Keep HubSpot in step, or move off it.
Connect HubSpot and both stay the same, both ways, while your team switches. When you are ready, Otto moves everything in and builds the workflows a shop like yours runs.
What comes across.
Row by row.
In step while connected, and all of it when you move. Otto shows you the plan with your own counts first.
| In HubSpot | Where it lands here |
|---|---|
| Contacts, companies and deals | Both ways while connected, including the ones you already have. |
| Deal stages and owners | Move a deal in either place and the other follows. |
| Notes, emails and calls | On the record they belong to, which a HubSpot export leaves out. |
| Lists and form answers | Lists as saved views, form answers on the contact. |
| Files | On the record they belong to. |
| Unsubscribes and consent | Carried across, so nobody who opted out is emailed. |
| Workflows and sequences | Built by Otto: the ones a shop like yours runs, and any you show him. Each stays off until you switch it on. |
| Email templates | Otto writes new ones in your words, for you to look over. Each stays off until you switch it on. |
Comes acrossBuilt by Otto
Keep your own copy
before you cancel.
Otto moves everything through the connection. Keep your own copy too. These steps come from HubSpot's knowledge base.
- 1Contacts, companies and deals
Export each as CSV, XLSX or XLS. Up to 300 exports a day, and download links expire after 30 days.
The object's list, then Export
HubSpot's help page (opens in a new tab) - 2A weekly backup
Starter and Professional get one CRM backup a week, as a zip of CSV files. It leaves out associations and activity.
Settings, then Objects, then Backup
HubSpot's help page (opens in a new tab) - 3Notes and activities
These are not in a record export. Use reports, or let the connection bring them.
Reports, or the connection
HubSpot's help page (opens in a new tab) - 4Workflows
Only a list of workflows or a picture of one can be exported, not the logic. Screenshot each one you want kept, and Otto builds it.
Automation, then Workflows
HubSpot's help page (opens in a new tab) - 5Files, forms and lists
Each has its own export: files, form submissions and lists.
Each tool's Export action
HubSpot's help page (opens in a new tab)
Before you leave HubSpot.
From HubSpot's customer terms and knowledge base, read Oct 10, 2026. Starter and Professional are different: check which you have.
- Commitment
- Starter can be monthly or annual. Professional must be an annual commitment, even when paid monthly.Knowledge base: review your upcoming renewal
- Cancelling mid-term
- You may not cancel during the term.Customer terms §4.1
- Renewal
- Plans renew on their own, for the shorter of the last term or one year.Customer terms §4.1
- How to stop it
- Turn off auto-renewal before the term ends: Account and Billing, then Subscriptions, then Cancel auto-renewal.Customer terms §4.2; knowledge base
- Refunds
- No refunds on prepaid fees.Customer terms §3.5
- Price changes
- Prices can rise at renewal, with 30 days' notice.Customer terms §3.2
What changes in cost.
HubSpot's prices as listed in its pricing pages and product catalog, read Oct 10, 2026, next to ours. Per month, before tax.
HubSpot, as listed
| Sales Hub StarterPer seat | $20 |
|---|---|
| Sales Hub ProfessionalPer seat, billed monthly | $100 |
| Marketing Hub Professional3 seats, 2,000 marketing contacts | From $890 |
| Required onboardingOne time: $1,500 Sales Pro, $3,000 Marketing Pro | From $1,500 |
| More marketing contactsProfessional, per 5,000 | $250 |
AI Scaling, with Otto
- Phones with the AI receptionist, the inbox, quotes, invoices, campaigns, e-sign, tables and Otto
- No per-user fees and no add-ons
- Month to month, cancel online
What Otto does
during the move.
Keep HubSpot as long as you like. Otto keeps both the same, then moves you when you say.
- 01Keeps both in step
Contacts, companies, deals and stages stay the same in both, both ways, so your team can use either while you switch.
- 02Moves it all in when you say
Notes, emails, calls, lists and files on the right records, with your counts checked against HubSpot.
- 03Builds your workflows
HubSpot can't export workflow logic, so Otto does not copy yours. He builds the ones a shop like yours runs, and any you show him as a screenshot. Every one stays off until you switch it on.
HubSpot questions.
If yours is not here, ask through Get started and a person replies.
Can my team use both while we switch?
Yes. While connected, contacts, companies, deals and stages stay the same in both, both ways. Nobody has to stop working.
I am on Professional with an annual term. When should I move?
You can connect any time and keep both in step. Turn off auto-renewal before the term ends, and move everything in before the term is over.
Will my workflows come across?
Not by copying. HubSpot exports only a list or a picture of a workflow, so Otto does not read yours. He builds the ones a shop like yours runs, and any you show him as a screenshot. Each stays off until you switch it on.
Will people who unsubscribed get emailed?
No. Unsubscribes and consent come across with each contact.
Do I need a HubSpot developer to connect?
No. You sign in to HubSpot once and say yes. That is it.
Build a business that doesn't depend on you.
One system for the whole business, with Otto doing the busywork. You say yes.
