The HubSpot Smart Transfer homepage

HubSpot Smart Transfer

Score6.6
Rank#12 of 37
From$720/mo
Free planYes
Free trialYes
Runs onWeb

Summary

HubSpot Smart Transfer is ranked #12 of 37 in CRM data migration software on Everything Xiaomi. It runs on Web. There is a free plan. A free trial is offered. Paid plans start at $720/mo.

HubSpot Smart Transfer plans and pricing

All plans
Free Free Free for up to 2 users Up to 2 users hubspot.com · 2 Oct 2026
Starter $720/mo Page shows monthly and annual billing options 500 HubSpot Credits hubspot.com · 2 Oct 2026
Enterprise $2,000/mo Includes 1 Core Seat 10,000 HubSpot Credits; additional Core Seats start at $75/mo hubspot.com · 2 Oct 2026
Professional $720,800/mo Page shows monthly and annual billing options; includes 1 Core Seat 5,000 HubSpot Credits; additional Core Seats start at $45/mo hubspot.com · 2 Oct 2026

Compared on CRM data migration software

Free plan
Yesknowledge.hubspot.com
CRM connectors
13knowledge.hubspot.com
Field mapping
Yesknowledge.hubspot.com
Relationship migration
Yesknowledge.hubspot.com
Data transformation
Yesknowledge.hubspot.com
Deployment
cloudknowledge.hubspot.com

Facts

Purpose
HubSpot Smart Transfer helps move data from other apps into HubSpot through structured mapping steps, with an optional guided conversational interface using Breeze Assistant.knowledge.hubspot.com · 2 Oct 2026
Workflow
Its guided process includes auditing source data, preparing the HubSpot portal, syncing records, optionally transferring other data, and cleaning up empty properties.knowledge.hubspot.com · 2 Oct 2026
Audit
The audit maps source objects to HubSpot objects and reports record counts, configuration details, field support, data types, and other settings such as users and currencies.knowledge.hubspot.com · 2 Oct 2026
Available apps
Smart Transfer supports Pipedrive, Zoho CRM, Dynamics 365, ActiveCampaign, Copper, Mailchimp, Keap, Salesforce, Account Engagement/Pardot, Marketo, Zendesk, Freshdesk, and Monday.com.knowledge.hubspot.com · 2 Oct 2026
Transfer direction
Transfers go one way from the other app to HubSpot.knowledge.hubspot.com · 2 Oct 2026
Access
Only HubSpot Super Admins can access Smart Transfer, and the source app may require additional permissions.knowledge.hubspot.com · 2 Oct 2026
Subscription requirement
A Data Hub subscription is required to transfer custom field mappings.knowledge.hubspot.com · 2 Oct 2026
Transfer controls
Users can pause and resume an ongoing transfer, cancel a transfer or task, and download transfer error logs.knowledge.hubspot.com · 2 Oct 2026
One-time transfers
Some data types unsupported by data sync, such as attachments and segments, can be transferred once, but they do not remain updated through ongoing sync.knowledge.hubspot.com · 2 Oct 2026
Security and compliance
HubSpot's Trust Center lists SOC 2 Type II, SOC 3, HIPAA, and GDPR materials and badges.trust.hubspot.com · 2 Oct 2026
Support
HubSpot directs customers needing assistance to its customer support contact page.hubspot.com · 2 Oct 2026

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