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Migrate to HelloGrowthCRM

Resources for teams moving from HubSpot, Salesforce, Pipedrive, Zoho, spreadsheets, or other CRMs.

Migrate from Anywhere in Minutes

Salesforce, HubSpot, Pipedrive, or a spreadsheet — bring your data home with no downtime.

PlatformExport FormatAuto-MappingAvg. Migration Time
SalesforceCSV (Data Export) Yes~10 min
HubSpotCSV (Contact Export) Yes~5 min
PipedriveCSV/Excel (People Export) Yes~5 min
Zoho CRMCSV (Export Records) Yes~5 min
vTigerCSV (Data Management → Export) Yes~10 min
Bitrix24CSV (CRM → Settings → Data Export) Yes~15 min
Close CRMCSV (Settings → Export Data) Yes~8 min
AirtableCSV (Grid view → Download CSV) Yes~5 min
NotionCSV (Database → Export) Yes~5 min
Excel/CSVAny .csv or .xlsx Yes~2 min

Salesforce

~10 min

Moving from Salesforce? We make it painless.

3-step flow

  1. Export data from Setup → Data Export → Export Now (Leads, Contacts, Accounts, Opportunities).
  2. Open the CSV in Excel — no formatting changes needed.
  3. Upload in Leads → Import; auto-mapping matches Name, Email, Phone, Company, and Stage.
Salesforce FieldHelloGrowthCRM Field
Lead NameLead Name
CompanyCompany Name
EmailEmail Address
PhonePhone Number
Lead StatusCall Status / Stage
Lead SourceLead Source
DescriptionNotes
Address / City / State / ZipAddress fields

"Switching from Salesforce should not take weeks. Export as CSV, upload to HelloGrowthCRM, and AI mapping handles the rest. No consultants, no data loss, no downtime."

HubSpot

~5 min

Switching from HubSpot? Import everything in 3 clicks.

3-step flow

  1. Export from Contacts → Actions → Export in CSV with all required properties.
  2. Upload in Leads → Import; HubSpot headers are auto-detected.
  3. Preview, import, and go live instantly; recreate deals in Pipeline view if needed.
HubSpot FieldHelloGrowthCRM Field
First Name + Last NameLead Name
Company NameCompany Name
EmailEmail Address
Phone NumberPhone Number
Lifecycle StageCall Status / Stage
Lead StatusLead Source
NotesNotes
City / State / CountryAddress fields

"Export contacts from HubSpot and import in minutes. Smart mapping recognizes HubSpot fields automatically so your team keeps the data and drops the overhead."

Pipedrive

~5 min

Coming from Pipedrive? Your deals are safe with us.

3-step flow

  1. Export People/Deals from Pipedrive in CSV or Excel format.
  2. Upload in Leads → Import; nested fields like Person/Organization are mapped automatically.
  3. Recreate your stage layout in Deals → Pipeline and continue with drag-and-drop workflow.
Pipedrive FieldHelloGrowthCRM Field
Person - NameLead Name
Organization - NameCompany Name
Person - EmailEmail Address
Person - PhonePhone Number
Deal - StagePipeline Stage
Deal - ValueDeal Value
NotesNotes

"Export, upload, done. The importer handles Pipedrive naming conventions so contacts, deals, and notes stay intact without API setup or developers."

Excel / CSV

~2 min

Already using spreadsheets? Just upload and go.

3-step flow

  1. Use row 1 as headers (Name, Email, Phone, Company). No rigid template required.
  2. Upload in Leads → Import and review auto-suggested field mapping.
  3. Preview, import, and use duplicate detection + Undo Import for safety.
Excel / CSV FieldHelloGrowthCRM Field
NameLead Name
EmailEmail Address
PhonePhone Number
CompanyCompany Name
StatusCall Status / Stage
SourceLead Source
NotesNotes

"If your contacts are in Excel or Google Sheets, save as CSV and upload. We handle messy headers, Unicode, duplicate checks, and batch undo with row-level error visibility."

Importer capabilities

UTF-8 BOM + Unicode-safe imports

Automatic column cleaning and matching

Duplicate detection with batch-level undo

Row-level error reporting for faster fixes

10,000+ row support with batched inserts

Start your free migration

All migration paths above are live and production-tested. Export your data, upload once, and go live in minutes.

Start your free migration Talk to migration support

Everything moves — not just contacts

A contact list alone is not a migration. The importer brings deal records with values and pipeline stages, notes from years of conversations, open tasks and follow-up reminders, lead sources, and any custom fields your old system used. That history is what lets a rep pick up a relationship mid-conversation instead of starting cold.

Once records land, AI lead scoring runs across the imported base immediately — so the first thing your team sees in the new CRM is a prioritized queue of which old leads are still worth a call, not an undifferentiated wall of 8,000 rows.

Free concierge migration, if you want it

Plenty of owners tell us the same thing: the data lives in four places — Zoho for some leads, Excel for others, WhatsApp groups for the rest — and nobody has time to merge it. For those teams we offer a hands-off path: send us your raw exports and our team cleans, de-duplicates, maps, imports, and verifies counts with you.

Concierge migrations are free and usually finish within one to two business days. See how concierge migration works or compare it with the self-serve flow on the migration checklist.

Switch without a single missed lead

Day 1 — import and verify. Export from your current CRM, upload, and spot-check a sample of records against the source. Your old system stays live the whole time, so nothing depends on getting it perfect on the first pass.

Days 2–5 — run in parallel. The team works new enquiries in HelloGrowthCRM while the old CRM stays available for reference. Connect WhatsApp, the dialer, and email so calls and messages start logging automatically against the imported records.

Week 2 — retire the old system. Once pipeline reports match and reps stop opening the old tab, cancel the legacy subscription. Most teams making the switch from Zoho, HubSpot, or Freshsales complete the full transition inside two weeks.

Migration questions, answered

What data can I bring into HelloGrowthCRM?

Contacts and leads (names, phone numbers, emails, companies), deal records with values and stages, notes, tasks, lead sources, and custom fields all import via CSV or Excel. Call history and conversation logs from your old system can be attached as notes so reps keep the context behind every relationship.

Is there a free concierge migration option?

Yes. If you would rather not handle exports and mapping yourself, our team will take your raw export files, clean them, map every column, run the import, and verify record counts with you — at no cost. Visit the concierge migration page or email migration support to schedule it.

How long does a typical migration take?

Self-serve imports from HubSpot, Zoho, Pipedrive, or a spreadsheet usually take 5–15 minutes once you have the export file. Concierge migrations for larger or messier datasets are typically completed within one to two business days, including a verification call.

Will my team experience downtime during the switch?

No. Your old CRM keeps running while you import into HelloGrowthCRM, so there is no cutover window where leads go unanswered. Most teams run both systems in parallel for a few days, confirm everything matches, then cancel the old subscription.

What happens to duplicates and bad rows in my export?

The importer flags likely duplicate people and companies before they are created, reports errors row by row so you can fix only what failed, and supports batch-level undo. If an import goes wrong, you can reverse it in one click rather than cleaning up by hand.

Do you support migrations from Indian platforms like Tally or IndiaMART exports?

Yes. Lead exports from IndiaMART and JustDial, party masters from Tally, and WhatsApp-group contact lists all import through the same CSV flow. After import, you can connect the IndiaMART and JustDial integrations so new enquiries land in the CRM automatically instead of in email.

Switch-from guides by platform

SalesforceHubSpotPipedriveZoho CRMFreshsalesLeadSquaredvTigerBitrix24Close CRMMonday.comMicrosoft Dynamics 365Copper CRMInsightlyAirtableNotionExcelTallyWhatsApp Groups

Need hands-on help? Contact us or explore Managed RevOps.

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