Sailsy and HubSpot
Moving CRM usually means losing the past: you export contacts, you lose the notes, the calls and the three years of context that made them worth something.
Sailsy imports HubSpot contacts, companies, deals and their activity history, including when each task and engagement was actually completed rather than when it was imported. The pipeline you built stays recognisable — with an AI sales manager working it daily.
Last updated 2026-09-25
| Feature | Sailsy | HubSpot on its own |
|---|---|---|
| Records | Contacts, companies and deals imported and matched against what Sailsy already knows | The system of record you already have |
| History | Tasks and engagements import with their real completion times, not the import timestamp | Full history, in HubSpot |
| What happens daily | A focus list, stalled-deal flags and drafted follow-ups you approve | Workflows and sequences you configure and maintain |
| Setup effort | Paste your website, connect HubSpot, import — the business profile is built for you | Properties, pipelines, stages and workflows to design first |
| Direction | Import only — Sailsy reads from HubSpot and never writes to it | Your system of record, unchanged by connecting Sailsy |
| Running both | Fine — import brings the records across and Sailsy works them | Fine — keep HubSpot as the record if your team needs it |
Do I have to leave HubSpot to use Sailsy?
No. Plenty of teams import into Sailsy to get the daily sales-manager layer while HubSpot stays the company system of record. Sailsy adapts to your process rather than asking you to rebuild it.
What comes across in the import?
Contacts, companies and deals, plus tasks and engagement history with their original completion times. Records are matched rather than blindly duplicated, so re-running an import does not double your contacts.
Does Sailsy write back to HubSpot?
The integration is an import today: Sailsy reads from HubSpot and works the pipeline in Sailsy. Nothing in your HubSpot account is modified by connecting it.
How is this different from HubSpot's own AI?
HubSpot's AI helps you operate HubSpot — drafting inside the tool you already run. Sailsy is a sales manager that looks at every deal each day and tells you which three to touch and what to say, and it builds its own picture of your business from your website and inbox.
The verdict
If HubSpot has your history and nobody has time to work the pipeline in it, importing into Sailsy keeps the history and adds the person who works it.
If your team genuinely uses HubSpot's marketing and service hubs, keep them. The import is designed for that: bring the sales context into Sailsy without dismantling anything.