Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Pipedrive or HubSpot leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Pipedrive and HubSpot, one set of customers
For teams that run marketing in HubSpot and sales in Pipedrive, or move from one to the other over months. CRM Connector keeps contacts the same in both and carries deals in the direction you pick, so neither team retypes a record.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, deals the way you pick
- Contacts
- Deals
At a glance. Contacts stay the same on both sides, and deals travel in the direction you pick. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Pipedrive or HubSpot as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyOnly persons with a Pipedrive label you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationWhen createdCompany name
- Primary emailBoth waysEmail
- Primary phoneBoth waysPhone number
- Postal address, or the organization'sWhen createdStreet address
- Won dealsEach works it outLifecycle stage
- LabelsOnly in PipedriveNot in HubSpot
- Not in PipedriveOnly in HubSpotOriginal source
It happens in Pipedrive, then in HubSpot
A new contact
Looked for in HubSpot on the exact email, since HubSpot keeps one contact per email. Updated when found, otherwise created.
Name, email or phone changes
The same change is made to the HubSpot contact on the next sync.
The organization or address changes later
Not carried: the company name and address reach HubSpot when the contact is created.
- Before anything is created the other system is searched first, so nothing is created twice.
- Pick only persons with a label you choose, and only those labelled persons start travelling out of Pipedrive.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for Pipedrive and HubSpot are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Pipedrive or HubSpot leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Pipedrive or HubSpot on its own is on its own page.
- Run one Pipedrive sync
- HubSpot's own Pipedrive app also syncs these records. Keep it switched off for them, or every change is made twice; the setup warns about it.
- Deals go one way
- Pick the system where deals are worked as the source; the other follows it.
FAQ
Questions about Pipedrive and HubSpot?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts, yes: they sync in both directions and you choose which system leads. Deals travel one way, in the direction you pick.
Run only one of the two for the same records, or every change is made twice and duplicates follow.
Only open, won or lost. A new deal lands in the first pipeline of the receiving system, and a closed Pipedrive deal is never reopened.
No. Before anything is created in Pipedrive or HubSpot, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Pipedrive and HubSpot?Start your 7 day free trial
Sign in to Pipedrive and HubSpot, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.