BentoMigrate from HubSpot to Bento
Step-by-step guide to migrating from HubSpot to Bento. Export contacts, workflows, and CRM data with our migration process.
Migration Steps and Data Transfer
DATA TRANSFER
What transfers from HubSpot?
Here's what data we can migrate from your current platform to Bento.
Contacts & Segments
All your subscribers, tags, and custom fields transfer seamlessly.
Email History
Email history transfers partially based on platform limitations.
Commerce Data
Commerce data may require reconnection to your store.
STEP-BY-STEP
Export from HubSpot
Follow these steps to export your data and prepare for migration.
1. Log in to HubSpot
Go to HubSpot.com and log in. Navigate to Contacts > Contacts from the main menu.
2. Export All Contacts
Click 'Export' in the top right. Select 'All contacts' and choose which properties to include. Select CSV format.
3. Export by List
Go to Contacts > Lists. For each important list, open it and use Export to save the members as CSV.
WHY SWITCH
Why migrate from HubSpot?
Here's why teams are making the switch to Bento.
Reason 1
No seat-based pricing. Add your entire team without paying per user.
Reason 2
All features included. No Marketing Hub, Sales Hub, Service Hub confusion.
Reason 3
Simpler, faster implementation. Get started in hours, not months.
TERMINOLOGY & MIGRATION GUIDE
HubSpot → Bento Translation
Different platforms use different terms. Here's how HubSpot concepts map to Bento, plus tips for a smooth migration.
Individual in your database
Static lists become tags, active lists become segments
Custom data on contacts
Automated processes
One-time campaign sends
Sales email sequences
Sales opportunity
Sales stages
Use tags or custom fields for stages
Migration Tips
- HubSpot's complexity means migration is a chance to simplify
- Plan your tag taxonomy before importing - don't replicate list sprawl
- Consider which workflows are actually valuable vs. legacy
- Take advantage of the fresh start to clean up old data
Watch Out For
- HubSpot's complex workflow logic may not have exact equivalents
- Multi-hub integrations (Sales, Service) need separate consideration
- Allow extra time if you have many custom properties
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