HubSpot Importer Now Live for All Accounts

TL;DR

The HubSpot importer is out of private beta and available to all accounts. This feature allows users to bring critical CRM data from HubSpot into HighLevel.

Who this affects

This update affects all HighLevel account owners who currently use HubSpot or are considering migrating clients from HubSpot. Agencies managing client migrations will find this tool relevant.

What changed

The HubSpot importer is now live for all HighLevel accounts. It is no longer in private beta.

This importer allows for transferring critical CRM data from HubSpot. Specifically, it supports importing:

• Contacts, including their properties, notes, and emails.
• Deals, including their pipelines and associations.
• Companies.
• Tasks.

Users have control over the import process:

• They can select which specific data types to bring over.
• Options are available for handling duplicate records.
• A preview of record counts is provided before the import is confirmed.

HighLevel has not confirmed any limits or plan gating for this feature. The rollout status is unknown beyond being available to all accounts.

Where to find it

HighLevel has not published the exact location for this feature yet. Based on its function, it will likely be found within the account settings or an integrations section, possibly under a data import utility.

How agencies will use this

An agency onboarding a new client currently using HubSpot can now streamline the data migration. Instead of manual entry or complex CSV exports and imports, the agency can use this direct importer. The process would involve connecting the client's HubSpot account, then selecting contacts, deals, companies, and tasks to migrate. The agency can specify how to handle existing records in HighLevel if any, ensuring data integrity. Before finalizing, the agency can review the number of records for each type to be imported. This reduces manual work and ensures that the client's historical CRM data, including deal stages and contact notes, is accurately reflected in their new HighLevel sub-account.

Our take

This is a major update for agencies. It directly addresses a common pain point: migrating client data from established CRMs. The ability to import contacts, deals, companies, and tasks, with control over data selection and duplicate handling, simplifies client onboarding. This is a significant improvement for agencies looking to move clients from HubSpot to HighLevel efficiently.