Direct HubSpot CRM Data Importer Released by HighLevel

TL;DR

HighLevel now offers a direct HubSpot Importer. This removes the need for manual CSV exports when migrating CRM data. Consider this if you or your clients are moving from HubSpot.

Who this affects

HighLevel has not confirmed who is affected. This is relevant for agency owners and SaaS entrepreneurs who need to migrate CRM data from HubSpot to HighLevel. It is particularly useful for new client onboarding or consolidating systems.

What changed

HighLevel added a direct HubSpot Importer. Users can connect their HubSpot account to HighLevel. Users can migrate CRM data directly from HubSpot into HighLevel. Manual CSV exports are no longer required for HubSpot CRM data migration. The importer supports importing Contacts. The importer supports importing Deals as Opportunities. The importer supports importing Companies. The importer supports importing Contact, Company, and Deal properties as Custom Fields. The importer supports importing Pipelines and stages. The importer supports importing Notes. The importer supports importing Emails. The importer supports importing Tasks. The importer supports importing Supported associations. Import will continue running in the background. Import History table tracks progress and reviews completed imports. Import results can be viewed for successful, skipped, failed, and warning totals. Import results can be reviewed by object or individual record. Import records can be filtered by object and status. Error messages are provided for imports. Import results can be downloaded as a CSV. Existing matching records are not overwritten by the import. Imported HubSpot emails are read-only. Deals require associated contacts to be imported as Opportunities. HighLevel has not confirmed any limits or plan gating. HighLevel has not confirmed the rollout status.

Where to find it

Contacts, Companies, or Opportunities > Import > Connect HubSpot

How agencies will use this

An agency onboarding a new client currently using HubSpot for their CRM can now directly pull contacts, deals (as opportunities), companies, notes, emails, and tasks into HighLevel. This eliminates the time-consuming process of exporting multiple CSVs from HubSpot, cleaning them, and then importing them into HighLevel. The agency can initiate the import and monitor its progress without needing to stay on the page.

Our take

This is a major update. The ability to directly import CRM data from HubSpot significantly streamlines the onboarding of clients currently on HubSpot. This removes a common friction point and a lot of manual work for agencies.