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Migrate from HubSpot to Bento

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

🟠complex Migration⏱️ 4-8 hours

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 icon

Contacts & Segments

All your subscribers, tags, and custom fields transfer seamlessly.

Email History icon

Email History

Email history transfers partially based on platform limitations.

Commerce Data icon

Commerce Data

Commerce data may require reconnection to your store.

Data Transfer
Migration coverageHubSpot → Bento
Subscribers
Tags
Custom Fields
Automations
Templates
Commerce Data
Data migration coverage from HubSpot

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.

Export Steps
Export checklistHubSpot → Bento
1
Log in to HubSpot
2
Export All Contacts
3
Export by List
7 steps total

WHY SWITCH

Why migrate from HubSpot?

Here's why teams are making the switch to Bento.

Reason 1 icon

Reason 1

No seat-based pricing. Add your entire team without paying per user.

Reason 2 icon

Reason 2

All features included. No Marketing Hub, Sales Hub, Service Hub confusion.

Reason 3 icon

Reason 3

Simpler, faster implementation. Get started in hours, not months.

Why Switch to Bento
Switch in weeks, not monthsMigration + support included
HubSpot logo
Bento
Unlimited emails
All features included
30% faster setup
Why teams are switching to Bento

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.

Contact
Person

Individual in your database

List
Segment/Tag

Static lists become tags, active lists become segments

Property
Field

Custom data on contacts

Workflow
Automation/Flow

Automated processes

Marketing Email
Broadcast

One-time campaign sends

Sequence
Sequence

Sales email sequences

Deal
Deal

Sales opportunity

Pipeline
Pipeline

Sales stages

Lifecycle Stage
Tag/Field

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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Other Migration Guides

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