Import from HubSpot

Import from HubSpot

CRM and Pipelines| Integrations
September 01, 2026•1 min read

HubSpot is a commonly used CRM, so moving your records to your new system should be convenient and fast. And, with the new Importer, you can connect your HubSpot account and migrate important CRM data directly. Let’s learn how to use it!

⭐️ How To Import Records From HubSpot?

  1. Go to Contacts, Companies, or Opportunities, and click "Import."

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  2. Choose Connect HubSpot, then sign in to your HubSpot account. Or, if already connected, click Import from HubSpot.

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  3. Select the objects and data types you want to import.

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  4. Lastly, click “Confirm and start import” to start the process.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Improved Data Transfer: Reduce the manual work required when moving from HubSpot, helping you migrate your CRM data faster.

  • Organized Importing: Preserve supported pipelines, stages, tasks, and relevant data by choosing exactly what you want to import.

  • Error-Free Entries: Bring over important custom fields and activity, while quickly identifying and resolving import errors for consistent records.

Using the importer lets you quickly move your data and run your business from your new CRM. This makes it easy to trigger workflows, continue tasks, and move contacts through pipelines quickly. We hope you enjoy it!

integrationHubSpotCRMImportcontacts
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Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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