The HubSpot alternative for social-first sales teams

How to migrate from HubSpot to CRM Solid

A complete HubSpot-to-CRM-Solid migration usually takes one afternoon for an SMB workspace and one full day for a mid-market team with custom objects and multi-pipeline setups. The big-bang horror stories you have read about Salesforce do not apply here. HubSpot exports cleanly and CRM Solid imports tolerantly.

Step 1: Export your data from HubSpot

In HubSpot, open Settings > Import & Export > Export. Run the following exports, one per object type, and download each as a CSV:

• Contacts: include all custom properties.
• Companies: include domain, industry, and lifecycle stage.
• Deals: include pipeline name, stage, amount, close date, and owner.
• Engagements / Notes: optional, useful for context but not required.
• Lists: re-create as tags in CRM Solid.

HubSpot will email you a download link per export. The largest export I have personally seen (140,000 contacts) finished in 14 minutes. Save all CSVs in one folder; you will upload them in order.

Step 2: Map fields to CRM Solid

CRM Solid groups contact data under Profile, Lead Score, Consent, and an unlimited number of Custom Fields. The import wizard will auto-detect HubSpot column names like firstname, email, and lifecyclestage. Anything it does not recognise becomes a custom field; you can rename them after the fact.

Two HubSpot specifics to watch for:

• Marketing Contact: HubSpot's billing flag. We ignore it. All contacts in CRM Solid are equal; there is no second-class tier.
• Lifecycle stage: maps cleanly to our pipeline stages. Re-name "Subscriber → MQL → SQL → Opportunity → Customer" to whatever your team uses.

Step 3: Import via UI or API

The Import Wizard in the Settings panel handles up to 250,000 contacts per CSV. For larger jobs, use our public REST API and POST to /v1/contacts/bulk in batches of 5,000. The API enforces idempotency by external_id, so re-runs are safe.

Tag every imported contact with source:hubspot. This makes it trivial to roll back if you want to compare pre/post migration metrics.

Step 4: Reconnect your channels

This is where HubSpot stops and CRM Solid starts. In Integrations, connect:

• Telegram (we use MTProto, no Bot API limitations)
• X (Twitter): DMs and post scheduling
• WhatsApp via Meta Cloud API (BYO number)
• Instagram DMs (via your Meta business app)
• Gmail / IMAP / SMTP for outbound email
• The embeddable live chat widget

Each integration takes 2-3 minutes. The same OAuth flows you used in HubSpot work here; you may not even need to re-authorize Gmail.

Step 5: Replicate your most-used workflows

HubSpot workflows do not export as JSON, but the 5-10 you actually rely on are usually trivial to rebuild. Open your HubSpot Workflows view, sort by "Last 30 days enrolled", and pick the top three. In CRM Solid:

1. Drip sequences: multi-step DM or email cadences with spintax variation, stop-on-reply, and account rotation. See sequences.
2. AI auto-responder: replaces HubSpot's chatbot. Set a persona, paste your knowledge base, define handoff rules. See AI responder.
3. Lead-scoring rules: based on tags, channel, replies, and custom fields. Triggers webhook events for downstream tools.

A team of two usually completes the entire migration (export, import, reconnect, rebuild) in a single 4-hour focus session. We are happy to sit on a call with you and run it together.