All switching guides
HubSpotUpStack
Moving from HubSpot, step by step
Keep your HubSpot account for a month so you can look up old activity.
Packs and moves
- Contacts and companies
- Lifecycle or lead status as a tag or field
Rebuild on arrival
- Deals on a pipeline
- Sequences and workflows as automations
- Forms and landing pages
- Email templates
The route
- 1
Start a free trial
The trial is free for 14 days and needs no card, so you can test the move before you commit.
- 2
Export from HubSpot
Export contacts, and your deals if you want them, from the CRM as CSV files.
- 3
Import into UpStack CRM
Upload the file, match the columns and add a tag that names where the batch came from. Spot-check a few contacts afterward.
- 4
Rebuild what does not move
Start with the one page or automation that earns the most, test it, then do the next.
- 5
Cancel the old tool
Keep HubSpot for a month in case you need to look something up, then cancel.
Comparing first? Read UpStack CRM vs HubSpot, or see how to import contacts cleanly.
