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Migration: Keap to HubSpot

Written by Matt Middlestetter | Nov 18, 2023 2:30:00 AM

Why Migrating From Keaps to HubSpot Is Crucial to Growing Your Business

As your company continually grows, it’s essential to have software that is able to grow with it. Having an effective CPM (customer relationship management) platform is critical to making your business work at maximum efficiency. While smaller businesses have relied on CPM platforms such as Keap to automate their programming, it’s clear that growing businesses should transition to HubSpot for all their CPM needs.

HubSpot has greater CRM Capabilities than Keap

Think of HubSpot as the Swiss Army Knife of marketing platforms. Its software is created specifically for the complex needs of big business teams, and serves as the core hub for your marketing, sales, customer service, and overall business operations. With additional flexibility for customization, HubSpot can cover all your CRM needs in one place. 

In contrast, Keap solely concentrates on functions like scheduling, email outreach, and billing. While this may be enough for some smaller businesses, it leaves growing or bigger companies needing to go to outside platforms to properly automate their other vital CRM needs.

As your company continually grows, it is vital to have the ability to use all your CRM needs early on, as without having the proper software your company will be limited in its efficiency and capabilities. By switching to HubSpot you’ll be prepared for the next steps of your growth instead of restricted by few services that Keap provides.

Keap is Cheaper, But HubSpot is a Superior Investment

Many businesses gravitate towards Keap due to its relatively seeming cheap price plans. However, while going with Keap might be a money-saving move, investing in HubSpot has a much greater payoff in the long run.

Even though HubSpot does have higher service costs, you receive an increased toolbox that is worth the price. These great capabilities are critical to keeping a growing business functioning at its highest level, allowing your business to take on a greater workload at improved efficiency, which in turn leads to more income.

If you stick with Keap, however, you may save some money upfront, but will be slowing down your company’s growth and limiting the capabilities of your bandwidth that could leave potential profits on the table.

If you're nervous about HubSpot’s service price tag, don’t sweat it. HubSpot also provides a complimentary plan, giving you a chance to test the waters before fully committing. 

While Keap may appear more cost-effective when compared to HubSpot's higher-tier packages, the variety in HubSpot's pricing plans offers growing businesses an opportunity to increase their ROI for their CRM platforms.

HubSpot Unifies all of your CRM Tools

While HubSpot may offer a plethora of its out effective CRM functions, it also plays nice with other CRM programs that may already be crucial to your business.

HubSpot allows integration to over 1,000 different softwares & platforms to ensure that your HubSpot platform becomes the only hub needed for you. This is also vital for growing businesses, as HubSpot can not only integrate and optimize for the technologies you already use, but it also allows flexibility for any additional software or capabilities you want to add to your business in the future.

Meanwhile, Keap only integrates for just 29 different applications, severely limiting what programs you can pair with it. This also forces you to constantly seek a variety of different programs outside of Keap to satisfy your other CRM needs, which can be inefficient and lack organization.

By making HubSpot your homebase, you can easily integrate the software you already have and perfectly tailor your HubSpot to your needs.

How do you integrate Keap with HubSpot?

If you’re ready to make the jump from Keap to HubSpot, there’s a few key steps to ensure that your migration effectively transfers all your information and operations.

  • Authenticate Keap and HubSpot To authenticate both platforms, you must log into both programs and grant the necessary permissions for the two platforms to interact.
  • Choose Your Trigger You'll next need to select either Keap or HubSpot as your trigger application. The trigger application is what initiates the automation process. For example, when a new contact is added in HubSpot, it can trigger an automated response in Keap.
  • Set Up Field Mappings Setting up field mapping determines how data is shared between Keap and HubSpot. You can choose both default and custom field mappings, ensuring that the right data goes to the right places.
  • Test Your Integration Testing your integration will help you ensure that everything on HubSpot is working as expected. If there are any issues, you'll be able to identify them early and make necessary adjustments.
  • Activate Your Integration Finally, once you've tested your integration and confirmed that everything is working properly, you can activate it. From this point on, data will be shared between Keap and HubSpot in real time, helping you manage your marketing efforts more effectively.

More information here: https://ecosystem.hubspot.com/marketplace/apps/marketing/marketing-automation/keap-data-sync

Gorilla Makes your Migration from Keap to HubSpot Easy

If having to handle your transition from Keap to HubSpot seems daunting, don’t sweat it: Gorilla has you covered. With our expertise and experience, we can facilitate a smooth and efficient migration between the platforms.

Our experienced team will manage your data transfer from Keap to HubSpot to ensure that all your data is protected in the migration and your operations translate precisely into HubSpot. We can provide our migration service only within a few hours, without requiring any technical expertise from the client.

Additionally, we offer a data sync solution that merges your Keap contacts database with HubSpot. This eliminates the necessity for manual data input or cumbersome, lengthy imports, thereby enhancing the efficiency of the migration process.

Once we successfully migrate you to HubSpot, we can also assist your business in further optimizing your HubSpot software to perfectly fit your company’s needs.

Conclusion

Both HubSpot and Keap have their unique benefits, but HubSpot's comprehensive features, top-notch user ratings, adjustable pricing plans, and compatibility with integrations make it the clear choice for companies wanting to take their CRM workflow to the next level.

Transiting from Keap with HubSpot not only simplifies your processes but also provides you with a robust system that aligns your sales and marketing teams. This way, you can focus on what truly matters - delivering value to your customers and growing your business.

Ready to supercharge your marketing efforts with HubSpot? Get in touch with us today and let's make the transition seamless and effective!