How to Migrate Your Data to Pipedrive Without Losing a Thing
Thinking of switching to Pipedrive? You're not alone. More and more businesses are choosing Pipedrive for its user-friendly interface, powerful sales features, and customization options. But one major hurdle still stands in the way: migrating your CRM data to Pipedrive — and doing it right.
In this guide, we’ll walk you through how to migrate data to Pipedrive safely and efficiently, what data you can bring over, and when it makes sense to hire a Pipedrive migration service.
Why Migrate to Pipedrive?
Before we jump into the how, let’s talk about the why. Teams are moving to Pipedrive for:
- Ease of use – Clean interface and intuitive navigation
- Visual pipelines – Great for tracking deals at every stage
- Custom workflows – Automation tools to speed up sales ops
- Affordable pricing – Compared to Salesforce or HubSpot
If your current CRM is clunky or overkill, switching to Pipedrive can streamline your sales process overnight.
What Can Be Migrated Into Pipedrive?
Pipedrive allows you to import and map most CRM data, including:
- Contacts (people and organizations)
- Deals and pipelines
- Notes and activities
- Custom fields
- Email messages (depending on your plan)
- Product catalogs
- Tasks and reminders
Using either a CSV import or the Pipedrive API, this data can be migrated from platforms like HubSpot, Salesforce, Zoho, Copper, and even spreadsheets.
Common Migration Paths
Here are common CRM platforms people migrate from:
- HubSpot to Pipedrive
- Salesforce to Pipedrive
- Zoho CRM to Pipedrive
- Copper to Pipedrive
- Excel/CSV to Pipedrive
Each of these has its own quirks and export formats, so it’s crucial to clean and prep your data ahead of time.
Option 1: Manual Import via CSV
If your data is relatively simple, you can import contacts, organizations, deals, and activities into Pipedrive using CSV files.
Steps:
- Export data from your current CRM
- Match fields to Pipedrive’s format (e.g., “First Name”, “Deal Value”)
- Use Pipedrive’s import tool to map columns to fields
- Validate and test with a sample import
- Run full import
⚠️ Tip: If you're importing deals, be sure to also import contacts and link them by unique IDs or email addresses.
Option 2: Use Pipedrive’s Native Migration Tool
Pipedrive offers a dedicated migration assistant for HubSpot, Salesforce, and Zoho users. It’s a semi-automated import that transfers key data types.
Pros:
- Built-in
- No third-party tools
- Preserves more relational data (e.g., notes tied to contacts)
Cons: - Limited to specific platforms
- May not bring over everything (e.g., custom fields or files)
Option 3: Hire a Pipedrive Migration Expert
If you’re dealing with:
- Complex pipelines
- Multiple CRMs or data sources
- Custom fields or workflows
- Large volumes of records
…it’s time to consider professional Pipedrive migration services.
A specialist can:
- Clean and deduplicate your data
- Rebuild pipelines and custom fields in Pipedrive
- Set up automation and Zapier/Make integrations
- Prevent data loss or field mismatches
- Save hours of manual cleanup
✅ We offer done-for-you CRM migration to Pipedrive that includes validation, error resolution, and full delivery within days — not weeks.
Pre-Migration Checklist
Before you start, make sure to:
✅ Audit your existing data
✅ Remove duplicates or outdated contacts
✅ Identify custom fields and how they’ll map into Pipedrive
✅ Back up your data
✅ Choose a migration approach (manual, tool-based, or expert)
Post-Migration Tips
Once the data is in Pipedrive:
- Test your workflows and automation
- Check for broken links or missing fields
- Train your team on the new setup
- Set a date to turn off your old CRM
Final Thoughts
Migrating to a new CRM doesn’t have to be scary. With the right plan (and the right help), you can move your CRM data to Pipedrive without breaking a thing.
If you're ready to get started or want to avoid the DIY pitfalls, get in touch with our team — we’ll make your transition painless and precise.