Understand HubSpot's CRM migration process
Last updated: January 3, 2025
Available with any of the following subscriptions, except where noted:
All products and plans
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To recreate your existing CRM's 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
Supported Data
The following tables detail what information can be migrated from your existing CRM to the HubSpot CRM.
ActiveCampaign
| ActiveCampaign | HubSpot |
| Accounts | Companies |
| Contacts | Contacts |
| Deals | Deals |
The following can also be migrated via a one-time transfer.
Please note: objects migrated via a one-time transfer will not stay in sync.
- 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.
Please note: objects migrated via a one-time transfer will not stay in sync.
Keap
| Keap | HubSpot |
| Companies | Companies |
| Contacts | Contacts |
| Opportunities | Deals |
| Calls | Calls |
| Notes | Notes |
| Products | Products |
| Tasks | Tasks |
Tags on contacts can also be migrated via a one-time transfer.
Please note: objects migrated via a one-time transfer will not stay in sync.
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 |
Please note: custom objects aren't supported.
Products on opportunities as line items can also be migrated via a one-time transfer.
Please note: objects migrated via a one-time transfer will not stay in sync.
Pipedrive
| Pipedrive | HubSpot |
| Organizations | Companies |
| People | Contacts |
| Deals | Deals |
| Call activities | Calls |
| Email activities* * Email activities are synced, not emails. |
Email activities |
| Meeting activities | Meetings |
| Notes | Notes |
| Products | Products |
| Task activities | Tasks |
The following can also be migrated via a one-time transfer.
Please note: objects migrated via a one-time transfer will not stay in sync.
- 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 via a one-time transfer.
Please note: objects migrated via a one-time transfer will not stay in sync.
Request a migration
- To start the migration process, reach out to your account representative, who'll then reach out to HubSpot's Replatforming Team internally. If you're unsure of how to reach your account representative, contact HubSpot Support to get connected with the right person.
- HubSpot's Replatforming Team will evaluate your CRM migration request to see if a migration will meet your needs. If your project is a fit for the process, your account representative will give you with a link to your migration agreement. This agreement will outline the terms of the migration, including:
- What CRM you are migrating from
- What data you are migrating from your CRM to HubSpot
- An estimate of how long the migration will take
- If you agree to the terms, your account representative will send you a link to complete the payment process. Learn more about migration pricing.
- Following the purchase, a replatforming specialist will send an introductory email and work with you to provide the next steps for the migration plan.
Set up a CRM migration
After confirming your purchase, a replatforming specialist will be in touch with you to start the CRM migration. They will outline a plan for the migration to provide 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 will 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 will receive an email notification when your migration is finished. To review the migrated data in your HubSpot account:
- In your HubSpot account, navigate to Data Management > Integrations.
- 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.
