Keap works well for small businesses, but as organisations grow, they often need a platform that is easier to manage, more flexible, and better equipped for cross-team collaboration. HubSpot brings marketing, sales, and service together with powerful automation and reporting tools — making it the natural next step for scaling businesses.

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Why Move to HubSpot?

• Ease of use – a cleaner interface for managing contacts, deals, and reports.

• Smart segmentation – replace tags with organised lists and properties.

• Unified workflows – build automated journeys across marketing and sales.

• Stronger reporting – dashboards that show impact across the funnel.

• Room to scale – add features and integrations as your business grows.

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Migration Process

 

1. Preparation

• Audit your Keap setup: contacts, campaigns, forms, and automations.

• Define clear objectives and success metrics.

• Establish a timeline and assign roles.

2. Data Migration

• Map Keap fields and tags to HubSpot properties and lists.

• Transfer contacts, companies, deals, and notes.

• Use delta migration if ongoing updates are required during cutover.

3. HubSpot Setup

• Connect your domain and configure pipelines, stages, and properties.

• Rebuild key marketing assets: forms, emails, and landing pages.

• Convert campaigns into HubSpot workflows.

4. Adoption & Optimisation

• Add users with appropriate permissions.

• Provide training sessions and documentation.

• Monitor workflows, reporting, and integrations; refine where needed.

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Benefits

• Organised data and cleaner segmentation
• Easier adoption for your team
• Unified sales and marketing processes
• Automation that scales with your business
• Actionable insights from advanced reporting

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Get Started

Migrating from Keap to HubSpot is an opportunity to simplify operations and set your business up for long-term success. With a structured approach, you can move smoothly and start leveraging HubSpot’s full potential.

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