Clay Personal CRM to HubSpot
A personal relationship manager that builds contact cards from email, calendar and social accounts and adds reminders, groups, notes and AI search. It is not a team sales CRM.
Clay Personal CRM data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Contacts (people cards)); 3 items need manual work and 2 do not move. Plan roughly 0.5-1 weeks for a small move and 3-6 weeks for a large one.
Migration checklist for Clay Personal 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
<1,000 contacts
CSV import only.
Mid migration
1,000-10,000 contacts
Dedupe, company derivation and note import.
Large migration
10,000+ contacts across many users
Several personal accounts to consolidate, plus a HubSpot design to build.
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 Clay Personal CRM: what you need to get in, what lands in HubSpot, and what will not.
A user account login. The export runs from the app and the file arrives by email.
Choose your route
How will you move the data?
No native connector was found.
- You need: A user account login. The export runs from the app and the file arrives by email.
- Permission: To confirm
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.
- Settings > General > Export my Data emails a CSV that is compatible with Google Contacts
- Group-level CSV export (per a third-party review)
Limits: To confirm
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: 3-6 weeks, usually phased.
Talk to a partnerWhere each object lands
In Clay Personal CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (people cards) | Contacts | yes | The CSV is Google Contacts-compatible, so it can be imported through the HubSpot import tool. The exact columns were not verified. |
| Notes | Notes | partial | The export is described as covering contacts and notes. How notes are laid out in the file is unverified, so they probably need mapping or a custom import. |
| Groups | Contacts | partial | Groups can be exported to CSV. They would map to a contact property or a static list. |
| Interaction feed (emails, calendar, messages) | Emails | no | The feed is shown in the app. No export of it was found. |
| Companies | Companies | manual | Company is likely only a contact field. Companies would need to be derived from it. |
| Deals / pipelines / owners | Deals | no | A personal CRM has no documented deal, pipeline or owner objects. Rebuild them in HubSpot if needed. |
What to expect
No export of this history was found in the docs reviewed.
These are personal features with no HubSpot equivalent and no documented export.
Data is auto-aggregated from many sources, so duplicates are likely.
Personal contacts should not be loaded into the sales CRM.
Filter by group or tag and set lawful basis and marketing status on import.
Run a test export, check which columns are present, and keep the original file archived.
Confirm the current product and export path with the vendor before planning.
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.
Vendor help confirms a CSV export. No API, HubSpot connector or object-mapping documentation was found. The analyst scope (deals, pipelines, owners) does not match a personal relationship manager. Object mapping rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Clay Personal CRM to HubSpot?
1. Confirm with the vendor whether the product is still sold as Clay or has become Mesh. 2. Run Settings > General > Export my Data and inspect the CSV columns. 3. Decide which groups or tags count as business contacts to migrate. 4. Map CSV columns to HubSpot contact properties and create custom properties for group and source.
What data can move from Clay Personal CRM to HubSpot?
These objects move directly: Contacts (people cards). Check the mapping table for partial and manual items.
What does not move from Clay Personal CRM to HubSpot?
Interaction feed history (emails, WhatsApp, iMessage, calendar) and Reminders, cadences and AI-derived insights. Plan to rebuild or retire these.
How long does a Clay Personal CRM to HubSpot migration take?
Small (<1,000 contacts): 0.5-1 weeks. Mid (1,000-10,000 contacts): 1-3 weeks. Large (10,000+ contacts across many users): 3-6 weeks. These are planning estimates, not a quote.
What access do I need to export from Clay Personal CRM?
A user account login. The export runs from the app and the file arrives by email.
What compliance issues apply when moving Clay Personal CRM data?
Check: Private notes may hold sensitive personal information and Personal contacts such as friends and family. Agree consent, retention and access rules before exporting.
Moving Clay Personal CRM into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner