Switch from HubSpot
Switching from HubSpot to JobStack: a step-by-step guide.
You've decided to move off HubSpot. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.
Why operators leave HubSpot
- You started running real jobs. HubSpot's CRM is great for leads. The moment you're scheduling visits and sending estimates, you need different tooling.
- The free-tier gaps showed up. No scheduling, no invoicing, no payments. You started using 3 tools — HubSpot + Google Calendar + Stripe + Excel — and the duct tape stopped holding.
- Paid HubSpot tiers were too much tool. Once you considered paying for Sales Hub or Marketing Hub, the price for what you'd actually use stopped making sense.
- Wanted trade-specific data model. Custom fields for 'job site address' and 'equipment served' work in HubSpot but never feel right. A purpose-built tool fits.
What carries over, what changes
Carries over
- Contact / customer list
- Notes attached to contacts
- Email history (with limitations)
- Basic deal data (mapped to job stages)
Needs setup or rethinking
- Email marketing campaigns and drip sequences
- Landing pages and forms (if relevant)
- Sales pipeline structure
- Custom fields tied to non-trade workflows
- Reports and dashboards
- Marketing analytics
The migration, step by step
- 1
Export your contacts
In HubSpot, go to Contacts → Export. Pull CSV with all relevant fields. Decide which custom fields are worth bringing over.
- 2
Decide on marketing tools
If you run real marketing campaigns, keep HubSpot for that (free or paid tier) and use JobStack for operations. If you don't, you can cancel HubSpot entirely after import.
- 3
Import contacts into JobStack
Upload your contact CSV. The importer maps standard fields automatically; you'll resolve custom-field mappings inline.
- 4
Set up trade-specific data
Job site addresses, equipment served, service history. JobStack's data model has these natively — you'll find the trade-fit immediately.
- 5
Reconnect or set up integrations
Stripe for payments, QuickBooks for accounting, calendar, phone. Standard JobStack integrations.
- 6
Build your pricing templates
Convert your common service offerings into JobStack line item templates.
- 7
Start running jobs through JobStack
No parallel run needed — HubSpot wasn't running jobs anyway. JobStack takes over operations immediately.
- 8
Decide on HubSpot's role going forward
Free tier for occasional lead-stage tracking? Paid for marketing? Cancel entirely? Different answers for different operators.
Common gotchas
-
HubSpot's free CRM doesn't expire — you can keep it for marketing-light use even after moving operations to JobStack.
-
Custom fields tied to sales workflows (deal stage, deal amount, close date) don't map cleanly to a service-CRM model.
-
Email marketing history doesn't fully migrate; download what you need to retain.
-
Landing pages and forms hosted by HubSpot need to be replaced if you cancel paid tiers.
-
Reports and dashboards are different in JobStack — re-create only what you check weekly.
Realistic timeline
- Day 1 AM Export HubSpot contacts, decide on keep/drop scope.
- Day 1 PM Import contacts to JobStack, configure trade-specific data.
- Day 2 Reconnect Stripe/QB/calendar, build pricing templates.
- Day 3+ Run all operations through JobStack. HubSpot stays (free) or gets canceled (your call).
Ready to start?
Get migration help, free at launch.
JobStack launches soon. Sign up to get early access plus white-glove migration from HubSpot — we'll get on a screen-share and do most of the work with you.
Get notified + migration helpFrequently asked questions
How long does the migration take?
Should I keep HubSpot at all?
Can I keep my HubSpot email history?
What if I built landing pages in HubSpot?
Is migration support available?
Guide verified as of May 2026. HubSpot feature names and export workflows may change; if a step doesn't match what you see, check HubSpot's current help documentation. HubSpot is a trademark of its owner.