How to Import Data from Pipedrive into HubSpot
When migrating data from Pipedrive (or any CRM) into HubSpot, it’s important to follow a specific import order. This ensures that all records — Companies, Contacts, Deals, and Notes — are properly associated and no incorrect links are created.
1️⃣ Step 1: Import Companies First
Always start with Companies.
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Export your company data from Pipedrive.
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Map all required fields such as Company Name, Domain, Owner, etc.
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Import the file into HubSpot.
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Select Create and update records for Companies.
✅ This step lays the foundation for linking Contacts and Deals later.
2️⃣ Step 2: Import Contacts and Link Them to Companies
Next, import Contacts as the main object.
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Select Contacts as the primary object.
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Add Companies as the secondary object.
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Choose:
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Create and update Contacts
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Update only Companies
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🔗 This ensures each contact is correctly associated with its company without changing existing company data.
3️⃣ Step 3: Import Deals in Two Separate Imports
Deals should be imported in two steps to prevent incorrect associations.
Import 1: Deals + Companies
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Primary object: Deals
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Secondary object: Companies
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Set Companies to Update only
Import 2: Deals + Contacts
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Primary object: Deals
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Secondary object: Contacts
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Set Contacts to Update only
⚠️ Important:
Do not import Deals, Companies, and Contacts in one file.
If done together, HubSpot may associate one contact with multiple unrelated companies just because they appear on the same deal.
Example:
If Contact A’s primary company is Company 1 but they are also listed on a deal with Company 2, importing all together could link Contact A to both companies — which is incorrect.
Importing separately avoids this problem.
4️⃣ Step 4: Import Notes
Notes are not an independent object in HubSpot — they must always be linked to another object such as a Company, Contact, or Deal.
You’ll need to run several imports to correctly attach Notes to all related records:
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Notes + Company → Update only Companies
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Notes + Contacts → Update only Contacts
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Notes + Deals → Update only Deals
🗒️ Notes do not require a Note ID.
They are created as engagements automatically during the import process.
5️⃣ Step 5: Keep Data Sources Separate
If your spreadsheet contains data for more than two objects, you must split it into separate files before importing.
📌 Example:
If a spreadsheet includes data for Deals, Contacts, and Companies together, create one file for Deals + Contacts and another for Deals + Companies.
HubSpot can only handle two linked objects per import.