Skip to content
SPECIFICTION
Get listed

HubSpot Smart Transfer

knowledge.hubspot.com

From $720/mo Free plan Web
Visit knowledge.hubspot.com
Spec score 7.7 #23 of 41 in CRM Data Migration Software

What it is

HubSpot Smart Transfer is a web-based tool for moving records and related data from supported applications into HubSpot. Its guided workflow audits the source, prepares the HubSpot portal, synchronizes records, optionally transfers additional data, and removes empty properties. The audit matches source objects with HubSpot objects and reports record counts, configuration information, supported fields, data types, users, currencies, and other settings. Supported sources include Pipedrive, Zoho CRM, Dynamics 365, ActiveCampaign, Copper, Mailchimp, Keap, Salesforce, Account Engagement/Pardot, Marketo, Zendesk, Freshdesk, and Monday.com. Transfers run only toward HubSpot. Users can pause, resume, or cancel transfers and tasks, then download error logs. Attachments and segments can be transferred once but do not continue updating through ongoing synchronization. Only HubSpot Super Admins can use the tool, and custom field mappings require a Data Hub subscription. Breeze Assistant can provide an optional conversational guide. Smart Transfer has a free plan and 14-day trial; paid plans are listed separately.

Spec sheet

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.Read 2 Oct 2026 · knowledge.hubspot.com
Support
HubSpot directs customers needing assistance to its customer support contact page.Read 2 Oct 2026 · hubspot.com
Access
Only HubSpot Super Admins can access Smart Transfer, and the source app may require additional permissions.Read 2 Oct 2026 · knowledge.hubspot.com
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.Read 2 Oct 2026 · knowledge.hubspot.com
Available apps
Smart Transfer supports Pipedrive, Zoho CRM, Dynamics 365, ActiveCampaign, Copper, Mailchimp, Keap, Salesforce, Account Engagement/Pardot, Marketo, Zendesk, Freshdesk, and Monday.com.Read 2 Oct 2026 · knowledge.hubspot.com
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.Read 2 Oct 2026 · knowledge.hubspot.com
Security and compliance
HubSpot's Trust Center lists SOC 2 Type II, SOC 3, HIPAA, and GDPR materials and badges.Read 2 Oct 2026 · trust.hubspot.com
Subscription requirement
A Data Hub subscription is required to transfer custom field mappings.Read 2 Oct 2026 · knowledge.hubspot.com
Transfer controls
Users can pause and resume an ongoing transfer, cancel a transfer or task, and download transfer error logs.Read 2 Oct 2026 · knowledge.hubspot.com
Transfer direction
Transfers go one way from the other app to HubSpot.Read 2 Oct 2026 · knowledge.hubspot.com
Workflow
Its guided process includes auditing source data, preparing the HubSpot portal, syncing records, optionally transferring other data, and cleaning up empty properties.Read 2 Oct 2026 · knowledge.hubspot.com

Plans and prices

Free Free Free for up to 2 users Up to 2 users Read 2 Oct 2026 · hubspot.com
Starter $720 a month Page shows monthly and annual billing options 500 HubSpot Credits Read 2 Oct 2026 · hubspot.com
Professional $800 a month per month billed monthly, includes 1 Core Seat; $720 per month billed annually 5,000 HubSpot Credits; additional Core Seats start at $45/mo Read 2 Oct 2026 · hubspot.com
Enterprise $2,000 a month Includes 1 Core Seat 10,000 HubSpot Credits; additional Core Seats start at $75/mo Read 2 Oct 2026 · hubspot.com

Every HubSpot Smart Transfer plan and price →

Strong points and limits

Strong points

  • Guided audit and mapping workflow
  • Supports 13 listed source applications
  • Pause, resume, and cancel controls
  • Downloadable transfer error logs
  • Free plan and 14-day trial

Limits

  • Transfers run only into HubSpot
  • Custom mappings require Data Hub
  • Some data transfers only once
  • Access limited to Super Admins

Who it suits

It suits HubSpot Super Admins moving data from the listed applications. Teams needing custom field mappings should plan for a Data Hub subscription.

Verdict

Smart Transfer focuses on structured, one-way migrations into HubSpot, with auditing, controls, and logs. Its source-app coverage and free access are useful, while custom mappings and administrator-only access set boundaries.

Where Specifiction places it

Alternatives to HubSpot Smart TransferAll alternatives →