Most teams don't need to leave HubSpot the day they install Wysera. Connect, let Wyse run alongside, decide in 90 days whether the migration is worth it.
Connect HubSpot. Wyse reads your pipeline, watches deal activity, drafts next-best-action emails per deal. Sales rep approves in OpsWyse or HubSpot interchangeably. HubSpot remains the system of record.
Common pattern. Marketing automation, content scoring, and email campaigns move to PostWyse (cheaper, AI-native). Sales pipeline and CRM stay in HubSpot. The integration keeps the two in sync. Annual savings: typically $800 to $2,400/mo.
Quarter 1: Connect sync, run Wyse alongside HubSpot. Quarter 2: Move marketing team off HubSpot. Quarter 3: Move sales team. Quarter 4: Retire HubSpot. The integration smooths every quarter.
If different teams use different CRMs (HubSpot for marketing, Salesforce for enterprise), Wysera can sit across both. The HubSpot integration is one of the available bridges.
In HubSpot, navigate to Settings, Integrations, Private Apps. Create a new private app. Required scopes: crm.objects.contacts.read/write, crm.objects.companies.read/write, crm.objects.deals.read/write, crm.objects.notes.read/write, content.send.email (for outbound). Copy the token.
OpsWyse, Settings, Integrations, HubSpot. Paste the token. Wysera validates the scopes and runs an initial sync of the last 90 days of HubSpot data. First sync takes 5 to 30 minutes depending on your HubSpot volume.
Choose which HubSpot objects sync to OpsWyse (typically contacts + deals + companies) and which way (one-way or bidirectional). Most customers start one-way HubSpot to OpsWyse for the first 30 days, switch to bidirectional in week 4.
Each HubSpot deal stage maps to an OpsWyse stage. Wysera ships with a sensible default mapping (New, Talking, Negotiating, Won, Lost). Customize if your HubSpot stages don't match.
Start with Email Drafter. Watch the drafts for a week. Add Deal Scorer in week 2. Add Follow-Up Auto in week 3. Don't enable all five agents in week 1; the learning curve is per-agent.
Data syncs through HubSpot's public API. We use polling (every 90 seconds) for inbound from HubSpot and webhooks for outbound to HubSpot. All data stored in OpsWyse is encrypted at rest. PII and PHI in HubSpot is handled per your existing HubSpot DPA; Wysera adds a layer on top with our own BAA available if needed.
Start a workspace, paste the credentials, watch the first sync run. No professional services engagement required.
Customer HubSpot data is processed inside your OpsWyse tenant and never trains public models. Wysera's BAA covers this explicitly. Specific PHI fields can be masked from agent processing entirely with field-level redaction.
Wysera works with any HubSpot tier (Free, Starter, Professional, Enterprise). Starter is the practical minimum because the API rate limit on Free is too low for production sync. If you're on HubSpot Free and considering Wysera, the Wysera + HubSpot Free combo costs less than HubSpot Starter alone.
Yes. The integration includes an export-and-disconnect path. We have a documented playbook for the full migration (see /blog/replace-hubspot-2026). Most full migrations take 60 to 90 days.
Last-write-wins by default. The Pro Bundle includes a conflict resolver UI that surfaces every conflict for human resolution. Audit log shows every conflict and resolution. Most teams don't hit conflicts often because the 90-second sync window is short.
No, HubSpot workflows stay in HubSpot. The integration syncs object data (contacts, deals, companies). Workflow logic can be ported to OpsWyse agents as part of the migration playbook if you want to consolidate.