Last updated: October 13, 2020
|All products and plans|
Migrating marketing platforms doesn’t have to be a difficult task. Before you get set up with HubSpot, it’s a good idea to download your contacts from your email service provider (ESP) or customer relationship manager (CRM) so you can add them to your HubSpot account.
This is a general guide for how to migrate to HubSpot from another CRM or ESP. There are also instructions available on how to migrate to HubSpot from Constant Contact and how to migrate to HubSpot from Mailchimp.
Learn how HubSpot refers to the same tools and features you're familiar with from your existing provider.
|Marketing email||Tool used to create marketing emails|
|Files||Tool for uploading and editing files|
|List||Tool to segment and manage contacts|
|Contact record||A place to store, track, and manage information about an individual in your database|
Please note: these are general guidelines for how to export contacts. For more detailed instructions, search the help documentation from your provider.
Open the export files and review the contacts' details. You can also sort your contacts based on property values before importing. Contacts that have expressed consent to receive your emails can be imported into your HubSpot account as a new contact list. Learn more about how to prepare your import file for HubSpot.
You can use PieSync to sync contact and company information from your CRM or ESP to HubSpot. See further information on the apps that PieSync sync to HubSpot.
Follow the instructions below to import a list of contacts into HubSpot. Learn how to import contacts associated with another object type in your HubSpot CRM.
After importing your contacts, configure your email settings and import any image files you want to host in HubSpot:
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