Import HubSpot CRM Data Into Pinnacle AI CRM Artwork

The Pinnacle Perspective: Pinnacle AI CRM Updates

The Pinnacle Perspective is the podcast where we break down the latest features, improvements, and innovations inside Pinnacle AI CRM.

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The Pinnacle Perspective: Pinnacle AI CRM Updates

Import HubSpot CRM Data Into Pinnacle AI CRM

September 01, 2026

0:00 | 2:12

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In this episode of The Pinnacle Perspective, we highlight the new HubSpot importer inside Pinnacle AI CRM, designed to make CRM migration faster and easier. This update allows businesses, marketers, and agencies to connect their HubSpot account directly, choose the records and data types they want to import, and bring key CRM information into Pinnacle AI CRM with less manual work. By supporting a more controlled import process for contacts, companies, opportunities, custom fields, activities, and related data, the importer helps teams reduce errors, maintain cleaner records, and keep operations moving. For organizations switching from HubSpot, this feature provides a more efficient path to preserving important data and continuing work inside Pinnacle AI CRM. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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SPEAKER_00 0:00

Welcome back to the Pinnacle Perspective, the podcast where we cover the latest updates inside Pinnacle AI CRM and how they help you run your business more smoothly. Today we're talking about a new importer that makes moving records from HubSpot into Pinnacle AI CRM faster and more convenient. HubSpot is a commonly used CRM, and if you're switching systems, bringing your important data with you should not feel like a slow, manual project. With this new importer, you can connect your HubSpot account directly and migrate key CRM data into Pinnacle AI CRM. Here's how it works. When you're inside contacts, companies, or opportunities, you can start by clicking Import. From there, you'll choose the option to connect HubSpot and sign in to your HubSpot account. If your account is already connected, you can simply choose Import from HubSpot. Next, you'll select the objects and data types you want to bring over. That means you're in control of what gets imported, instead of having to move everything all at once. Once you've made your selections, you can firmly import and start the process. The goal here is simple: reduce manual work and help you migrate your CRM data faster. This is especially helpful for teams that rely on organized pipelines, stages, tasks, custom fields, and activity history. By choosing exactly what you want to import, you can preserve supported data and keep your records more consistent as you move into Pinnacle AI CRM. It also helps cut down on error-prone manual entry. Important custom fields and activities can be brought over, and import errors can be identified and resolved more quickly, so your records stay cleaner and easier to work with. Once your data is in place, you can keep your business moving inside Pinnacle AI CRM. You can continue tasks, move contacts through pipelines, and trigger workflows using the data you've imported. So if you're coming from HubSpot, this new importer is designed to make the transition faster, cleaner, and much easier to manage. Thanks for listening to the Pinnacle Perspective. We'll be back soon with more updates to help you get the most out of Pinnacle AI CRM.