Playbook · P28D

How to Migrate from HubSpot to Leadkaun (or Run Alongside)

TL;DR

Export your sales objects from HubSpot (Contacts, Companies, Deals) as CSV, import the live ones into Leadkaun, and let it grade and queue them. The nuance with HubSpot: you often keep HubSpot Marketing and move only the sales-behaviour layer to Leadkaun — so 'alongside' is frequently the end state, not a full replacement.

01Why this matters

The bet behind the playbook.

Indian SMBs leave HubSpot for two reasons: USD pricing that climbs with contact count, and the realisation that they're paying for a marketing suite when the actual bottleneck is sales follow-up. HubSpot is excellent at marketing; it's thinner on the sales-behaviour layer — which is exactly what Leadkaun does. So this is usually a partial move, not a rip-and-replace.

02What you need first

Gather these before you start.

  • HubSpot access to export Contacts, Companies and Deals
  • A Leadkaun account and your ICP defined
  • A decision on what to keep in HubSpot (usually Marketing)
03The steps

Run it in order.

  1. 01

    Decide what actually moves

    HubSpot holds marketing (forms, emails, workflows) and sales (contacts, deals). You're moving the SALES-behaviour layer to Leadkaun — grading, prioritisation, follow-up — and typically keeping HubSpot Marketing. Be clear on the split before you export.

  2. 02

    Export your sales objects

    In HubSpot, export Contacts, Companies and Deals to CSV (from each object's view, or Settings → Import & Export → Export). You don't need the marketing data — leave it in HubSpot.

  3. 03

    Audit down to live leads

    Keep leads with activity in the last 90 days; archive the rest. Don't drag a large HubSpot contact database into Leadkaun — bring the ones your reps are actually working.

  4. 04

    Onboard Leadkaun

    Same-day setup: pick your industry for a pre-configured ICP, import the live leads via CSV, and every lead is graded A–F on arrival and dropped into the Priority Queue.

  5. 05

    Run alongside HubSpot

    Point HubSpot Marketing's new leads into Leadkaun via CSV export (a native connector and Sheets sync are on the roadmap). HubSpot keeps generating demand; Leadkaun grades and works it. For many teams this alongside setup is the permanent answer.

  6. 06

    Measure over 30 days

    Baseline rep adoption, first-response time on Grade A, and ₹ recovered. If Leadkaun is clearly carrying the sales-behaviour load, right-size your HubSpot seats down to what Marketing actually needs.

04Mistakes to avoid

Where teams usually slip.

  • Trying to move marketing too — keep HubSpot Marketing; move only the sales-behaviour layer
  • Importing the entire HubSpot contact database instead of live leads
  • Paying full HubSpot Sales seats after the sales work has moved to Leadkaun
  • Expecting a live HubSpot sync today — leads come across via CSV; a connector is on the roadmap
05FAQ

Questions teams ask mid-rollout.

See it in Leadkaun

This is the product behind the page.

Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.

From playbook to automation

Want this running automatically?

Leadkaun automates the workflow above the same day — no spreadsheet maintenance, no manual updates, no ops overhead.