Migration guide
How to switch from HubSpot CRM to Pipedrive
A step-by-step playbook for migrating your crm data, team, and workflows from HubSpot CRM (Free) to Pipedrive ($14/user/mo).
Advertising disclosure. Search Business Software is reader-supported. When you buy through links on our site we may earn an affiliate commission — at no extra cost to you. Our rankings and reviews are independent and not influenced by these partnerships. Read our full disclosure.
Why teams switch from HubSpot CRM to Pipedrive
HubSpot CRM is strong on generous free tier and easy to learn, but teams often hit limits on paid hubs get expensive fast. Pipedrive addresses this — it's best for outbound sales teams in trades and home services.
From
HubSpot CRM
Free
To
Pipedrive
$14/user/mo
7-step migration plan
- 1
Export your data from HubSpot CRM (contacts, jobs, invoices, payments) as CSV files.
- 2
Sign up for Pipedrive — most teams use the free trial to test the migration safely.
- 3
Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.
- 4
Import customers and historical jobs into Pipedrive. Match custom fields carefully.
- 5
Run HubSpot CRM and Pipedrive in parallel for 1–2 weeks so your team can validate data.
- 6
Train your office staff and field crews on the new Pipedrive workflows.
- 7
Cancel HubSpot CRM once you've confirmed all reporting and integrations work.
What you'll gain with Pipedrive
- Clean drag-and-drop pipeline
- Affordable per-seat pricing
- Great mobile app
Ready to switch?
Start a free trial of Pipedrive — most teams run it alongside HubSpot CRM for 1–2 weeks before fully cutting over.
Get the free 2026 Trade Software Buyer's Guide
42 pages. Pricing benchmarks, side-by-side feature matrices, and the 5 questions every owner should ask before buying. PDF, no fluff.
One-time send. We'll add you to a weekly software brief — unsubscribe anytime.
Frequently asked questions
How long does it take to switch from HubSpot CRM to Pipedrive?+
Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.
Can I import my HubSpot CRM data into Pipedrive?+
Pipedrive accepts CSV imports for contacts, jobs, and invoices. Export from HubSpot CRM, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.
Why switch from HubSpot CRM to Pipedrive?+
Common reasons: outbound sales teams in trades and home services. Plus better pricing fit ($14/user/mo vs Free) and feature differences in crm.
Keep exploring
Hand-picked next steps based on what you're reading.
Alternatives to Pipedrive
Head-to-head comparisons
Pipedrive pricing
Best for your industry
Integrations with Pipedrive
Read more reviews: HubSpot CRM · Pipedrive