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Security & access: what changes when you switch

Security, offline and access rules that differ between HubSpot and Pipedrive. Rows where both tools are the same (4) are left out; the full side-by-side is on each tool’s page: HubSpot, Pipedrive.

What changesHubSpot (today)Pipedrive (after)
ISO/IEC 27001Not publishedCertifiedsource
Other certificationsSOC 1 Type II, SOC 3, HIPAA attestation, EU Cloud Code of Conduct, TRUSTe Certified PrivacysourceISO/IEC 27701, SOC 3source
HIPAA (BAA)BAA availableEnterprisesourceNot supportedsource
Single sign-on (SAML/OIDC)YesProfessionalsourceYesAll planssource
SCIM user provisioningYesProfessionalsourceNot published
Two-factor authenticationYesEnforcement: Free (optional to require); mandatory on Starter, Professional, EnterprisesourceYesEnforcement: All planssource
Admin audit logYesStartersourceYessource
Data residency choicesUS, EU, Canada, AustraliaStartersourceAustralia, Canada, EU, UK, USAssigned from your sign-up region; not selectablesource
EncryptionAES-256 at rest; TLS 1.2 or 1.3 in transitsourceEncrypted at rest and in transit (algorithms not specified publicly)source
Self-hosting optionNot publishedCloud onlysource
Offline modePartialCRM records cannot be created, edited, or viewed in the mobile app without a connection; only Mobile Notetaker can record meetings offline and link them to CRM records once back online.sourceWorks offlineThe iOS and Android apps keep working without a connection (move deals, add notes and activities) and sync changes to the web app automatically once back online; the web app needs a connection.source
Offline limitsOffline meeting recording (Mobile Notetaker) is available on Sales Hub or Service Hub Professional and EnterpriseSales Hub / Service Hub ProfessionalsourceMobile apps only; offline mode can't be toggled manuallysource
IP allowlistingYesStartersourceYesUltimatesource
Device & session controlsYesAll plansAdmin-set inactive session timeout (15 minutes to 3 days); users can review and remotely log out their own sessions on other devices.sourceYesUltimateSecurity rules can limit access to set IP addresses and time windows; the security dashboard shows each user's device, location and login time.source
Editorial assessment

Before you cut over

  • Set up single sign-on in Pipedrive on All plans before you invite the team, so accounts are created through your identity provider rather than by hand.
  • HubSpot offers a HIPAA BAA; we found none for Pipedrive. Don’t move protected health information until that is settled.

Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

CRM PLATFORMS · MIGRATION GUIDE

Switching from HubSpot to Pipedrive

Sales-focused teams moving from HubSpot to Pipedrive are usually simplifying down to a dedicated pipeline CRM and cutting costs after outgrowing HubSpot’s per-seat marketing/sales pricing.

Quick verdict: A good fit for sales teams that mainly want a clean visual pipeline without HubSpot’s marketing/reporting overhead; marketing teams relying on HubSpot’s automation and content tools will need separate solutions.

Why teams switch from HubSpot to Pipedrive

Lower cost, simpler sales-only tool

Pipedrive’s per-seat pricing is lower from the mid tier up than HubSpot’s bundled Marketing/Sales Hub tiers, especially for teams that don’t need marketing features.

Purpose-built visual pipeline

Pipedrive’s pipeline view is designed specifically around moving deals through stages, which some sales reps find clearer than HubSpot’s more general CRM interface.

Faster day-to-day sales workflow

Without HubSpot’s broader marketing/content tooling, Pipedrive can feel lighter and faster for reps who just need to manage deals and activities.

Estimate · your inputs

Switching Cost & Friction Estimator

Estimate the real hidden cost of moving from HubSpot to Pipedrive, not just the subscription price.

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Estimated migration time
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Data friction rating
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Total hidden switching cost
Data mapping & cleaning labor—
Migration / cleaning tooling fees—
Team retraining overhead—
Switching friction buffer (10%)—
Assumes a blended $45/hr internal labor rate with no native importer available, so sequences/records are rebuilt largely by hand. Adjust the sliders to match your team.

How to migrate your data

Pipedrive’s own migration guide describes this as a manual CSV process, not a native connector.

StepWhat happens
1Export from HubSpotExport contacts, companies, and deals from HubSpot as CSV.
2Clean and remap fieldsMatch HubSpot properties to Pipedrive’s persons, organizations, and deal fields.
3Set up your Pipedrive accountCreate and configure your Pipedrive pipeline stages to match your sales process.
4Import records via CSVUse Pipedrive’s native import tool for organizations, persons, deals, and activities; per Pipedrive’s own migration guide, this is a manual CSV-based process.
5Rebuild automationsRecreate any HubSpot workflow automation using Pipedrive’s own workflow automation feature, since logic doesn’t transfer.
6Test and validate before cutoverSpot-check imported deals and contacts and confirm pipeline stages before fully switching the sales team over.
What Pipedrive’s importer doesn’t handle: Pipedrive’s own migration documentation confirms this is a manual, CSV-based process — HubSpot’s workflow automation, marketing email history, and any custom reporting all need to be manually recreated or left behind.

Pricing during the transition

Pipedrive’s per-seat pricing typically undercuts HubSpot’s bundled tiers, at the cost of HubSpot’s free CRM baseline and marketing tools.

PlanHubSpotPipedrive
Free plan$0 (Free CRM)No free tier (14-day trial)
Entry paid tier$20/seat/mo (Sales Hub Starter, standard price), as of September 2026$14/seat/mo billed annually (Lite), as of September 2026
Mid tier$90/seat/mo billed annually, $100 paid monthly on an annual commitment (Sales Hub Professional), plus a $1,500 one-time onboarding fee$39/seat/mo billed annually (Growth), as of September 2026

Pipedrive’s per-seat pricing is lower than HubSpot Sales Hub from the mid tier up (Growth $39 vs Professional $90 per seat, billed annually) and scales more linearly than HubSpot’s Marketing/Sales Hub tiers, making it a common cost-cutting move for sales-only teams, but you lose HubSpot’s free CRM baseline and marketing tooling entirely.

Feature-parity checklist

Pipedrive sharpens the day-to-day pipeline experience; HubSpot’s marketing and reporting breadth is what’s left behind.

FeatureHubSpotPipedrive equivalent
Automations/workflowsBroad, cross-functional workflow builderWorkflow automation is more sales-activity focused, a downgrade for marketing-style automation
CRM/pipelineCustomizable CRMPurpose-built visual pipeline, a genuine upgrade for reps who just want a clean deal view
Funnels/landing pagesLanding pages, fuller with CMS HubNo native page builder beyond LeadBooster forms, a real downgrade
Email/SMS marketingMarketing email toolsLighter email add-on, a downgrade for teams running marketing campaigns
ReportingCustom report builderSales forecasting reports are strong for pipeline visibility specifically, a lateral trade rather than a clear downgrade for sales-only use

Frequently Asked Questions

Does Pipedrive have a native HubSpot importer?

No, Pipedrive’s own migration guide describes a manual CSV export/import process, not a one-click connector.

Will my HubSpot workflows transfer?

No, they need to be manually rebuilt using Pipedrive’s own workflow automation feature.

Is Pipedrive cheaper than HubSpot?

Yes, at every tier: Sales Hub Starter lists at $20/seat/mo (standard price) versus Pipedrive Lite at $14, and Pipedrive’s per-seat pricing stays lower than HubSpot’s bundled Marketing/Sales Hub tiers from the mid tier up too.

What happens to marketing campaigns I ran in HubSpot?

They don’t transfer. Pipedrive isn’t a marketing platform, so you’d need a separate email/marketing tool going forward.

How long does the migration take?

CSV export/import can happen in a day or two; rebuilding pipeline stages and automation typically adds another few days to a week given Pipedrive’s simpler feature set.

Sources

Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

Cite this page: HelpCompare, “Switching from HubSpot to Pipedrive: A Step-by-Step Migration Guide”, helpcompare.com/hubspot-to-pipedrive-migration/ (updated ).

Source links on this site are checked every month; last check . How sources are checked.

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About the author

Bill Belcamino

Founder and author, HelpCompare

Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

“I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 16, 2026. No paid sponsorships, no affiliate commissions.