HubSpot Smart Transfer
HubSpot Smart Transfer: A structured HubSpot migration tool with mapping, cleanup, and transfer controls. Ranked #1 of 39 in CRM Data Migration Software by our editors (9.4/10); pricing: Free plan · 14-day trial; best for hubSpot-bound migration projects.
At a glance
- Editor score9.4 / 10
- PricingFree plan · 14-day trial
- Best forHubSpot-bound migration projects
- Free planYes
- Relationship migrationYes
- Facts checked21 Sep 2026
Where it wins
- Audits records, properties, and configurations before transfer
- Maps objects and fields, with automated HubSpot model preparation
- Supports cleanup, reversal, pausing, resuming, and error-log downloads
Where it doesn't
- Transfers records one way into HubSpot
- Requires Super Admin access
- Available through the web only
Our verdict on HubSpot Smart Transfer
HubSpot Smart Transfer is a cloud-based migration feature within HubSpot Data Hub for teams moving information from supported third-party applications into HubSpot. It covers CRM, marketing, help desk, and work-management systems, including Salesforce, Pipedrive, Zoho CRM, Dynamics 365, ActiveCampaign, Copper, Monday.com, Mailchimp, Zendesk, Freshdesk, Keap, Marketo, and Account Engagement / Pardot. The tool is suited to migration projects that need guided preparation rather than a basic record import, and it requires Super Admin access.
Its workflow goes beyond object and property mapping. Smart Transfer audits records, properties, and configuration details, then prepares HubSpot properties, pipelines, currencies, and users. It synchronizes records one way into HubSpot and provides separate one-time transfers for unsupported data such as attachments and segments. Automated workflows address differences between application data models, while post-transfer cleaning and reversal controls help teams manage corrections. Users can pause, resume, or cancel transfers and download error logs. Breeze Assistant provides guided conversational setup.
The plan structure ranges from a Free tier with app synchronization, default field mappings, all integrations, and access for up to two users to paid tiers with progressively broader controls. Starter adds custom field mappings, advanced synchronization, basic quality tools, and email and chat support. Professional adds AI dataset creation, large-scale cleaning, process automation, and data-health monitoring. Enterprise adds advanced datasets, connections to data warehouses and storage platforms, advanced metrics, and secure data sharing. The 14-day trial provides an additional evaluation path. HubSpot Smart Transfer is a strong fit for HubSpot-bound migrations requiring preparation and cleanup; teams needing two-way transfers or a destination other than HubSpot should choose another approach.
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HubSpot Smart Transfer pricing
All 4 HubSpot Smart Transfer plans and prices →
HubSpot Smart Transfer fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| CRM connectors | 13 |
| Field mapping | Yes |
| Relationship migration | Yes |
| Data transformation | Yes |
| Scheduled migrations | Not verified |
| Deployment | Cloud |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat, Community, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 13 integrations: Pipedrive, Zoho CRM, Dynamics 365, ActiveCampaign, Copper, Mailchimp … See all → |
| Pricing | Free plan · 14-day trial (source) |
| Website | knowledge.hubspot.com |
| Facts checked | 21 Sep 2026 |
HubSpot Smart Transfer integrations
HubSpot Smart Transfer lists 13 integrations on its own site.
- Pipedrive
- Zoho CRM
- Dynamics 365
- ActiveCampaign
- Copper
- Mailchimp
- Keap
- Salesforce
- Account Engagement / Pardot
- Marketo
- Zendesk
- Freshdesk
- Monday.com
See all HubSpot Smart Transfer integrations →
Alternatives to HubSpot Smart Transfer
- SkyviaA broad, connector-rich option for CRM migrations that need ongoing integration.8.8
- DQ StudioA broad platform for complex CRM migrations across cloud, legacy, and on-premise systems.8.6
- FreshsalesAn affordable destination CRM with sales automation, AI, and mobile access.7.9
See all HubSpot Smart Transfer alternatives →
HubSpot Smart Transfer vs the competition
- HubSpot Smart Transfer vs Skyvia
- HubSpot Smart Transfer vs DQ Studio
- HubSpot Smart Transfer vs Freshsales
- HubSpot Smart Transfer vs Zoho CRM
- HubSpot Smart Transfer vs Salesforce DevOps Center
- HubSpot Smart Transfer vs HubSpot Meetings
Compare HubSpot Smart Transfer with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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