MIGRATION / HUBSPOT → KLAVIYO PLAYBOOK
Migration · HubSpot

HubSpot to Klaviyo Migration, Without Breaking Your CRM

HubSpot is excellent for marketing automation across multiple channels and B2B funnels. For ecommerce email specifically, Klaviyo's product-event integration, predictive analytics, and per-send economics make it the better fit. We migrate the email side to Klaviyo without disrupting the HubSpot CRM, so your sales team keeps working while marketing upgrades.

Why migrate

Why brands move from HubSpot to Klaviyo.

01

Per-contact pricing economics favour Klaviyo for ecommerce

HubSpot's pricing scales with marketing contacts including non-buyers. Klaviyo prices on active profiles. For ecommerce lists with significant lapsed/dormant subscribers, Klaviyo is materially cheaper.

02

Native ecommerce integration

Klaviyo natively integrates with Shopify, BigCommerce, WooCommerce. HubSpot integrates but typically requires custom development for full event-stream sync.

03

Predictive analytics and ecommerce-specific reporting

Predicted CLV, predicted churn, attributed revenue per recipient, native to Klaviyo, not HubSpot.

04

Hybrid approach: keep HubSpot CRM, move email to Klaviyo

Most ecommerce brands run this way: HubSpot for sales/CRM/B2B, Klaviyo for ecommerce email/SMS. We integrate the two so contact data flows correctly between systems.

— What breaks in bad migrations

Where DIY HubSpot migrations go wrong.

These are the things most brands lose when they migrate without a structured process. Each one is fixable, but only if you know to fix it before cutover, not after.

  • HubSpot workflows for ecommerce migrated to Klaviyo flows
  • List/segment logic rebuilt in Klaviyo using profile properties
  • Templates rebuilt (HubSpot designs as reference)
  • Form embeds updated to Klaviyo (or kept in HubSpot for B2B-side capture)
  • CRM/sales workflows in HubSpot left untouched and continue running
Procedure

The 5-step HubSpot-to-Klaviyo process.

Same process every time. Same outcome every time. Done-for-you, fixed timeline, full transparency.

  1. 01 PHASE

    Scope audit + integration plan

    Audit of HubSpot ecommerce email setup, plus the contact-flow architecture between HubSpot CRM and the planned Klaviyo email system. Defines what stays in HubSpot vs. what moves.

  2. 02 PHASE

    Klaviyo + HubSpot integration

    Klaviyo connected to ecommerce platform; HubSpot/Klaviyo bridge configured for contact sync (typically via Zapier, native integration, or HubSpot Operations Hub).

  3. 03 PHASE

    Email workflow migration

    HubSpot ecommerce workflows rebuilt as Klaviyo flows; non-ecommerce workflows stay in HubSpot.

  4. 04 PHASE

    Contact migration

    Ecommerce contacts (subscribers + buyers) imported into Klaviyo. CRM contacts stay in HubSpot.

  5. 05 PHASE

    Cutover + integration testing

    Klaviyo activated, HubSpot ecommerce email paused, contact sync between systems validated, deliverability monitored.

Frequently asked

HubSpot migration FAQ

Q.01 Can I keep HubSpot for CRM/sales after migrating? +

— Answer

Yes, this is the most common arrangement. HubSpot for sales pipeline + B2B, Klaviyo for ecommerce email + SMS. We bridge the two systems so contact data stays in sync.

Q.02 How does the HubSpot/Klaviyo integration work? +

— Answer

Several options: native integration (limited), Zapier/Make middleware, or HubSpot Operations Hub. We pick based on your specific data flow needs and existing tech stack.

Q.03 Will moving email to Klaviyo affect my HubSpot reporting? +

— Answer

HubSpot reporting on email moves with the email, so HubSpot email reports become irrelevant for the migrated channel. Klaviyo reporting takes over. CRM reporting in HubSpot is unaffected.

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Free Migration Audit

Ready to migrate from HubSpot?

Free migration audit, no commitment. Account audit, flow inventory, subscriber review, timeline. Written plan within 24 hours.