HubSpot → Day AI

Catalog plan outline

General guidance from the Afterstack catalog for HubSpot → Day AI. Not HubSpot or Day AI vendor documentation.

Migration friendliness

HubSpot 7/10 · Day AI 5/10

Speed to live

HubSpot 6/10 · Day AI 6/10

Catalog migration difficulty

HubSpot high · Day AI not set

Data to export from HubSpot

• pipeline and deal records
• custom objects
• sequences and cadences
• call and voice logs
• synced email and calendar links
• workflow rules
• saved reports
• campaign and automation records
• installed marketplace apps
• AI assistant configuration
• records for the catalog use cases: inbound, pipeline, accounts

How the catalogs differ

• Day AI is flagged for custom objects. Collapse unused fields before loading them.
• Day AI is not flagged for: call and voice logs, campaign and automation records, installed marketplace apps.
• HubSpot is flagged with an open API, which is the export path to test.
• Day AI is flagged with an open API for the load.
• HubSpot is cataloged as a fit for: Inbound-led teams that want marketing and sales in one suite.
• Day AI is cataloged as a fit for: AI-native GTM teams.

Phases

1. Export

   Take HubSpot as the source of truth for this pair. Export pipeline and deal records; custom objects; sequences and cadences; call and voice logs; synced email and calendar links; workflow rules; saved reports; campaign and automation records; installed marketplace apps; AI assistant configuration; records for the catalog use cases: inbound, pipeline, accounts. The inbound suite that became a CRM — free to start, pricey once you grow up.

2. Map

   Load into Day AI only after the field map is written down. An AI CRM that runs the workday, not just the deal board. Day AI is flagged for custom objects. Collapse unused fields before loading them.

3. Prove a sample

   Day AI scores 6/10 on speed to live and 5/10 on migration friendliness. Run one sample load and one report the team already uses in HubSpot before a full cutover.

4. Cut over

   HubSpot scores 7/10 on migration friendliness and is marked high difficulty in the catalog. Keep HubSpot readable until the team is working in Day AI. HubSpot’s free CRM pulled a generation of marketers off spreadsheets. The paid Hubs are where the lock-in lives: marketing, service, commerce, and a Breeze AI layer. It is friendly on day one and a platform negotiation by year three.

HubSpot to Day AI: what the vendor docs actually cover

Linked sentences come from vendor documentation opened for this page. Everything else is general guidance, not HubSpot or Day AI vendor documentation. This section does not move data and does not change the catalog outline above.

What to export from HubSpot

HubSpot's account export article, last updated September 25, 2026, is the source for this side of the pair. It applies across HubSpot products and plans except where the article itself carves something out. The record types it names are contacts, companies, deals, tickets, calls, and custom objects. A full contact download includes people who unsubscribed, unless you filter to contacts whose 'Unsubscribed from all email' property is not true. The article says there is no way to merge all data from one HubSpot account into another HubSpot account. That sentence matters if someone hoped Day AI could sit in the middle of an account-to-account clone. It cannot, because HubSpot says the clone does not exist. Workflows have a narrower spreadsheet path: Automation, Workflows, Table actions, Export view. That file includes the workflow name, whether it is on, enrollment counts, goal counts, dates, and type. It does not include performance, history, or the emails inside the workflow. A funnel-report export counts objects created in the date range. It does not count objects that merely changed stage. Inbox contents are not in that spreadsheet. The article points inbox work at the Conversations API or at copying messages by hand. Sales activity is a custom report or the Engagements API. None of those paths mentions Day AI.

• HubSpot export your content and data — checked 2026-10-12

How Day AI imports

No Day AI article opened on 2026-10-12 describes a HubSpot importer, a CSV mapping screen, or a field that accepts a HubSpot contact export. The page that did load is the pricing grid. It shows Free at zero dollars, Turbo at twenty-four dollars, Professional at sixty dollars, and Executive at two hundred dollars, each paid figure attached to one agent for a month. The grid text says those paid figures reflect annual billing paid up front. A volume example for twenty-one to fifty agents prints twenty-two, fifty-four, and one hundred eighty dollars across the three paid rows. Pipeline management, opportunity management, custom properties, custom views, creating a workspace, and five automated skill slots are marked on Professional. They are absent on Free and on Turbo. The catalog still stores a forty-dollar starting price. Forty is not twenty-four and it is not sixty. A FAQ says annual billing is twenty percent off and that you contact them to set it up, which fights the idea that the grid is already the finished annual checkout. The catalog note already admits that ambiguity. This pair does not edit the catalog. Because no import document was opened, every mapping line below is general guidance.

• Day AI pricing — checked 2026-10-12

Object and field mapping

• HubSpot contacts are the closest conceptual file to people a Day AI workspace would need. The export article can produce that file. Day AI's pricing page does not say it loads it.
• HubSpot companies have no named destination object in the Day AI material that was opened.
• HubSpot deals are the closest conceptual match to the pipeline and opportunity tools that Day AI places on the Professional agent, not on Free or Turbo. That is a packaging fact, not a field map.
• HubSpot tickets and calls are in the export article's record list. They are not in the Day AI pricing grid.
• Custom HubSpot objects can be exported. Day AI's grid mentions custom properties on Professional. It does not say those properties are created from a HubSpot schema.
• Workflow emails, enrollment history, and funnel stage changes are outside the workflow spreadsheet and the funnel export. Do not map them, because the source file does not contain them.

What will not carry over

• A full account-to-account merge. HubSpot's article says that merge does not exist.
• Workflow performance, history, and the emails stored inside a workflow.
• Objects that changed funnel stage without being created in the report's date range.
• Inbox threads, unless you use the Conversations API or copy them.
• A Day AI button for HubSpot. No such article was opened.
• The catalog's forty-dollar Day AI price. The grid shows other figures, and this cutover does not silently adopt forty.

Cutover checklist

1. Read the HubSpot article's exceptions for your plan before scheduling the download.
2. Decide whether unsubscribed contacts belong in the file. The default full export includes them.
3. Export contacts, companies, and deals as separate jobs and name the files with the object and the date.
4. Export the workflow table only if you need names and on/off state. Do not expect the emails.
5. Pull inbox and sales activity through the APIs the article names, or accept that they stay in HubSpot.
6. Treat Day AI's Professional row as the first tier that lists pipeline tools. Do not test those tools on Free or Turbo and call the test a failure of the import.
7. Keep HubSpot readable until a sample of contacts in Day AI, loaded by whatever method you invent outside these docs, matches the sample file.
8. Write down that the load method was not a vendor importer.

Common pitfalls

• Using the funnel export as a history of stage changes. The article says it is objects created in the range.
• Filtering unsubscribed contacts by accident and then reporting that the count shrank.
• Budgeting Day AI at the catalog's forty dollars. The grid's Turbo and Professional figures are twenty-four and sixty.
• Assuming the annual-billing FAQ and the annual-priced grid are the same checkout.
• Expecting workflow emails to appear because the workflow names exported.

Related catalog pages

• Best AI-native HubSpot alternatives (2026) — Which tool, compared
• What should replace HubSpot? — Switch narrative
• Day AI product page — An AI CRM that runs the workday, not just the deal board.
• Day AI vs HubSpot — Head-to-head already in the catalog
• CRM & sales category — Catalog hub for this category