How to Migrate from HubSpot to Deelo (CRM Data Export & Field Mapping Guide)

Most teams do not leave HubSpot because the CRM is broken. They leave because the bill keeps growing. A 5-seat sales team on Sales Hub Starter is $100/month. Add Marketing Hub Starter so you can send a newsletter, plus Service Hub Starter for support tickets, plus the inevitable upgrade to Sales Hub Professional once you need real workflows, and you are on a per-hub price ladder that quietly turns a $100/month tool into a $1,500/month tool. The pricing is not unfair — HubSpot is a deep product — but it punishes teams that want their CRM, marketing, email, scheduling, and invoicing all on one platform.

Deelo is the opposite shape. One per-seat price covers CRM, marketing, email, scheduling, invoicing, automation, helpdesk, and 40+ more apps. If you are a HubSpot customer who is tired of the per-hub stack and wants a clean all-in-one, this guide walks you through the migration end to end: what data moves cleanly, what gets rebuilt, the field-by-field mapping, and the parallel-run cutover plan. Plan for one to two weeks of part-time work for a team under 25 people, with the bulk of the time spent rebuilding workflows and marketing, not moving the data itself.

The single biggest mistake teams make migrating off HubSpot is treating it as a 1:1 lift-and-shift. It is not. The CRM record layer (contacts, companies, deals) moves cleanly through CSV export and import. The activation layer (workflows, email campaigns, landing pages) is faster to rebuild than to migrate, and rebuilding gives you a chance to clean up the cruft you have accumulated over the years. Sort everything you have in HubSpot into one of three buckets before you touch a single export.

The rebuild list looks intimidating. It is less work than it appears. Most teams discover they only actively use 4-6 workflows out of the 30+ they accumulated, and most marketing email templates have not been sent in 12+ months. The migration is a forced spring clean.

Before you export anything, take inventory. The numbers you collect here become your acceptance test after migration — if your contact count in Deelo matches your contact count in HubSpot, you know nothing dropped on the floor. Spend 30 minutes in HubSpot capturing the following.

HubSpot supports two export paths. The bulk account export gives you a full archive of every standard object. The list-based export gives you finer control and lets you include specific custom properties. For migration, run both — the account export for the safety archive, and the list-based exports for the actual import files.

Open the resulting CSVs in a spreadsheet and do a sanity check before importing. Row counts should match the audit numbers from Step 1 within 1-2%. If they do not, something was filtered — recheck your list criteria.

This is where most migration projects stall, and also where rushing causes the most pain six months later. HubSpot and Deelo use different terminology for similar concepts. Before importing, build a field map spreadsheet that lists every HubSpot field and its Deelo equivalent. The Deelo CRM import wizard will let you confirm or override the auto-mapping for every column. The table below covers the most common mappings.

Deelo CRM's import wizard handles CSV uploads natively. Open the CRM app, click Import, and upload your contacts.csv. The wizard auto-detects standard columns, then asks you to confirm or remap each unmatched column to a Deelo field — this is where your field-map spreadsheet from Step 3 pays off.

Run the same wizard for companies (companies.csv) using domain as the dedupe key, then for deals (deals.csv) using a HubSpot Deal ID column as the dedupe key (export it from HubSpot if you did not already). The order matters: contacts first, then companies, then deals — because deals reference both.

This is the single biggest time investment in the migration. HubSpot workflows do not export in a format any other platform can import. Plan to spend 30-90 minutes per workflow rebuilding it in Deelo Automation, depending on complexity.

The good news: the conceptual model is similar. HubSpot workflows are trigger → conditions → actions. Deelo Automation is trigger → conditions → actions. The mental translation is straightforward; the work is in clicking through and configuring.

Prioritize ruthlessly. Rebuild your top 5 workflows first — the ones that are actually moving deals or sending real emails today. Hold the rest in a 'review later' list. Most teams find that 60% of their HubSpot workflows are dead automation that fired once in 2023 and never again.

Do not migrate marketing emails. Trying to lift HubSpot email templates and campaigns into a new system is more work than rebuilding them, the formatting always breaks, and the deliverability reputation does not transfer with the content. The right approach is to restart marketing cleanly in the Deelo Marketing app.

HubSpot Meetings becomes Deelo Bookings. The booking page itself rebuilds in 5-10 minutes per user, but the side-effect work — updating embed codes wherever you've placed your HubSpot meeting URL — is what catches teams off-guard.

Do not cancel HubSpot the day you finish importing. Run both platforms in parallel for two to three weeks. The reason is simple: live operations will surface problems no audit can find — a workflow you forgot, a form embed pointing at the wrong place, a third-party integration still pushing into HubSpot.

Once Deelo has been the source of truth for a full week — meaning every new lead, deal, and customer interaction is happening there and nothing critical lives only in HubSpot — you are ready to cut over. The order matters because of HubSpot's billing terms.

Some things are not worth migrating, and a few things genuinely cannot move. Set expectations with stakeholders up front so this is not a surprise mid-project.

Cost is the most common reason teams come asking about a HubSpot migration, so it is worth running the numbers honestly. The picture for a typical 5-person small business team:

At the small-team Starter tier the monthly numbers are essentially the same. The argument for switching at this size is not raw price — it is what you get for the dollar. A $195/month Deelo Business plan covers CRM, marketing, helpdesk, invoicing, scheduling, AI assistant, and 40+ apps in one place. The same dollar in HubSpot covers CRM and a basic marketing send, with separate vendors and reconciliations everywhere else.

The gap widens fast at the Professional tier. The moment a 5-seat team needs Sales Hub Professional ($100/seat = $500/mo) plus Marketing Hub Professional, the bill clears $1,500/month. The same team on Deelo Business is still $195/month for everything.

The cheapest way to test a HubSpot migration is to do it without committing. Deelo's free tier gives you the CRM, automation, marketing, scheduling, and invoicing apps with no credit card. Import a 100-contact sample from HubSpot, rebuild your top three workflows, run a test campaign in Deelo Marketing, and decide from there. If it does not work, you have spent an afternoon and zero dollars. If it does, you keep your HubSpot subscription only as long as you need to finish the cutover.

Start with the [Deelo CRM app](/apps/crm) for the import wizard, or sign up for a free Deelo account and let the in-app onboarding guide you through CRM import on day one.