Security, offline and access rules that differ between Pipedrive and HubSpot. Rows where both tools are the same (4) are left out; the full side-by-side is on each tool’s page: Pipedrive, HubSpot.
| What changes | Pipedrive (today) | HubSpot (after) |
|---|---|---|
| ISO/IEC 27001 | Certifiedsource | Not published |
| Other certifications | ISO/IEC 27701, SOC 3source | SOC 1 Type II, SOC 3, HIPAA attestation, EU Cloud Code of Conduct, TRUSTe Certified Privacysource |
| HIPAA (BAA) | Not supportedsource | BAA availableEnterprisesource |
| Single sign-on (SAML/OIDC) | YesAll planssource | YesProfessionalsource |
| SCIM user provisioning | Not published | YesProfessionalsource |
| Two-factor authentication | YesEnforcement: All planssource | YesEnforcement: Free (optional to require); mandatory on Starter, Professional, Enterprisesource |
| Admin audit log | Yessource | YesStartersource |
| Data residency choices | Australia, Canada, EU, UK, USAssigned from your sign-up region; not selectablesource | US, EU, Canada, AustraliaStartersource |
| Encryption | Encrypted at rest and in transit (algorithms not specified publicly)source | AES-256 at rest; TLS 1.2 or 1.3 in transitsource |
| Self-hosting option | Cloud onlysource | Not published |
| Offline mode | Works 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 | PartialCRM 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.source |
| Offline limits | Mobile apps only; offline mode can't be toggled manuallysource | Offline meeting recording (Mobile Notetaker) is available on Sales Hub or Service Hub Professional and EnterpriseSales Hub / Service Hub Professionalsource |
| IP allowlisting | YesUltimatesource | YesStartersource |
| Device & session controls | YesUltimateSecurity rules can limit access to set IP addresses and time windows; the security dashboard shows each user's device, location and login time.source | YesAll plansAdmin-set inactive session timeout (15 minutes to 3 days); users can review and remotely log out their own sessions on other devices.source |
Sales teams moving from Pipedrive’s pipeline-focused CRM to HubSpot’s broader CRM and marketing suite are usually doing so to align sales and marketing on one platform as the business grows.
HubSpot combines CRM, marketing automation, and service tools, where Pipedrive is purely sales-pipeline focused.
HubSpot’s custom report builder and cross-object reporting exceed Pipedrive’s sales-forecast-oriented analytics.
HubSpot’s marketplace of integrations is larger than Pipedrive’s, useful for growing teams connecting many tools.
Estimate the real hidden cost of moving from Pipedrive to HubSpot, not just the subscription price.
Both vendors’ own documentation describes this as a manual, CSV-based migration rather than a one-click transfer.
| Step | What happens |
|---|---|
| 1Export from Pipedrive | Export organizations, persons (contacts), deals, activities, and notes from Pipedrive as CSV. |
| 2Clean and remap fields | Match Pipedrive’s custom fields, labels, and pipeline stages to HubSpot’s contact, company, and deal properties. |
| 3Set up your HubSpot account | Create and configure your HubSpot portal, including pipelines and custom properties matching Pipedrive’s stages. |
| 4Import records via CSV | Use HubSpot’s native CRM import tool for organizations, persons, and deals; Pipedrive’s own migration guide confirms this is a manual, CSV-based process on both ends. |
| 5Rebuild automations and pipelines | Recreate any Pipedrive workflow automation as HubSpot workflows and confirm deal pipeline stages match your sales process. |
| 6Test and validate before cutover | Spot-check imported records and test workflows before fully switching your sales team over. |
Pipedrive’s per-seat pricing starts higher than HubSpot Sales Hub at entry level but stays lower from the mid tier up, where HubSpot’s Professional tier also adds a $1,500 one-time onboarding fee.
| Plan | Pipedrive | HubSpot |
|---|---|---|
| Free plan | No free tier (14-day trial) | $0 (Free CRM) |
| Entry paid tier | $14/seat/mo billed annually (Lite), as of September 2026 | $20/seat/mo (Sales Hub Starter, standard price), as of September 2026 |
| Mid tier | $39/seat/mo billed annually (Growth), as of September 2026 | $90/seat/mo billed annually, $100 paid monthly on an annual commitment (Sales Hub Professional), plus a $1,500 one-time onboarding fee |
Pipedrive’s per-seat pricing ($14, $39, $59 or $79 per seat/month billed annually, Lite to Ultimate) is lower than HubSpot’s Sales Hub at every published tier: Sales Hub Starter is $20/seat/month (standard price) and Professional is $90/seat/month billed annually plus a $1,500 one-time onboarding fee.
HubSpot widens the platform to cover marketing; Pipedrive’s streamlined pipeline view is what’s traded away.
| Feature | Pipedrive | HubSpot equivalent |
|---|---|---|
| Automations/workflows | Workflow automation tied to deal stages | Broader workflow builder across marketing and sales, a genuine upgrade for cross-functional automation |
| CRM/pipeline | Visual pipeline, a core strength purpose-built for sales reps | More customizable CRM but less visually streamlined for pure pipeline management, a lateral move |
| Funnels/landing pages | No native page builder (LeadBooster forms only) | Landing pages are a genuine upgrade, especially with CMS Hub |
| Email/SMS marketing | Lighter email add-on | Marketing email tools are a real upgrade for outbound campaigns |
| Reporting | Sales forecasting reports strong for pipeline visibility | Broader custom report builder, though it can be less immediately useful for day-to-day pipeline management |
No, both Pipedrive’s and HubSpot’s own documentation describe this as a manual CSV export/import process.
No, they need to be manually rebuilt as HubSpot workflows.
Generally yes at the mid-tier: HubSpot’s Sales Hub Professional is $90/seat/month billed annually, plus a $1,500 one-time onboarding fee, versus Pipedrive’s Growth plan at $39/seat/month billed annually.
Some might: Pipedrive’s pipeline view is purpose-built for simplicity, while HubSpot’s deal board is more customizable but can feel busier.
CSV export/import can happen in a day or two; rebuilding automations and validating pipeline stages typically takes another one to two weeks.
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Cite this page: HelpCompare, “Switching from Pipedrive to HubSpot: A Step-by-Step Migration Guide”, helpcompare.com/pipedrive-to-hubspot-migration/ (updated ).
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