Skip to main content

Agency Migration Guide

Constant Contact to HubSpot Migration


What actually transfers, what quietly does not, and what has to be rebuilt by hand.

We mapped Constant Contact against HubSpot feature by feature: 35 features, 1 synced object, 6 documented traps and 22 items that have to be rebuilt. The whole map is on this page, ungated.

The PDF is the same reference, formatted to send to a client.

Get The Guide And The Calculator

The full Constant Contact to HubSpot reference as a branded PDF you can send straight to a client, plus the Excel calculator we scope these migrations with: every one of the 35 features as a row, enter your counts, get hours.

Three files: the guide as a PDF, the same guide unbranded in Markdown for your AI tool, and the full Excel effort calculator.

PDF documentPDFMarkdown documentMDExcel workbookXLS
Constant Contact logoHubSpot logo

Constant Contact to HubSpot is a low to medium migration, typically 2-4 weeks. Of 35 features we mapped, 27 carry across as they are and 7 land with something lost. The work is not moving records: it is the 22 items nothing moves for you.

Migration Scorecard

Complexity: Low
Migration complexity
Low to medium
Typical timeline
2-4 weeks
Recommended method
CSV export/import with data sync for ongoing parallel operation during transition
Native sync
Data sync, two way
Smart transfer
Not supported
HubSpot subscription
Free HubSpot CRM or higher

Feature parity across 35 capabilities

2777%
720%
13%
  • Maps directly: 27 (77%)
  • Maps partially: 7 (20%)
  • No equivalent: 1 (3%)

1

Objects synced natively

6

Limitations and traps

22

Manual rebuild items

3

Source editions covered

Where this comes from: Our own research corpus, verified 2026-07-31, behind every number on this page.

The One Object That Syncs Natively

What the connector moves for you, and which way each one flows.

Contacts/Subscribers

Two wayTwo way

Becomes Contacts

Two-way contact sync with default field mappings. Custom mappings available with Data Hub Starter+. Historical sync of existing records on initial connection.

Six Things the Sync Does Not Tell You

Each one is documented, and each one has ended a migration in a bad week.

Multi-value Properties Cannot Sync

Properties with multiple values (emails, phone numbers, addresses with home/work/other labels) cannot be synced in custom mappings.

Workaround: Map only the primary value for each field type.

Certain Custom Property Types Excluded

Drop-down, radio select, and checkbox property types from Constant Contact cannot be synced.

Workaround: Recreate as single-line text properties or use a middleware tool like Zapier for transformation.

List-level Sync Not Supported

The native data sync does not map contacts to specific Constant Contact lists. Contacts sync but are not assigned to any particular list in the destination system.

Workaround: Use Outfunnel or Zapier to sync HubSpot lists to specific Constant Contact lists.

Campaign Activity/engagement Does Not Sync

Email opens, clicks, bounces, unsubscribes, and other campaign engagement metrics from Constant Contact do not sync to HubSpot contact timelines.

Workaround: Export engagement reports from Constant Contact manually and import as contact properties, or use a third-party integration that supports event sync.

Historical Campaign Data Cannot Be Migrated

Past email campaign performance data (send history, A/B test results, campaign reporting) cannot be imported into HubSpot. Page views, form submissions, and marketing email metrics are not transferable.

Workaround: Document key insights from historical campaigns manually before migration. Export Constant Contact reports as CSV for offline reference.

Custom Field Mappings Require Data Hub

Default field mappings are provided for free, but creating custom field mappings requires HubSpot Data Hub Starter or Professional subscription.

Workaround: Use default mappings or upgrade to Data Hub Starter.

One Constant Contact Feature HubSpot Cannot Replace

Not a workaround away. If a client depends on one of these, it belongs in the conversation before the contract.

Logo Maker

HubSpot has no logo creation tool. Use Canva or other design tools.

The 22 Items That Get Rebuilt by Hand

This is the list that separates a quote that holds from one that does not.

Data And Objects

Contact Lists and Segments Must Be Recreated in HubSpot Using Active or Static Lists

Tags and Custom Categories Need Mapping to HubSpot Contact Properties

Suppression/opt-out Lists Must Be Imported Before Sending Any Emails From HubSpot

Contact Engagement History (opens, Clicks) Cannot Be Imported

Automation

All Email Automation Sequences Must Be Rebuilt in HubSpot Workflows

Autoresponders and Drip Campaigns Require Manual Recreation

Event-triggered Automations (birthday, Anniversary Emails) Need Rebuilding

Welcome Series and Onboarding Sequences Must Be Recreated

Reporting

Campaign Performance Reports Do Not Transfer

A/B Test Results and Historical Insights Lost

Custom Dashboards Must Be Rebuilt in HubSpot Reporting

Contact Growth and Engagement Trend Data Not Migrated

Sales And Marketing Config

Email Templates Must Be Recreated Using HubSpot's Email Builder (cannot Import Directly)

Landing Pages Require Complete Rebuild in HubSpot Content Hub or Landing Page Tool

Signup Forms Need Recreation as HubSpot Forms or Pop-ups

Social Media Posting Schedules Must Be Reconfigured

Lead Scoring Models Need to Be Built From Scratch in HubSpot

SMS Campaigns (if Used) Require HubSpot SMS Add-on or Third-party Tool

Users And Permissions

User Accounts and Roles Must Be Set up Fresh in HubSpot

Team Structures and Access Permissions Need Reconfiguration

Integrations

Third-party Integrations (Shopify, WooCommerce, Eventbrite, Etc.) Must Be Reconnected via HubSpot Marketplace

Custom API Connections Require Rebuilding

The Sequence

Sync First, Then Migrate

Order is the content here. These are a dependency chain, and running them out of order is a documented way these migrations fail.

  1. 1

    Audit Existing Constant Contact Account

    lists, segments, templates, automations, integrations

  2. 2

    Export All Contacts as CSV Including Custom Fields, List Memberships, and Tags

    Export all contacts as CSV including custom fields, list memberships, and tags

  3. 3

    Export Opt-out/unsubscribed Contacts and Hard Bounces as a Separate Suppression List

    Export opt-out/unsubscribed contacts and hard bounces as a separate suppression list

  4. 4

    Clean Data

    remove duplicates, fix formatting, standardize fields

  5. 5

    Import Suppression List Into HubSpot BEFORE Sending Any Marketing Emails

    Import suppression list into HubSpot BEFORE sending any marketing emails

  6. 6

    Import Contacts With Proper Field Mapping to HubSpot Properties

    Import contacts with proper field mapping to HubSpot properties

  7. 7

    Recreate Lists and Segments Using HubSpot Active Lists

    Recreate lists and segments using HubSpot active lists

  8. 8

    Rebuild Email Templates in HubSpot's Drag-and-drop Email Builder

    Rebuild email templates in HubSpot's drag-and-drop email builder

  9. 9

    Recreate Automation Workflows in HubSpot Workflows

    Recreate automation workflows in HubSpot Workflows

  10. 10

    Rebuild Forms and Landing Pages in HubSpot

    Rebuild forms and landing pages in HubSpot

  11. 11

    Configure Email Authentication (SPF, DKIM, DMARC) for Sending Domain

    Configure email authentication (SPF, DKIM, DMARC) for sending domain

  12. 12

    Warm Sending Domain

    start with most engaged contacts, gradually increase volume over 4-6 weeks

  13. 13

    Monitor Deliverability Metrics Closely During Warm-up Period

    Monitor deliverability metrics closely during warm-up period

  14. 14

    Decommission Constant Contact Once HubSpot Is Fully Operational

    Decommission Constant Contact once HubSpot is fully operational

Typically 2-4 weeks end to end, depending on how much of the source configuration is actually in use.

Effort Estimator

How Big Is This Migration?

A handful of questions, no email required. The ranges come from the research above: every feature we mapped carries an effort figure, and this adds up the ones that apply to you.

Custom fields and properties across all records

Everything beyond the out-of-the-box fields, added up across contacts, companies, deals and anything custom.

Automations, workflows and rules

Anything that fires on its own: workflows, sequences, assignment and validation rules, approvals.

Marketing assets to rebuild

Email templates, forms, landing pages, lists and segments taken together.

Third-party integrations wired into the current system

Anything connected by API, webhook or installed package that has to keep working afterwards.

Roughly how many contact records

This affects the sync approach and the reconciliation effort, not the per-record work. The connector moves records; people do not.

Estimated Effort

Answer a couple of questions and an hours range appears here.

Built from our research on 35 Constant Contact features. It is a range, not a quote.

A planning range, not a quote. It is delivery effort only, with no project management line and no agency markup, so add your own. What moves it most in practice is data quality.

What Goes Wrong Most Often

The failures that show up again and again, in roughly the order they bite.

Forgetting to Import Suppression/opt-out Lists Before First Send, Resulting in Spam Complaints

Forgetting to import suppression/opt-out lists before first send, resulting in spam complaints

Not Warming the Sending Domain Properly, Leading to Deliverability Issues

Not warming the sending domain properly, leading to deliverability issues

Losing Historical Engagement Data That Informed Segmentation Decisions

Losing historical engagement data that informed segmentation decisions

List-level Sync Limitations Causing Contacts to Land in Wrong Segments

List-level sync limitations causing contacts to land in wrong segments

Drop-down and Checkbox Fields From CC Not Syncing to HubSpot

Drop-down and checkbox fields from CC not syncing to HubSpot

Underestimating Time Needed to Rebuild Email Templates (especially Complex Designs)

Underestimating time needed to rebuild email templates (especially complex designs)

Not Configuring SPF/DKIM/DMARC Before Sending From HubSpot

Not configuring SPF/DKIM/DMARC before sending from HubSpot

Questions

Constant Contact To HubSpot, Answered

Ready to get started?

Let's do something great together.

Augment your agency's marketing team's bench with our end-to-end inbound and digital solutions and find out why we're "The HubSpot Agency for HubSpot Agencies."

Fill out this form, and someone from our Solutions team will be in touch with you soon!