ConvertKit (Kit) to

HubSpot Migration

Without Losing Data

Move from ConvertKit (now Kit) to HubSpot with a structured migration that preserves your subscribers, tags, sequences, and creator history - and graduates your business from a creator-focused tool into a full marketing platform that scales with B2B and product-led growth.

Trusted by 50+ healthcare organizations

ConvertKit (Kit) to to HubSpot Migration

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

ConvertKit (Kit) to HubSpot?

These are patterns we see in nearly every ConvertKit account once a business outgrows the creator playbook.

Built for Creators, Strained for B2B

ConvertKit was designed around the creator economy - newsletters, courses, podcasts, digital products. When your business shifts toward B2B sales motion, account hierarchies, or product-led growth, the platform's data model fights you.

Tag and Sequence Architecture Hits Limits

Tags and sequences are powerful for content marketing. They become unwieldy when you need multi-step lifecycle workflows, account-based campaigns, or conditional logic that depends on deal stage or company-level data.

No Real CRM

ConvertKit's subscriber records work for email. They aren't a CRM. Deals, pipelines, accounts, sales sequences, and service tickets all live somewhere else - usually in HubSpot, Pipedrive, or Salesforce - and the sync logic is a Zapier-shaped maintenance project.

Visual Automations Lack Multi-Object Depth

ConvertKit's visual automation builder handles linear flows and basic branching well. Multi-object automation (workflows that touch a subscriber and a deal and a company in one path) doesn't fit the model.

Brand Transition Adds Uncertainty

ConvertKit rebranded to Kit in 2024. Brand transitions create questions about roadmap direction, pricing structure, and product priorities - questions that growing businesses don't want hanging over their marketing stack.

The Real Cost: A Creator Tool Plus a Real CRM Plus More

ConvertKit's per-subscriber pricing looks affordable, but most teams running it also pay for a separate CRM, a separate analytics tool, a separate forms or landing page builder, and a Zapier subscription to glue it all together. HubSpot's Marketing Hub usually delivers more for less, and folds CRM in for free.

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 ConvertKit (Kit)

(Core Data & Assets)

Most migrations move subscribers and break the sequence history. We migrate the full depth of your ConvertKit account - subscribers, tags, sequences, automations, forms, and landing pages.

Contacts, Subscribers & Segments
- Subscribers with full subscription status and confirmation history
- Tags translated into HubSpot properties, lifecycle stages, and lists
- Segments and dynamic segments translated to HubSpot Active Lists
- Custom fields and subscriber properties unified into HubSpot
- Engagement history - opens, clicks, sequence progress
- Subscriber sources and signup attribution
- ConvertKit Commerce customer and product data (if in use)
Campaigns, Journeys & Automation
- Sequences rebuilt as HubSpot Sequences and Workflows
- Visual Automations translated to HubSpot Workflows with branching preserved
- Email broadcasts and broadcast history
- Triggered automations - form submission, link click, tag added - rebuilt natively
- Rules-based automations consolidated into HubSpot Workflows
- Subscriber tagging logic rebuilt as property-based or list-based automation
- ConvertKit Commerce flows translated to HubSpot Workflows
Templates, Forms & Landing Pages
- Email templates rebuilt as HubSpot drag-and-drop email templates
- Form designs (inline, modal, slide-in) rebuilt as HubSpot Forms and Pop-up Forms
- Landing pages rebuilt in HubSpot CMS with the same design intent
- Brand colors, fonts, and design tokens migrated
- Custom HTML and CSS reviewed and migrated
- Snippets and reusable content blocks translated to HubSpot Snippets
- Domain authentication (SPF, DKIM, DMARC) reconfigured for HubSpot
Integrations & Connected Tools
- Stripe and PayPal integrations rebuilt against HubSpot
- Membership platforms - Teachable, Thinkific, Kajabi reconnected
- Course platforms - Podia, Gumroad reconnected
- WordPress plugin replaced with HubSpot's WordPress integration or HubSpot CMS
- Zapier zaps rebuilt against HubSpot's native triggers
- Webinar tools - Zoom, Demio, EverWebinar reconnected
- Email parser integrations and webhook automations rebuilt

BENEFITS

Benefits of Migrating

From ConvertKit (Kit) to HubSpot

Graduating from a creator-focused tool to a full marketing platform is one of the higher-impact decisions a growing business can make. The subscriber base and content history come with you - without the architecture limits.

A Real Marketing Platform, Not a Creator Tool

Lead scoring, lifecycle stages, account-based marketing, multi-touch attribution, and CRM-driven personalization - the building blocks ConvertKit doesn't deliver.

Native CRM Included

HubSpot CRM is free and unlimited. Deals, pipelines, companies, sales sequences, and service tickets all live on the same contact record as your marketing data.

Workflows With Multi-Object Logic

HubSpot Workflows handle automation that spans subscribers, deals, companies, and tickets in a single path. The kind of automation ConvertKit's sequence-and-tag model can't express.

Tags Become Real Segmentation

Tags consolidate into properties, lifecycle stages, and lists during migration. Years of layered tagging finally support clean reporting and consistent segmentation.

Email Deliverability and Reporting Depth

HubSpot's email infrastructure has industry-leading deliverability with full reporting on inbox placement, sender reputation, and engagement - visibility ConvertKit doesn't provide.

One Platform Through Product-Led Growth

If you're shifting from a creator business to a SaaS or B2B model, HubSpot scales through that transition without forcing another re-platform.

our process

Our ConvertKit (Kit) 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 ConvertKit account and identify what's actively used vs. what's legacy.

Full ConvertKit audit - Subscribers, Tags, Sequences, Forms, Landing Pages
ConvertKit Commerce audit if applicable
Tag inventory and consolidation strategy
Risks flagged upfront

Step 2.

System Build & Data Preparation

We configure HubSpot and clean your ConvertKit data in parallel.

HubSpot Marketing Hub set up - properties, lifecycle stages, lists
ConvertKit data exported via API
Tags consolidated into clean property values
Test migration run on a sample

Step 3.

Migration with Validation

We transfer data in batches with QA after every step.

Subscribers and engagement history migrated
Sequences rebuilt as HubSpot Sequences and Workflows
Visual Automations rebuilt in HubSpot's workflow builder
Forms and landing pages recreated

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync from ConvertKit
ConvertKit kept as read-only backup
Email sending 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 owners
Walkthroughs on your real HubSpot setup
Reference guides - Sequences to Workflows, Tags to Properties
Post-migration support window

THE DIFFERENCE

From ConvertKit (Kit) Complexity to

HubSpot Clarity

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

	What Was in ConvertKit (Kit)	What We Build in HubSpot
Data Model	Subscribers, tags, and sequences - designed for content marketing	Contacts, companies, deals, and tickets - designed for full marketing and sales motion
Automation	Visual Automations with linear flows and basic branching	HubSpot Workflows with multi-object logic, conditional branching, and webhook actions
CRM	No CRM - subscribers and basic tagging only	Free unlimited CRM with deals, pipelines, sales sequences, and service hub
Segmentation	Tag-based with years of layered application	Clean properties, lifecycle stages, and Active Lists with consolidated segmentation
Scale	Built for creator businesses - strained when shifting to B2B or product-led growth	Built for creator through enterprise - scales through model changes without re-platforming

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 ConvertKit export via API. Every subscriber, tag application, sequence progress record, and engagement event verified on both sides.

Tag Sprawl Resolved

Years of layered tags are consolidated into a clean property and list structure during migration. Reporting becomes obvious.

Sequences Rebuilt Natively

Every active Sequence and Visual Automation is rebuilt in HubSpot's workflow builder with the same outcomes - but with multi-object logic and branching.

Commerce Data Handled

ConvertKit Commerce data - products, customers, orders - migrates to HubSpot Commerce or stays with Stripe/Shopify with a HubSpot integration. We help you decide during discovery.

Email Deliverability Improved

Migrating sender domains to HubSpot's infrastructure typically improves inbox placement within 30 days.

Fast Team Adoption

Marketers move from a creator-focused tool to a full marketing platform. Most teams ship their first HubSpot Workflow within the first week.

FAQ

Questions You Might Have

Does the rebrand to Kit change anything about migration?

No. Kit is ConvertKit's new name - the platform, API, and data model are the same. Whether your account is branded ConvertKit or Kit, the migration approach is identical.

Can you migrate our Sequences?

Yes. Every Sequence is rebuilt as a HubSpot Sequence or Workflow - depending on whether it's one-to-one outreach (Sequences) or marketing automation (Workflows). The same emails, the same timing, the same branching.

What happens to our Tags?

Tags migrate, but we usually consolidate them. Hundreds of Keap tags become a cleaner set of HubSpot properties (lifecycle stage, lead status, product interest) and lists. The end state is more useful and easier to maintain than a tag matrix.

Will we lose any subscribers?

No. Every subscriber moves with full status - active, unsubscribed, unconfirmed, complained - and full engagement history.

Can you migrate our Visual Automations?

Yes. Visual Automations rebuild in HubSpot's workflow builder. Linear flows translate directly. Branching logic is preserved and often expanded with HubSpot's deeper conditional capabilities.

What about our ConvertKit Commerce data?

Customer and order data migrate. We help you decide whether to use HubSpot Commerce, keep your existing payment processor with a HubSpot integration, or move to Shopify - based on your catalog and roadmap.

How long does a ConvertKit to HubSpot migration take?

Most ConvertKit migrations run 5 to 8 weeks. Smaller accounts can finish in 4 weeks. Larger accounts with ConvertKit Commerce and significant Visual Automations can take up to 10 weeks.

Is there any downtime during cutover?

No. ConvertKit stays live during preparation. Sender domain cutover is scheduled outside business hours.

Will our Teachable, Thinkific, or Kajabi integrations still work?

Yes. HubSpot has native or Zapier-based integrations for major course platforms. We rebuild the data flow against HubSpot, often with cleaner sync than ConvertKit allowed.

Do we need to clean our ConvertKit data first?

No. Tag consolidation, subscriber deduplication, and list standardization 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

ConvertKit (Kit) to HubSpot Migration Without Losing Data

Why Migrate from ConvertKit (Kit) to HubSpot?

Built for Creators, Strained for B2B

Tag and Sequence Architecture Hits Limits

No Real CRM

Visual Automations Lack Multi-Object Depth

Brand Transition Adds Uncertainty

The Real Cost: A Creator Tool Plus a Real CRM Plus More

What We Migrate from ConvertKit (Kit) (Core Data & Assets)

Contacts, Subscribers & Segments

Campaigns, Journeys & Automation

Templates, Forms & Landing Pages

Integrations & Connected Tools

Benefits of Migrating From ConvertKit (Kit) to HubSpot

A Real Marketing Platform, Not a Creator Tool

Native CRM Included

Workflows With Multi-Object Logic

Tags Become Real Segmentation

Email Deliverability and Reporting Depth

One Platform Through Product-Led Growth

Our ConvertKit (Kit) to HubSpot Migration Process

Discovery & Mapping

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From ConvertKit (Kit) Complexity to HubSpot Clarity

What Was in ConvertKit (Kit)

What We Build in HubSpot

Data Model

Automation

CRM

Segmentation

Scale

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

Sequences Rebuilt Natively

Commerce Data Handled

Email Deliverability Improved

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