Migration guide

Migrate from HubSpot Service Hub to Helpzen

Step-by-step guide. Free migration tool. Most teams switch in under a day and save $10,332 per year.

Start the migration →See full comparison

Average yearly savings (10-agent team)

$10,332

Flat $39/mo on Helpzen vs. per-agent pricing on HubSpot Service Hub

Why teams leave HubSpot Service Hub

  • $45-$150 per seat plus onboarding fees on Pro tier
  • Forces you into the HubSpot ecosystem for billing, marketing, CRM
  • Support features are second-class compared to CRM features
  • AI capabilities are basic compared to dedicated support tools
  • Long-term pricing jumps at contract renewal

What gets imported from HubSpot Service Hub

Tickets with full history
Conversations from shared inbox
Knowledge base articles
Contacts and companies (via HubSpot CRM sync — kept bidirectional)
Custom properties and tags
Ticket pipelines → Helpzen statuses
Workflows → Helpzen automations

Step-by-step migration

  1. 1

    Sign up for Helpzen

    2 min

    app.helpzen.io/register — start the 14-day free trial.

  2. 2

    Connect HubSpot CRM (bidirectional)

    5 min

    Settings → Integrations → HubSpot. Authorize OAuth. Contacts and companies sync both ways permanently — you keep your HubSpot CRM data.

  3. 3

    Import Service Hub tickets

    30-90 min

    Migration tool imports all tickets with conversation history, tags, and statuses.

  4. 4

    Map Service Hub pipelines to Helpzen

    10 min

    HubSpot ticket statuses become Helpzen statuses. Rename or consolidate if needed.

  5. 5

    Point inbox forwarding

    5 min

    Update the email forwarding rules from HubSpot inbox to Helpzen.

  6. 6

    Verify HubSpot CRM still works

    ongoing

    Your sales team keeps using HubSpot CRM. Helpzen logs every ticket to the contact timeline automatically.

  7. 7

    Invite agents, cancel Service Hub

    10 min

    Add team. Keep HubSpot CRM, cancel Service Hub seats only. Most teams save $10,000+/year.

What to plan for

A few HubSpot Service Hub features don't 1:1 map — here's how to handle them.

  • HubSpot Service Hub reports → rebuild in Helpzen Analytics
  • Customer Portal → replace with Helpzen Help Center (better UX)
  • Knowledge base SEO URLs change — set up 301 redirects from HubSpot to Helpzen

Timeline: 1-2 business days. HubSpot CRM stays connected — only the Service Hub seats get replaced.

FAQ

How long does it take to migrate from HubSpot Service Hub to Helpzen?+

1-2 business days. HubSpot CRM stays connected — only the Service Hub seats get replaced.

Is the HubSpot Service Hub migration tool free?+

Yes. The Helpzen migration tool is free for all customers. Teams over 10 agents get free white-glove migration assistance from our team.

Will we lose any data from HubSpot Service Hub?+

No. Helpzen imports tickets, contacts, articles, macros, automations, and custom fields. Your historical conversations are preserved with full thread history.

How much will we save by switching from HubSpot Service Hub?+

A 10-agent team saves approximately $10,332 per year switching from HubSpot Service Hub to Helpzen. Larger teams save proportionally more.

Can we run HubSpot Service Hub and Helpzen in parallel during the migration?+

Yes — we recommend 1 week of parallel running. Route a percentage of new tickets to Helpzen while your team gets comfortable, then cut over fully.

Migrating from a different tool?

From Zendesk

Save $13,332/yr →

From Intercom

Save $8,412/yr →

From Freshdesk

Save $5,412/yr →

Ready to leave HubSpot Service Hub?

Free migration tool. White-glove support for teams of 10+. Start your Helpzen free trial in under 2 minutes.

Start free trial →See pricing