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    Automation & webhooks

    HubSpot Migration Tool + HelloGrowthCRM

    Guided migration from HubSpot: contacts, companies, deals, owners, and pipelines are mapped into HelloGrowthCRM with deduplication and stage mapping.

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    Overview

    Moving off HubSpot should preserve deal history and owner attribution. The migration tool maps HubSpot pipelines to CRM stages, deduplicates on email and domain, and surfaces validation errors before you commit to a full run.

    What data is involved

    • Contacts, companies, deals, notes (where supported), and owner mapping.
    • Optional exclusion filters for test migrations.

    Step-by-step setup

    1. Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.

      HelloGrowthCRM login screen: Sign in with Google, email and password fields, Remember me, and Sign up link

      Open login page(opens in a new tab)app.hellogrowthcrm.com/login

    2. Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).

      HelloGrowthCRM Settings: Admin sidebar with Settings selected, secondary menu with Communication and Integrations, and profile area

      Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings

    3. Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.

      HelloGrowthCRM Settings menu highlighting COMMUNICATION and Integrations next to the Admin Settings sidebar

      Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings

    4. Settings → Integrations → HubSpot Migration → Connect HubSpot OAuth.
    5. Select objects and date range to export.
    6. Map HubSpot pipelines to CRM stages and owners to users.
    7. Run a dry run, review errors, then execute full migration.

    Best practices

    • Run a dry run on a single pipeline and compare counts to HubSpot reports.
    • Freeze HubSpot edits during final cutover to avoid drift.

    Best for & common use cases

    Teams switching from HubSpot Sales Hub to HelloGrowthCRM without losing history.

    • Consolidate HubSpot CRM and marketing contacts into one CRM.
    • Pilot migration for a single pipeline before cutover.

    FAQ

    Governance

    Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.

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    About HelloGrowthCRM

    HelloGrowthCRM is an AI-powered CRM platform built for small business sales teams. It combines contact management, deal pipeline tracking, AI lead scoring, a built-in dialer, WhatsApp and SMS messaging, email automation, and sales forecasting — all in a single workspace. Teams can start free or upgrade to a fully managed RevOps service where specialists run follow-up, pipeline hygiene, and weekly reporting on their behalf.

    Unlike traditional CRM software that charges extra for AI, calling, and automation, HelloGrowthCRM bundles those capabilities into every paid plan. The platform is used by B2B sales teams, consulting firms, SaaS startups, real estate agencies, and service businesses across the United States and India.

    How It Helps Sales Teams

    Most small sales teams lose revenue because leads go cold, follow-ups are inconsistent, and pipeline data is unreliable. HelloGrowthCRM addresses these problems by automatically scoring inbound leads with AI, routing them to the right rep, triggering follow-up sequences, and surfacing deal risk before opportunities are lost. Managers get real-time dashboards and weekly forecasts without rebuilding reports in spreadsheets.

    The optional Managed RevOps service goes further — a dedicated team of revenue operations specialists operates inside your HelloGrowthCRM account, handling everything from lead triage to pipeline cleanup and rep coaching. Teams on the Growth Engine plan typically see a measurable improvement in speed-to-lead and contact rate within the first 30 days.

    Helpful Resources

    Explore the full feature list to see every capability, or compare HelloGrowthCRM against HubSpot, Salesforce, and Pipedrive. The CRM and RevOps blog publishes weekly guides on lead management, sales automation, and pipeline strategy. Free interactive tools — including the CRM ROI calculator, lead scoring calculator, and pipeline health score — help teams benchmark performance before choosing a CRM.

    Pricing starts free with no credit card required. View pricing plans, start a 14-day trial, or book a live demo to see the platform in action. Questions? Contact the team or visit the developer docs.