How to Migrate from HubSpot Service Hub to Converge
Converge Team
Switching from HubSpot Service Hub? This guide covers everything you need: exporting data, connecting channels, setting up automations, and training your team. Most migrations take 1-3 days.
Migration at a Glance
Why Teams Switch from HubSpot Service Hub
HubSpot Service Hub is Mid to large enterprises already using HubSpot's ecosystem who need comprehensive customer service management with deep CRM integration. However, teams often find these pain points:
- • Expensive per-agent pricing model can become costly
- • Complex setup and learning curve for new users
- • Many advanced features locked behind higher-tier plans
- • Limited messaging channel support compared to specialized platforms
What You'll Gain with Converge
Step-by-Step Migration Process
Audit Your Current Setup
Document all channels, integrations, and workflows you use in HubSpot Service Hub. List active agents, custom automations, and any API connections.
Export Your Data
Export customer contacts, conversation history, and any saved templates from HubSpot Service Hub. Most platforms offer CSV or JSON export options in their admin settings.
Set Up Your New Platform
Create your Converge account, invite team members, and configure company settings (working hours, timezone, roles).
Connect Your Messaging Channels
Connect WhatsApp, Telegram, Messenger, Instagram, Discord, Zalo, and email to Converge. Each channel takes 2-5 minutes to set up.
Configure Automations
Set up auto-replies, SLA policies, auto-routing rules, and quick reply templates to match your previous workflows.
Run in Parallel (Optional)
Keep HubSpot Service Hub active for 1-2 weeks while your team gets comfortable with Converge. Route new conversations to Converge while finishing open tickets in HubSpot Service Hub.
Decommission HubSpot Service Hub
Once your team is fully on Converge, disconnect channels from HubSpot Service Hub, cancel your subscription, and keep your data export as a backup.
Feature Comparison
| Feature | HubSpot Service Hub | Converge |
|---|---|---|
| Starting Price | From $90/seat/mo | $49/mo flat |
| Pricing Model | Per seat | Flat rate (up to 15 agents) |
| Limited | ✓ Native | |
| Telegram | ✗ | ✓ Native |
| Discord | ✗ | ✓ Native |
| Zalo | ✗ | ✓ Native (exclusive) |
| AI Suggestions | ✓ (may cost extra) | ✓ Included |
| Free Trial | Free plan available | 14-day free trial |
Cost Comparison
| Team Size | HubSpot Service Hub | Converge | Annual Savings |
|---|---|---|---|
| 3 agents | $270/mo | $49/mo | $2,652/yr |
| 5 agents | $450/mo | $49/mo | $4,812/yr |
| 10 agents | $900/mo | $49/mo | $10,212/yr |
| 15 agents | $1350/mo | $49/mo | $15,612/yr |
Migration Timeline
What You Might Miss
HubSpot Service Hub has strengths that Converge approaches differently:
- • Seamless integration with HubSpot CRM and marketing tools
- • Comprehensive automation and workflow capabilities
- • Robust reporting and analytics features
Converge focuses on messaging-first support with flat pricing. If HubSpot Service Hub's specific strengths are critical for your workflow, evaluate both platforms during Converge's 14-day free trial before committing.
Ready to try Converge?
$49/month flat. Up to 15 agents. 14-day free trial, no credit card required.
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