Hupspot Smart Transfer Apps Guide

The Hubspot Smart Transfer feature lets you quickly move data from other tools into your Hubspot account so you can centralize contacts, companies, and more without manual CSV uploads or complex integrations.

This guide explains which apps are supported, what data you can bring into Hubspot, and how to start a Smart Transfer step by step. It follows the official documentation so you can confidently plan your next migration or sync.

What Is Hubspot Smart Transfer?

Smart Transfer is a built-in import option that connects Hubspot to popular third-party apps. Instead of exporting and reformatting spreadsheets, you connect an app, choose what you want to move, and Smart Transfer handles the mapping for you.

Smart Transfer focuses on core CRM data, such as:

Contacts and basic profile information
Companies and account records
Associated activities, depending on the app

The exact data types depend on the source app, so always review the options that appear during setup in your Hubspot portal.

Where to Find Smart Transfer in Hubspot

You can start a Smart Transfer directly inside your Hubspot account.

Log in to your Hubspot portal with appropriate permissions.
In the main navigation, go to your data import or migration tools (often under settings or data management).
Look for an option labeled Smart Transfer or similar within the import interface.
Choose the app you want to connect to Hubspot from the list of supported tools.

The interface may evolve over time, but the process will remain similar: pick a source app, connect, then choose the data to move into Hubspot.

Supported Apps for Hubspot Smart Transfer

Hubspot Smart Transfer supports several common sales, CRM, and communication tools. The available list may expand, but the official documentation outlines the currently supported apps and any limitations.

To view the most accurate and up-to-date list of supported apps, always refer to the official Hubspot knowledge base page here: Supported apps for Hubspot Smart Transfer.

On that page you will see:

A list of each app that can connect via Smart Transfer
What data can be imported from that app into Hubspot
Any important notes or limitations specific to each integration

How Supported Apps Work with Hubspot

Each supported app connects to Hubspot via a secure authorization flow. Typically you will:

Select the app from the Smart Transfer list in Hubspot.
Authorize Hubspot to access data from that app.
Choose which data objects to import, such as contacts or companies.
Confirm the import and let Smart Transfer move your data into Hubspot.

The mapping and available objects may vary per app, so follow the on-screen prompts carefully.

Preparing Your Data Before Moving It into Hubspot

Even though Smart Transfer simplifies imports, spending a few minutes preparing your source data will make your Hubspot records cleaner.

Clean duplicates: Remove obvious duplicates or merge them in the source app.
Standardize fields: Use consistent formats for phone numbers, countries, and job titles when possible.
Archive outdated records: If your old system is full of inactive contacts, consider excluding them from the Smart Transfer to Hubspot.

Good preparation helps keep your Hubspot CRM organized from day one.

How to Run a Smart Transfer into Hubspot

The exact steps can vary by app, but this is the general flow you will follow in Hubspot.

Step 1: Choose the Source App

Open your Hubspot account.
Go to the Smart Transfer section within your data tools.
Select the third-party app that you want to connect to Hubspot.

Step 2: Connect the App to Hubspot

Click to authorize the app.
Sign in to the source app when prompted.
Grant Hubspot permission to read data from that app.

This secure connection allows Hubspot to retrieve the data necessary for the Smart Transfer.

Step 3: Select Data Objects to Import

Review the list of available data objects, such as contacts or companies.
Choose which objects you want to move into Hubspot.
Check any notes about how those records will map into Hubspot properties.

Depending on the app, you may be able to filter or refine what is imported, so read the options on the screen.

Step 4: Review and Confirm in Hubspot

Check the summary of what will be brought into Hubspot.
Confirm any property mappings if the interface presents them.
Start the Smart Transfer and wait for the import to complete.

Larger imports may take longer, so monitor the status within Hubspot until it finishes.

After the Smart Transfer: Verifying Data in Hubspot

Once the Smart Transfer completes, review a sample of records to ensure everything appears correctly in Hubspot.

Open several imported contacts to confirm core details.
Check associated companies or activities, if applicable.
Run simple lists or filters in Hubspot to confirm counts look reasonable.

If you see issues, compare with the source app and adjust any follow-up imports accordingly.

Limitations of Hubspot Smart Transfer

Smart Transfer is designed for streamlined migrations, but not every field or object from every app is supported. The official knowledge base article outlines:

Which specific objects can move from each app to Hubspot
Any properties that are not imported
Special considerations or restrictions per app

Always check the Hubspot Smart Transfer supported apps page before planning a large migration so your expectations align with what the tool currently supports.

Best Practices for Using Hubspot Smart Transfer

Following a few best practices will help you avoid problems and keep your Hubspot CRM healthy.

Test with a small batch: When possible, import a limited set first, review results in Hubspot, then proceed with the full migration.
Document mappings: Keep notes on how fields from the source app map to Hubspot properties.
Communicate with your team: Let sales, service, and marketing teams know when the Hubspot import will run and what changes to expect.

Getting Help with Hubspot Setup

If you are planning a complex migration or need expert guidance on how Smart Transfer fits into your broader Hubspot strategy, consider working with a specialist. Agencies and consultants can help you design your data model, set up properties, and optimize workflows after the import.

For advanced implementation, automation, and data planning around Hubspot, you can explore professional services at Consultevo, which focuses on CRM and marketing technology solutions.

Summary: Using Hubspot Smart Transfer Effectively

Smart Transfer is a powerful way to move data into Hubspot without tedious spreadsheets or custom integrations. By checking the supported apps list, preparing your data, and following the guided steps inside your Hubspot account, you can complete a migration quickly and confidently.

Always rely on the official documentation for the latest details on what each app supports, and review imported records in Hubspot to keep your CRM organized and reliable.

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