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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.

complexmigrationVaries by record volume, workflows, forms, integrations, reports, and HubSpot product scope3 core transfers ready
G2 LeaderCapterra ShortlistSOC-2 Compliant

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

  1. 1Audit HubSpot assets

    List the CRM objects, properties, segments, workflows, forms, templates, reports, integrations, domains, and scheduled sends your teams still use.

  2. 2Export CRM records

    Open the relevant CRM record view, choose Export, select CSV or another supported format, and include the properties and associations required for migration.

  3. 3Export segments and properties

    Export the members of each important segment and export CRM property definitions so the team can map static membership and dynamic criteria into Bento.

  4. 4Document workflows

    Go to Automation > Workflows, export the workflow table, and export individual workflows as PNG images before rebuilding their triggers, branches, delays, and actions.

  5. 5Export marketing email data

    Go to Marketing > Email and export overall performance data. Export recipient-level events for the campaigns whose delivery, click, unsubscribe, or bounce history must remain available.

Export Steps
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Preview
Export checklistVaries by record volume, workflows, forms, integrations, reports, and HubSpot product scope
1
Audit HubSpot assetsIn progress

List the CRM objects, properties, segments, workflows, forms, templates, reports, integrations, domains, and scheduled sends your teams still use.

2
Export CRM recordsUp next
3
Export segments and propertiesUp next
Data Transfer
/
Preview
Migration coverageHubSpotBento
Subscribers
24,180 contacts
Syncing
Tags
312 tags
Queued
Custom Fields
48 fields
Queued
Automations
14 flows
Queued
Templates
36 templates
Queued
Commerce Data
8,421 events
Queued
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
/
Preview
White-glove migrationETA 24–48 hours
Contacts & Tags
24,492 contacts
Transferring
Custom Fields
48 fields
Queued
Automations
14 flows
Queued

White-glove 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.

Current ESP
Bento

Migration coverage

Bring your whole sending setup with you.

25% mapped
Contacts and attributes
Lists and segments
Templates and flows
Sending setup

<1 day

Typical switch window

1:1

Migration support

Zero

Forced add-ons

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.

HubSpotBento
  • 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

  • Use the migration to retire workflows and reports that no team owns
  • Plan tags and segments before importing instead of copying every legacy audience
  • Keep HubSpot available until records, suppressions, forms, workflows, and reports are verified
  • Assign one sender to each audience and message type during the transition

Watchouts

  • Workflow exports do not include performance, history, or the emails used inside workflows
  • Paid HubSpot forms lose paid features after account deactivation and may need replacement
  • Sales, service, content, data, and revenue dependencies require separate migration decisions
  • Historical HubSpot reporting does not automatically become Bento reporting

Keep Exploring

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Ready to leave HubSpot?

Move with confidence: export cleanly, import safely, and launch on Bento with migration support from our team.