How do I migrate from HubSpot to another CRM?

Migrating from HubSpot starts with exporting your data. Go to your HubSpot contacts, select all, and export as CSV. Do the same for your deals and companies. This gives you a complete backup of your HubSpot data that you can import into any new CRM.

Next, set up your new CRM with pipeline stages, team members, and automations. Import your active contacts and deals from the CSV export. You do not need to import everything, focus on active leads and recent contacts. Historical data can be imported later if needed.

Finally, update your lead capture sources. Replace HubSpot form embeds on your website with your new CRM form. Update any Zapier or API integrations to point to your new CRM. Run both systems for a week to ensure nothing is missed, then cancel HubSpot.