Bring your HubSpot pipeline and history with you
Bring companies, contacts, deals and notes across from HubSpot by connecting your account or uploading HubSpot's own exports.
What it does
Import from HubSpot and this is what changes
Connect your HubSpot account or upload its exports; the fields are recognised automatically
Companies match by domain, contacts by email, and every record keeps its HubSpot id so re-running is safe
Opt-outs carry over
An import can raise an opt-out, never clear one.
See exactly what will come across before anything changes, and undo the whole import in one click
Part of
CRM
See next quarter's recurring revenue and hand won clients to delivery with nothing lost on the way.
Set it up
Step-by-step guide
Written by the people who run Verbial, with what to check before you start.
Related
More in migration and crm
Questions
What does the HubSpot integration do?
Bring companies, contacts, deals and notes across from HubSpot by connecting your account or uploading HubSpot's own exports.
Will I lose history when I move from HubSpot?
No. The import brings your records across with their dates and notes. You see exactly what will come across before anything changes, and you can undo the whole import in one click.
Who can set up HubSpot?
A workspace admin. The setup guide walks through it step by step.
Agency operating software
Bring your HubSpot history with you.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.