How to Migrate from HubSpot to Twenty CRM

HubSpot's free CRM works until you need marketing, sales, or service hubs — then pricing jumps to $20-120+/user/month. Twenty is the modern open source CRM — Notion-like UX, GraphQL API, and full data ownership. Here's how to migrate.

Step 1: Deploy Twenty

# Docker Compose
git clone https://github.com/twentyhq/twenty.git
cd twenty
cp .env.example .env
# Configure DATABASE_URL, REDIS_URL, etc.
docker compose up -d

Access at localhost:3000 and create your workspace.

Step 2: Export from HubSpot

Contacts:

1. HubSpot → Contacts → Actions → Export
2. Select all properties or choose specific ones
3. Download CSV

Companies:

1. HubSpot → Companies → Actions → Export
2. Download CSV

Deals:

1. HubSpot → Deals → Actions → Export
2. Download CSV

Step 3: Import into Twenty

Twenty supports CSV import:

1. Open Twenty → Settings → Data Model
2. Verify your object fields match HubSpot's export columns
3. Go to the People or Companies view
4. Click Import → Upload CSV
5. Map columns to Twenty fields

Field mapping:

HubSpot	Twenty
First Name	firstName
Last Name	lastName
Email	email
Phone	phone
Company	company (relation)
Job Title	jobTitle
City	city
Lifecycle Stage	Custom field
Lead Score	Custom field

Step 4: Set Up Pipeline

1. Go to Settings → Data Model → Opportunities
2. Create pipeline stages matching HubSpot:

HubSpot Stage	Twenty Stage
Appointment Scheduled	Meeting Scheduled
Qualified to Buy	Qualified
Presentation Scheduled	Demo
Decision Maker Bought-In	Negotiation
Contract Sent	Proposal Sent
Closed Won	Won
Closed Lost	Lost

Step 5: Configure Custom Fields

Twenty uses a flexible data model. Add custom fields to match HubSpot properties:

1. Settings → Data Model → select object (People, Companies)
2. Add Field → choose type (text, number, date, select, relation)
3. Map your HubSpot custom properties

Step 6: Set Up Integrations

HubSpot Feature	Twenty Equivalent
Email tracking	Email integration (coming)
Meeting scheduling	Calendar sync
Forms	Webhooks + API
Workflows	API-based automation
Reporting	Analytics views
Email sequences	Not yet (roadmap)
Live chat	Not included (use Chatwoot)

Twenty's API is GraphQL — powerful for building custom integrations:

mutation {
  createPerson(data: {
    name: { firstName: "Jane", lastName: "Doe" }
    email: { primaryEmail: "jane@example.com" }
    company: { connect: { id: "company-id" } }
  }) {
    id
  }
}

What You'll Gain

• Full data ownership — your CRM data on your server
• Modern UX — Notion-like interface, keyboard shortcuts
• GraphQL API — powerful, typed API for automation
• No per-user pricing — unlimited users
• Custom data model — add any fields or objects
• Open source — AGPL-3.0, active development

What You'll Lose

• HubSpot's marketing hub (emails, forms, landing pages)
• Sales sequences and automation
• Built-in reporting dashboards
• App marketplace integrations
• Customer support ticketing

Cost Comparison

Users	HubSpot Starter	Twenty Self-Hosted	Savings
5	$100/month	$15/month	$1,020/year
10	$200/month	$25/month	$2,100/year
25	$500/month	$40/month	$5,520/year

Migration Timeline

Week	Task
Week 1	Deploy Twenty, export HubSpot, import contacts/companies
Week 2	Set up pipeline, custom fields, integrations
Week 3	Train team, run both CRMs
Week 4	Full cutover, archive HubSpot

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