# Migration from Keap CRM

**URL:** <https://community.hubspot.com/t/migration-from-keap-crm/98114>\
**Category:** Tips, Tricks & Best Practices\
**Tags:** best-practices, getting-started, starter\
**Created:** [January 18, 2024, 1:44pm UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114 "2024-01-18T13:44:00Z")\
**Posts on this page:** 9\
**Page:** 1

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**Author:** ![JMariano](https://avatars.discourse-cdn.com/v4/letter/j/3d9bf3/32.png) [@JMariano](https://community.hubspot.com/u/JMariano)\
**Post date:** [January 18, 2024, 1:44pm UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/1 "2024-01-18T13:44:00Z")

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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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**Author:** ![Phil\_Vallender](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/phil_vallender/32/48924_2.png) [@Phil\_Vallender](https://community.hubspot.com/u/Phil_Vallender)\
**Post date:** [January 18, 2024, 5:08pm UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/2 "2024-01-18T17:08:40Z")

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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](https://www.trujay.com/migrations/keap-to-hubspot)

Hope this helps.

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**Author:** ![JMariano](https://avatars.discourse-cdn.com/v4/letter/j/3d9bf3/32.png) [@JMariano](https://community.hubspot.com/u/JMariano)\
**Post date:** [January 22, 2024, 7:59am UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/3 "2024-01-22T07:59:19Z")

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thank you for this!

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**Author:** ![noahmckeon](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/noahmckeon/32/78446_2.png) [@noahmckeon](https://community.hubspot.com/u/noahmckeon)\
**Post date:** [January 30, 2024, 1:00am UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/4 "2024-01-30T01:00:05Z")

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Thanks for the shoutout, [@Phil\_Vallender](https://community.hubspot.com/t5/user/viewprofilepage/user-id/74) !  
@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](http://app.trujay.com)

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**Author:** ![JMariano](https://avatars.discourse-cdn.com/v4/letter/j/3d9bf3/32.png) [@JMariano](https://community.hubspot.com/u/JMariano)\
**Post date:** [January 30, 2024, 10:26am UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/5 "2024-01-30T10:26:06Z")

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thanks!

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**Author:** ![noahmckeon](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/noahmckeon/32/78446_2.png) [@noahmckeon](https://community.hubspot.com/u/noahmckeon)\
**Post date:** [June 24, 2024, 5:41pm UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/6 "2024-06-24T17:41:19Z")

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Thanks for the shoutout [@Phil\_Vallender](https://community.hubspot.com/t5/user/viewprofilepage/user-id/74) !  
Just to reduce confusion, Trujay has rebranded as [SyncMatters](https://bit.ly/4f8xOWr), and our migration product is now called [MigrateMyCRM](https://bit.ly/4f707V8). Same awesome product as before 😁

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**Author:** ![Jonas\_De\_Mets](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jonas_de_mets/32/72908_2.png) [@Jonas\_De\_Mets](https://community.hubspot.com/u/Jonas_De_Mets)\
**Post date:** [January 21, 2024, 1:58pm UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/7 "2024-01-21T13:58:04Z")

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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](https://knowledge.hubspot.com/crm-setup/import-objects).  
I always create a “Old CRM URL” as a [unique custom property](https://knowledge.hubspot.com/crm-setup/manage-your-properties) 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](https://koalify.io/)

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**Author:** ![JMariano](https://avatars.discourse-cdn.com/v4/letter/j/3d9bf3/32.png) [@JMariano](https://community.hubspot.com/u/JMariano)\
**Post date:** [January 22, 2024, 7:59am UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/8 "2024-01-22T07:59:05Z")

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thank you for this!

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**Author:** ![DineshT](https://avatars.discourse-cdn.com/v4/letter/d/54ee81/32.png) [@DineshT](https://community.hubspot.com/u/DineshT)\
**Post date:** [March 23, 2024, 6:58am UTC](https://community.hubspot.com/t/migration-from-keap-crm/98114/9 "2024-03-23T06:58:33Z")

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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](https://www.corpscroll.com/post/infusionsoft-keap-to-hubspot-migration-the-10-step-guide).

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
