Migrate from Apto to HubSpot

Apto contact records map directly to HubSpot contacts. The primary company association in Apto becomes the HubSpot contact's primary company property. Secondary company associations migrate as HubSpot company associations via the associations API. We also map contact role designations to HubSpot contact properties, preserving any custom role flags.

Apto company records map 1:1 to HubSpot company records. Company hierarchies (parent/child) in Apto map to HubSpot's parent company property. Domain data from Apto maps to the HubSpot company domain field for automatic association. We also transfer any custom industry classifications to HubSpot's industry picklist, ensuring consistent reporting across both platforms.

Apto deals map to HubSpot deals with the deal name, amount, close date, and owner preserved. Each Apto deal pipeline becomes a HubSpot pipeline configured before migration. Deal stage values map via value mapping per pipeline. Historical deal probability data is stored as a custom field to preserve forecasting continuity.

Apto's pipeline configuration (stages, stage order, stage probabilities) migrates as HubSpot pipeline definitions. Each Apto pipeline creates one HubSpot pipeline. HubSpot pipelines must be configured in the account before the migration validates stage mapping. Stage display order and probability weights are applied per pipeline, maintaining deal forecasting accuracy.

Apto deal stage pick-list values map to HubSpot deal stage values by pipeline. Probability and forecast category reapply from HubSpot's stage configuration. Stage-entry timestamps from Apto are preserved as HubSpot custom datetime fields. Any stage-specific custom fields are also migrated, ensuring all contextual data travels with the deal.

Apto contact-level custom fields create HubSpot custom contact properties. Free HubSpot accounts are limited to 10 total custom properties; Starter and above allow up to 1,000. We flag any custom fields exceeding the target tier's limit before migration runs, before final load.

Apto deal-level custom fields create HubSpot custom deal properties. Fields that store numeric data in Apto may require type-aware mapping (e.g., integer fields in Apto become number properties in HubSpot) to preserve filtering and reporting behavior. These custom deal fields appear in HubSpot's deal dashboards and can be used in filters and reports.

Apto call, email, and meeting records migrate as HubSpot engagements. Each engagement is associated with the target contact record. Original timestamps and owner links are preserved. Attachments on engagements re-upload as HubSpot files. Engagement metadata such as call duration and email subject lines are also transferred to maintain full context.

Apto notes attach to the target CRM record (contact, company, or deal) and appear in the HubSpot timeline. Rich-text formatting in Apto notes converts to HubSpot's note format. Note create timestamps and owner assignments are preserved. Any embedded images in notes are rehosted as HubSpot-hosted files, ensuring they render correctly.

Apto user records resolve to HubSpot users by email address match. Unmatched Apto owners are flagged before migration so you can create HubSpot users or assign a fallback owner. No record lands without a valid HubSpot owner assignment in the final dataset.

Apto file attachments on contacts, companies, or deals re-upload to HubSpot Files and attach to the corresponding record. File size limits are enforced per HubSpot's 25MB per-file cap. We rehost inline images from notes as HubSpot-hosted files for consistent display.

Apto custom objects map 1:1 to HubSpot custom objects (available on HubSpot Enterprise tiers). Custom object associations that use Apto's N:N relationship model need HubSpot custom junction objects when the relationship is many-to-many. We surface these in the migration plan before the run.