Migration Guides → HubSpot CRM

HubSpot CRM → HELIX

Difficulty: easy Time: 1-2 hours Portability: 9/10

Migration Summary

Switch from HubSpot CRM to Helix in about 1-2 hours. Export your data as CSV, import into Helix, set up your services. Run both in parallel for a week, then cancel HubSpot CRM. $20/month → $279 once.

What Transfers

Transfers Fully

✓ Contact records with all properties

✓ Company records

✓ Deal/opportunity records

✓ Notes and activity history

Transfers Partially

~ Email history (subject/date, not full content)

~ Tasks (manual recreation needed)

Needs Rebuilding

✗ Marketing automation sequences

✗ Email templates

✗ Landing pages and forms

✗ Reporting dashboards

Step 1: Export from HubSpot CRM

1

Export Contacts

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

5 minutes ⚠ HubSpot has excellent exports — include custom properties you care about
2

Export Companies (if B2B)

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

3 minutes ⚠ Company-contact associations may need manual linking in Helix
3

Export Deals

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

3 minutes ⚠ Deal stages won't auto-map — use as reference for Helix job stages
4

Document Sequences (if used)

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

15 minutes ⚠ Cascade is simpler than HubSpot sequences — plan simplified versions

Step 2: Import into Helix

1

Import Contacts to Connect

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

10 minutes
2

Migrate Deal Context to Jobs

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

20-30 minutes
3

Build Cascade Sequences

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

30 minutes

First Week Checklist

All checked? Cancel your HubSpot CRM subscription. Download a final backup first.

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.

Common Questions

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.

Get Helix — $279 Once

30-day money-back guarantee. Cancel HubSpot CRM after your first week with Helix.