How to Import a Pipedrive Deal Pipeline Into Notion Database

You want to move your Pipedrive deal pipeline into a Notion database to centralize your sales tracking. Pipedrive is a CRM that stores deals, stages, and contacts, while Notion offers a flexible database with views like Kanban and table. This article explains how to export your Pipedrive data and import it into a Notion database. You will learn the exact steps for both manual CSV import and using the Zapier integration for ongoing sync.

What the Pipedrive Export Contains and How Notion Handles It

Pipedrive stores deals with fields such as deal title, value, currency, stage, owner, expected close date, and custom fields you created. When you export deals to CSV, Pipedrive includes all active deals and the columns you select. Notion’s CSV import reads each column as a database property, mapping text fields to text, numbers to numbers, dates to dates, and so on. The import creates a new database page for each row. You can then change property types, add relations, and switch to a Kanban view grouped by stage. No third-party tool is required for a one-time import. For ongoing sync, you need an automation tool like Zapier or Make.

Steps to Export Your Pipedrive Pipeline and Import Into Notion

Follow these steps to move your deals from Pipedrive to a Notion database. You will perform the export first, then import the file into Notion.

1. Export deals from Pipedrive as a CSV file
   Log into your Pipedrive account. Go to Deals in the left sidebar. Click the three-dot menu icon in the top-right corner of the deals list. Select Export from the menu. In the export dialog, choose All Deals or a specific filter. Under Fields, select the columns you want to bring into Notion. At minimum, include Title, Value, Stage, Owner, and Expected Close Date. Click Export. Pipedrive downloads a CSV file to your computer.
2. Open and check the CSV file
   Open the downloaded CSV file in a spreadsheet application like Microsoft Excel or Google Sheets. Verify that column headers are in the first row and each row represents one deal. Remove any columns you do not need in Notion, such as internal IDs or notes you do not want to migrate. Save the file as a UTF-8 CSV if your data includes special characters or non-English text.
3. Create a new Notion database from the CSV
   Open Notion in your browser or desktop app. Navigate to the page where you want the new database to appear. Click the + icon next to the page title and select Import from the menu. Choose CSV. Select the CSV file you prepared. Notion displays a preview of the columns. Confirm that each column has the correct property type. For example, Value should be a Number property and Expected Close Date should be a Date property. Click Import. Notion creates a new database with all your deals as individual pages.
4. Rename and customize the database properties
   After the import, click the database title to rename it. Hover over each column header and click the arrow to open the property menu. Rename properties to match your workflow. For instance, rename the Pipedrive column Owner to Assignee. Change property types if needed. For a Kanban view by stage, ensure the Stage property is a Select type.
5. Switch to a Kanban view to match the Pipedrive pipeline
   Click the + Add a View button at the top-left of the database. Select Board view. Name the view Pipeline or Kanban. In the Group By option, select Stage. Notion groups your deals into columns based on the stage name. You can now drag a deal card from one stage column to another to change its stage. This mirrors the Pipedrive pipeline behavior.

Automating Ongoing Deals From Pipedrive to Notion With Zapier

If you want every new Pipedrive deal to appear automatically in Notion, use Zapier. This method creates a new database page each time a deal is added in Pipedrive. You need a Zapier account and an active Notion workspace.

1. Create a new Zap in Zapier
   Log into Zapier and click Create Zap. Name your zap, for example, Pipedrive New Deal to Notion Database.
2. Set Pipedrive as the trigger app
   Search for Pipedrive and select it as the trigger app. Choose the trigger event New Deal. Connect your Pipedrive account to Zapier. Test the trigger to confirm Zapier can see your deals.
3. Set Notion as the action app
   Search for Notion and select it as the action app. Choose the action event Create Database Item. Connect your Notion account to Zapier. Select the database you created earlier from the CSV import.
4. Map Pipedrive fields to Notion properties
   In the action setup, match each Pipedrive field to the corresponding Notion property. For example, map Title to Name, Value to Value, Stage to Stage, and Expected Close Date to Expected Close Date. If the Notion property is a Select type, Zapier will create the option if it does not exist. Turn on the Zap.

Common Issues When Importing Pipedrive Deals Into Notion

Stage values do not appear as select options in Notion

When you import a CSV, the Stage column becomes a Text property, not a Select property. After the import, manually change the property type to Select. Notion converts each unique text value into a select option. If you have many stages, you may need to recolor them for clarity.

Deal value imports as text instead of a number

Pipedrive exports the deal value as a plain number, but Notion may interpret it as text if the CSV contains currency symbols or commas. Open the CSV in a spreadsheet editor and remove any currency formatting. Save the file and reimport. After import, change the property type to Number.

Linked contacts and organizations are not included

The CSV export from Pipedrive only includes deal-level fields. It does not export related person or organization records. To bring contacts into Notion, export your Persons and Organizations separately from Pipedrive and import them as separate Notion databases. Then use a Relation property in your deals database to link to those databases.

Zapier creates duplicate pages on reimport

If you manually import the same CSV twice, you get duplicate pages. To avoid this, delete the old database before importing again. For Zapier, set up a deduplication step or use a unique identifier field like Pipedrive Deal ID to prevent duplicates.

Manual CSV Import vs Zapier Automation Compared

Item	Manual CSV Import	Zapier Automation
Setup time	15 minutes	30 minutes
Cost	Free	Zapier free plan: 100 tasks/month
Data freshness	Snapshot at time of export	Near real-time sync
Handles updates to existing deals	No	No (creates new pages only)
Best for	One-time migration	Ongoing deal creation

You can now move your Pipedrive deal pipeline into a Notion database using either the CSV export method or Zapier automation. Start with the CSV import to get your existing deals into Notion. If you need new deals to appear automatically, set up the Zapier integration. For a complete sales workspace, consider adding a linked Contacts database and using Notion’s formula properties to calculate deal age or weighted value.