Close CRM to

HubSpot Migration

Without Losing Data

Move from Close to HubSpot with a structured migration that preserves your call history, Sequences, and Smart Views - then adds the marketing automation, service tools, and cross-team reporting that Close's inside-sales focus was never built to deliver.

Trusted by 50+ healthcare organizations

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

Close CRM to HubSpot?

Close is excellent at inside sales. These are the patterns we see when teams have grown beyond pure outbound calling.

Close Is a Sales-Only CRM

Close was built for inside sales teams - calling, emailing, and closing. Marketing automation, service tickets, and cross-team workflows aren't part of the product. You end up bolting on multiple tools.

No Native Service Module

Once deals close, customer support lives somewhere else. Support agents don't see deal context. Sales doesn't see support tickets. The handoff is manual every time.

Marketing Is Outsourced to Other Tools

Email blasts, landing pages, forms, and lead nurture all happen outside Close - typically in Mailchimp, ActiveCampaign, or another platform. Each contact lives in two systems.

Reporting Is Activity-First, Not Revenue-First

Close's reporting is strong on call activity, dial counts, and rep performance. It's thin on attribution, multi-channel revenue, and marketing-influenced pipeline.

Customization Hits a Ceiling

Custom Activities, custom fields, and Smart Views work well at small scale. As you grow, the lack of true Custom Objects, complex workflows, and advanced segmentation becomes a limitation.

The Real Cost: A Sales Tool Pretending to Be a Customer System

Close handles outbound calling beautifully. But by the time you've added a marketing automation platform, a help desk, a reporting tool, and Zapier to connect everything, you're paying for four products to do what HubSpot does in one - and your reps still copy-paste between systems.

Hubspot Users

How Many Businesses Are Moving to HubSpot?

The amount is a lot in the last 12 years. It is very obvious why businesses are moving or migrating.  

HubSpot offers an easy to use high growth & fast deploy CRM platform that build for scale. You’ll find everything you need to run your business.

Request a Quote

The SOLUTION

What We Migrate from Close CRM

(Core Data & Assets)

We migrate the full depth of your Close account plus the marketing and service tools sitting alongside it.

CRM Records / Core Records
- Leads with full contact and opportunity data
- Contacts and their associated leads
- Opportunities with status, value, and stage history
- Activities - calls (with recordings), emails, SMS, notes, tasks
- Call recordings linked to contact records where storage allows
- Custom Activities and their fields
- Tasks, reminders, and follow-up schedules
Automation
- Sequences rebuilt as HubSpot Sequences
- Workflows for lead routing and assignment
- SMS template logic (migrated to HubSpot or kept in Close-style tool)
- Email template libraries
- Bulk action and macro logic
- Power Dialer call routing rules
- Task automation and reminder rules
Structure & Setup
- Custom Lead and Contact fields
- Opportunity pipelines and statuses
- Smart Views translated into HubSpot saved views and lists
- Custom Activities mapped to HubSpot engagements or custom objects
- User roles, teams, and permission settings
- Group assignments and territory rules
- Reporting dashboards
Integrations
- Gmail, Outlook, and calendar integration
- Marketing tools (Mailchimp, ActiveCampaign, etc.) merged into Marketing Hub
- Support tools merged into Service Hub
- Phone systems - call data and recordings preserved
- Slack and team messaging
- QuickBooks, Stripe, or other finance tools
- Zapier flows rebuilt or replaced with native HubSpot automation

BENEFITS

Benefits of Migrating

From Close CRM to HubSpot

Close gave you a great calling motion. HubSpot gives you a full customer system around it.

Real Marketing Automation

Landing pages, forms, email nurture, attribution, and ad tracking - natively built into the platform your sales team already uses.

Service After the Sale

Tickets, knowledge base, live chat, and customer feedback inside the same CRM. Support sees the sales context. Sales sees the support history.

Cross-Team Reporting

Pipeline source, multi-touch attribution, revenue by channel, marketing-influenced deals - reporting that crosses sales, marketing, and service in one platform.

True Custom Objects

HubSpot Custom Objects let you model your business - subscriptions, accounts, projects, partners - in ways Close's custom fields never could.

Automation That Scales

HubSpot Workflows handle branching, multi-step delays, conditions, and external triggers. Most teams replace half their Zapier flows with native logic.

Calling Still Works

HubSpot's calling features handle most inside sales motions. For high-volume dialing teams, integrations with Aircall, JustCall, and Kixie keep the dialer experience and add full CRM context.

our process

Our Close CRM to HubSpot

Migration Process

A clear, step-by-step execution plan with full visibility at every stage. No black boxes, no unexpected issues during migration.

Step 1.

Discovery & Mapping

We audit your Close account and the surrounding tools.

Full Close audit - Leads, Custom Activities, Sequences, Smart Views
Field-level migration map
Marketing and service tools inventoried
Risks identified upfront

Step 2.

System Build & Data Preparation

We configure HubSpot and prepare your Close data.

HubSpot portal set up - properties, pipelines, teams
Close data exported via API
Duplicates removed across systems
Test migration on a sample dataset

Step 3.

Migration with Validation

We transfer data in batches with QA at every step.

Leads, then Contacts, then Opportunities migrated in dependency order
Activities including call recordings preserved
Sequences rebuilt as HubSpot Sequences in staging
Your team validates each batch

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync from Close
Close kept as read-only backup
Team starts working in HubSpot the next morning
Cutover scheduled around your hours

Step 5.

Training & Support

We train your team and stay close post-migration.

Close-to-HubSpot terminology guide
Role-based training for inside sales, marketers, and support
Walkthroughs built on your actual setup
Post-migration support window

THE DIFFERENCE

From Close CRM Complexity to

HubSpot Clarity

The worst outcome of a migration is ending up with a HubSpot system that still feels like Close CRM. We use the migration as an opportunity to simplify, restructure, and improve how your CRM actually works.

	What Was in Close CRM	What We Build in HubSpot
Workflows	Close Workflows - solid for sales sequences, limited for cross-team logic	Native HubSpot Workflows for sales, marketing, and service on one data model
Sequences	Close Sequences - strong, especially for email and SMS	HubSpot Sequences tied to marketing engagement and full contact history
Pipelines	Opportunity pipelines work well, but limited custom object support	Multiple pipelines plus Custom Objects for subscriptions, accounts, or projects
Reporting	Activity-first dashboards - strong on calls and dials, weak on revenue attribution	Cross-team dashboards covering pipeline, marketing source, attribution, and revenue
Scoring	Typically nonexistent or hand-maintained in Smart Views	HubSpot predictive or rule-based scoring tied to marketing and sales activity

David Jenyns

Creator of SYSTEMology®

Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales.

Faster time to value with
unified data

60%

Personalized experience have
increased stats.

10,000+

Joe Liffrig

Technology Product Leader at Cornerstone Licensing

HubXpert delivered what we needed. Their team migrated our CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a smooth transition with no disruption. The migration was organized, accurate, and focused on data integrity.

CRM Records Migrated

33,638+

Data Accuracy Maintained

100%

Liselotte Leijten-Deppenbroek

Chief Operating Officer

HubXpert successfully migrated over 200,000+ support tickets from Trengo to HubSpot Service Hub, delivering a seamless transition, improved automation, and a scalable customer support operation.

Support tickets migrated

200,000+

Service pipelines & automations implemented

65+

CHALLENGES

Common Migration Challenges (And How We Solve Them)

Migration issues don't come from the transfer itself. They come from poor planning, bad mapping, and no validation. We fix these before they become problems.

Zero Data Loss

Every Lead, Contact, Opportunity, and Activity migrates with full history. Call recordings preserved where storage allows.

Sequences Rebuilt Natively

Close Sequences rebuilt as HubSpot Sequences. Email and SMS cadences preserved. Branching and conditions added where Close didn't support them.

Calling Motion Preserved

For high-volume dialing teams, we integrate Aircall, JustCall, or Kixie with HubSpot so the dialer experience stays familiar while CRM context becomes richer.

Multi-Tool Consolidation

Marketing tool moves into Marketing Hub. The support tool moves into the Service Hub. One contact record across the customer lifecycle.

No Downtime

Both systems run in parallel until cutover. Your team is never locked out.

Fast Team Adoption

Inside sales reps adapt to HubSpot quickly - the activity-centric model is similar. Training is fast.

FAQ

Questions You Might Have

Can you migrate Close Leads, Contacts, and Opportunities?

Yes. Close Leads map to HubSpot Companies, Contacts to Contacts, and Opportunities to Deals - with full Activity history preserved including calls, emails, SMS, notes, and tasks.

What happens to Close Sequences?

Every Sequence is rebuilt as a HubSpot Sequence. Email cadences, follow-up logic, and step timing are preserved. Branching and conditions that Close didn't support can be added during the rebuild.

Can call recordings be migrated?

Call recording links are preserved on contact timelines. For recordings stored within Close, we migrate them to HubSpot storage or to your call provider's storage based on your retention preferences.

What about our SMS history?

SMS activity from Close is preserved as engagements on HubSpot contact timelines. For ongoing SMS, we integrate with HubSpot-compatible SMS providers.

Will Smart Views carry over?

Yes. Smart Views are rebuilt as HubSpot saved views and active lists, with the same filter logic and team visibility.

Can we keep our high-volume dialing motion?

Yes. For teams doing 100+ dials per day per rep, we integrate Aircall, JustCall, or Kixie with HubSpot. The dialer experience stays familiar, and CRM context becomes richer.

How long does a Close to HubSpot migration take?

Most Close migrations run 5 to 8 weeks. CRM-only migrations finish in 3 to 4 weeks. Adding marketing and service consolidation extends to 6 to 10 weeks.

Is there any downtime?

No. Close stays live until cutover. Both systems run in parallel during migration.

Will our marketing tool be migrated at the same time?

Yes, in most cases. Mailchimp, ActiveCampaign, or whatever you're using for marketing typically moves into HubSpot Marketing Hub alongside the CRM migration.

Do we need to clean our Close data first?

No. Deduplication and cleanup are part of the migration process.

BOOK CONSULTATION

Make Your Decision

We make everything else easy

With 5+ years of industry experience, 150+ successful projects, and a 98% client satisfaction rate, we've built deep migration expertise across every major CRM, CMS, marketing, and helpdesk platform. Our team has helped 20+ retainer clients personalize their HubSpot setup post-migration, so you don't just inherit a copy of your old system - you launch on a CRM that actually fits how your business runs.

Takes 30 minutes

Delivered by certified HubSpot expert

Close CRM to HubSpot Migration Without Losing Data

Why Migrate from Close CRM to HubSpot?

Close Is a Sales-Only CRM

No Native Service Module

Marketing Is Outsourced to Other Tools

Reporting Is Activity-First, Not Revenue-First

Customization Hits a Ceiling

The Real Cost: A Sales Tool Pretending to Be a Customer System

What We Migrate from Close CRM (Core Data & Assets)

CRM Records / Core Records

Automation

Structure & Setup

Integrations

Benefits of Migrating From Close CRM to HubSpot

Real Marketing Automation

Service After the Sale

Cross-Team Reporting

True Custom Objects

Automation That Scales

Calling Still Works

Our Close CRM to HubSpot Migration Process

Discovery & Mapping

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From Close CRM Complexity to HubSpot Clarity

What Was in Close CRM

What We Build in HubSpot

Workflows

Sequences

Pipelines

Reporting

Scoring

Our Clients

David Jenyns

Working with Ratul was a game-changer for us. His expertise and dedication significantly improved our marketing strategies and CRM implementation, leading to noticeable growth in our customer engagement and sales.

Joe Liffrig

HubXpert delivered what we needed. Their team migrated our CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a smooth transition with no disruption. The migration was organized, accurate, and focused on data integrity.

Liselotte Leijten-Deppenbroek

HubXpert successfully migrated over 200,000+ support tickets from Trengo to HubSpot Service Hub, delivering a seamless transition, improved automation, and a scalable customer support operation.

Common Migration Challenges (And How We Solve Them)

Zero Data Loss

Sequences Rebuilt Natively

Calling Motion Preserved

Multi-Tool Consolidation

No Downtime

Fast Team Adoption

Other Migration to HubSpot We Offer

Act! CRM

ActiveCampaign

Adobe Experience Manager

Agile CRM

Apollo.io

BigCommerce

Bitrix24

Brevo

Campaign Monitor

Close CRM

Constant Contact

Contentful

ConvertKit

Copper CRM

CSV Files

Custom CRM

Drift

Drip

Drupal

Eloqua

FileMaker Pro

Freshdesk

Freshsales

GetResponse

Ghost

GoHighLevel

Google Sheets

Gorgias

Groove by Clari

Help Scout

HubSpot Agency Client Handoff