SharpSpring to

HubSpot Migration

Without Losing Data

Move from SharpSpring to HubSpot with a structured migration that preserves your contacts, automations, deals, and engagement history - and replaces an agency-centric platform with a modern CRM and marketing hub your team can operate directly.

Trusted by 50+ healthcare organizations

Teams that leveled up their development with HubXpert

The Problems

Why Migrate from

SharpSpring to HubSpot?

These are patterns we see in nearly every SharpSpring account once a business evaluates the platform independent of the agency relationship that originally brought them to it.

Agency-Centric Business Model Limits Direct Control

SharpSpring (now Constant Contact Lead Gen + CRM) was built primarily as an agency reseller platform. Account structure, onboarding, and support often flow through the agency rather than directly from the vendor. When businesses evaluate direct platform ownership, the agency layer creates friction.

Constant Contact Rebrand Adds Product Uncertainty

Since Constant Contact's acquisition of SharpSpring, the product has been gradually merged toward the Constant Contact brand. The roadmap, pricing structure, and long-term investment have become less predictable. Growing businesses don't want strategic uncertainty over their marketing platform.

Automation Flexibility Doesn't Match Enterprise Platforms

SharpSpring's Visual Workflow Builder handles standard multi-step automation well. When teams need webhook-based multi-object automation, cross-object triggers, or deeply conditional campaign logic, the builder hits its ceiling.

Pipeline and CRM Are Agency-Grade, Not Enterprise-Grade

SharpSpring CRM's pipelines, deal tracking, and contact management serve agency clients effectively. When businesses with 5+ sales reps, complex products, or multi-tier deals try to scale on SharpSpring CRM, the gaps become obvious.

Reporting and Attribution Lag Modern Platforms

Campaign reports, conversion tracking, and form analytics work. True multi-touch attribution, pipeline velocity, account-level engagement, and cross-channel revenue analysis require external tools or manual reconstruction.

The Real Cost: Agency Dependency Adds a Variable Layer to Every Change

SharpSpring's agency-reseller model means pricing, support, and change velocity often depend on your agency relationship. Businesses that move to direct HubSpot relationships typically pay comparable platform fees while gaining self-service control, faster support SLAs, and a clearer product roadmap.

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 SharpSpring

(Core Data & Assets)

Most migrations move contacts and lose automation detail. We migrate the full depth of your SharpSpring account - contacts, deals, automations, lead scoring, forms, landing pages, and the engagement history that explains every contact's journey.

Contacts, Subscribers & Segments
- Contacts with full activity history and engagement timelines
- Lead Score values and scoring history
- Lists and Smart Mail groups translated to HubSpot Lists
- Custom contact and account fields unified into HubSpot properties
- Deal records from SharpSpring CRM with stage history
- Opportunities and associated contacts
- Email engagement - opens, clicks, bounces, form submits
Campaigns, Journeys & Automation
- Visual Workflow Builder automations rebuilt as HubSpot Workflows
- Triggered email sequences rebuilt as HubSpot Workflows
- Lead scoring rules rebuilt in HubSpot's scoring engine
- Deal-triggered automations rebuilt with HubSpot Workflow triggers
- Form-based triggers rebuilt with HubSpot native form submission triggers
- Dynamic email content rebuilt as HubSpot Smart Content
- Pipeline stage automations rebuilt with HubSpot deal stage triggers
Templates, Forms & Landing Pages
- Email templates rebuilt as HubSpot drag-and-drop templates
- Forms (native and third-party embedded) rebuilt as HubSpot Forms
- Landing pages rebuilt in HubSpot CMS
- Pop-up forms rebuilt as HubSpot Pop-up Forms
- Brand assets migrated into HubSpot brand settings
- SharpSpring's tracking snippet replaced with HubSpot's tracking code
- Pipeline stages mapped to HubSpot pipeline stages
Integrations & Connected Tools
- CRM integrations rebuilt against HubSpot's native CRM
- Zapier zaps rebuilt against HubSpot's native triggers
- Shopify or WooCommerce reconnected to HubSpot
- Calendly and scheduling tools reconnected to HubSpot Meetings
- Facebook and Instagram ad audiences rebuilt with HubSpot Ads
- Google Analytics 4 reconnected
- Webinar tool integrations reconnected to HubSpot

BENEFITS

Benefits of Migrating

From SharpSpring to HubSpot

Moving from SharpSpring to HubSpot gives you direct platform ownership, a deeper feature set, and a clearer product roadmap - without the agency-layer dependency.

Direct Platform Ownership

HubSpot is a direct vendor relationship. No agency layer between your team and platform support, product updates, or strategic roadmap conversations.

Deeper CRM and Sales Tooling

Real sales pipelines, sequences, meeting scheduling, conversation intelligence, forecasting, and service hub - the enterprise CRM depth SharpSpring's agency-grade CRM doesn't reach.

Workflow Automation Without Ceiling

HubSpot Workflows handle multi-object, webhook-based, conditional automation that SharpSpring's Visual Workflow Builder can't match at depth.

Clear Roadmap and Active Investment

HubSpot ships features biweekly with a public roadmap. AI assistance, predictive scoring, and modern editing tools continuously land - without the Constant Contact acquisition uncertainty.

Multi-Touch Attribution Included

Deal-source attribution, multi-touch revenue analysis, and pipeline velocity reporting built natively - the analytics SharpSpring's reporting doesn't reach.

One Bill, One Platform, One Source of Truth

Marketing, sales, service, and CMS on one HubSpot contact - no reconciliation between SharpSpring and an external CRM or service tool.

our process

Our SharpSpring 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 SharpSpring account and identify what's active vs. legacy.

Full SharpSpring audit - Contacts, Deals, Workflows, Forms, Landing Pages
Lead scoring model review
Integration and connected tool review
Agency relationship and access requirements mapped

Step 2.

System Build & Data Preparation

We configure HubSpot and clean your SharpSpring data in parallel.

HubSpot portal set up - properties, lifecycle stages, pipelines
SharpSpring data exported via API
Deal data and pipeline stages mapped
Email templates rebuilt in HubSpot

Step 3.

Migration with Validation

We transfer data in batches with QA after every step.

Contacts, deals, and engagement history migrated
Workflows rebuilt as HubSpot Workflows in staging
Forms and landing pages rebuilt in HubSpot CMS
Your team validates each batch

Step 4.

Go-Live (Cutover)

Your team goes live with complete data continuity.

Final delta sync from SharpSpring
SharpSpring 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, sales, and service
Walkthroughs on your real HubSpot setup
Reference guides - SharpSpring Workflows to HubSpot Workflows
Post-migration support window

THE DIFFERENCE

From SharpSpring Complexity to

HubSpot Clarity

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

	What Was in SharpSpring	What We Build in HubSpot
Vendor Model	Agency-reseller model - support and change velocity through agency layer	Direct vendor relationship - self-service platform with HubSpot support and roadmap
CRM	Agency-grade CRM with basic pipelines and deal tracking	Enterprise CRM with multi-pipeline deals, sequences, forecasting, and service hub
Automation	Visual Workflow Builder - standard multi-step automation with limited multi-object depth	HubSpot Workflows with multi-object automation, webhooks, and conditional branching
Roadmap	Constant Contact acquisition adds product direction uncertainty	Public HubSpot roadmap with biweekly releases and active AI and platform investment
Reporting	Campaign and conversion reports with limited multi-touch attribution	Native multi-touch attribution, pipeline velocity, and revenue forecasting

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 SharpSpring export via API. Every contact, deal, engagement event, and scoring record verified before sign-off.

Workflows Rebuilt for Self-Service

Every active Visual Workflow is rebuilt as a HubSpot Workflow - same triggers, conditions, and outcomes - in a format your team can edit without going through an agency.

Deal Data Migrated Intact

SharpSpring CRM deals, pipeline stages, and associated contacts all migrate to HubSpot's native Sales Hub. Deal stage history is preserved.

Lead Scoring Rebuilt Correctly

SharpSpring's lead scoring model is rebuilt in HubSpot's scoring engine with the same criteria. Historical score values migrate as contact properties.

Email Deliverability Improved

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

No Downtime

SharpSpring stays live during preparation. Cutover is a controlled, scheduled event.

FAQ

Questions You Might Have

Can you work directly with SharpSpring to get our data, or do we need our agency?

We work with SharpSpring's API directly and can export all contact, deal, automation, and engagement data without requiring your agency's involvement. We may need your SharpSpring login credentials or admin API access, which you control.

Can you migrate our SharpSpring Workflows?

Yes. Every active Visual Workflow is rebuilt as a HubSpot Workflow with the same triggers, conditions, and email actions. Your team can edit these workflows directly without agency involvement after migration.

What happens to our CRM deals and pipeline?

SharpSpring CRM deals migrate to HubSpot's Sales Hub with stage history, associated contacts, and deal properties intact. HubSpot's native pipelines replace SharpSpring's with deeper sales tooling.

Will our lead scoring keep working?

Yes. SharpSpring's lead scoring model is rebuilt in HubSpot's scoring engine. Score values migrate. Scoring continues from day one.

How long does a SharpSpring to HubSpot migration take?

Most SharpSpring migrations run 5 to 8 weeks. Accounts with significant CRM data, complex automation trees, and active e-commerce integrations can take up to 10 weeks.

Is there any downtime?

No. SharpSpring stays live during preparation. Cutover is scheduled outside business hours.

Will our forms and landing pages migrate?

Yes. SharpSpring forms are rebuilt as HubSpot Forms and landing pages are rebuilt in HubSpot CMS with the same design and conversion logic.

Do we need to clean our SharpSpring data first?

No. Contact deduplication, deal stage standardization, and list cleanup are part of the migration process.

Will we lose the attribution data SharpSpring tracked?

Historical attribution data migrates as contact and deal properties. Going forward, HubSpot's native multi-touch attribution provides deeper revenue analysis than SharpSpring's reporting.

What if we have a long-term contract with our SharpSpring agency?

We can plan the migration timeline to align with your contract end date. We don't require the agency's involvement in the migration itself - the transition can be handled directly between your team and ours.

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

SharpSpring to HubSpot Migration Without Losing Data

Why Migrate from SharpSpring to HubSpot?

Agency-Centric Business Model Limits Direct Control

Constant Contact Rebrand Adds Product Uncertainty

Automation Flexibility Doesn't Match Enterprise Platforms

Pipeline and CRM Are Agency-Grade, Not Enterprise-Grade

Reporting and Attribution Lag Modern Platforms

The Real Cost: Agency Dependency Adds a Variable Layer to Every Change

What We Migrate from SharpSpring (Core Data & Assets)

Contacts, Subscribers & Segments

Campaigns, Journeys & Automation

Templates, Forms & Landing Pages

Integrations & Connected Tools

Benefits of Migrating From SharpSpring to HubSpot

Direct Platform Ownership

Deeper CRM and Sales Tooling

Workflow Automation Without Ceiling

Clear Roadmap and Active Investment

Multi-Touch Attribution Included

One Bill, One Platform, One Source of Truth

Our SharpSpring to HubSpot Migration Process

Discovery & Mapping

System Build & Data Preparation

Migration with Validation

Go-Live (Cutover)

Training & Support

From SharpSpring Complexity to HubSpot Clarity

What Was in SharpSpring

What We Build in HubSpot

Vendor Model

CRM

Automation

Roadmap

Reporting

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

Workflows Rebuilt for Self-Service

Deal Data Migrated Intact

Lead Scoring Rebuilt Correctly

Email Deliverability Improved

No Downtime

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