How to switch from HubSpot Marketing Hub

The strategic choice first

HubSpot is a suite; most teams leaving it are leaving Marketing Hub's price tag, not the CRM their sales team lives in. Both paths work:

• Keep the CRM (most common): sales stays in HubSpot; WeZend takes over messaging, automation and audience. Connect HubSpot as an integration so profile changes and key events flow both ways.
• Leave entirely: also fine — contacts and consent move as below, and deal-stage logic gets remodelled as events.

The rest of this guide works for both; skip the integration step if you're leaving outright.

Step 1 — Opt-outs first

Export contacts who opted out of email (filter on the opt-out property, export CSV) plus hard bounces, and import them into Audience → Suppressions. HubSpot's subscription types deserve care: a contact opted out of "Marketing information" but subscribed to "Product updates" should be recreated with preference-center topics — not flattened into one big opt-out.

Step 2 — Contacts and properties

Export contacts to CSV (from the contacts view, include every property you actually use). In WeZend's import mapper, contact properties become custom fields. Active lists don't export as rules — note their filters down and rebuild them as segments; static lists import directly as lists.

Step 3 — Website plumbing

Replace the HubSpot tracking code with WeZend's event snippet, swap embedded HubSpot forms for lead forms (double opt-in on), and rebuild the landing pages you actually use on your own site — a WeZend form endpoint is public and safe in plain HTML.

Step 4 — Workflows become journeys

Workflow actions map cleanly: enrollment triggers → journey triggers, if/then branches → branch nodes, delays → delays, "send email" → send nodes that can also be SMS, WhatsApp or push. Internal-notification actions ("email the sales rep") become webhook steps into your own systems or the CRM. Rebuild by revenue, test-enroll, run parallel.

Step 5 — Domain, warm-up, cutover

Verify your domain (Settings → Email domains), keep HubSpot sending while you warm up on engaged contacts, then shift campaigns first and workflows one at a time. Delta-export late opt-outs before you downgrade the Marketing Hub subscription.

What does NOT come along

• Email engagement history — export reports; analytics restart in WeZend.
• Landing pages and CTAs hosted on HubSpot — rebuild on your own site (and enjoy owning them).
• Attribution reports — WeZend's ROI attribution rebuilds from goal events, with holdout groups HubSpot never gave you.