What transfers
| Data | Transferable? | Method |
|---|---|---|
| Contacts | Yes | CSV export/import |
| Companies | Yes | CSV export → Business records |
| Deals/opportunities | Partial | CSV export → manual pipeline setup |
| Custom properties | Yes | Map as custom fields |
| Email templates | No | Rebuild in HoopAI |
| Workflows | No | Rebuild as HoopAI workflows |
| Forms | No | Rebuild in HoopAI form builder |
| Landing pages | No | Rebuild in funnel builder |
| Campaign history | No | Export reports for reference |
| Files/documents | Yes | Download and re-upload |
Migration steps
Export contacts from HubSpot
In HubSpot, go to Contacts → Actions → Export. Select all properties you need and export as CSV.
Export deals
Go to Deals → Actions → Export. Note the pipeline stages — you will recreate these in HoopAI.
Create custom fields in HoopAI
Before importing, create any custom fields in Settings → Custom Fields that match your HubSpot properties.
Set up pipelines
Go to Opportunities → Pipelines and create your pipelines with the same stages as HubSpot.
Import contacts
Go to Contacts → Import → CSV. Map HubSpot columns to HoopAI fields. Set duplicate handling. See CSV format guide.
Import deals as opportunities
Create opportunities manually or via CSV import, mapping them to the correct pipeline and stage.
Rebuild workflows
Map HubSpot workflows to HoopAI automations. Common mappings:
- HubSpot sequences → HoopAI drip sequences
- Deal stage workflows → Opportunity Stage Changed trigger
- Form submission workflows → Form Submitted trigger
Recreate forms and landing pages
Rebuild your HubSpot forms in the HoopAI form builder and landing pages in the funnel builder.
Post-migration checklist
- All contacts imported with properties mapped correctly
- Companies imported as Business records
- Pipelines and stages recreated
- Opportunities created in correct stages
- Custom fields matched to HubSpot properties
- Workflows rebuilt and tested
- Forms recreated and embedded on website
- Email domain authenticated (SPF, DKIM, DMARC)
- HubSpot tracking code removed from website
- HoopAI tracking code and chat widget installed
Common issues
HubSpot lifecycle stages don't map directly
HubSpot lifecycle stages don't map directly
Use tags or a custom dropdown field in HoopAI to replicate lifecycle stages (Subscriber, Lead, MQL, SQL, Customer).
Deal associations lost
Deal associations lost
HubSpot deals linked to contacts/companies need to be re-associated in HoopAI. Link opportunities to contacts after import.
Large export files
Large export files
HubSpot exports can be large. Split into batches under 50MB if needed.