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Integrations

Switch from HubSpot to Millstone

Leave the sales CRM.

What comes across

From HubSpot's own export, matched to Millstone's records.

Companies

  • Name
  • Website
  • Phone
  • Address
  • Country
  • Notes
  • Social link

People

  • First name
  • Last name
  • Email
  • Phone
  • Company
  • Job title
  • LinkedIn
  • Website
  • Country

Getting it out of HubSpot

Companies

  1. 1In HubSpot, go to CRM, then Companies.
  2. 2Pick the view to bring (All companies for everything).
  3. 3Click Export, choose CSV, and include all properties.
  4. 4HubSpot emails a download link. Open it and save the CSV.

People

  1. 1In HubSpot, go to CRM, then Contacts.
  2. 2Pick the view to bring (All contacts for everything).
  3. 3Click Export, choose CSV, and include all properties.
  4. 4HubSpot emails a download link. Open it and save the CSV.

Then import the file in Millstone. It recognises a HubSpot export and shows you every row before anything goes in.

What stays behind

HubSpot's own lists rarely match a studio's, so they are left out unless yours do.

  • Lifecycle stage, industry and size are HubSpot's own lists, so they are left out unless yours match.
  • Lifecycle stage and lead status are HubSpot's own lists, so they are left out.
  • Lifecycle Stage
  • Industry
  • Number of Employees
  • Type
  • Lead Status
  • Company owner
  • Contact owner
  • Persona

Or let your assistant move it

With Claude or ChatGPT connected over MCP.

“I am moving my studio from HubSpot. Walk me through bringing it into Millstone.”

It asks what you use, tells you how to export it, then stages, maps and previews the file. Nothing goes in until you say yes. Importing needs a Full access key.

Connect an assistant

More integrations

Lighten the load

Early access opens a few studios at a time, each onboarded personally. Put yours forward and put some of the weight down.