Move from HubSpot to Atlas.
To move your CRM from HubSpot to Atlas, export contacts, companies, and deals to CSV from each object's list view, then import those files into Atlas CRM. Records, properties, deal stages, and owners carry over. HubSpot workflows, sequences, reports, and marketing email history do not, and this guide names each gap so nothing surprises you.
Export your data from HubSpot.
HubSpot exports each object from its own list view. You export contacts, companies, and deals separately, choose the properties you want, and HubSpot emails you the file. All of this happens in HubSpot before you open Atlas.
- Open the contacts list view. In HubSpot go to
CRM, thenContacts. This index view is where the export control lives. You will repeat the same steps for Companies and Deals. - Click Export at the top of the table. Use the
Exportbutton above the list. HubSpot lets you export the current view or all records of that object. Choose all records unless you deliberately want a filtered subset. - Select the properties to include. Pick the columns you want in the file: name, email, phone, company, lifecycle stage, owner, and any custom properties. For Deals, include deal stage, amount, close date, and pipeline. Only selected properties export, so include everything you will need in Atlas.
- Choose CSV and start the export. Select CSV as the format and confirm. HubSpot processes the export in the background and emails a download link to your account address, usually within a few minutes.
- Repeat for companies and deals, then download. Run the same export for Companies and for Deals so you have all three files. Download each one from the emailed link and open it to confirm the records and properties are complete before importing.
Note on associations: contacts, companies, and deals are linked in HubSpot, and a plain export lists the associated record's name or id in a column rather than a live link. Keep a consistent key such as email or company name across the three files so Atlas can reconnect them.
What carries over, and what does not.
A CRM export moves your records. It does not move the marketing machine around them. Here is the real split, stated plainly.
Carries over cleanly
- Contacts and companies. Names, emails, phone numbers, addresses, lifecycle stage, and custom properties export as columns and map onto Atlas CRM fields.
- Deals and pipeline. Deal name, amount, stage, close date, pipeline, and owner export, so your pipeline rebuilds with its real values.
- Owners. The record owner exports as a value, which lets Atlas assign each record to the right person during import.
- Custom properties. Custom fields you created on any object export as their own columns.
Does not carry over, and must be rebuilt
- Workflows and sequences. HubSpot workflows and sales sequences are automation logic, not data. They do not export. You rebuild the ones you rely on with Atlas automations.
- Email and marketing history. Logged emails, marketing sends, and engagement history are not part of a standard object export. Treat the move as a fresh start for activity, with your records intact.
- Reports and dashboards. HubSpot reports are views over live data. The data exports, the reports do not. You recreate the reports you need in Atlas Analytics.
- Association timelines. The web of links between contacts, companies, and deals exports as reference columns, not live relationships. You reconnect them during import using a shared key.
- Forms and landing pages. HubSpot marketing assets stay in HubSpot. Atlas has its own Forms, which you build fresh.
Import into Atlas.
The records are the easy part. The reason to move is that Atlas CRM sits on the same graph as your tasks, contracts, and docs, with an assistant that acts on the pipeline.
Sign in to Atlas and open Import from the workspace menu. Upload the contacts file first, then companies, then deals, mapping each column to an Atlas CRM field. Use email or company name as the key so Atlas can reconnect the associations between the three. Atlas shows the mapping and the matched links before it writes anything.
Once your pipeline is in, CRM updates from real activity rather than manual logging, contracts live on the same record through Contracts, and Ask Atlas reads the whole pipeline. Ask it to draft the renewal email, move a deal to the next stage, and create the follow up task, and it does all three. A CRM that maintains itself, with an assistant that acts, is the point of the move.
Test the import on the free Starter plan for up to 5 seats, then bring the rest of the team on. The full product is described on the Atlas overview.
HubSpot and Atlas, compared.
HubSpot is a broad marketing and sales platform with mature email, forms, and reporting. Atlas is a CRM inside a wider work platform with an assistant that acts. If you need a marketing engine, HubSpot is built for it. If you need one place for sales, work, and contracts, read on.
| Capability | HubSpot | Atlas |
|---|---|---|
| Sales CRM and pipeline | Mature and full featured | Purpose-built CRM that updates from activity |
| Marketing email and automation | Deep marketing suite | Not a marketing platform |
| Forms and landing pages | Extensive | Built-in intake Forms, no landing pages |
| Contracts and e-signature | Payments and quotes, add-ons for signing | Draft, redline, and sign on the deal record |
| Tasks and project work | Basic tasks | Full Tasks and Projects on one graph |
| Assistant that takes action | AI drafts and suggests | Reads the pipeline, then drafts and moves deals |
| Tools replaced | Marketing and sales | 16 modules in one workspace |
| Security certifications | Holds independent audits | None held today, stated on the trust page |
| Entry price | Free CRM, paid hubs scale up | Free up to 5 seats, then $24 per seat |
Pricing and features change. Check the current Atlas numbers on the pricing page, and HubSpot's on their own site.
Migration questions.
The things people ask before they move a team off HubSpot.
Will the links between contacts, companies, and deals survive?
Partly. A standard export lists an associated record by name or id in a column rather than as a live link. If you keep a consistent key such as email or company name across the three files, Atlas reconnects the associations during import. Very complex association webs may need light cleanup afterward.
Does my email and engagement history come across?
No. Logged emails, marketing sends, and engagement timelines are not part of a standard object export. Your records and pipeline come across intact, and activity starts fresh in Atlas, which then updates the pipeline automatically from real signal going forward.
Can I move just the sales CRM and keep HubSpot for marketing?
Yes. Many teams do exactly this. Export contacts, companies, and deals, run your sales motion in Atlas where it sits next to contracts and tasks, and keep HubSpot for marketing email and landing pages if you still need them.
Do HubSpot workflows transfer?
No. Workflows and sequences are automation logic and are not exported. You rebuild the ones you depend on with Atlas automations, which use a trigger and action pattern that maps closely to how HubSpot workflows are structured.
Is Atlas as compliant as HubSpot for a security review?
No. Atlas holds no security certifications today, and the trust page states that in full. If your migration is blocked by a procurement requirement for an audited vendor, HubSpot or another certified tool is the right answer.
Who should not migrate.
Atlas is not the right CRM for everyone leaving HubSpot. If this is you, stay.
Do not migrate if
- Your procurement requires an audited vendor. Atlas holds no certifications yet. If a SOC 2 report gates the deal, this is not your move.
- Marketing email is the heart of your operation. HubSpot's marketing hub is genuinely strong. Atlas is not a marketing automation platform and does not try to be.
- You depend on HubSpot's reporting and attribution. That reporting does not transfer, and rebuilding advanced attribution is real work.
- You need landing pages and forms as a growth engine. Atlas has intake Forms, not a full landing page and campaign builder.
Migrating from a different tool? Read the guides for Notion, ClickUp, and Asana.
Put your pipeline on one graph.
Export contacts, companies, and deals from HubSpot, import them into Atlas, and run sales next to contracts, tasks, and an assistant that acts. Starter is free for up to 5 seats, so you can test the whole import first.