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Migration

HubSpot + AutomateNexus CRM

Move contacts, companies and deals over from a HubSpot CSV export.

Integrations — the AI providers the workspace runs on, then communications, calendars, video meetings, payments and accounting, lead research and the API, each with what is connected
What you can do

HubSpot, wired into your pipeline.

  1. 01

    CSV import

    Export contacts, companies and deals from HubSpot and import them with a preview.

  2. 02

    Rebuild what matters

    Recreate the automations you still need as workflows, and leave the rest behind.

  3. 03

    Checked before it lands

    Rows missing required fields are flagged, and every row is previewed before import.

How it works

Connected in three steps.

  1. Step 01

    Export from HubSpot

    Export contacts, companies and deals as CSV files.

  2. Step 02

    Preview the import

    Match the columns to the template headers and review the rows before saving.

  3. Step 03

    Import and verify

    Run the import, then confirm counts match before going live.

Under the hood

Built to be left alone.

  1. Preview first

    See the rows before they're saved; rows missing required fields are flagged.

  2. Template included

    Each record type has a CSV template with the right headers.

  3. No code

    Export, match the headers, review, import.

Your turn

Put HubSpot to work.

Start your 7-day free trial and connect HubSpot on day one. No credit card, no middleware.