HubSpot CRM → HELIX

Dificultad: fácil Tiempo: 1-2 horas

Resumen

Puedes cambiar de HubSpot CRM a Helix en 1-2 horas. Exporta tus datos como CSV, impórtalos a Helix, configura tus servicios. Usa ambos en paralelo una semana y cancela HubSpot CRM cuando estés seguro. $299 una vez reemplaza tu suscripción de HubSpot CRM para siempre.

Paso 1: Exportar de HubSpot CRM

Export Contacts

Contacts → Select all → Export → Choose CSV. Select all properties you want to keep.

Export Companies (if B2B)

Companies → Select all → Export. Captures company records if you use them.

Export Deals

Sales → Deals → Export. Captures your pipeline and opportunity values.

Document Sequences (if used)

Automation → Sequences. Screenshot or document any automated email sequences you want to recreate in Helix Cascade.

Paso 2: Importar a Helix

Import Contacts to Connect

Helix Connect → Import → Upload HubSpot contact export. Map core fields, skip HubSpot-specific properties.

Migrate Deal Context to Jobs

For active opportunities, create Jobs in Helix with relevant context from your HubSpot deals.

Build Cascade Sequences

Recreate your most important HubSpot sequences in Helix Cascade. Start with post-job follow-up.

HubSpot is the gold standard for marketing CRM. You probably landed on HubSpot because it was free and 'professional.' But service businesses don't need marketing automation — they need operational automation. That's the shift: HubSpot helps you get leads, Helix helps you serve them.

Preguntas Frecuentes

Should I keep HubSpot Free alongside Helix?

Maybe. If you rely heavily on email marketing, forms, and landing pages, HubSpot Free still does those well. Helix handles CRM, scheduling, jobs, and invoicing better for service businesses. Some contractors run both — HubSpot for marketing, Helix for operations.

What about HubSpot forms on my website?

HubSpot form embeds will still work on Free plan. Leads come into HubSpot, you manually add them to Helix Connect. Or replace with simple contact forms that email you directly.

Is Helix Connect as powerful as HubSpot CRM?

No, and intentionally so. HubSpot is built for marketing and sales teams. Helix Connect is built for service operators who need customer context, not lead scoring. If you need advanced CRM, keep HubSpot. If you need 'who is this customer and what have we done for them,' Helix Connect is perfect.

Obtener Helix — $299

Cancela HubSpot CRM después de tu primera semana con Helix.