Does email history transfer when you switch CRMs?

Does email history transfer when you switch CRMs?

No. Email history exports to a searchable archive, but it does not import into a new CRM as threaded history.

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CRM a mess? We rebuild it in 30 days.

No. This is the part most migration pitches skip.

Email history does not import into a new CRM as threaded conversation history. You can export it, and you should, but what you end up with is a searchable archive rather than something that lives inside the new platform.

For context, one recent export we ran produced just over forty thousand rows of email records. That archive sits in the client's own storage where their team can search it. It does not appear on contact records in the new system.

Anyone who tells you email history ports cleanly has not done a migration. Plan for the archive.

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Related FAQs

Can you work in our existing CRM instead of moving us?

Yes, and often it is the better answer. If your current platform can run the system, rebuilding inside it beats moving.
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Can you work in our existing CRM instead of moving us?

How do we choose our first real CRM?

Define the system first: your stages, owners, key numbers, and what changes for your team. Then pick the platform.
Get a more in-depth answer to:
How do we choose our first real CRM?

Do we need a new CRM or just a cleanup?

Usually a cleanup. If the problem is an undefined process, moving platforms rebuilds the same problem somewhere else.
Get a more in-depth answer to:
Do we need a new CRM or just a cleanup?

How do we stop automations breaking when someone leaves?

Build automations around functions rather than individuals, so nothing is tied to an account that can disappear.
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How do we stop automations breaking when someone leaves?

What breaks when you migrate a CRM?

Automations, workflows and platform reporting all get rebuilt. Deal ownership is where migrations quietly lose data.
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What breaks when you migrate a CRM?

Will switching CRMs save us money?

Often yes, sometimes substantially. But if you keep the same broken process, you have just paid less for the same problem.
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Will switching CRMs save us money?

What does a CRM migration cost?

It depends on contact volume, deals, pipelines, automations and how many systems hold your data. Ours starts at $7,500.
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What does a CRM migration cost?

Why doesn't our team use the CRM we pay for?

Because it asks for input and gives nothing back. That is a design problem, not a training or discipline problem.
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Why doesn't our team use the CRM we pay for?

GoHighLevel vs HubSpot: which one should we use?

HubSpot is deeper and pricier. GoHighLevel is cheaper and simpler. If your process is undefined, both fail the same way.
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GoHighLevel vs HubSpot: which one should we use?

How long does a CRM migration take?

Thirty days is realistic if scope is fixed first. Deciding your stages and owners takes longer than moving the data.
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How long does a CRM migration take?

Can we migrate off HubSpot without losing our data?

Most of it moves. Contacts, companies and custom fields transfer reliably. Deals and owners need mapping. Email history does not transfer.
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Can we migrate off HubSpot without losing our data?