Constant Contact to

HubSpot Migration

Without Losing Data

Move from Constant Contact to HubSpot with a structured migration that preserves your contacts, lists, and engagement history - and graduates your team from email broadcasts to a full marketing platform with real automation, CRM, and reporting.

Trusted by 50+ healthcare organizations

Constant Contact to to HubSpot Migration

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

Constant Contact to HubSpot?

These are patterns we see in nearly every Constant Contact account once a marketing team grows beyond newsletter broadcasts.

Email-First, Automation Catching Up

Constant Contact's strength is sending well-designed broadcasts. Multi-step nurtures, branching journeys, and lifecycle automation work, but they feel like additions to an email tool rather than the core of a marketing automation platform.

Limited CRM and Lifecycle Functionality

Constant Contact's contact management is fine for email lists. Real CRM features - deal pipelines, lead scoring, sales sequences, lifecycle stages - are either missing or shallow. Most growing teams add a separate CRM and reconcile the data manually.

Reporting Stays at Email Performance

Open rates, click rates, bounce rates, list growth - all there. Revenue attribution, pipeline impact, multi-touch reporting, source-by-source conversion - not part of the product. RevOps lives in Excel.

SharpSpring Acquisition Hasn't Unified the Platform

Constant Contact acquired SharpSpring in 2021 to add marketing automation depth. Years later, the two products remain somewhat separate experiences. Customers on Constant Contact Lead Gen + CRM still feel the seams.

Outgrown When You Need a Real Marketing Engine

Constant Contact fits SMBs that need reliable email. The friction starts when you want lead scoring, account-based marketing, lifecycle workflows, attribution, and a CRM that's part of the same platform. The tier structure stretches before it bends.

The Real Cost: Email Plus Three Other Tools

Constant Contact's pricing looks reasonable, but most teams running it also pay for a CRM, a marketing automation layer (often SharpSpring or HubSpot Marketing Free), and an analytics tool. Total stack cost usually exceeds HubSpot's Marketing Hub - without the unification.

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.

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The SOLUTION

What We Migrate from Constant Contact

(Core Data & Assets)

Most migrations move active subscribers and break the engagement history. We migrate the full depth of your Constant Contact account - contacts, lists, segments, templates, automation paths, and the engagement data that explains every contact's status.

Contacts, Subscribers & Segments
- All contacts with full subscription status - active, unsubscribed, removed, did not confirm
- Lists and List membership translated to HubSpot Lists and properties
- Segments and segment criteria translated to HubSpot Active Lists
- Tags applied across years of campaigns consolidated into properties
- Engagement history - opens, clicks, bounces, replies, forwards
- Custom fields and contact properties unified into HubSpot
- Contact source attribution and signup origin
Campaigns, Journeys & Automation
- Automation Paths rebuilt as HubSpot Workflows
- Welcome series, drip campaigns, and triggered emails translated to HubSpot Sequences and Workflows
- Email broadcasts and broadcast history preserved
- RSS-to-email automations rebuilt
- Birthday and anniversary campaigns translated to date-based HubSpot Workflows
- SharpSpring-side automations (if you're on Lead Gen + CRM) migrated to HubSpot Workflows
- Resend-to-non-openers logic rebuilt natively
Templates, Forms & Landing Pages
- Email templates rebuilt as HubSpot drag-and-drop email templates
- Branded email designs preserved across template library
- Sign-up forms rebuilt as HubSpot Forms
- Landing pages rebuilt in HubSpot CMS
- Brand kit - logos, colors, fonts - migrated into HubSpot's brand settings
- Event registration forms rebuilt as HubSpot Forms with HubSpot Meetings integration
- Survey forms and Polls rebuilt as HubSpot Forms or Customer Feedback
Integrations & Connected Tools
- Shopify, WooCommerce, and other e-commerce integrations rebuilt against HubSpot
- Eventbrite and event-platform integrations reconnected
- WordPress plugin replaced with HubSpot's WordPress integration or HubSpot CMS
- Salesforce, Microsoft Dynamics, and other CRM sync rebuilt against HubSpot CRM
- Zapier and Make zaps rebuilt against HubSpot's native triggers
- Social posting tools - Facebook, Instagram, LinkedIn reconnected to HubSpot Social
- Custom SharpSpring integrations (if applicable) reviewed and rebuilt

BENEFITS

Benefits of Migrating

From Constant Contact to HubSpot

When you've outgrown email-first marketing, the right move is a platform built for the full marketing motion - not a deeper Constant Contact tier or a stitched-together set of tools.

Real Marketing Automation, Not Layered Add-Ons

HubSpot Workflows handle multi-step nurtures, conditional branching, multi-object logic, and webhook actions - natively. The kind of automation Constant Contact requires SharpSpring (or another platform) to deliver.

CRM In the Same Platform

HubSpot CRM is free and unlimited. Contacts, deals, companies, sales sequences, and service tickets - all on the same database as your email marketing. No reconciliation, no sync errors, no duplicate billing.

Lifecycle Marketing Done Right

Lifecycle stages, lead scoring, MQL/SQL transitions, and account-based marketing - all native, all tied to engagement data, all visible to sales in real time.

Reporting That Connects to Revenue

Multi-touch attribution, source-by-source conversion, pipeline velocity, and revenue forecasting - native HubSpot dashboards that Constant Contact never delivered.

One Platform, One Bill, One Source of Truth

Constant Contact plus SharpSpring plus a separate CRM plus an analytics tool becomes one HubSpot Marketing Hub portal. Usually lower total cost, always less reconciliation.

Email Deliverability You Can Trust

HubSpot's email infrastructure has industry-leading deliverability. Migrating your sending domain typically improves inbox placement within 30 days, with full reporting visibility.

our process

Our Constant Contact 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 Constant Contact account and any SharpSpring or third-party tools running alongside it.

Full Constant Contact audit - Contacts, Lists, Automation Paths, Templates
SharpSpring audit if applicable
Tag and segment inventory and consolidation strategy
Integration and connected tool review

Step 2.

System Build & Data Preparation

We configure HubSpot and clean your Constant Contact data in parallel.

HubSpot Marketing Hub set up - properties, lists, lifecycle stages, workflows
Constant Contact data exported via API
Tags consolidated into HubSpot properties
Email templates rebuilt in HubSpot's email editor

Step 3.

Migration with Validation

We transfer data in batches with QA after every step.

Contacts and engagement history migrated
Automation Paths rebuilt as HubSpot Workflows in staging
Landing pages and forms recreated in HubSpot
Your team validates each batch before the next

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync from Constant Contact
Constant Contact kept as read-only backup
Email sending fully migrated to HubSpot infrastructure
Sender domain authentication transferred

Step 5.

Training & Support

We train your team and stay close after launch.

Role-based training for marketers and operators
Walkthroughs on your real HubSpot setup
Reference guides - Automation Paths to Workflows, Lists to Lists
Post-migration support window

THE DIFFERENCE

From Constant Contact Complexity to

HubSpot Clarity

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

	What Was in Constant Contact	What We Build in HubSpot
Automation	Automation Paths for triggered emails - strong on broadcasts, limited on multi-step lifecycle logic	HubSpot Workflows with multi-object automation, conditional branching, delays, and webhook actions
Segmentation	Lists and Segments with tag-based criteria built up over years	Clean properties - lifecycle stage, lead status, persona - with consolidated Active Lists
CRM	Contact management only - separate CRM (or SharpSpring) required for deals and pipelines	Native CRM with deals, pipelines, sequences, and service hub on the same contact record
Reporting	Email performance reports - opens, clicks, bounces - with limited revenue attribution	Multi-touch attribution, pipeline velocity, source conversion, and revenue forecasting
Platform	Constant Contact + SharpSpring + separate CRM + analytics tool stacked together	One platform across marketing, sales, service, and CMS - one database, one bill

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

Full Constant Contact export via API. Every contact, list membership, tag application, and engagement record verified on both sides.

Tag Sprawl Resolved

Years of tag layering are consolidated into a clean property and list structure during migration. Reporting becomes obvious instead of archaeological.

SharpSpring Data Folded In

If you're on Constant Contact Lead Gen + CRM (powered by SharpSpring), we fold the SharpSpring automation, deals, and lead scoring into HubSpot - one platform instead of two.

Email Deliverability Improved

Migrating sender domains to HubSpot's infrastructure typically improves inbox placement within 30 days, with full reporting visibility from day one.

Automation Paths Rebuilt Natively

Every active Automation Path is rebuilt as a HubSpot Workflow with the same outcomes - but with multi-object logic and conditional branching Constant Contact couldn't deliver.

Fast Team Adoption

Marketers move from a tier-based email tool to a full marketing platform without a steep curve. Adoption is typically immediate.

FAQ

Questions You Might Have

Can you migrate both Constant Contact (Standard) and Constant Contact Lead Gen + CRM (powered by SharpSpring)?

Yes. Standard accounts migrate the contacts, lists, automations, and templates. Lead Gen + CRM migrations also include the SharpSpring-side automation, deal pipelines, lead scoring, and CRM data - all unified into HubSpot.

What happens to our Automation Paths?

Every active Automation Path is rebuilt as a HubSpot Workflow. The same triggers, conditions, and emails - but with multi-object logic, conditional branching, and webhook actions that Constant Contact doesn't deliver.

Can you migrate our tags?

Yes, but we usually consolidate them. Years of tag layering become a cleaner set of HubSpot properties, lifecycle stages, and lists - easier to maintain and more useful for segmentation.

Will we lose any engagement history?

No. Every open, click, bounce, and unsubscribe migrates with the contact record. Engagement timelines remain intact.

What about our email templates?

Email templates rebuild in HubSpot's drag-and-drop email editor. Your brand design - fonts, colors, layouts - is preserved. Most teams find HubSpot's templates easier to maintain than Constant Contact's.

How long does a Constant Contact to HubSpot migration take?

Most Constant Contact migrations run 6 to 9 weeks. Migrations that include SharpSpring data and significant automation paths can take up to 11 weeks.

Is there any downtime during cutover?

No. Constant Contact stays live during preparation. Sender domain cutover is scheduled outside business hours with deliverability monitoring.

Will our Shopify or WooCommerce integration keep working?

Yes. HubSpot has native integrations for Shopify, WooCommerce, and most major e-commerce platforms. Order history and customer data sync cleanly.

What about our event registration forms?

Constant Contact event registration forms are rebuilt as HubSpot Forms, with HubSpot Meetings integration for scheduling and HubSpot Workflows for confirmation and reminder emails.

Do we need to clean our Constant Contact data first?

No. Tag consolidation, contact deduplication, and list standardization are all 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

Constant Contact to HubSpot Migration Without Losing Data

Why Migrate from Constant Contact to HubSpot?

Email-First, Automation Catching Up

Limited CRM and Lifecycle Functionality

Reporting Stays at Email Performance

SharpSpring Acquisition Hasn't Unified the Platform

Outgrown When You Need a Real Marketing Engine

The Real Cost: Email Plus Three Other Tools

What We Migrate from Constant Contact (Core Data & Assets)

Contacts, Subscribers & Segments

Campaigns, Journeys & Automation

Templates, Forms & Landing Pages

Integrations & Connected Tools

Benefits of Migrating From Constant Contact to HubSpot

Real Marketing Automation, Not Layered Add-Ons

CRM In the Same Platform

Lifecycle Marketing Done Right

Reporting That Connects to Revenue

One Platform, One Bill, One Source of Truth

Email Deliverability You Can Trust

Our Constant Contact to HubSpot Migration Process

Discovery & Mapping

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From Constant Contact Complexity to HubSpot Clarity

What Was in Constant Contact

What We Build in HubSpot

Automation

Segmentation

CRM

Reporting

Platform

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

Tag Sprawl Resolved

SharpSpring Data Folded In

Email Deliverability Improved

Automation Paths Rebuilt Natively

Fast Team Adoption

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