Migration Guide

Switch from HubSpot to Laureo

Move your contacts, companies, deals, and email history in under two hours. No data loss, no downtime.

Why teams switch from HubSpot

HubSpot pain point

Feature gating across tiers

Laureo advantage

Laureo includes email, automation, and reporting on every paid plan. No surprise add-on fees.

HubSpot pain point

Complex pricing that scales unpredictably

Laureo advantage

Simple per-seat pricing. You know your cost before you sign up and it stays predictable as you grow.

HubSpot pain point

Steep learning curve

Laureo advantage

Laureo is designed for reps who need answers fast. Most features are discoverable in under a minute.

HubSpot pain point

Slow page loads on large datasets

Laureo advantage

Sub-second page loads powered by server-side rendering, Redis caching, and optimized database queries.

Migration steps

Export your data from HubSpot

In HubSpot, go to Settings > Import & Export > Export. Select Contacts, Companies, and Deals. Download the CSV files. For email history, use the HubSpot API or export activity logs from the reporting section.

Prepare your CSV files

Review the exported CSVs and clean up any formatting issues. Remove test records, merge duplicate columns, and ensure email addresses are in a single column. Laureo accepts standard CSV with headers.

Create your Laureo account

Sign up at app.laureo.io. Set up your organization name, invite team members, and configure your roles and permissions. This takes about five minutes.

Import contacts and companies

Go to Settings > Import in Laureo. Upload your contacts CSV first, then companies. The import wizard maps columns automatically and flags duplicates using similarity scoring before any data is written.

Import deals and set up pipelines

Create your pipeline stages in Laureo to match your HubSpot stages (or redesign them). Then import your deals CSV and map the stage column to the corresponding Laureo stages.

Connect your email

Link your Gmail or Outlook account in Settings > Integrations. Laureo syncs your inbox, sent mail, and calendar. Emails are automatically matched to CRM contacts by address.

Verify and go live

Spot-check imported records, run a test email, and confirm pipeline totals match your HubSpot export. Once verified, inform your team and deactivate HubSpot.

What migrates

Data type	Supported
Contacts
Companies
Deals / Opportunities
Pipeline stages
Activities (calls, meetings, notes)
Email history
Custom fields
Tags / Labels
Quotes
Email templates
Workflows / Sequences
Forms

HubSpot migration FAQ

Most teams complete the full migration in under two hours. The CSV import itself takes minutes; the majority of time is spent reviewing data and configuring pipelines.

No. Laureo imports contacts, companies, deals, activities, custom fields, and tags from CSV. We recommend keeping your HubSpot account active (on the free plan) for 30 days as a backup.

Yes. Many teams run HubSpot and Laureo side by side for a week or two while validating the import and training the team. There is no conflict since data flows via CSV export/import.

Yes. Business plan customers get a dedicated onboarding call where we walk through the entire migration. All plans have access to our help center and email support.

HubSpot workflows cannot be imported directly, but Laureo has its own visual workflow builder. We recommend recreating your top 5-10 workflows manually. Most are simple enough to rebuild in an afternoon.

Related Resources

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