How to Migrate from HubSpot to Pipedrive
Leaving HubSpot for Pipedrive is usually a cost and complexity decision. The CRM records move fine — the question is what replaces marketing email, forms, tickets and everything else HubSpot bundled in.
- Difficulty
- Moderate
- Typical duration
- 2–3 weeks
- Downtime
- None — HubSpot stays live during export
- Native importer
- Yes — Pipedrive's HubSpot import, plus CSV for the rest
| HubSpot CRM | maps to | Pipedrive | What to watch |
|---|---|---|---|
| Company | Organization | Direct match. HubSpot parent/child companies map to Pipedrive's linked organizations. | |
| Contact | Person | Clean. Pipedrive supports multiple emails and phones per person, so HubSpot's secondary email properties consolidate neatly. | |
| Deal | Deal | Create every Pipedrive pipeline and stage first. HubSpot deal stages do not auto-create on import. | |
| Ticket | — (no equivalent) | Pipedrive is not a support tool. Service Hub tickets need a separate helpdesk or an archive. | |
| Task / Meeting / Call | Activity (typed) | Three HubSpot engagement types collapse into Pipedrive's single Activity object. Create matching activity types before import. | |
| Note | Note | Imports after the parent record exists. | |
| Active list | Filter | Pipedrive filters are saved queries, closer to HubSpot active lists than static lists. Static lists have no equivalent — re-express as a custom field. | |
| Custom object | — (no equivalent) | Pipedrive has no custom objects. Low-volume ones flatten into custom fields; high-volume ones need an external home. |
What transfers cleanly
- Companies, Contacts and Deals with custom properties, once matching Pipedrive fields exist.
- Deal values, currencies, expected close dates and won/lost status.
- Notes and activities, imported after their parent records.
- Owner assignment, where HubSpot users have Pipedrive seats with matching emails.
- Email history, through Pipedrive's inbox sync once each rep connects their mailbox.
What doesn't come across
- Marketing email, forms and landing pages. These are HubSpot product features, not data. Pipedrive has Campaigns as an add-on but it is not a full replacement for Marketing Hub.
- Tickets and Service Hub. No Pipedrive equivalent. Budget for a separate helpdesk.
- HubSpot Workflows. Rebuild as Pipedrive automations, which are considerably simpler. Complex logic moves to an external automation tool.
- Sequences. Pipedrive has its own sequencing but content and enrolment state do not transfer.
- Custom objects. Nothing to receive them in Pipedrive.
- Reporting and attribution. HubSpot's multi-touch attribution has no Pipedrive counterpart at all.
Migration order that works
- List every HubSpot hub and feature in active use, and name the replacement for each. This is the actual decision, not the data.
- Export marketing assets you want to keep — email bodies, form definitions, landing page copy — before cancelling; they are not recoverable later.
- Create Pipedrive pipelines, stages, custom fields and activity types before importing.
- Run Pipedrive's HubSpot import on a subset and verify associations end to end.
- Import in order: Organizations, Persons, Deals, then activities and notes.
- Connect every rep's mailbox to Pipedrive so email logging continues without a gap.
- Rebuild the automations worth keeping, and keep HubSpot on a free or Starter seat for a month as a reference.
Nobody leaves HubSpot for Pipedrive because Pipedrive has more features. They leave because HubSpot's pricing scaled faster than the value did, or because a small sales team was drowning in a platform built for a much larger operation.
Understanding that framing keeps the project honest: you are choosing to do less, and the migration succeeds when you have decided in advance what "less" means.
Inventory the hubs before you touch the data
Make a list of every HubSpot capability your team actually uses — not what you pay for, what gets opened. Marketing email. Forms on the website. Landing pages. Tickets. Sequences. Meeting links. Reporting dashboards. Attribution.
Against each one, write the replacement: a Pipedrive feature, a separate tool, or nothing. Any row you cannot fill in is a scope item. This list, not the record export, is the migration plan.
Export the marketing assets while you still can
Email bodies, form definitions, landing page copy and workflow logic are all trapped inside HubSpot in formats that do not export cleanly. Once the subscription lapses they are gone.
Copy them out early — even into a plain document. Rebuilding an email template from a screenshot is tedious; rebuilding it from memory is worse.
Static lists have no home
HubSpot distinguishes active lists (dynamic queries) from static lists (fixed membership). Pipedrive filters cover the first case well. The second has no equivalent, and static lists are frequently where teams stash meaningful segmentation — event attendees, a target account list, a pilot cohort.
Re-express each static list as a custom field value before export, so membership survives as data rather than as a list that does not exist.
Three engagement types become one
HubSpot separates tasks, meetings and calls into distinct objects. Pipedrive has one Activity object with a type attribute. The mapping is straightforward but you need the activity types created in Pipedrive before import, or everything arrives as a generic activity and the history becomes hard to read.
Keep a HubSpot seat for a month
HubSpot's free tier is genuinely free, and downgrading rather than cancelling preserves access to reporting definitions, workflow logic and marketing history while the new setup beds in. It costs nothing and removes the pressure to migrate everything perfectly on the first pass.