Migrate from HubSpot to a real estate CRM
HubSpot is a popular starting point for agents. When you want something real-estate-shaped, here is how to move.
Key takeaways
- Export Contacts, Companies, Deals and notes as CSV.
- Map lifecycle stages and deal stages to pipeline stages.
- Keep HubSpot read-only for a short period as a safety net.
Why agents start and leave HubSpot
HubSpot’s free tier is attractive, and independent reviewers describe it as one of the best in the category. But it is not real estate software, so agents configure properties and pipelines themselves. As teams grow, many want a purpose-built tool. See the HubSpot comparison and free CRM options.
Migration steps
- Decide what to bring. Contacts and deals are essential; notes and emails are valuable; marketing history is optional.
- Export. Use HubSpot’s export tools to download contacts, companies and deals as CSV files.
- Map properties. Match HubSpot properties (such as lead status or lifecycle stage) to your fields and tags.
- Convert stages. Translate deal stages to your pipeline. Keep it to five to seven.
- Clean. Remove duplicates and standardise phone numbers.
- Test import 100 records and review.
- Full import and check counts.
- Switch lead capture. Point forms to the new CRM before you cancel.
Keep HubSpot for what it does well
Some teams keep HubSpot for email marketing and move the pipeline to a real estate CRM. Connect them with Zapier if you do.
Common pitfalls
Owner mismatches, lost notes and forgetting to repoint website forms. Use the checklist in our data migration guide.
Related
See Salesforce migration and the integrations hub.
Frequently asked questions
Can I export my HubSpot notes?
Contacts, companies and deals export as CSV. Notes and activity may require a separate export; check what HubSpot provides for your account.
Should I cancel HubSpot immediately?
No. Run both briefly, verify the data and then cancel.
Sources & method
Integration status reflects RealEstateCRM.pk as of October 2026. Connection methods depend on the third-party tool; confirm specifics with our team during a demo.
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