New HubSpot Importer for HighLevel CRM

TL;DR

HighLevel released a HubSpot importer. It brings over core CRM data and structure. Agencies who want to move clients from HubSpot can use this tool.

Who this affects

This directly affects agencies onboarding new clients from HubSpot. It also impacts agencies with existing clients on HubSpot looking to migrate. HighLevel has not confirmed if there are any plan level or sub-account specific limitations.

What changed

HighLevel now offers a direct HubSpot importer. This tool allows users to connect their HubSpot account. It transfers contacts, companies, deals, and pipelines. Custom fields, emails, notes, and tasks are also included in the import. The importer is designed to retain the original CRM structure from HubSpot. Users can select specific data to bring over. An import report is provided to show what successfully transferred and what items might need further attention. HighLevel has not confirmed the rollout status, limits, or plan gating for this feature.

Where to find it

HighLevel has not published the exact location for this feature yet. Based on similar tools, it will likely be found within the agency or sub-account settings, possibly under a new 'Imports' or 'Integrations' section related to CRM data management.

How agencies will use this

An agency can now pitch HubSpot clients more aggressively. When closing a deal with a new client currently using HubSpot, the agency can leverage this importer. The agency will connect the client's HubSpot account via the tool. They will then select all relevant data: contacts, companies, deals, and custom fields. This will populate the client's HighLevel sub-account with their existing CRM data, including historical notes and tasks. This minimizes manual data entry and ensures continuity for the client's sales and marketing processes, allowing the agency to quickly configure HighLevel workflows and campaigns on existing data.

Our take

This is a major update. Moving clients off other CRMs has historically been a manual process or required third-party tools. A direct, structured importer for a major competitor like HubSpot reduces friction significantly. This should speed up onboarding for agencies bringing on HubSpot clients. It makes HighLevel a more attractive alternative for businesses currently using HubSpot for their CRM.