Klaviyo to

HubSpot Migration

Without Losing Data

Move from Klaviyo to HubSpot with a structured migration that preserves your profiles, flows, and engagement history - and graduates your business from an e-commerce-only marketing tool to a unified CRM with sales, service, and marketing on one platform.

Trusted by 50+ healthcare organizations

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

Klaviyo to HubSpot?

These are patterns we see when businesses outgrow Klaviyo's e-commerce-only orientation.

E-Commerce-Only DNA

Klaviyo was built for Shopify, BigCommerce, and Magento stores selling B2C. The data model, the Flows library, the reporting - all of it assumes a transactional commerce business. When your model becomes B2B, subscription, account-based, or sales-led, Klaviyo's structure starts to fight you.

Profile Pricing That Scales Aggressively

Klaviyo's per-profile pricing escalates sharply as your audience grows. Anonymous browse profiles, suppressed contacts, and engagement-suppressed records all count toward your tier. Most growing teams hit price hikes annually.

No Real CRM, Sales, or Service

Klaviyo has rudimentary customer profiles, but no sales pipelines, deal management, conversation intelligence, ticketing, or service hub. Most teams running Klaviyo also pay for Shopify's Shopify Inbox, plus a separate CRM, plus a separate ticketing tool - and reconcile manually.

Flows Are Strong for Commerce, Limited for B2B

Klaviyo Flows excel at abandoned cart, post-purchase, and browse abandonment. They struggle with multi-step B2B nurtures, account-based marketing, lifecycle hand-offs to sales, and conditional logic across non-commerce events.

Reporting Is Revenue-Per-Send, Not Pipeline

Klaviyo's reporting is exceptional for B2C commerce - revenue per recipient, repeat purchase rate, AOV by segment. It's thin on pipeline velocity, attribution by deal source, sales cycle analysis, and account-level analytics that B2B teams need.

The Real Cost: A Powerful B2C Tool Slowing a B2B Motion

Klaviyo's profile-based pricing escalates with audience growth - and most teams using it also pay for a separate CRM, sales engagement tool, and service platform. For e-commerce-only businesses, Klaviyo remains excellent. For businesses with B2B, subscription, or hybrid motions, HubSpot's unified platform usually costs less while delivering depth Klaviyo doesn't reach.

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 Klaviyo

(Core Data & Assets)

Most migrations leave behind anything that isn't a commerce event. We migrate the full depth of your Klaviyo account - profiles, flows, segments, SMS, and the commerce data that explains every send.

Contacts, Subscribers & Segments
- Profiles with full email and SMS engagement history
- Lists and List membership history
- Segments (defined and email-engagement) translated to HubSpot Lists
- Tags translated into HubSpot properties and lists
- Suppression and consent records (Email, SMS, Web Push)
- Klaviyo Custom Properties mapped to HubSpot contact properties
- Order, Cart, Browse, and Conversion events from Shopify / BigCommerce / Magento
Campaigns, Journeys & Automation
- Flows rebuilt as HubSpot Workflows with the same trigger types
- Abandoned Cart, Browse Abandonment, and Post-Purchase Flows mapped to HubSpot e-commerce Workflows
- Email templates rebuilt as HubSpot Email Templates
- SMS campaigns and SMS Flows rebuilt with HubSpot SMS or Twilio integration
- Predictive analytics events (CLV, churn risk) replaced with HubSpot AI scoring
- Send Time Optimization translated to HubSpot Send Time scheduling
- Cross-channel sequences unified in HubSpot Workflows
Templates, Forms & Landing Pages
- Custom Properties unified into HubSpot properties
- Sign-up forms and Klaviyo embed forms rebuilt as HubSpot Forms
- Pop-ups and exit-intent forms rebuilt with HubSpot pop-up forms
- Brand assets, sender identities, and dynamic content variants
- Reviews, loyalty, and referral data (if connected) carried into HubSpot CRM
- Subscription consent records and double-opt-in flows preserved
- Reporting dashboards rebuilt to match key metrics
Integrations & Connected Tools
- Shopify replaced with HubSpot's native Shopify integration
- BigCommerce, Magento, WooCommerce reconnected to HubSpot
- Recharge, Bold, and subscription apps integrated with HubSpot
- Reviews - Yotpo, Okendo, Loox - reconnected to HubSpot
- Loyalty - Smile.io, LoyaltyLion reconnected
- Klaviyo SMS replaced with HubSpot SMS or Twilio direct
- Ad platforms - Meta, Google, TikTok audience syncs rebuilt with HubSpot Ads

BENEFITS

Benefits of Migrating

From Klaviyo to HubSpot

Klaviyo is excellent commerce marketing. HubSpot is excellent unified CRM, marketing, sales, and service. Moving makes sense when your business model moves beyond pure B2C commerce.

One Platform for B2B, B2C, and Hybrid Motions

Sales pipelines, deal management, customer success, ticketing, knowledge base, and CMS - all on the same contact record as your marketing automation. The Klaviyo-plus-CRM-plus-service stack collapses into one platform.

Pricing That Doesn't Penalize Audience Growth

HubSpot's marketing contact tier counts only contacts you actually market to. Anonymous browse profiles and suppressed contacts don't push you into the next tier the way they do in Klaviyo.

Account-Based Marketing and Sales

Account hierarchies, account-level engagement, lifecycle handoffs to sales, and sales sequences - the building blocks of B2B that Klaviyo doesn't provide.

Cross-Object Automation

Workflows that act on contacts, companies, deals, tickets, custom objects, and line items - not just on customer profiles. The depth Klaviyo's commerce-focused automation doesn't reach.

Native Attribution and Pipeline Reporting

Multi-touch attribution, pipeline velocity, deal-source analysis, sales cycle metrics - native HubSpot reporting Klaviyo doesn't provide.

Shopify Integration Preserved

HubSpot's native Shopify integration carries the same order, customer, and abandoned cart sync - without losing the commerce automation Klaviyo did well.

our process

Our Klaviyo 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 & Account Audit

We audit your full Klaviyo account and identify what's commerce-centric vs. what should move to CRM-shaped automation.

Full Klaviyo account audit
Flow inventory with commerce-vs-CRM categorization
Profile and event data scope
Integration mapping - Shopify, reviews, loyalty, SMS

Step 2.

System Build & Data Preparation

We configure HubSpot and prepare your Klaviyo data in parallel.

HubSpot portal set up - properties, lifecycle stages, hubs
Klaviyo data exported via API
Profiles deduplicated and lifecycle-staged
Test migration on a sample

Step 3.

Migration with Validation

We transfer data in batches with QA after every step.

Profiles, lists, and segments migrated
Flows rebuilt as HubSpot Workflows in staging
Shopify integration switched from Klaviyo to HubSpot
Your team validates each batch

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync from Klaviyo
Klaviyo kept as read-only backup
Sender domains warmed and migrated
SMS short codes and consent records preserved

Step 5.

Training & Support

We train your team and stay close after launch.

Role-based training for marketing, sales, and service
Walkthroughs on your real HubSpot setup
Reference guides for Klaviyo-to-HubSpot equivalents - Flows to Workflows, Segments to Lists, Profiles to Contacts
Post-migration support window

THE DIFFERENCE

From Klaviyo Complexity to

HubSpot Clarity

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

	What Was in Klaviyo	What We Build in HubSpot
Use Case	E-commerce-only - built for Shopify-style B2C transactional commerce	B2B, B2C, subscription, and hybrid motions on one platform
Automation	Flows excellent for commerce events, limited for B2B nurtures and lifecycle hand-offs	HubSpot Workflows with multi-object logic spanning contacts, companies, deals, tickets, and line items
CRM & Sales	Customer profiles with no pipelines, sequences, or deal management	Native Sales Hub with pipelines, sequences, meetings, conversation intelligence, and forecasting
Service	No service hub - separate ticketing tool required	Service Hub with tickets, knowledge base, customer portal, and live chat on the same record
Pricing	Per-profile pricing that escalates with anonymous browse profiles and suppressed records	Marketing-contact tier pricing that counts only contacts you actively market to

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 Klaviyo export via API. Every profile, list, segment, event, and engagement record verified on both sides before sign-off.

Flows Rebuilt Natively

Every active Flow is rebuilt as a HubSpot Workflow. Abandoned Cart, Browse Abandonment, and Post-Purchase Flows use HubSpot's e-commerce Workflow triggers with the same commerce data.

Shopify Integration Switched Cleanly

Klaviyo's Shopify integration is replaced with HubSpot's native Shopify integration. Order, customer, and cart sync continues without interruption. Historical commerce data migrates intact.

SMS Continuity Preserved

SMS consent records, suppression lists, and engagement history migrate. SMS Flows are rebuilt with HubSpot SMS or kept on Twilio with HubSpot integration depending on your preference.

Lifecycle Handoff to Sales Enabled

For B2B and hybrid businesses, HubSpot adds the lifecycle stage, lead status, and sales pipeline handoff that Klaviyo doesn't model - making the post-marketing customer journey visible for the first time.

No Downtime

Klaviyo stays live during preparation. Cutover is a controlled, scheduled event with sender domain warmup handled in advance.

FAQ

Questions You Might Have

Should we move off Klaviyo if we're pure B2C e-commerce?

If you're pure B2C and Klaviyo's commerce-focused model fits, staying on Klaviyo is reasonable. Where HubSpot wins is when you have B2B motions, subscription products, account-based marketing needs, or want to consolidate sales, service, and marketing onto one platform.

Can you migrate our Klaviyo Flows?

Yes. Every active Flow is rebuilt as a HubSpot Workflow with the same triggers, conditional splits, and email actions. Abandoned Cart, Browse Abandonment, and Post-Purchase Flows use HubSpot's native e-commerce Workflow triggers.

What happens to our Shopify integration?

Klaviyo's Shopify sync is replaced with HubSpot's native Shopify integration. Order, customer, abandoned cart, and product data continue to sync - usually with deeper data flow than Klaviyo provided.

Can you migrate Klaviyo SMS?

Yes. SMS consent records, suppression lists, and engagement history migrate. SMS Flows are rebuilt either with HubSpot SMS or with Twilio kept as the sending provider through a HubSpot integration - depending on your sending volume and provider preferences.

Will we lose engagement history?

No. Email opens, clicks, SMS engagement, and commerce events all migrate. The engagement timeline on every profile carries over to the HubSpot contact record.

Can you migrate Custom Properties?

Yes. Klaviyo Custom Properties - including computed properties - map to HubSpot contact properties. Computed property logic is rebuilt with HubSpot calculated properties or Workflows.

How long does a Klaviyo to HubSpot migration take?

Most Klaviyo migrations run 6 to 9 weeks. Smaller stores with a handful of Flows can finish in 4 weeks. Larger accounts with extensive SMS, predictive analytics, and multi-store setups can take up to 11 weeks.

What about Klaviyo's predictive analytics (CLV, churn risk)?

Predictive values migrate as snapshots. Going forward, HubSpot's AI scoring and predictive lead scoring replace Klaviyo's predictive analytics - often with comparable or better accuracy thanks to HubSpot's unified data model across marketing, sales, and service.

Is there any downtime?

No. Klaviyo stays live during preparation. Cutover is scheduled outside business hours with sender domain warmup and Shopify integration switchover handled correctly.

Will email deliverability change?

In most cases, deliverability improves or stays stable. HubSpot's email infrastructure has industry-leading inbox placement. Sender domain warmup during migration ensures reputation transfers cleanly.

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

Klaviyo to HubSpot Migration Without Losing Data

Why Migrate from Klaviyo to HubSpot?

E-Commerce-Only DNA

Profile Pricing That Scales Aggressively

No Real CRM, Sales, or Service

Flows Are Strong for Commerce, Limited for B2B

Reporting Is Revenue-Per-Send, Not Pipeline

The Real Cost: A Powerful B2C Tool Slowing a B2B Motion

What We Migrate from Klaviyo (Core Data & Assets)

Contacts, Subscribers & Segments

Campaigns, Journeys & Automation

Templates, Forms & Landing Pages

Integrations & Connected Tools

Benefits of Migrating From Klaviyo to HubSpot

One Platform for B2B, B2C, and Hybrid Motions

Pricing That Doesn't Penalize Audience Growth

Account-Based Marketing and Sales

Cross-Object Automation

Native Attribution and Pipeline Reporting

Shopify Integration Preserved

Our Klaviyo to HubSpot Migration Process

Discovery & Account Audit

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From Klaviyo Complexity to HubSpot Clarity

What Was in Klaviyo

What We Build in HubSpot

Use Case

Automation

CRM & Sales

Service

Pricing

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

Flows Rebuilt Natively

Shopify Integration Switched Cleanly

SMS Continuity Preserved

Lifecycle Handoff to Sales Enabled

No Downtime

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