HubSpot Smart Transfer
HubSpot Smart Transfer moves data from supported apps into HubSpot through structured mapping steps.
What HubSpot Smart Transfer is
HubSpot Smart Transfer moves data from supported apps into HubSpot through structured mapping steps. Its workflow can audit source data, prepare the HubSpot portal, sync records, transfer some additional data, and remove empty properties. The audit maps source objects to HubSpot objects and reports record counts, field support, data types, configuration details, and settings such as users and currencies. It supports transfers from Pipedrive, Zoho CRM, Dynamics 365, ActiveCampaign, Copper, Mailchimp, Keap, Salesforce, Account Engagement/Pardot, Marketo, Zendesk, Freshdesk, and Monday.com. Transfers run one way into HubSpot. Users can pause or resume a transfer, cancel a transfer or task, and download error logs. Some data, including attachments and segments, can be moved once but will not stay current through ongoing sync. Only HubSpot Super Admins can access the tool, and custom field mappings require a Data Hub subscription. The free plan is available, along with a 14-day trial.
Good
- Audits source records, fields, and configuration details.
- Supports transfers from 13 listed apps.
- Transfers can be paused, resumed, or cancelled.
- Provides downloadable transfer error logs.
Watch out
- Transfers only go from other apps to HubSpot.
- Only HubSpot Super Admins can access it.
- Custom field mappings require a Data Hub subscription.
- Some data types transfer once without ongoing updates.
Who it suits
It suits HubSpot Super Admins moving records from one of its supported apps into HubSpot. Teams needing custom field mappings must have a Data Hub subscription.
Verdict
HubSpot Smart Transfer provides a guided, auditable route for bringing data from supported apps into HubSpot. Its one-way transfers and subscription requirement for custom field mappings are important constraints to consider.
Plans and prices
From HubSpot Smart Transfer's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Up to 2 users · Free for up to 2 users |
| Starter | $720 a month | 500 HubSpot Credits |
| Professional | $800 a month | 5,000 HubSpot Credits; additional Core Seats start at $45/mo · per month billed monthly, includes 1 Core Seat; $720 per month billed annually |
| Enterprise | $2,000 a month | 10,000 HubSpot Credits; additional Core Seats start at $75/mo · Includes 1 Core Seat |
The facts
Each one read from HubSpot Smart Transfer's own pages, with the date it was checked.
What it does
- Access
- Only HubSpot Super Admins can access Smart Transfer, and the source app may require additional permissions.checked 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.checked 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.checked 2 Oct 2026
- 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.checked 2 Oct 2026
- Security and compliance
- HubSpot's Trust Center lists SOC 2 Type II, SOC 3, HIPAA, and GDPR materials and badges.checked 2 Oct 2026
- Subscription requirement
- A Data Hub subscription is required to transfer custom field mappings.checked 2 Oct 2026
- Support
- HubSpot directs customers needing assistance to its customer support contact page.checked 2 Oct 2026
- Transfer controls
- Users can pause and resume an ongoing transfer, cancel a transfer or task, and download transfer error logs.checked 2 Oct 2026
- Transfer direction
- Transfers go one way from the other app to HubSpot.checked 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.checked 2 Oct 2026
Where it runs
- Available apps
- Smart Transfer supports Pipedrive, Zoho CRM, Dynamics 365, ActiveCampaign, Copper, Mailchimp, Keap, Salesforce, Account Engagement/Pardot, Marketo, Zendesk, Freshdesk, and Monday.com.checked 2 Oct 2026
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