You've decided to leave HubSpot. Smart move or necessary evil—doesn't matter. What matters is that your customer data, deal pipeline, and activity history actually make it to the next system intact. HubSpot's native export looks complete on the surface. It's not. Custom properties vanish, deal stage dates disappear, automation sequences don't carry over, and the logic that routes deals to the right rep doesn't translate to another platform at all. Two weeks after you flip the switch, you'll discover gaps that cost real revenue. This guide walks through a data audit, the specific exports you need to run, how to clean what you've extracted, and the concurrent-system window that lets you validate everything before you fully commit. The process takes 3–4 weeks if you're methodical. It takes 6 weeks if gaps in your current data slow you down. The HubSpot export blindspots HubSpot's standard contact, company, and deal exports are not complete. Here's what they miss: Custom properties. Exported as columns, yes. But multi-select fields, dependent dropdowns, and calculated properties (revenue forecasts, win probability) often don't export accurately or at all. Worse: the target system may not have equivalent field types, so even if the data exports cleanly, the logic dies. Activity and engagement history. Email open rates, click tracking, call recordings, and meeting notes are stored separately from contact records. A basic export includes email sends and some call logs, but you lose sequence timing, bounces, and the metadata that tells you why a prospect went cold. Deal rotation and assignment logic. If your HubSpot instance assigns deals based on territory, rep capacity, or custom workflows, none of that logic exports. You'll manually reassign dozens or hundreds of deals in the new system, or they'll land in the wrong queue and stall. Association metadata. HubSpot links contacts to companies, companies to deals, and deals to notes. Some associations export, others don't—especially if you've built custom object types. A deal may land in your new CRM orphaned from its contract or quote. Automation and workflow state. If a prospect is halfway through a nurture sequence in HubSpot, that sequence dies on export. You lose the enrollment date, completion %, and the next scheduled action. The new system doesn't know this prospect was mid-funnel. The gap most teams find too late: deal stage dates. HubSpot exports when a deal entered and exited each stage. Calendars and forecasts depend on this. If your target system doesn't import these timestamps and re-create the stage history, your sales velocity metrics go to zero, and you can't compare Q1 performance across the migration. Audit your current data before you export Exporting bad data is worse than exporting no data. Spend a week auditing HubSpot first. Run these checks Custom properties inventory. List every custom field in Contacts, Companies, and Deals. For each: (a) Is it used by active workflows or automation? (b) Does the target system have an equivalent field type? (c) What % of records actually have a value in this field? Fields that are 5% populated are not worth the migration overhead; fields that are critical to routing or qualification are non-negotiable. Contact and company data quality. Run a data quality report. Look for: (a) Duplicate records (HubSpot's deduplication is not perfect). (b) Contacts with blank email addresses (you can't sync or message them). (c) Companies with no parent–child relationships (orphaned contacts). (d) Missing phone numbers or addresses if your new system requires them. Clean these first. Migrating 10,000 records is fine. Migrating 10,000 of which 3,000 are duplicates is a disaster waiting to happen. Deal pipeline completeness. For every deal: (a) Does it have a deal stage, owner, and close date? (b) Are stage dates populated and sensible (did a deal jump from 'Negotiation' to 'Won' in 2 hours, or does the history make sense)? (c) Which deals are 90+ days old and still open—are they actually active? Stale deals bloat the new system and kill forecast accuracy. Activity logging gaps. Spot-check 50 random contacts. Open each in HubSpot and count: emails logged, calls logged, notes, and tasks. If 30% of contacts have zero activities, either activity sync is broken or your team has not been logging activities. Either way, flag this before migration—don't expect the new system to automagically surface what was never recorded. Automation and workflow dependency map. List every active workflow. For each: (a) Does it perform critical business logic (assign deals, send nurture sequences, disqualify prospects)? (b) Can the target system replicate it with equivalent tools, or will you need to rebuild it? If 5 workflows handle 80% of your pipeline routing, the migration timeline just grew by 2 weeks. This audit should take 3–5 days and produce a single spreadsheet: what's critical, what can be dropped, and what needs custom mapping in the ne