How to Migrate from HubSpot to a WordPress CRM (Full Guide)

HubSpot migrations typically happen because monthly cost has become unsustainable, you want customer data on your own server, or your WordPress-based business does not need an enterprise CRM platform. This guide covers exporting your HubSpot data and importing it into DoubleScale, a self-hosted WordPress CRM plugin.

What Can Be Migrated

• Contacts and companies with all properties
• Email templates (as HTML)
• Deals and pipeline data
• Lists and segments (recreate using DoubleScale segment builder)
• Automation logic (must be rebuilt manually)

Step 1: Export Your HubSpot Contacts

1. In HubSpot, go to Contacts
2. Click Actions, Export
3. Select All Properties or specific properties you want to keep
4. Download the CSV file

Step 2: Create Custom Fields in DoubleScale

1. Go to DoubleScale, Contacts, Custom Fields, Add Field
2. Recreate any HubSpot custom properties you want to preserve: text, number, date, dropdown, checkbox

Step 3: Import Contacts into DoubleScale

1. Go to DoubleScale, Contacts, Import
2. Upload your HubSpot CSV export
3. Map each column to DoubleScale properties
4. Run the import

Step 4: Recreate Your Pipeline

1. Export HubSpot deals: Sales, Deals, Actions, Export
2. In DoubleScale, go to Sales, Pipelines, New Pipeline
3. Create the same stages as your HubSpot pipeline
4. Add open deals manually or via bulk import

HubSpot Feature Map to DoubleScale