Automo.ai

Migrate HubSpot Marketing Hub workflows to Automo

This page does not log into HubSpot for you. Create an Automo account, then connect HubSpot in the workflow importer. Your workflows are read, matched to Automo triggers and actions, and saved switched off for you to review.

What moves across

  • HubSpot workflows in the connected account, with their enrollment rules and actions
  • Each workflow matched to an Automo trigger and actions, shown for review before anything is created
  • The automations you approve, saved switched off until you turn them on

What does not

  • Marketing emails, campaigns and landing pages
  • Lists, forms, templates and other marketing assets
  • Reports, analytics, dashboards and your HubSpot billing

Export from HubSpot Marketing Hub

  1. Create an Automo account from this page
  2. In HubSpot, create a private app with the automation scope and copy its access token
  3. After sign-up, open the workflow importer in Automations, choose HubSpot and paste the token
  4. Review each matched workflow, then choose which automations to turn on

Questions about moving from HubSpot Marketing Hub

Is this the same as the HubSpot CRM page?

No. That page imports contacts and companies. This page is only for HubSpot workflows, which import as Automo automations.

Do campaigns, emails or lists move?

No. Marketing emails, campaigns, lists, forms, templates and analytics stay in HubSpot. Only workflows are read.

What do I need to connect HubSpot?

A HubSpot private app access token with the automation scope. Automo only reads. Nothing is changed in HubSpot.

Can every Automo workspace import workflows?

No. Your workspace needs Workflows, and you need admin access to automations. Imported automations stay switched off until you turn them on.