Switching from HubSpot to Close

Try Close with a sample of your HubSpot data before deciding what to do with the rest.

Close brings calling, texting, and email together on the lead’s record, so reps can see the conversation and pick up where they left off. If you decide to move, our migration team can help with simple HubSpot data for free. Your team will still need to rebuild things like workflows and email templates.

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14-day trial. No credit card required. Paid plans also have a 30-day money-back guarantee.

Already under a HubSpot contract? Talk to us about timing before you make a move.

On this page10 sections

What changes in your day-to-day work?

Follow a lead through a normal sales day to compare the two.

Calls, texts, and email stay together

In Close, you can call, text, and email from the lead’s record. Calls are logged automatically alongside your other conversations, so the next rep can see what happened before following up.

HubSpot includes calling on its paid sales plans, but texting needs a Marketing Hub plan and a paid SMS add-on.

A bill you can plan for

Close bills per user, monthly or annually, with AI credits included on every plan and no required onboarding fee. HubSpot charges a required one-time onboarding fee of $1,500 on Professional or $3,500 on Enterprise, its AI agents use HubSpot Credits, and paid seats generally can’t be reduced before renewal.

Selling in the first week, with no admin to hire

87% of new Close users place a call, send an email or text, or host a meeting in their first week. No Close customer needs a full-time Close administrator. Support is free and human on every plan, and most questions are resolved in about two emails.

You can work through a call list

On Close Growth and higher plans, the power dialer moves through your list as calls end. HubSpot’s power dialer is on its top sales plan and is marked beta.

You can follow up between calls

Close workflows can combine email, SMS, and task steps on higher plans. HubSpot Sequences sends timed sales emails and creates follow-up reminders on higher sales plans.

Decide what you need to keep

Before moving, list the HubSpot tools and records your team depends on. If marketing, service, or your website needs to stay in HubSpot, you can keep those teams there and connect HubSpot to Close. If the issue is a process your team hasn’t learned to use, improving the existing setup may be enough.

Who handles the move?

Our migration team can move simple HubSpot data for free, remove duplicates, and walk you through the result. Turnaround is five to seven business days, though timing and scope depend on your setup.

Here’s how the work is shared:

Our migration team discusses your setup, handles the agreed migration and deduplication, and helps with phone setup and training. The listed service includes registration for business texting to US numbers.
Import2, the third-party service available inside Close, runs the import and emails you when it’s complete.
Your team has a Close admin start the import, reviews the sample and field mapping, and rebuilds workflows, email templates, and booking links.

Complex migrations, multiple systems, or messy data may require paid work. We’ll discuss any hourly cost in advance. In most cases, there’s no Import2 cost when an admin starts the import inside Close. Plan phone-number transfers and rebuilding work separately.

Teams that made the move

Co-founder Matt Tanner moved Same Page HR from HubSpot to Close when the setup felt like more than his team needed.

We switched to Close and couldn't be happier. It's clean, intuitive, and fast!

Matt TannerCo-founder, Same Page HRClose customer stories · Read the story

RevPilot, a Close partner, also works with small businesses moving from HubSpot. CEO and co-founder Jordan Park argues that a team doesn’t need HubSpot to scale. Read the partner story.

Try your sales process before moving everything

Start a free trial, bring in a few leads, and invite a teammate. Then try the work you do on an ordinary day.

Connect your email and call a lead from their record.The trial includes $5 in credits for calling and lead enrichment.
Leave a pre-recorded voicemail and send a text from an SMS-enabled number.See where the reply appears.
Open the call recording, transcript, and summary.See what happened and what to do next.
If you’re considering a dialer, workflow, or AI agent, try that too.Test a small workflow with one lead before relying on it for a larger group.

On higher plans, the power dialer queues the next call and workflows can run email, SMS, and task sequences. The top plan adds a predictive dialer. AI agents are available on every plan and can call and qualify leads, book meetings, and log calls. AI usage is billed separately; there’s no extra seat or setup fee.

What should you budget?

Compare the plans that cover your team’s actual work, then add the costs of calls, texts, numbers, and any connected tools.

98% of Close users say it saves them at least three hours a week of admin and manual work, which is more than 150 hours a year per seller.

For this work	Close	HubSpot
Calling, email, and automated follow-up	Close Growth$99 billed annually$109 billed monthly	HubSpot Professional$90 billed annually$100 billed monthly on an annual commitment

Pricing notes

Close per user, HubSpot per seat, per month at list price, checked Oct 21, 2026 on each vendor's pricing page. These list prices were checked October 21, 2026. They exclude taxes and usage. HubSpot’s Marketing Hub plan and paid SMS add-on are additional if you need texting. If you’ve already paid a HubSpot onboarding fee, it isn’t a new cost of staying. HubSpot Professional’s listed per-seat price is lower than Close Growth if it covers the work you need.

List prices are a starting point. What you pay depends on your billing term, team size, calling, texting, and AI usage beyond included credits, add-ons, onboarding fees, and the terms you agree with each vendor. Prices and plans change, so confirm current pricing before you buy.

Buying for five or more sellers? Talk to our sales team about team pricing and onboarding.

Move from a sample to a full import

Start small, check the result, and then decide when to move the rest.

Run a sample.A Close admin opens the Lead Importer, selects Import from a CRM, and connects HubSpot through Import2. The sample can take a few hours.
Check the mapping.Review companies, contacts, deals, custom fields, and activity history. Ask Import2 about anything missing and resolve errors before continuing.
Run the full import.Import2 runs the import and emails you when it’s complete.
Rebuild what doesn’t transfer.HubSpot workflows don’t transfer as working Close workflows. Plan time for workflows, email templates, and booking links. Handle marketing automation and website content separately.

How records map

In HubSpot	In Close
Companies	Leads
Contacts	Contacts associated with a lead
Deals	Opportunities
Deal pipelines and stages	Opportunity pipelines and statuses
First and last name	Contact name
Properties	Standard or custom fields
Calls, emails, and tasks	Calls, emails, and tasks

In Close, a lead is the company, and contacts and opportunities belong to it. These are closest matches, so check your sample carefully. Phone number labels don’t map cleanly.

The migration guide lists companies, contacts, deals, calls, emails, and tasks among the data that can move. Confirm the scope for your account with Import2. Call recordings, marketing emails, inline images, and tracked email opens and clicks don’t move through Import2.

If you export CSV files yourself, you’ll need HubSpot export permission. Calls and notes export separately from records, and download links expire after 30 days.

Can you keep HubSpot and Close connected?

Yes. HubSpot offers a free sync integration for companies, contacts, deals, calls, emails, and tasks. You choose the sync direction for each. Record owners need to be users in both systems.

The sync doesn’t carry notes, texts, meetings, or custom objects. Plan those separately, including CSV exports of notes or custom objects if needed.

Can you keep your phone numbers?

Often, yes. Check the specific numbers with Close Support before setting a cutover date.

Our phone provider ports US and Canadian numbers by default. Ask Support about numbers provided by HubSpot or numbers from other countries. If you use your own Twilio account through HubSpot Twilio Connect, the numbers transfer within Twilio. International ports can take two to six weeks, so you can use a new Close number while you wait.

Porting ends service with the old provider. Check any contracts tied to the number before canceling.

What you’ll need for a transfer

For a US number from another carrier, provide a signed Letter of Authorization listing all the numbers, plus either your latest carrier invoice or the number’s Customer Service Record. The name and address must match. Tell Support whether you need texting; for a wireless number, include the account number and PIN or passcode.

For Twilio numbers, send Support the full numbers and your Twilio account ID. For other countries, Support will confirm whether the number can move and what local paperwork is needed.

Before texting US numbers, complete A2P 10DLC registration for business texting. Our onboarding team can help set up your phone system, including registration.

Before you choose a cutover date

Confirm that someone has HubSpot export permission and a Close admin can start the import.
List the workflows, templates, and booking links you’ll need to rebuild.
Check your HubSpot renewal date and seat commitment. Unassigning a seat doesn’t stop its billing.
Review contracts tied to your phone numbers.
Decide whether marketing or service work will stay in HubSpot.
Confirm the migration scope and phone setup with Support.

Questions about switching

How long does it take?

A sample import can take a few hours. Our team’s turnaround for simple migrations is five to seven business days. The rest depends on your data, integrations, and rollout. International number ports can take two to six weeks.

Can I reduce my HubSpot seats before renewal?

HubSpot says seat counts generally can’t be reduced until the next renewal or below the minimum commitment. Unassigning a seat doesn’t stop billing for it. Check your own agreement before planning the move.

Is switching worth it?

If your team calls and texts leads every day, try that work in Close and compare the plans and setup with what you use in HubSpot. Also account for the HubSpot tools you’d need to keep or replace, your renewal date, and the time required to rebuild your process.

Bring a sample of your data and try a real week in Close

Connect a number and work a few of your own leads. You’ll get a better feel for the day-to-day before moving everything. 14-day trial. No credit card required.

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Migration steps are from our HubSpot migration guide and help center, HubSpot details from its help center, and prices from each vendor's pricing page, checked Oct 21, 2026. Quotes are from customer stories published on close.com.