HubSpot Smart Transfer

Plans and prices

Every plan, in full

On the record

Access

Only HubSpot Super Admins can access Smart Transfer, and the source app may require additional permissions.knowledge.hubspot.com · read 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 · read 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 · read 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 · read 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.knowledge.hubspot.com · read 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 · read 2 Oct 2026

Subscription requirement

A Data Hub subscription is required to transfer custom field mappings.knowledge.hubspot.com · read 2 Oct 2026

Support

HubSpot directs customers needing assistance to its customer support contact page.hubspot.com · read 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 · read 2 Oct 2026

Transfer direction

Transfers go one way from the other app to HubSpot.knowledge.hubspot.com · read 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 · read 2 Oct 2026

Alternatives to HubSpot Smart Transfer

F FreshsalesAndroidiPhone & iPad+3 H HightouchAndroidiPhone & iPad+2 ZC Zoho CRMAndroidiPhone & iPad+2 WA Workato Agent StudioiPhone & iPadWeb+4 S SkyviaWebWindows+1 D DataimporterWeb KS KingswaySoft SSIS Integration ToolkitWindowsAPI+1 AD Airbyte Data ReplicationWebLinux+2

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