Migration Guide
Switch from HubSpot to Laureo
Bring your contacts, companies, deals, and tickets across, connect your inbox, and get an AI that drafts, updates, and queues work across every record. One connected product, ~10 hours back per rep each week, with Zero Data Retention on every plan.
After the move
Your records land in one database, and the AI can act on all of them. A sample prompt once you are in:
“Hey Laureo, summarize every deal we imported from HubSpot that has had no activity in 30 days, then draft a re-engagement email to each owner for my approval.”
Because emails, deals, tickets, and meetings share one database, the draft is grounded in the actual record, with nothing to stitch together at inference time. According to HubSpot’s 2025 State of Sales, sales professionals save roughly two hours and fifteen minutes a day using AI and automation.
Why teams switch from HubSpot
On HubSpot
Breeze Customer Agent and Prospecting Agent charge per outcome. You pay when they close a conversation or recommend a lead, and both require a Pro or Enterprise plan plus a mandatory paid onboarding package.
With Laureo
Laureo's five built-in agents ship on every paid tier, with AI included in your seat. No per-outcome charges, no mandatory onboarding fee.
On HubSpot
HubSpot AI lives beside your records. It summarizes and rewrites, but the data it reasons over sits across separate hubs and add-ons.
With Laureo
Laureo runs on one connected database, with emails, tickets, chats, meetings, quotes, and deals in one place. The AI drafts the reply, updates the record, and queues the task for your approval, because there is nothing to stitch together at inference time.
On HubSpot
Contact-tier upgrades, hub add-ons, and per-seat costs that climb as your database grows.
With Laureo
One product with sales, success, messaging, scheduling, and quotes built in. Cancel any plan at any time before the end of your billing cycle, with no contract fees and no 30-day notice.
On HubSpot
AI conversation data can carry a retention window before it is discarded.
With Laureo
Zero Data Retention on every AI call, on every plan. We never sell your data and never train models on it.
Migration steps
Export your records from HubSpot
In HubSpot, go to Settings > Import & Export > Export. Export Contacts, Companies, Deals, and Tickets as CSV files. These four record types map directly into Laureo on import.
Prepare your CSV files
Review the exported CSVs and clean up formatting. Remove test records, merge duplicate columns, and keep email addresses in a single column. Laureo accepts standard CSV with headers and recognizes the HubSpot column names automatically.
Create your Laureo account
Sign up at app.laureo.io. Set up your organization name, invite your team, and configure roles and per-feature permissions. This takes about five minutes.
Import companies and contacts
In Laureo, open Admin, then Import. Upload your companies file first, then your contacts, and tell us it came from HubSpot. That order is the one the product itself uses, because a contact is attached to a company and the company has to be there for the link to hold. We read every row before we write any of them: you get a count per record type, the columns we could not place, and every pair where two records might be one thing. Nothing lands until you press the button.
Import deals and set up pipelines
Build your stages in Laureo to match the HubSpot ones, or simplify them while you are here. Then send your deals file and tell us which of your stages each Laureo stage answers to.
Import tickets
Upload your HubSpot tickets CSV. Ticket status, pipeline, source, and content map into Laureo so your support history lands alongside the contacts and companies it belongs to.
Connect email and recreate the rest
Link your Gmail or Outlook account in Settings > Integrations. Laureo syncs your inbox, sent mail, and calendar, and matches messages to records by address. Because that is a live connection, past correspondence is not part of a file you send. Then rebuild your top workflows in the visual builder, make the custom fields your team relies on, and send your tags and quotes as their own files if you want them across.
Verify and go live
Spot-check imported records, send a test email, and confirm pipeline totals match your HubSpot export. Once everything checks out, tell your team and switch off HubSpot.
What comes across
Four things come straight out of a HubSpot export. Most of the rest come across too, in a file of their own. One arrives over a connected mailbox, and one you make here first.
| Data type | How it comes across |
|---|---|
| Contacts | From your export. Names, addresses, owners and the columns you added. |
| Companies | From your export. Names, domains, head counts and owners. |
| Deals | From your export. Values, close dates, owners and the stage each one sits in. |
| Tickets | From your export. Status, source and the conversation, beside the company they belong to. |
| Pipeline stages | Its own file. Send a list of your stages, or build them once here and point your deals at them. |
| Tags and labels | Its own file. HubSpot keeps these as lists and properties. Send us the ones you want and we make them, links to companies and people included. |
| Quotes | Its own file. Export them and send them across, or start fresh on a Laureo template. |
| Custom fields | Its own file. Send a list of your fields and we make them, or build the ones your team relies on here first. Either way the matching columns land in them. |
| Past email | Live connection. Connect Gmail or Outlook. Mail matches to records by address from the moment you connect. |
| Workflows and sequences | Build it in Laureo. Rebuild your top few in the visual builder. Most of them are an afternoon. |
One file can hold up to 10,000 rows. One file can be up to 10 megabytes. You can undo a move for 30 days after it finishes. You can undo a single file import for 24 hours after it finishes.
What is not coming across.
- Past email does not come across in a file. Connect Gmail or Outlook and we match mail to people by address from the moment you connect.
- Workflows and sequences do not come across. Rebuild the few you rely on in the workflow builder.
- A custom field has to exist here before a column can land in it, so make the ones your team relies on first.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- Saved replies are set up in Laureo rather than carried across.
HubSpot migration FAQ
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