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.
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
- 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
- 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 wayBecomes 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
Constant Contact holds contacts in static lists plus saved segments built on contact fields and engagement.
HubSpot: Static lists and active lists
A segment is a rule, not a membership export. Rebuild the criteria as an active list or it stops updating the day it lands.
Tags and Custom Categories
Free-form tags and category fields used to group contacts outside the list structure.
HubSpot: Contact properties
Decide per tag whether it becomes a checkbox property, a dropdown value, or a list. Importing every tag as its own property is the usual mistake.
Suppression and Opt-out Lists
Unsubscribes, bounces and manually suppressed addresses accumulated over the life of the account.
HubSpot: Unsubscribed contacts and the opt-out list
Import this before the first send, not after. Sending to a previously suppressed address is the one migration error a client will always hear about.
Contact Engagement History
Per-contact opens, clicks and send history behind Constant Contact's reporting.
HubSpot: No equivalent import path
Cannot be imported as engagement. If the history matters, export it and keep it as a read-only record outside the CRM.
Automation
Email Automation Sequences
Multi-step automated email paths built in Constant Contact's automation tool.
HubSpot: Workflows
Rebuilt step by step. The enrolment trigger is the part that most often changes meaning, because HubSpot enrols on property and activity rather than on list join alone.
Autoresponders and Drip Campaigns
Time-spaced email series triggered by a subscribe event.
HubSpot: Workflows with delay steps
Check the delay semantics: a Constant Contact day offset and a HubSpot delay do not always fire at the same local time.
Date-triggered Automations
Birthday, anniversary and other calendar-driven sends keyed to a contact date field.
HubSpot: Date-based workflow enrolment
The source date field has to migrate as a real date property first, or the workflow has nothing to key on.
Welcome and Onboarding Series
The first-contact email sequence sent after signup.
HubSpot: Workflows
Worth rebuilding rather than porting: the form that triggers it is being rebuilt too, so the enrolment criteria change anyway.
Reporting
Campaign Performance Reports
Per-send open, click, bounce and unsubscribe reporting.
HubSpot: Marketing email analytics
Historical sends do not come across, so the new reporting starts from zero. Export a final PDF or CSV before the account closes.
A/B Test Results
Subject line and content split-test outcomes recorded against past sends.
HubSpot: No equivalent import path
Lost with the send history. If the tests informed a house style, write the conclusions down somewhere durable before the cutover.
Custom Dashboards
Saved report views used for regular reporting.
HubSpot: Dashboards and custom reports
Rebuild against what HubSpot actually records rather than reproducing the old layout, which was shaped by what Constant Contact happened to expose.
Contact Growth and Engagement Trends
List growth and engagement-over-time reporting.
HubSpot: Contact and marketing email reporting
Trend lines restart at migration. Keep a snapshot of the old chart if year-on-year comparison is expected.
Sales And Marketing Config
Email Templates
Branded send templates built in Constant Contact's editor.
HubSpot: Marketing email templates
There is no import path between the two editors. Rebuilding from the brand assets is faster and cleaner than pasting exported HTML.
Landing Pages
Constant Contact hosted pages used for signups and offers.
HubSpot: Landing pages
Rebuilt page by page. Redirect the old URLs if any are linked from ads or printed material.
Signup Forms and Pop-ups
Embedded and hosted forms feeding the contact lists.
HubSpot: Forms and pop-up forms
Every embed on the website has to be swapped. Missing one leaves contacts flowing into an account nobody is watching.
Social Posting Schedules
Scheduled social posts configured alongside campaigns.
HubSpot: Social publishing
Reconnect the accounts and re-queue anything already scheduled past the cutover date.
Lead Scoring Model
Engagement-based scoring used to prioritise contacts.
HubSpot: Score properties
Built fresh. Treat the old weights as a starting hypothesis, since the new behavioural signals available are not the same set.
SMS Campaigns
Text message sends, where the account used them.
HubSpot: HubSpot SMS or a marketplace SMS app
Consent records have to move with the numbers. Confirm which SMS route the client is buying before scoping this.
Users And Permissions
User Accounts and Roles
Logins and the permission level attached to each.
HubSpot: Users and permission sets
Created fresh. A migration is the natural moment to drop the accounts nobody has used in a year.
Team Structure and Access
Groupings controlling who can see and send what.
HubSpot: Teams
Map the intent rather than the structure: HubSpot partitions access differently and a literal copy usually over-restricts.
Integrations
Third-party App Connections
Commerce and event connectors such as Shopify, WooCommerce and Eventbrite.
HubSpot: App Marketplace integrations
Reconnected one at a time. Check the field mapping on each: a connector with the same name on both sides rarely syncs the same fields.
Custom API Connections
Bespoke code written against the Constant Contact API.
HubSpot: HubSpot APIs
Rewritten against a different object model. Scope this against the actual code, not against a description of it.
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
Audit Existing Constant Contact Account
lists, segments, templates, automations, integrations
- 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
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
Clean Data
remove duplicates, fix formatting, standardize fields
- 5
Import Suppression List Into HubSpot BEFORE Sending Any Marketing Emails
Import suppression list into HubSpot BEFORE sending any marketing emails
- 6
Import Contacts With Proper Field Mapping to HubSpot Properties
Import contacts with proper field mapping to HubSpot properties
- 7
Recreate Lists and Segments Using HubSpot Active Lists
Recreate lists and segments using HubSpot active lists
- 8
Rebuild Email Templates in HubSpot's Drag-and-drop Email Builder
Rebuild email templates in HubSpot's drag-and-drop email builder
- 9
Recreate Automation Workflows in HubSpot Workflows
Recreate automation workflows in HubSpot Workflows
- 10
Rebuild Forms and Landing Pages in HubSpot
Rebuild forms and landing pages in HubSpot
- 11
Configure Email Authentication (SPF, DKIM, DMARC) for Sending Domain
Configure email authentication (SPF, DKIM, DMARC) for sending domain
- 12
Warm Sending Domain
start with most engaged contacts, gradually increase volume over 4-6 weeks
- 13
Monitor Deliverability Metrics Closely During Warm-up Period
Monitor deliverability metrics closely during warm-up period
- 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.
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
Yes. Data sync, two way, covering 1 object. What it does not do is rebuild configuration: that is the 22 items below.
Typically 2-4 weeks. Complexity is driven by automation and reporting depth, not by record count: the connector moves records, so a large database is not by itself a long project.
Of 35 features we mapped, 27 (77%) carry across directly and 7 (20%) map partially, meaning something is lost or reshaped. 1 has no HubSpot equivalent at any tier.
22 items have to be rebuilt by hand, and 6 documented limitations are not surfaced by the connector at all. The full list of both is on this page.
Free HubSpot CRM or higher
1: Logo Maker. If a client depends on one, it belongs in the conversation before the contract.
Only in one direction. The sync is not bidirectional here, so a parallel period means picking a system of record and accepting drift in the other.
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!