How to Migrate from HubSpot to Muntri

Before you start

You'll need:

• Admin access to your HubSpot account (to export data)
• A Muntri account (sign up free if you haven't already)
• About 30 minutes of hands-on time (AI handles the rest)

Step 1: Export your data from HubSpot ~10 min

Tip: If you have custom properties, include them in the export. Muntri's AI will attempt to map them to matching fields or create custom fields.

Step 2: Import into Muntri ~5 min

How HubSpot fields map to Muntri

HubSpot field	Muntri field	Notes
First Name / Last Name	first_name / last_name	Direct match
Email	email	Primary email
Company Name	account.name	Creates account if new
Deal Name	opportunity.name	Direct match
Deal Stage	opportunity.stage	Mapped to your pipeline stages
Amount	opportunity.amount	Direct match
Close Date	opportunity.close_date	Date format auto-detected
Deal Owner	opportunity.owner	Matched by email if user exists
Lifecycle Stage	lead.status	subscriber/lead/MQL/SQL mapped
Lead Score	lead.score	Imported as-is, AI rescores over time
Notes / Activities	notes	Import as activity log entries

Step 3: Verify and clean up ~10 min

After import:

• Check duplicate detection. Muntri flags potential duplicates by email and company name. Review and merge in bulk.
• Verify pipeline stages. If your HubSpot stages don't match Muntri's defaults, rename them in Settings > Pipeline Stages.
• Spot-check 10 records. Open a few contacts and deals to confirm data came through correctly.
• Set up your team. Invite users from Admin > Users. They get access immediately.

Step 4: Let AI agents start working Ongoing

Once your data is in:

• AI lead scoring runs automatically on imported leads
• Pipeline health analysis scores every deal based on activity, engagement, and stage timing
• SDR agents can start researching and drafting outreach for your pipeline
• Set your autonomy level: manual, co-pilot, or autonomous per feature

What about HubSpot features Muntri replaces?

If you were using multiple HubSpot Hubs, here's what Muntri covers natively:

• Sales Hub: Pipeline, deals, sequences, forecasting, commission tracking
• Marketing Hub: Campaigns, lead capture, email sequences, analytics
• Service Hub: Customer success scoring, health monitoring, churn prediction
• Operations Hub: Agentic workflows, data sync, custom automations

Need help?

If you have a complex HubSpot setup with custom objects, workflows, or integrations, book a demo and we'll walk through the migration plan together. Dedicated migration support is included on Business and Enterprise plans.