activities map, and what changes for your reps.
The short answer: Pipedrive maps closely to HubSpot: people become contacts, organizations become companies, and deals, pipelines, activities, notes and products carry across. The work is in rebuilding automations as HubSpot workflows, setting up marketing and reporting, and making HubSpot feel familiar to reps. Most Pipedrive moves go live in about 30 to 45 days.
Pipedrive is built for one thing: helping salespeople move deals through a pipeline. Teams usually leave it when they need more than that: marketing in the same system, deeper automation, service tickets or reporting that connects marketing spend to revenue. The good news is that Pipedrive’s structure maps closely to HubSpot’s, so the data move is usually the simple part.
How Pipedrive data maps to HubSpot
| Pipedrive | HubSpot | What to watch |
|---|---|---|
| People | Contacts | Duplicates and missing emails |
| Organizations | Companies | Matching contacts to the right company |
| Deals and pipelines | Deals and deal pipelines | Stage names, probabilities and won/lost reasons |
| Leads (Leads Inbox) | Contacts with a lifecycle stage, or deals | Decide how unqualified leads should appear |
| Activities | Tasks, calls and meetings | Original dates and owners |
| Notes, emails, files | Notes, emails and attachments on the timeline | Volume and file storage |
| Products | Products and line items | Prices and currencies |
| Custom fields | Custom properties | Unused fields to leave behind |
What changes for your reps
Pipedrive users are used to a simple, visual pipeline. HubSpot can feel busier at first. The way to keep reps on board is to make their HubSpot look familiar on day one:
- Deal board views with the same stages and columns they used in Pipedrive
- Task queues and reminders that replace Pipedrive’s activity scheduling
- The few fields reps actually fill in, shown first; everything else hidden
- Email and calendar connected before go-live, so logging is automatic
See setting up HubSpot for your sales team.
What you gain, and have to set up
- Marketing in the same system. Forms, email and campaigns tied to the same contacts and deals. Bring over email opt-outs carefully; see consent when moving to HubSpot.
- Automation. Pipedrive automations need rebuilding as HubSpot workflows, which require a Professional subscription.
- Sequences. Follow-up sequences are part of HubSpot Sales Hub Professional.
- Reporting. Dashboards that connect lead source to closed revenue.
Common mistakes
- Importing every Pipedrive custom field, including ones nobody has used in years
- Leaving activity history behind, so reps lose context on open deals
- Not deciding how Leads Inbox items should appear in HubSpot
- Switching over without rebuilding the automations reps relied on for reminders
What to expect
Most Pipedrive moves go live in about 30 to 45 days, including setup and training. HubSpot’s own migration service supports Pipedrive for the data transfer; what it doesn’t include is cleanup, workflows, reports and training. See HubSpot’s migration service versus a partner.
Our Pipedrive package covers the data move, the HubSpot build and rep training, with a fixed price and our 30-day guarantee. Start with a free risk scan.
Sources and further reading
- Getting started with the HubSpot CRM Data Migration Service, HubSpot Academy
- Create workflows, HubSpot Knowledge Base
- Sales Hub pricing guide, HubSpot
- Import records for multiple objects, HubSpot Knowledge Base
Platform features and policies change. Check the vendor’s current documentation before acting on any detail in this article. This article is general information, not legal advice.