147,000 contacts migrated — from a stalled Keap instance to a modern HubSpot CRM
The Keap Max Classic (Infusionsoft) platform had become a bottleneck: slow performance, outdated automation, and cumbersome integrations were limiting conversions and productivity. Migrated the full CRM operation to HubSpot — including 147,000 contacts, 19 lead magnets, and rebuilt automation workflows — without disrupting ongoing sales activity.
147,000 contacts
Migrated from Keap to HubSpot
85% data transferred
Contact records successfully migrated
19 lead magnets
Converted and functional in HubSpot
The Challenge
What needed to change
Keap's outdated email builder couldn't produce mobile-responsive campaigns, integrations with modern lead capture tools were cumbersome, and automation lacked the sophistication needed to support the sales team. Slow processing times were directly impacting conversions.
The migration carried real risk: custom fields needed manual mapping, automation workflows had to be rebuilt from scratch, email templates were incompatible, and historical data — including email history, SMS, and campaign interactions — could not be exported from Keap. Duplicate contacts added further complexity.
The Approach
How it was solved
Started with a thorough market analysis of CRM options against current and future requirements — evaluating scalability, integration depth, and automation capability. Presented a final recommendation to the executive team and secured approval before any migration work began.
Scoped the migration to only what mattered for launch: critical sales workflows, active lead capture paths, billing continuity, and essential reporting. Left behind outdated, irrelevant automations rather than porting technical debt into the new system.
Executed the data migration with careful attention to field mapping, deduplication, and data integrity — transferring 85% of contact data and converting all 19 lead magnets. Delivered documentation, recorded training sessions, and dedicated support during the adoption window to minimize disruption.
FAQ
Common questions
- How long does a CRM migration from Keap to HubSpot take?
- A full CRM migration — including data mapping, deduplication, workflow rebuilds, and team training — typically takes 4-8 weeks depending on data volume and automation complexity. This engagement migrated 147,000 contacts with minimal disruption to ongoing sales activity.
- Can you migrate from Keap (Infusionsoft) without losing data?
- Most contact data, custom fields, and tags can be migrated. However, Keap does not export email history, SMS logs, or campaign interaction data. This migration achieved 85% data transfer by focusing on active, business-critical records and leaving behind outdated duplicates.
Andrew Johnson
Cloud Architect & Automation Consultant
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