How to migrate from HubSpot to VODOO CRM

To move from HubSpot to VODOO CRM, export your contacts from HubSpot as a CSV file, then import them into VODOO CRM: the wizard recognizes HubSpot exports and maps the columns in one click. Then recreate your pipeline stages, your sequences in the workflow editor and your booking page, and connect your channels. The migration usually takes less than an hour.

Before you start

  • HubSpot access that lets you export your contacts.
  • The list of your HubSpot sales pipeline stages and follow-up sequences.
  • A VODOO CRM account, and Twilio if you also send texts.

Steps

  1. 1

    Export your contacts from HubSpot

    In HubSpot, export your contacts view as a CSV file, with the useful columns: first name, last name, email, phone, company and source.

  2. 2

    Import them with the HubSpot mapping

    In VODOO CRM, open Contacts › “Import”, drop the file, then pick HubSpot under “CRM preset”: First Name, Last Name, Email, Phone Number, Company Name and Lead Source land in the right fields. Map any tags column by hand.

  3. 3

    Check and run the import

    Check the preview of the first 10 rows, tick the consent box only for contacts who agreed to your marketing messages, then import. Fix and re-import any rejected rows.

  4. 4

    Rebuild your pipeline

    In Pipeline, start from the standard template (New Lead, Qualified, Appointment Booked, Proposal Sent, Negotiation, Won, Lost) or an empty pipeline, rename the stages to match HubSpot, then recreate your open deals.

  5. 5

    Recreate your sequences as workflows

    In Workflows, rebuild each HubSpot sequence: a trigger (form submitted, tag added, pipeline stage…), then your emails, waits, conditions, texts and tasks. Test them on your own record before activating them.

  6. 6

    Connect your channels and calendar

    Choose your email sender name, connect Twilio for texts and Stripe for payments, and replace your HubSpot meetings link with your VODOO CRM booking page.

Good to know

  • Import a small test file first to check the column mapping.
  • Tag your contacts as you import them (customer, prospect…) to find your HubSpot lists again.
  • Migration by our team is available as a paid option, on quote: contact@vodoocrm.com.

Plans

Every plan for contacts, pipeline and workflows; funnels and Stripe payments from Standard. See pricing

See the feature: CRM and contacts

Frequently asked questions

How long does the migration take?

Usually less than an hour for contacts, pipeline and a few sequences. Migration by our team is available as a paid option, on quote.

Are my HubSpot deals imported?

The CSV import covers contacts. Your open deals are recreated in the pipeline, from the contact record or “New Deal”.

Are my HubSpot sequences carried over?

They are rebuilt in the visual workflow editor, with the same flow: emails, waits, conditions, texts and tasks.

How much does VODOO CRM cost compared with HubSpot?

VODOO CRM starts at $29/month, users included, with workflows from the first plan. The detailed comparison is on the “HubSpot alternative” page.

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