Migrate to HelloGrowthCRM

3-step flow

1. Export data from Setup → Data Export → Export Now (Leads, Contacts, Accounts, Opportunities).
2. Open the CSV in Excel — no formatting changes needed.
3. Upload in Leads → Import; auto-mapping matches Name, Email, Phone, Company, and Stage.

3-step flow

1. Export from Contacts → Actions → Export in CSV with all required properties.
2. Upload in Leads → Import; HubSpot headers are auto-detected.
3. Preview, import, and go live instantly; recreate deals in Pipeline view if needed.

3-step flow

1. Export People/Deals from Pipedrive in CSV or Excel format.
2. Upload in Leads → Import; nested fields like Person/Organization are mapped automatically.
3. Recreate your stage layout in Deals → Pipeline and continue with drag-and-drop workflow.

3-step flow

1. Use row 1 as headers (Name, Email, Phone, Company). No rigid template required.
2. Upload in Leads → Import and review auto-suggested field mapping.
3. Preview, import, and use duplicate detection + Undo Import for safety.