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MARKETING AUTOMATION · MIGRATION GUIDE

Switching from Keap to HubSpot

HubSpot’s pricing page does not surface a dedicated Keap importer; contact and deal data typically moves by CSV export and import.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 23, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from Keap to HubSpotVerified Sep 23, 2026
Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: What do you lose moving from Keap to HubSpot, and how do you move the rest?

You lose the operations layer: HubSpot Marketing Hub Starter has no invoicing, checkout, payment processing or appointment scheduling, so line up separate tools before you leave Keap.

The saving can be real, $7/seat annual against $299/mo flat, with a free plan for 2 users, but there's no dedicated Keap importer, so contacts and deals move by CSV and fields are mapped by hand. Payments are where this gets hard. If customers are on payment plans or recurring charges through Keap, saved card details generally can't be exported to a new system, so either let those plans finish where they are or ask customers to re-enter their cards in the new checkout well before the old account closes. Map each Keap tag to a HubSpot property or list before importing, since a tag with no destination is segmentation you lose.

My read of the verified data on this page, checked against vendor sources on September 23, 2026. Disagree or spot an error? Tell Bill

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Keap to HubSpot

    Far cheaper entry price

    $20/seat against $299/mo flat.

    Free plan available

    2 users, no card required.

    Deeper AI and reporting ecosystem

    Breeze AI agents, broader integrations.

    How the migration actually works

    You lose Keap’s built-in invoicing, checkout, payment processing and appointment scheduling — HubSpot Starter has none of these.

    StepWhat you do
    1Export your contact listExport contacts, tags and segments as CSV from the old tool.
    2Create your HubSpot accountCreate your HubSpot account and import your contact list, mapping fields to HubSpot’s CRM properties.
    3Rebuild workflows in HubSpot’s automation builderRecreate your automation logic using HubSpot’s workflow builder, and set up any CRM deal or ticket pipelines you need.
    4Rebuild automationsRecreate email sequences, triggers and automation rules by hand — these do not transfer automatically.
    5Reconnect integrationsReconnect your website forms, e-commerce store, payment processor or CRM sync to the new tool.
    6Run a real send before cancellingSend one real campaign through the new tool and confirm deliverability before cancelling the old plan.

    What this path doesn’t do for you:

    Keap’s built-in invoicing, checkout, payments and scheduling have no HubSpot Marketing Hub Starter equivalent — budget for separate tools if you still need them.

    Pricing side by side

    PlanKeapHubSpot
    Pricing basisFlat, 2 users includedPer seat
    Entry price$299/mo ($39/mo per extra user)Starter $20/seat/mo (standing)
    CRMIncludedFull CRM shared across Hubs
    Invoicing/paymentsIncludedNot on Marketing Hub Starter

    Standard list prices checked on each vendor’s pricing page on September 23, 2026. HubSpot price is the $20/seat standing rate, not its current new-customer promo.

    Feature parity check

    CapabilityKeapHubSpot
    Invoicing/paymentsIncludedNot on Starter
    Price$299/mo (2 users)$20/seat/mo
    Free planNone, trial only2 users
    CRMIncludedFull CRM shared across Hubs

    Going the other direction, or want the full comparison first?

    Read the HubSpot vs Keap comparison Switching from HubSpot to Keap instead?
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between Keap and HubSpot. Rows where both tools are the same (2) are left out; the full side-by-side is on each tool’s page: Keap, HubSpot.

    What changesKeap (today)HubSpot (after)
    SOC 2 reportNot publishedSOC 2 Type IIsource
    Other certificationsPCI DSSsourceSOC 1 Type II, SOC 3, HIPAA attestation, EU Cloud Code of Conduct, TRUSTe Certified Privacysource
    HIPAA (BAA)BAA availablesourceBAA availableEnterprisesource
    Single sign-on (SAML/OIDC)Not publishedYesProfessionalsource
    SCIM user provisioningNot publishedYesProfessionalsource
    Two-factor authenticationYesEnforcement: All plans (2FA mandatory for every user)sourceYesEnforcement: Free (optional to require); mandatory on Starter, Professional, Enterprisesource
    Admin audit logNot publishedYesStartersource
    Data residency choicesNot publishedUS, EU, Canada, AustraliaStartersource
    EncryptionNot publishedAES-256 at rest; TLS 1.2 or 1.3 in transitsource
    Offline modeNot documentedPartialCRM records cannot be created, edited, or viewed in the mobile app without a connection; only Mobile Notetaker can record meetings offline and link them to CRM records once back online.source
    Desktop appsNot publishedBrowser onlysource
    Offline limits—Offline meeting recording (Mobile Notetaker) is available on Sales Hub or Service Hub Professional and EnterpriseSales Hub / Service Hub Professionalsource
    IP allowlistingNot publishedYesStartersource
    Device & session controlsNot publishedYesAll plansAdmin-set inactive session timeout (15 minutes to 3 days); users can review and remotely log out their own sessions on other devices.source
    Editorial assessment

    Before you cut over

    • Set up single sign-on in HubSpot on Professional before you invite the team, so accounts are created through your identity provider rather than by hand.
    • HubSpot adds offline access (partial): install the mobile app for staff who work on the move.

    Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

    Frequently Asked Questions

    Does HubSpot import Keap data?

    Not through a dedicated tool; export contacts and deals as CSV and map fields manually.

    Will I save money?

    Likely for a small team, but you will need to replace Keap’s invoicing, checkout and payment tools separately.

    Do I lose appointment scheduling?

    Yes, HubSpot Marketing Hub Starter has no built-in scheduler.

    Do my automations and workflows carry over?

    No. Automation logic, workflows and segmentation rules are specific to each platform’s builder and are rebuilt by hand in the new tool; only contact data moves via export/import or a migration service.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    KeapPricing, free plan, AI cost & every comparison›HubSpotPricing, free plan, AI cost & every comparison›
    HubSpot vs KeapHead-to-head comparisonAttio vs HubSpotHead-to-head comparisonActiveCampaign vs HubSpotHead-to-head comparisonActiveCampaign vs KeapHead-to-head comparisonGoHighLevel vs HubSpotHead-to-head comparisonHubSpot vs KlaviyoHead-to-head comparison
    HubSpot to KeapSwitching guideAttio to HubSpotSwitching guideHubSpot to AttioSwitching guideActiveCampaign to HubSpotSwitching guideGoHighLevel to HubSpotSwitching guideHubSpot to ActiveCampaignSwitching guide

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Cite this page: HelpCompare, “Switching from Keap to HubSpot”, helpcompare.com/keap-to-hubspot-migration/ (updated ).

    Source links on this site are checked every month; last check . How sources are checked.

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    01 · CompareWhich tool fits your team, side by side.133 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 23, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill