Migration path

Migration Guide

Move from HubSpot to Bento with zero guesswork.

Step-by-step guide to migrating from HubSpot to Bento. Export contacts, workflows, and CRM data with our migration process.

complexmigration4-8 hours3 core transfers ready

Migration Flow

A practical migration plan from HubSpot to Bento

This guide follows a simple sequence: export cleanly, map data correctly, then validate before cutover. No generic product pitch, just the steps your team needs.

1Export from HubSpot

2Transfer and map in Bento

3Validate and launch

Stage 1

Export checklist

1Log in to HubSpot
Go to HubSpot.com and log in. Navigate to Contacts > Contacts from the main menu.
2Export All Contacts
Click 'Export' in the top right. Select 'All contacts' and choose which properties to include. Select CSV format.
3Export by List
Go to Contacts > Lists. For each important list, open it and use Export to save the members as CSV.
4Document Workflows
Go to Automation > Workflows. Document each active workflow including triggers, delays, and actions.
5Export Marketing Emails
Go to Marketing > Email. Note which templates and emails you want to recreate. Export any HTML if needed.

Export Steps

Export checklistHubSpot → Bento

0 of 7 steps complete

Data Transfer

Migration coverageHubSpot → Bento

Transferring data from HubSpot...

Stage 2

Data portability map

Know in advance what imports directly and what may require a rebuild.

SubscribersFull transfer

TagsFull transfer

Custom fieldsFull transfer

AutomationsRebuild in Bento

TemplatesRebuild in Bento

Email historyNot portable

Commerce dataPartial transfer

Stage 3

Validate and cut over

Treat cutover like launch QA. Validate your highest-risk paths first, then move sending traffic.

Send a seed-list test from Bento and verify rendering, links, and tracking.

Compare list and segment counts against HubSpot before your first live send.

Rebuild high-value automations first, then test each trigger path before cutover.

Keep HubSpot running for a short overlap while you monitor deliverability in Bento.

Migration Process

White‑glove migrationETA: 24–48 hours

24-48 hour white-glove migration

Migration

Switching from HubSpot can be done in one focused session

We help you map lists, rebuild key automations, and validate deliverability before cutover so your first week on Bento is smooth.

Your current ESP

Bento

Progress0%

Contacts and attributesPending

Lists and segmentsPending

Templates and flowsPending

Sending setupPending

Migration complete! Ready to send.

Operator Notes

HubSpot to Bento language map

Keep this open while rebuilding flows. It maps terminology and highlights what to do first during migration QA.

HubSpot→Bento

ContactPerson
Individual in your database
ListSegment/Tag
Static lists become tags, active lists become segments
PropertyField
Custom data on contacts
WorkflowAutomation/Flow
Automated processes
Marketing EmailBroadcast
One-time campaign sends
SequenceSequence
Sales email sequences
DealDeal
Sales opportunity
PipelinePipeline
Sales stages
Lifecycle StageTag/Field
Use tags or custom fields for stages

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

Watchouts

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

Keep Exploring

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