Understand HubSpot's CRM migration process
Last updated: February 11, 2025
Available with any of the following subscriptions, except where noted:
All products and plans
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To recreate your existing CRM data in HubSpot's CRM, request a CRM migration performed by HubSpot's Replatforming Team. A migration may be a good option for customers looking to move from their current CRM to the HubSpot Smart CRM. HubSpot supports migration from the following CRMs:
- ActiveCampaign
- Copper
- Keap
- MailChimp
- Microsoft Dynamics 365
- Pipedrive
- Zoho CRM
- Marketo
- Salesforce Account Engagement (Pardot)
Supported Data
The following tables detail what information can be migrated from your existing CRM to the HubSpot CRM.
Please note: objects migrated via a one-time transfer will not stay in sync.
ActiveCampaign
| ActiveCampaign | HubSpot |
| Accounts | Companies |
| Contacts | Contacts |
| Deals | Deals |
The following can also be migrated with a one-time transfer:
- Lists
- Notes
- Contact tags
Copper
| Copper | HubSpot |
| Companies | Companies |
| People | Contacts |
| Leads | Contacts |
| Opportunities | Deals |
| Meeting activities | Meetings |
| Notes | Notes |
| Phone call activities | Calls |
| Tasks | Tasks |
Additional associated contacts can also be migrated via a one-time transfer.
Keap
| Keap | HubSpot |
| Companies | Companies |
| Contacts | Contacts |
| Opportunities | Deals |
| Calls | Calls |
| Notes | Notes |
| Products | Products |
| Tasks | Tasks |
Tags on contacts can also be migrated with a one-time transfer.
Mailchimp
| Mailchimp | HubSpot |
| Contacts | Contacts |
Mailchimp segments can be exported from Mailchimp, and recreated as lists using the import process.
Microsoft Dynamics 365
| Microsoft Dynamics 365 | HubSpot |
| Accounts | Companies |
| Contacts | Contacts |
| Leads | Contacts |
| Opportunities | Deals |
| Appointments | Meetings |
| Calls | Calls |
| Invoices | Invoices |
| Notes | Notes |
| Products | Products |
| Bundles | Products |
| Sales orders | Orders |
| Tasks | Tasks |
Products associated with opportunities as line items can also be migrated with a one-time transfer.
Pipedrive
| Pipedrive | HubSpot |
| Organizations | Companies |
| People | Contacts |
| Deals | Deals |
| Call activities | Calls |
| Email activities |
|
| Meeting activities | Meetings |
| Notes | Notes |
| Products | Products |
| Task activities | Tasks |
Please note: only email activities are synced, not emails.
The following can also be migrated with a one-time transfer.
- Attachments.
- Deal participants.
- Associated products on deals as line items.
- Organization relationships as labeled associations.
Zoho CRM
| Zoho CRM | HubSpot |
| Accounts | Companies |
| Contacts | Contacts |
| Leads | Contacts |
| Deals | Deals |
| Calls | Calls |
| Invoices | Invoices |
| Meetings | Meetings |
| Notes | Notes |
| Products | Products |
| Tasks | Tasks |
Attachments can also be migrated with a one-time transfer.
Marketo
| Marketo | HubSpot |
| Contacts | Contacts |
Lists can also be migrated with a one-time transfer.
Salesforce Account Engagement (Pardot)
| Account Engagement | HubSpot |
| Prospects | Contacts |
Lists can also be migrated with a one-time transfer.
Please note: Account Engagement migrations do not include any Salesforce CRM data. If Salesforce CRM data needs to be migrated, a Salesforce Beta Migration will be needed instead. Account Engagement prospects will typically be synced to Salesforce as Contacts and can be set to do so following this documentation. Failing to identify the correct CRM can cause delays in service delivery.
Request a migration
To start the migration process, contact your account representative, who'll then contact HubSpot's Replatforming Team internally. If you're unsure of how to reach your account representative, contact HubSpot Support.
HubSpot's Replatforming Team will evaluate your CRM migration request to review if a migration will meet your needs. If your project is a fit for the process, your account representative will give you a link to your migration agreement. This agreement will outline the terms of the migration, including:
- What CRM you're migrating from
- What data you're migrating from your CRM to HubSpot
- An estimate of how long the migration will take
Set up a CRM migration
After confirming your agreement, a replatforming specialist will be in touch to start the CRM migration. They'll outline a plan for the migration to offer a fast and smooth migration. The plan discusses the following information:
- The time frame for the migration
- Records to be migrated
- When users will be onboarded onto HubSpot and ready to work in the HubSpot Smart CRM
- Any contract deadlines and cutoff dates for the existing CRM
You'll need to install the specific CRM migration app for the CRM you are migrating from. Your replatforming specialist will send a Marketplace link for you to install the app. You can also find the app by searching for it in the HubSpot App Marketplace.
To install a CRM migration app:
- In your HubSpot account, click the Marketplace icon marketplace in the top navigation bar, then select App Marketplace.
- Use the search bar to locate the integration that corresponds with your external CRM. For example, if you are migrating from Pipedrive, search for Pipedrive.
- Click Install app.
- In the pop-up window, select your external CRM Account, then click Submit.
- On the next screen, click Accept to allow the integration to access your CRM data.
Review a CRM migration
You'll receive an email notification when your migration is finished. To review the migrated data in your HubSpot account:
- In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
- Click the integration that you connected.
- Click Run audit. The audit will begin to process.
- Once the audit is complete, click Download audit file to export a spreadsheet with the audit results.
- Open the audit file to review the CRM data breakdown. The spreadsheet will contain the following pages:
- Export results: a summary of the objects analyzed during the audit.
- Object tabs: a page will be created for each migrated object type that lists the properties created for that object. Each property will be broken down by its name, data type, and matching HubSpot data type, and added information about the property.
