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Security & access: what changes when you switch

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 changesPipedrive (today)HubSpot (after)
ISO/IEC 27001CertifiedsourceNot published
Other certificationsISO/IEC 27701, SOC 3sourceSOC 1 Type II, SOC 3, HIPAA attestation, EU Cloud Code of Conduct, TRUSTe Certified Privacysource
HIPAA (BAA)Not supportedsourceBAA availableEnterprisesource
Single sign-on (SAML/OIDC)YesAll planssourceYesProfessionalsource
SCIM user provisioningNot publishedYesProfessionalsource
Two-factor authenticationYesEnforcement: All planssourceYesEnforcement: Free (optional to require); mandatory on Starter, Professional, Enterprisesource
Admin audit logYessourceYesStartersource
Data residency choicesAustralia, Canada, EU, UK, USAssigned from your sign-up region; not selectablesourceUS, EU, Canada, AustraliaStartersource
EncryptionEncrypted at rest and in transit (algorithms not specified publicly)sourceAES-256 at rest; TLS 1.2 or 1.3 in transitsource
Self-hosting optionCloud onlysourceNot published
Offline modeWorks 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.sourcePartialCRM 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 limitsMobile apps only; offline mode can't be toggled manuallysourceOffline meeting recording (Mobile Notetaker) is available on Sales Hub or Service Hub Professional and EnterpriseSales Hub / Service Hub Professionalsource
IP allowlistingYesUltimatesourceYesStartersource
Device & session controlsYesUltimateSecurity rules can limit access to set IP addresses and time windows; the security dashboard shows each user's device, location and login time.sourceYesAll plansAdmin-set inactive session timeout (15 minutes to 3 days); users can review and remotely log out their own sessions on other devices.source
Editorial assessment

Before you cut over

  • Set up single sign-on in HubSpot on Professional before you invite the team, so accounts are created through your identity provider rather than by hand.

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 Pipedrive to HubSpot

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.

Quick verdict: Makes sense once marketing needs a shared system of record with sales, or you need HubSpot’s reporting and integration depth; if Pipedrive’s simple visual pipeline is all you need, HubSpot can feel like overkill and cost more.

Why teams switch from Pipedrive to HubSpot

Sales and marketing on one platform

HubSpot combines CRM, marketing automation, and service tools, where Pipedrive is purely sales-pipeline focused.

Deeper native reporting

HubSpot’s custom report builder and cross-object reporting exceed Pipedrive’s sales-forecast-oriented analytics.

A bigger app ecosystem

HubSpot’s marketplace of integrations is larger than Pipedrive’s, useful for growing teams connecting many tools.

Estimate · your inputs

Switching Cost & Friction Estimator

Estimate the real hidden cost of moving from Pipedrive to HubSpot, 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

Both vendors’ own documentation describes this as a manual, CSV-based migration rather than a one-click transfer.

StepWhat happens
1Export from PipedriveExport organizations, persons (contacts), deals, activities, and notes from Pipedrive as CSV.
2Clean and remap fieldsMatch Pipedrive’s custom fields, labels, and pipeline stages to HubSpot’s contact, company, and deal properties.
3Set up your HubSpot accountCreate and configure your HubSpot portal, including pipelines and custom properties matching Pipedrive’s stages.
4Import records via CSVUse 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 pipelinesRecreate any Pipedrive workflow automation as HubSpot workflows and confirm deal pipeline stages match your sales process.
6Test and validate before cutoverSpot-check imported records and test workflows before fully switching your sales team over.
What HubSpot’s importer doesn’t handle: Both Pipedrive’s and HubSpot’s own documentation describe this as a manual, CSV-based migration — there’s no native connector, and neither Pipedrive’s automation rules nor its activity-based follow-up logic transfer automatically into HubSpot workflows.

Pricing during the transition

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.

PlanPipedriveHubSpot
Free planNo 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.

Feature-parity checklist

HubSpot widens the platform to cover marketing; Pipedrive’s streamlined pipeline view is what’s traded away.

FeaturePipedriveHubSpot equivalent
Automations/workflowsWorkflow automation tied to deal stagesBroader workflow builder across marketing and sales, a genuine upgrade for cross-functional automation
CRM/pipelineVisual pipeline, a core strength purpose-built for sales repsMore customizable CRM but less visually streamlined for pure pipeline management, a lateral move
Funnels/landing pagesNo native page builder (LeadBooster forms only)Landing pages are a genuine upgrade, especially with CMS Hub
Email/SMS marketingLighter email add-onMarketing email tools are a real upgrade for outbound campaigns
ReportingSales forecasting reports strong for pipeline visibilityBroader custom report builder, though it can be less immediately useful for day-to-day pipeline management

Frequently Asked Questions

Does HubSpot have a native Pipedrive importer?

No, both Pipedrive’s and HubSpot’s own documentation describe this as a manual CSV export/import process.

Will my Pipedrive automation rules transfer?

No, they need to be manually rebuilt as HubSpot workflows.

Is HubSpot more expensive than Pipedrive?

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.

Will my sales reps miss Pipedrive’s visual pipeline?

Some might: Pipedrive’s pipeline view is purpose-built for simplicity, while HubSpot’s deal board is more customizable but can feel busier.

How long does the migration take?

CSV export/import can happen in a day or two; rebuilding automations and validating pipeline stages typically takes another one to two weeks.

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 Pipedrive to HubSpot: A Step-by-Step Migration Guide”, helpcompare.com/pipedrive-to-hubspot-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.