> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from HubSpot

> Step-by-step guide to migrating contacts, deals, and workflows from HubSpot to HoopAI.

This guide covers migrating your CRM data, pipelines, and automations from HubSpot to HoopAI.

***

## 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

<Steps>
  <Step title="Export contacts from HubSpot">
    In HubSpot, go to **Contacts → Actions → Export**. Select all properties you need and export as CSV.
  </Step>

  <Step title="Export companies">
    Go to **Companies → Actions → Export** and download the CSV.
  </Step>

  <Step title="Export deals">
    Go to **Deals → Actions → Export**. Note the pipeline stages — you will recreate these in HoopAI.
  </Step>

  <Step title="Create custom fields in HoopAI">
    Before importing, create any custom fields in **Settings → Custom Fields** that match your HubSpot properties.
  </Step>

  <Step title="Set up pipelines">
    Go to **Opportunities → Pipelines** and create your pipelines with the same stages as HubSpot.
  </Step>

  <Step title="Import contacts">
    Go to **Contacts → Import → CSV**. Map HubSpot columns to HoopAI fields. Set duplicate handling. See [CSV format guide](/contacts/csv-import-format).
  </Step>

  <Step title="Import deals as opportunities">
    Create opportunities manually or via CSV import, mapping them to the correct pipeline and stage.
  </Step>

  <Step title="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
  </Step>

  <Step title="Recreate forms and landing pages">
    Rebuild your HubSpot forms in the HoopAI form builder and landing pages in the funnel builder.
  </Step>

  <Step title="Update website integrations">
    Replace HubSpot tracking code, forms, and chat widgets on your website with HoopAI equivalents.
  </Step>
</Steps>

***

## 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

<AccordionGroup>
  <Accordion title="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).
  </Accordion>

  <Accordion title="Deal associations lost">
    HubSpot deals linked to contacts/companies need to be re-associated in HoopAI. Link opportunities to contacts after import.
  </Accordion>

  <Accordion title="Large export files">
    HubSpot exports can be large. Split into batches under 50MB if needed.
  </Accordion>
</AccordionGroup>