Ontraport to

HubSpot Migration

Without Losing Data

Move from Ontraport to HubSpot with a structured migration that preserves your contacts, campaign history, membership data, and e-commerce records - and finally graduates your business from an info-marketer platform to a CRM built for scaling sales, marketing, and service.

Trusted by 50+ healthcare organizations

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

Ontraport to HubSpot?

These are patterns we see in nearly every Ontraport account before a team makes the move.

Info-Marketer DNA That Limits B2B Growth

Ontraport was designed around the info-marketer playbook - courses, memberships, funnels, email broadcasts. That model works at one scale. The friction starts when you grow into B2B sales, account-based marketing, or anything that needs a proper opportunity pipeline.

The Interface Has Aged

Ontraport's UI reflects its 2010s heritage. Reps and operators trained on modern SaaS tools find it dense and slow. Activity logging suffers, and adoption stays uneven.

Reports Built for Email Sends, Not Revenue

Ontraport gives you campaign performance, sales totals, and conversion counts. Pipeline velocity, multi-touch attribution, deal-time-in-stage, and revenue forecasting - the depth a growing B2B business needs - usually require external analytics.

Limited CRM Depth Beyond Email + Forms

Sales pipelines, sales sequences, conversation intelligence, deal-level activity, account hierarchies - the building blocks of a real CRM - are basic in Ontraport. Most teams running it eventually need a real CRM alongside, then end up running two contact databases.

App Market Lags the Modern Stack

Ontraport has integrations, but the breadth and depth lag modern platforms. Many third-party tools require Zapier as a middle layer, which adds maintenance and points of failure.

The Real Cost: A Platform You've Outgrown

Ontraport's pricing is competitive for solopreneurs, but most growing businesses end up paying for Ontraport plus a separate CRM, a separate analytics tool, and a separate scheduling or e-commerce tool. HubSpot's all-in-one usually costs less while delivering one connected database - and a CRM that scales past the info-marketer model.

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 Ontraport

(Core Data & Assets)

Most migrations leave behind half your Ontraport data. We migrate the full depth - contacts, tags, campaigns, sequences, membership records, and e-commerce history.

CRM Records / Core Records
- Contacts with full activity history and engagement timelines
- Companies and contact-company relationships
- Deals / opportunities and pipeline records (where used)
- Tasks, Notes, and Appointment history
- Custom Objects (Ontraport's added-on objects) mapped to HubSpot Custom Objects
- Order history, transactions, and product records
- Membership and access records from Ontraport's membership site features
Automation
- Campaigns translated into HubSpot Workflows
- Sequences rebuilt as HubSpot Sequences and Email Workflows
- Tag-applied automation rebuilt as property or list-based workflows
- Forms and form-triggered automation
- Email Broadcasts with engagement history preserved
- Postal Mail and Print Card workflows reviewed for replacement
- Lead routing and team assignment rules
Structure & Setup
- Custom fields and field types
- Tags consolidated into HubSpot properties, lifecycle stages, and lists
- Sales Pipelines and Stage definitions
- User roles and permissions
- Lead Score model
- Saved Searches translated to HubSpot Lists
- Forms and landing page forms translated to HubSpot Forms
Integrations
- Payment processing - Stripe, Authorize.net rebuilt against HubSpot Commerce or kept direct
- Membership and course platforms - Kajabi, Teachable, Thinkific reconnected
- Webinar tools - Zoom, Demio, EverWebinar reconnected
- Calendar and scheduling tools - Calendly, HubSpot Meetings
- Email infrastructure - Ontraport sending replaced with HubSpot's email platform
- Zapier zaps rebuilt against HubSpot
- Postal mail and physical fulfillment services reviewed

BENEFITS

Benefits of Migrating

From Ontraport to HubSpot

Ontraport solved a real problem for info-marketers in the 2010s. The problems it created since are exactly what HubSpot was built to fix.

A CRM Built for B2B and Beyond

Deal pipelines, sales sequences, conversation intelligence, account hierarchies, ABM - all the building blocks Ontraport couldn't deliver. HubSpot scales from solopreneur to mid-market without forcing a re-platform.

Modern Marketing Automation

Multi-step nurtures, branching workflows, multi-touch attribution, behavioral triggers, and dynamic lists - all native, all visual, all maintainable by your internal team.

Reporting That Tells the Truth

Pipeline velocity, source-by-source conversion, win/loss analysis, multi-touch attribution, and revenue forecasting - native HubSpot dashboards Ontraport never matched.

Modern UX and Mobile

A clean, fast interface across web and mobile. Reps actually log activity. Marketers can ship campaigns without IT. Operators can edit workflows without consultants.

Tags Become Real Segmentation

Hundreds of Ontraport tags become a clean set of HubSpot properties, lifecycle stages, and lists. Reporting becomes obvious instead of archaeological.

Predictable Pricing as You Grow

Contact-based pricing with clear tiers. No more stacking Ontraport with a CRM, an analytics tool, and a scheduler to get a complete picture of your customer.

our process

Our Ontraport 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 Ontraport account and document every active campaign, sequence, and tag.

Full Ontraport audit - Contacts, Custom Objects, Campaigns, Sequences
Tag inventory and consolidation strategy
E-commerce and membership data scope
Risks flagged upfront

Step 2.

System Build & Data Preparation

We configure HubSpot and clean your Ontraport data in parallel.

HubSpot portal set up - properties, pipelines, lifecycle stages, hubs
Ontraport data exported via API
Tags consolidated into clean property values
Test migration on a sample

Step 3.

Migration with Validation

We transfer data in batches with QA after every step.

Migrated in dependency order - Contacts, Companies, Orders, Custom Objects
Campaigns rebuilt as HubSpot Workflows
Sequences rebuilt in HubSpot Marketing Hub and Sequences tool
Your team validates each batch

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync from Ontraport
Ontraport kept as read-only backup
Team starts working in HubSpot immediately
Email sending fully migrated to HubSpot infrastructure

Step 5.

Training & Support

We train your team and stay close after launch.

Role-based training for owners, marketers, and admins
Walkthroughs on your real HubSpot setup
Reference guides for Campaigns to Workflows, Tags to Properties
Post-migration support window

THE DIFFERENCE

From Ontraport Complexity to

HubSpot Clarity

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

	What Was in Ontraport	What We Build in HubSpot
Scope	Info-marketer platform - email, forms, sequences, memberships	Full CRM, marketing, service, CMS, and operations across one platform
Automation	Visual campaign builder with limited branching and complex tag dependencies	HubSpot Workflows with multi-object logic, branching, and conditional delays
Segmentation	Hundreds of tags applied over years - half forgotten, no consistent naming	Clean properties - lifecycle stage, lead status, product interest - with consolidated lists
Reporting	Surface-level reports with external analytics for real analysis	Native dashboards with pipeline velocity, attribution, and revenue analytics
Scale	Optimized for solopreneurs and info-marketer playbooks	Built for solopreneur to mid-market 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 Ontraport export via API. Every contact, order, tag application, campaign engagement, and membership record verified on both sides.

Tag Sprawl Resolved

We don't blindly copy hundreds of tags. We consolidate them into properties, lifecycle stages, and lists so your reporting finally makes sense.

Campaigns Rebuilt Natively

Every active Ontraport campaign is rebuilt as a HubSpot Workflow with the same outcomes - but with multi-object logic and branching Ontraport couldn't deliver.

Membership and E-Commerce Handled

Membership records, order history, and product data migrate cleanly. We help you decide whether to keep Kajabi / Teachable as the membership platform or move to HubSpot's commerce tools.

Email Deliverability Improved

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

Fast Team Adoption

Clean HubSpot setup, role-based training, and reference guides showing exactly where every Ontraport feature lives in HubSpot.

FAQ

Questions You Might Have

Can you migrate Ontraport's Custom Objects?

Yes. Ontraport's Custom Objects map to HubSpot Custom Objects with relationships preserved. Field types translate cleanly, and parent-child links are kept intact.

What happens to our Ontraport campaigns?

Every active campaign is rebuilt as a HubSpot Workflow with the same triggers, delays, branches, and outcomes - but in HubSpot's visual builder, which your team can edit without a consultant.

Can you migrate our tags?

Yes, but we usually consolidate them. Hundreds of Ontraport tags become a cleaner set of HubSpot properties, lifecycle stages, and lists. The end state is more useful and easier to maintain than years of tag layering.

Will we lose any data during migration?

No. Every contact, company, order, custom object, and engagement record moves with full history. Counts are reconciled on both sides before sign-off.

What about our order and product data?

Order history, transactions, and product records migrate. We help you decide whether to keep using your current payment processor directly, move to HubSpot's commerce tools, or integrate with Shopify or another e-commerce platform.

How long does an Ontraport to HubSpot migration take?

Most Ontraport migrations run 6 to 9 weeks. Larger accounts with extensive campaigns, custom objects, and membership data can take up to 11 weeks.

Is there any downtime?

No. Ontraport stays live during preparation. Cutover is scheduled outside business hours with a final delta sync.

Will email deliverability improve?

In most cases, yes. HubSpot's email infrastructure has industry-leading deliverability. We also help you migrate your sending domain correctly so reputation transfers cleanly.

Can you migrate our membership and course site data?

Yes. Membership records and engagement data migrate, and we reconnect Kajabi, Teachable, Thinkific, or similar platforms to HubSpot. In some cases we help you consolidate the membership stack.

Do we need to clean our Ontraport data first?

No. Tag consolidation, contact deduplication, and lifecycle stage assignment 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

Ontraport to HubSpot Migration Without Losing Data

Why Migrate from Ontraport to HubSpot?

Info-Marketer DNA That Limits B2B Growth

The Interface Has Aged

Reports Built for Email Sends, Not Revenue

Limited CRM Depth Beyond Email + Forms

App Market Lags the Modern Stack

The Real Cost: A Platform You've Outgrown

What We Migrate from Ontraport (Core Data & Assets)

CRM Records / Core Records

Automation

Structure & Setup

Integrations

Benefits of Migrating From Ontraport to HubSpot

A CRM Built for B2B and Beyond

Modern Marketing Automation

Reporting That Tells the Truth

Modern UX and Mobile

Tags Become Real Segmentation

Predictable Pricing as You Grow

Our Ontraport to HubSpot Migration Process

Discovery & Mapping

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From Ontraport Complexity to HubSpot Clarity

What Was in Ontraport

What We Build in HubSpot

Scope

Automation

Segmentation

Reporting

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

Campaigns Rebuilt Natively

Membership and E-Commerce Handled

Email Deliverability Improved

Fast Team Adoption

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FileMaker Pro

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