Migrate from Apptivo to HubSpot

Apptivo Contacts map directly to HubSpot Contacts. HubSpot Contacts require an associated Company record for full functionality — contacts without a primary company link in Apptivo are attached to a default 'Unassigned' company record or flagged for manual association review before migration finalizes.

Apptivo Leads are distinct from Contacts in their data model. HubSpot does not have a separate Lead object by default in newer portals — all persons are Contacts. Apptivo Leads migrate as HubSpot Contacts with a custom 'apptivo_lead_source' property preserved and lifecyclestage set to a value your team specifies (typically 'lead' or 'marketingqualifiedlead') to distinguish them from converted contacts.

Apptivo Companies map 1:1 to HubSpot Companies. Company hierarchies in Apptivo (parent-company relationships) map to HubSpot's Parent Company field on the Company record. Multi-company associations on a single contact collapse to one primary company on the HubSpot Contact record, with secondary associations surfaced in the contact-company association panel.

Apptivo Opportunities map to HubSpot Deals. The deal name, amount, stage, expected close date, and owner all translate directly. Apptivo pipeline stages map to HubSpot deal pipeline stages via value-by-value mapping. Apptivo's deal probability percentages are preserved as a custom field on the HubSpot Deal since HubSpot calculates stage probability by pipeline configuration.

Apptivo Cases map to HubSpot Tickets. The case subject, description, status, priority, type, and assigned owner translate to HubSpot's ticket subject, description, ticket status, priority, ticket type, and owner fields. Apptivo case resolution dates and SLA fields migrate as custom properties since HubSpot Tickets do not have native SLA tracking.

Apptivo Tasks with subject, due date, status, and owner map to HubSpot Engagements of type 'task.' The original creation timestamp and completion status are preserved on the engagement record. Apptivo task categories such as calls, emails, and to-dos map to their corresponding HubSpot engagement types where applicable, maintaining the original categorization logic.

Apptivo Enterprise allows creating custom objects beyond the standard app set. HubSpot Enterprise supports custom objects with their own properties, associations, and pipelines. Custom object records migrate 1:1 to HubSpot custom objects. Custom object associations in Apptivo that use N:N linking require HubSpot custom relationship definitions.

Every Apptivo app (Contacts, Companies, Opportunities, Cases) has its own set of custom attributes that vary by plan tier. These map to HubSpot custom properties on the equivalent CRM object. HubSpot property names use lowercase with spaces; Apptivo attribute names are preserved in the mapping plan. HubSpot Starter is limited to 100 properties per object — if your Apptivo config exceeds this, your team must decide which properties to prioritize or upgrade the HubSpot plan.

Files attached to Apptivo records (Contacts, Companies, Opportunities, Cases) are downloaded and re-uploaded to HubSpot Files, then associated back to the target CRM record. HubSpot's file storage limits apply per HubSpot plan tier. Inline images in Apptivo notes are extracted and hosted in HubSpot's file manager.

Apptivo users are resolved by email match against existing HubSpot portal users. Unmatched owners are flagged in the migration report — your HubSpot admin either creates the user account first or assigns the records to a fallback owner. Owner-assigned Apptivo records without any owner are assigned to the migration service account and flagged for manual owner reassignment after migration.

Apptivo records call logs, meeting notes, and email activities attached to contact and company records. These migrate as HubSpot Engagements (calls, emails, meetings) with original timestamps, activity type, subject, body content, and owner preserved. The engagement association links back to the target HubSpot Contact or Company record.

Apptivo's workflow automation rules (25 to 300 depending on plan tier) do not migrate. They must be rebuilt in HubSpot's workflow editor (available in Professional and Enterprise) or HubSpot Sequences (Sales Hub Professional and above). FlitStack AI exports your Apptivo workflow definitions as a reference document for your HubSpot admin to use during the rebuild phase.