---
title: "Step-by-step guide: Pipedrive to HubSpot migration guide"
description: Step-by-step guide for smoothly migrating from Pipedrive to HubSpot, ensuring data integrity, workflow consistency, and minimal disruption.
---

[Inbound Marketing Blog | Growth-Driven Design | Digital Growth | Websites ](https://pixel-lab.uk/blog)

# [Step-by-step guide: Pipedrive to HubSpot migration guide](https://pixel-lab.uk/blog/step-by-step-guide-microsoft-pipedrive-to-hubspot-migration-guide)

 Written by [Lee Webb](https://pixel-lab.uk/blog/author/lee-webb) | August 8, 2025

Transitioning from Pipedrive to HubSpot is a complex process that demands structured planning to safeguard your data, maintain workflow consistency, and minimise disruption. This comprehensive, step-by-step walkthrough guides you from initial preparation through to post-migration optimisation.

## Step 1: Pre-migration planning

**Define your objectives**: What data must be migrated? (Contacts, Companies, Deals, Notes, Activities, Custom Fields) What processes/workflows need to be recreated in HubSpot?

**Audit your Pipedrive data**: Remove duplicates, merge similar records. Archive or delete outdated deals, contacts, and activities.

**Create a field mapping cocument: **Document how Pipedrive fields (e.g. “Organisation Name”) map to HubSpot fields (e.g. “Company Name”). Include custom fields in the mapping.

## Step 2: Export data from Pipedrive

Use Pipedrive’s **Data Export** feature:

 Go to **Tools & Apps → Export Data** or use the individual export options in each section.

**Export data sets such as: **people (contacts), organisations (companies), deals, activities (calls, emails, tasks, meetings), notes, products (if used). Export in `.csv` format, one file per object.

## Step 3: Prepare HubSpot for import

**Set up HubSpot CRM**: Create necessary **custom properties** in Contacts, Companies, Deals. Set up **pipelines** with appropriate stages. Configure **users, roles, and permissions**.

**Create your import plan**: Order of import: Contacts → Companies → Deals → Notes → Activities.

 Prepare to use **Object ID matching** for linking associated records (e.g., contact-to-deal).

## Step 4: Clean and format your CSV files

Ensure: Emails, phone numbers, and names are in the correct format. Dates use a standard format (e.g., `YYYY-MM-DD`). Field names match HubSpot properties.

Maintain object relationships by including **unique identifiers**: Use email for contacts. Company domain name for companies. Deal name or custom ID for deals.

## Step 5: Import data into HubSpot

#### Option A: Manual import via CSV

 Go to **HubSpot → Contacts/Companies/Deals → Import**. Choose “Multiple files with associations” for linked objects. Upload files: Map fields during import Use matching fields to create associations

Option B: Third-party migration tools

Tools like: Trujay, Import2, Data2CRM, HubSpot Migration Services, These streamline object relationships and activity imports (emails, notes, meetings, etc.).

#### Option C: Custom API integration (Advanced)

 Use the **Pipedrive and HubSpot APIs** to write a script for complex or ongoing migrations. Best for developers or when automation is needed.

## Step 6: Validate and test

After import, verify: Contacts, companies, and deals are correctly associated.  
Notes, activities, and custom properties imported accurately.

Check workflows, email templates, and automation if rebuilt in HubSpot.

## Step 7: Recreate workflows and automations

Set up: Deal automation, lead rotation, task queues, email nurturing workflows.

Review HubSpot equivalents for Pipedrive features like: Smart Contact Data, email sync and tracking, lead scoring (manual or predictive).

## Step 8: User training and rollout

Train your team on: Navigating HubSpot CRM, creating and managing contacts/deals, using pipelines and tasks, leveraging reporting and dashboards

## Step 9: Post-migration monitoring

Monitor adoption and performance. Collect user feedback. Adjust properties, workflows, and reports as needed.

## Pro Tips

 Tag migrated records (e.g. “Source: Pipedrive”) for traceability. Keep your Pipedrive data available/read-only for a few weeks. Use HubSpot’s **sandbox account** (if on Enterprise) for testing.

[View full post](https://pixel-lab.uk/blog/step-by-step-guide-microsoft-pipedrive-to-hubspot-migration-guide)

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