Verified 30 August 2026
Moving from HubSpot to Day.ai, in order
Most of it is easier than you expect, and two parts are not. Their own setup guide covers the import in a sentence, so this is the longer version: what carries across, what you rebuild, and the order that keeps it to one week instead of three.
What crosses and what does not
| Thing | Crosses? | Detail |
|---|---|---|
| Contacts and companies | Yes | Rebuilt from Gmail and Calendar automatically, plus spreadsheet import |
| Open deals | Yes | Name, amount, stage, owner. Needs the $60 tier |
| Meeting transcripts | Partly | File import, 50 at a time, four formats |
| Custom properties and history | Undocumented | No published field list. Ask before planning a cutover around it |
| Marketing Hub | No | Day.ai does not replace it. Moving the CRM means splitting them |
The order that avoids the expensive mistakes
Decide the email sharing setting first
This is the one you cannot casually undo, and it governs what colleagues see of your inbox forever after. Settle it before anyone connects, not during onboarding when everyone is clicking through. The full explanation.
Connect one person, not the team
The record builds from whoever is connected. One inbox first tells you what the graph looks like before nine other people are affected by the answer.
Import the deals, then check the fields
Deal import works and the field list beyond name, amount, stage and owner is not published. What we could confirm.
Wire the rest before you cancel anything
Six native integrations, five connectors, and everything else through Zapier one way only. The whole list, and what will not come back out.
Run both for a month
Not because the import fails, but because reporting starts from zero. A new system has no history and no migration carries a HubSpot report across.
The bill is not comparable, and that is the point
HubSpot charges per seat. Day.ai charges per agent, and a colleague without one is free. The same team produces two very different numbers.
Ten people, all running agents
$600
Ten Professional agents at $60. Against HubSpot Sales Hub Professional at $900 a month for ten seats on annual billing, plus a $1,500 onboarding fee.
Ten people, two running pipeline
$120
Two Professional agents. The other eight read, search and share for nothing. HubSpot has no equivalent shape, because everyone who touches it needs a paid seat.
Both vendors' published list prices, read 30 August 2026. Most articles quoting Day.ai pricing are wrong, including several that say it is seat based. The longer pricing comparison.
Migration questions
How long does it take?
The import is an afternoon. The month of running both is what you should plan for, and the thing that takes longest is agreeing the email sharing setting.
Will we lose our reports?
Yes. Attribution and pipeline reporting rest on structure built over years, and a new system starts its own history the day it turns on. If those reports are load bearing, that is a reason to stay.
What about Salesforce?
Same answer and less written down. Their setup guide names neither. HubSpot is available as a connector, which lets an agent read from it live, but that is not a migration path.
Where we come in
We run the migration
The import is the easy part. The month around it, the settings you cannot undo, and the reporting that starts from zero are where migrations go wrong. We run the whole thing and you keep selling through it.
- The settings you cannot undo decided before anyone connects
- Your pipeline moved, checked, and reconciled against the old system
- The rest of your stack reconnected on the other side
- Both systems running side by side until you are ready to switch off
Free, no call required
The Day.ai migration checklist
Not ready to talk to anyone? Take this instead. One email, nothing else unless you ask for it.