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  2. Migrate

Migration Guides

Move your CRM to Laureo without the dead weight

Export a CSV from your current tool and bring your companies, people, opportunities, activities, tasks, products, and tickets across. Laureo maps the fields for you and flags duplicates before anything lands.

Pick your current CRM

From HubSpot

Export companies, contacts, deals, and tickets from HubSpot as CSV. Laureo maps the fields automatically and flags duplicates before anything lands.

Read the HubSpot guide

From Salesforce

Bring accounts, contacts, opportunities, activities, and tasks across from Salesforce by CSV, with automatic field mapping and a duplicate-detection preview.

Read the Salesforce guide

From Pipedrive

Move organizations, people, deals, and products over from Pipedrive by CSV. Fields map automatically and conflicts surface before the import runs.

Read the Pipedrive guide

How migration works

  1. 1Export your data as CSV from your current CRM.
  2. 2Upload to Laureo's import wizard with automatic field mapping.
  3. 3Review the duplicate detection preview and resolve conflicts.
  4. 4Import contacts, companies, and deals. Set up your pipeline stages.
  5. 5Connect your email, invite your team, and start selling.

Related Resources

  • ComparisonCompare CRMs·Side-by-side feature and pricing comparisons.
  • SolutionSolutions·Find the right CRM for your team and industry.
  • Blog·Tips for getting the most from your CRM.

Ready to switch?

Run the import wizard yourself, review every duplicate before it lands, and keep your records exactly where you mapped them.

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14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.