Migration Guide
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.
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 six built-in scheduled 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.
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.
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.
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.
Go to Settings > Import in Laureo and choose the HubSpot preset. Upload your contacts CSV first, then companies. The wizard maps HubSpot columns automatically and flags likely duplicates with similarity scoring before any data is written.
Create pipeline stages in Laureo to match your HubSpot stages, or redesign them. Then import your deals CSV and map the stage column to the matching Laureo stages.
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.
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 this is a live sync, past correspondence is not part of the CSV import. Then rebuild your top workflows in the visual builder, and recreate custom fields, tags, and quotes inside Laureo.
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.
Five record types import straight from CSV. Everything else comes across by a live sync or a quick rebuild inside Laureo.
| Data type | How it comes across |
|---|---|
| Contacts | Direct CSV import |
| Companies | Direct CSV import |
| Deals / Opportunities | Direct CSV import |
| Pipeline stages | Mapped during deal import |
| Tickets | Direct CSV import |
| Past email | Live Gmail / Outlook sync, not a CSV import |
| Custom fields | Recreate on the matching record in Laureo |
| Tags / Labels | Recreate in Laureo |
| Quotes | Rebuild with Laureo quote templates |
| Workflows / Sequences | Rebuild in the visual workflow builder |
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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.