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Migration guide

Leaving HubSpot: the real question is what happens to marketing.

The hard part of a HubSpot migration isn't the CRM data; that moves easily. The hard part is deciding where your content, forms and email workflows are going to live.

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Scope and setup conditions

Rapitek CRM is built around the daily work of a sales team and field operations. For blogs, landing pages, a content calendar and multi-step marketing automation, you can keep using your current marketing tool.

So a migration from HubSpot takes one of two shapes:

  • A full exit: if you aren't really using the marketing side, or you have another tool for it. The cleanest scenario.
  • A split: move the CRM and sales side to us and leave marketing where it is today. Contact sync between the two systems can be built over the REST API, with the scope defined at discovery.

We decide together in the discovery call which one suits you.

Steps

How do you plan a HubSpot migration?

  1. 1

    1. Separate the record types

    Contacts, companies, deals and activities are exported separately. Pull the list of custom properties too, and check which of them are genuinely filled in.

  2. 2

    2. Review your deal stages

    You don't have to carry your current pipeline stages across as they are. In most teams stages multiply over time and lose their meaning; a migration is a good moment to simplify.

  3. 3

    3. Inventory the workflows

    Which workflow does what, and which ones still fire? Workflows don't migrate: the need gets rebuilt. We have equivalents for the sales-side workflows; we can't say the same for all of marketing automation.

  4. 4

    4. Plan the forms and inbound channels

    If your HubSpot forms come down, what replaces them? The web form object ships in a standard install; scope is set at discovery, and if your decision depends on it, let's try it together in the demo. WhatsApp, email and SMS land in the shared inbox; Meta Lead Ads can't be set up today.

  5. 5

    5. Migrate the consent records

    Commercial-message consent matters legally. Consent status and consent date must move; adding a record with no consent history to a mailing list creates real risk.

FAQ

About the HubSpot migration

Can HubSpot data be exported?
Yes. Contacts, companies, deals and activity records, along with custom properties, are exported and imported; duplicates are cleaned out.
Does the history of our marketing emails move?
We don't recommend migrating the full send history. In practice it goes unused and becomes a large burden. What matters is consent status and the last-interaction information per contact; those move.
What does your marketing automation offer?
The Platform plan includes the Marketing, Communications and Operations hubs; the plan is a billing template, and module scope is settled at setup. Campaign sending runs with consent management. For customers who connect their own İYS account (Turkey's commercial-message consent registry) through Verimor, Rapitek CRM sends SMS and e-mail consent and opt-out records to İYS every 30 minutes; opt-outs and consents that recipients make directly in İYS are checked every 6 hours and can take up to a day to reach the CRM. Meta Lead Ads can't be set up today. Our depth on the content and inbound side is limited: blogs, landing pages and multi-step marketing automation are not in the product.
Can we move only the CRM side?
Yes, and this is a common choice. Sales and customer management come to us while marketing stays where it is today. Contact sync between the two systems can be built over the API; the scope is defined in discovery.
How long does it take?
We do not commit to a duration before discovery. After the discovery call, we give you a date, not a range. The scope covers discovery, configuration, data migration and training.

Let's separate the marketing and sales sides together.

In a 30-minute call we'll work out what you actually use in HubSpot and decide together whether a full exit or a split is right. Then we open your 7-day trial account; no credit card required.

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