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Integration · Move over from

Alori + HubSpot

Bring your whole HubSpot account into Alori in four steps: connect, check, try a sample, import everything. Alori only reads HubSpot, so nothing changes there.

Start freeRead the setup guide

What it does.

  1. 01

    Try a sample first

    Bring over 10, 25 or 50 recent contacts with everything linked to them. Not happy? Undo the sample.

  2. 02

    Owners stay owners

    Each customer and deal keeps its HubSpot owner. Invite those people when you're ready: nobody gets an email during the import.

  3. 03

    Workflows become automations

    HubSpot workflows in use come over as automations, turned off, so customers don't get messages twice.

  4. 04

    Runs on its own

    Close the page while it runs. You get an email when it's done, with anything that couldn't come over and why.

What comes over from HubSpot

  • Contacts and companiesInto AloriContacts become customers, with their custom fields.
  • Deals and leadsInto AloriInto the pipeline and stages you pick, with their products.
  • Emails, calls and meetingsInto AloriIn each customer's history, already read. Call recordings come too.
  • Notes, tasks and ticketsInto AloriNotes keep their files. Tickets become tasks.
  • Products, quotes and invoicesInto AloriProducts go into your catalog.
  • FilesInto AloriFiles over 25 MB are skipped.
  • WorkflowsInto AloriBecome automations in Bots, turned off until you turn them on.

How to connect it

  1. 1In the side menu, click Import data, then Start on HubSpot.
  2. 2Click Connect HubSpot, sign in and allow Alori to read your account.
  3. 3Check what comes over, then click Looks good, try a sample.
  4. 4Click Import the sample, look at a few customers, then click Looks good, import everything.
Read the setup guide →

Questions

Another question? Ask it when you start.

Marketing emails with their opens and clicks, web analytics, lists, sequences, form submissions not sent to the inbox, and the history of changes on each field.

No. Your workflows come over turned off. Turn each one on in Bots once you turn it off in HubSpot.

They come over with their records but no login. Open Users in your team app and click Invite, or click Invite them on the import page.

Yes. Records already imported are updated, not doubled. If it stops on an error, click Continue where it stopped.

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