Migration from Keap CRM

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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Hi! We’re currently using Keap and would like to migrate to Hubspot. Is it possible to migrate deals, notes of all the contacts from Keap? We are currently using Keap to view and update records. Thanks!

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Hi @JMariano

There are varierty of ways you can migrate contacts and deals from Keap to HubSpot. Manual export and import is usually one, but I’d recommend having a look at Trujay - I’ve trusted them with numerous CRM mirgations and always had great results: Powerful CRM Migration Solutions | Secure Data Transfer | MigrateCRM

Hope this helps.

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thank you for this!

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Thanks for the shoutout, @Phil_Vallender !
@JMariano , if you still need help, don’t hesitate to reach out. We’ve done hundreds of migrations from Keap to HubSpot, and you can do it on your own (self-service) or with our team’s help.
app.trujay.com

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thanks!

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Thanks for the shoutout @Phil_Vallender !
Just to reduce confusion, Trujay has rebranded as SyncMatters, and our migration product is now called MigrateMyCRM. Same awesome product as before :grin:

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Hi @JMariano,
Yes, that’s definitely possible!
I have done several data migrations to HubSpot and these are the main steps:
1) Export deals, contacts, companies & notes from Keap
2) Import companies in HubSpot,
3) Import contacts in HubSpot (with associations to companies)
4) Import deals in HubSpot (with associations to contacts & companies)
5) Import notes in HubSpot (with associations to contacts, companies, deals)
More information on data imports in HubSpot can be found here.
I always create a “Old CRM URL” as a unique custom property for companies, contacts & deals.
This allows to import the associations between the objects of the old CRM and let’s users easily move back to the legacy CRM in the first weeks.
Hope this helps & good luck!
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify

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thank you for this!

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Hi @JMariano ,

I’ve completed Keap to HubSpot migration twice and below are the exact 10 steps (from start to finish) that I followed. For more details on each of the steps please check here.

  1. Connect your website domain to HubSpot
  2. Invite the Sales and Marketing folks to HubSpot
  3. Create custom properties and objects
  4. Setup the deal pipelines and stages
  5. Create the products
  6. Convert Infusionsoft tags to HubSpot lists
  7. Create emails, forms, and landing pages
  8. Convert Infusionsoft campaigns to HubSpot workflows
  9. Don’t forget the external integrations
  10. Records migration

Thanks,

Dinesh