Agile CRM to HubSpot
All-in-one SMB CRM combining contacts, sales pipeline, marketing automation, helpdesk and telephony.
Agile CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 8 mapped objects move directly (Contacts, Companies and Deals (tracks/milestones)); 4 items need manual work and 2 do not move. Plan roughly 1-2 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for Agile CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
under 10k contacts
CSV-based, minimal automation.
Mid migration
10k-100k contacts with deals
Needs API pulls for associations and notes.
Large migration
100k+ records with heavy campaigns
API limits and automation rebuild.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Agile CRM: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON, HTTPS-only)
Account email, REST API key and account subdomain.
Admin is needed to view or reset the API key under Admin Settings > API & Analytics.
Sources conflict: one lists plan-based daily call caps, another lists hourly caps. Confirm with Agile CRM before planning extraction volume.
Choose your route
How will you move the data?
No native connector was found.
- You need: Account email, REST API key and account subdomain.
- Permission: Admin is needed to view or reset the API key under Admin Settings > API & Analytics.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Contacts and Companies CSV export via Bulk Actions, with field selection
- Deals CSV export, including filtered exports and up to 10 notes per deal
- REST API extraction
- Third-party ETL or CSV export (Skyvia)
Limits: Sources conflict: one lists plan-based daily call caps, another lists hourly caps. Confirm with Agile CRM before planning extraction volume.
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 6-12 weeks, usually phased.
Talk to a partnerWhere each object lands
In Agile CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | The CSV export covers standard and custom fields. Notes, tasks, deals and campaign history are not included. |
| Companies | Companies | yes | Companies can be exported to CSV and are available through the API. |
| Deals (tracks/milestones) | Deals | yes | The deals CSV export includes tags and notes. Tracks map to HubSpot pipelines and milestones map to stages. |
| Notes | Notes | partial | Deal notes are partly included in the deals CSV, and notes are available via the API. Contact notes need API extraction. |
| Tasks and events | Tasks | partial | Tasks and events are exposed via the API or Skyvia replication. They are not in the standard CSV export. |
| Cases/tickets | Tickets | partial | Tickets are exposed via the API. Mapping to HubSpot Tickets is not documented. |
| Documents | Files | partial | Skyvia exposes Documents linked to contacts, cases or deals. Binary file transfer is unverified. |
| Owners | Contacts | manual | Owner is a record field. HubSpot users must be created first and owners mapped by email. |
What to expect
The campaign builder logic has no export-to-HubSpot path and must be rebuilt as HubSpot workflows.
No documented bulk export of full activity history; the extent depends on the API.
Campaign logic cannot be imported.
Roles and reports do not export.
Standard contact CSV exports omit related data, so associations need a separate pull via API or Skyvia.
Pipelines must exist in HubSpot before import.
Extract the relationship IDs via API and import associations in a separate pass.
Confirm the plan limit and schedule extraction across days if needed.
Audit notes, tasks and events counts against the source before cutover.
Carry the Agile CRM ID into a custom HubSpot property and dedupe on email and domain.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Auth, API key location and CSV export are supported by vendor GitHub docs and third-party sources. Rate limits conflict between sources, and activity/association export coverage and HubSpot-side mapping rest on category-level knowledge. No vendor help-centre page or HubSpot doc was retrieved for Agile CRM.
Sources
Related migrations
Frequently asked questions
How do I migrate Agile CRM to HubSpot?
1. Get an admin to copy the REST API key from Admin Settings > API & Analytics. 2. Inventory contacts, companies, deals, tracks, milestones, custom fields and tags. 3. List the campaigns, workflows and reports to be rebuilt. 4. Check which API plan limits apply to your Agile CRM plan.
What data can move from Agile CRM to HubSpot?
These objects move directly: Contacts, Companies and Deals (tracks/milestones). Check the mapping table for partial and manual items.
What does not move from Agile CRM to HubSpot?
Campaign (automation) workflows and Email/call activity history. Plan to rebuild or retire these.
How long does a Agile CRM to HubSpot migration take?
Small (under 10k contacts): 1-2 weeks. Mid (10k-100k contacts with deals): 3-6 weeks. Large (100k+ records with heavy campaigns): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from Agile CRM?
Account email, REST API key and account subdomain. Admin is needed to view or reset the API key under Admin Settings > API & Analytics.
What compliance issues apply when moving Agile CRM data?
Check: Possible health or financial data in notes and Call recordings and telephony data. Agree consent, retention and access rules before exporting.
Moving Agile CRM into HubSpot?
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