Migrate from Aritic Sales CRM to HubSpot

Aritic contacts map directly to HubSpot contacts. The contact's primary email, phone, name fields, job title, and address data transfer to HubSpot's standard contact properties. Owner resolution happens via email match against HubSpot user accounts. Unmatched owners are flagged and assigned to a migration fallback owner pending manual review.

Aritic organizations map to HubSpot companies. Organization name, domain, industry, employee count, and annual revenue transfer to HubSpot company properties. Aritic parent-child organization hierarchies map to HubSpot's parent company field. Industry values are mapped value-by-value; any industry values not recognized by HubSpot's picklist default to free-text fields for manual categorization.

Aritic allows contacts to link to multiple organizations simultaneously. HubSpot contacts have one primary company. We set the most recently modified or most engaged organization as the primary company in HubSpot and surface remaining links as secondary company associations via company contact properties or association API.

Aritic deals map to HubSpot deals with deal name, amount, close date, owner, and associated pipeline transferred directly. Each Aritic deal's pipeline assignment maps to the corresponding HubSpot deal pipeline. Deal stage probabilities are preserved as custom properties for reporting comparison, though HubSpot calculates stage probability based on its own configuration.

Each Aritic pipeline becomes a HubSpot deal pipeline. Pipeline configuration including stage names, stage order, and open/closed stage flags transfers. HubSpot's pipeline model supports multiple parallel pipelines with independent stage sets. Stage-specific probability values are mapped from Aritic and stored as custom properties to maintain historical forecast accuracy.

Aritic pipeline stage names map to HubSpot deal stage names value-by-value per pipeline. Stage-level probabilities from Aritic transfer as stage-specific probability values in HubSpot. Closed-won and closed-lost stage identification is preserved. Any stage names not found in HubSpot's target pipeline are flagged for manual assignment before the migration batch runs.

Aritic's automatic lead scoring has no native HubSpot equivalent in core CRM. We migrate the numeric score as a custom property on HubSpot contacts. Teams using HubSpot's native lead scoring separately can compare source scores against HubSpot-generated scores post-migration. This custom property naming convention uses a clear suffix to distinguish it from HubSpot-generated scores.

Aritic activity records transfer to HubSpot's engagement timeline. Call logs, email records, meeting records, and tasks map to their corresponding HubSpot engagement types with original timestamps, owners, and associated contact or deal associations preserved. Activity records are batched by type and loaded in sequence to maintain referential integrity with contact and deal records.

Aritic notes map to HubSpot notes. If notes contain rich-text formatting, they transfer with formatting preserved where HubSpot's note format supports it. Notes associated with contacts or deals link via HubSpot's association model. Notes without associations are migrated as standalone engagement records for archival purposes.

Aritic file attachments on contacts, organizations, or deals re-upload to HubSpot Files. Files attach to the corresponding HubSpot record via file associations. HubSpot's file size limit of 25MB per file applies; files exceeding this are flagged for manual handling. We preserve original file names and upload timestamps to maintain document traceability in HubSpot.

Aritic workflow definitions do not transfer to HubSpot. We export Aritic workflow definitions as a JSON specification document that your HubSpot admin can use as a reference when rebuilding automations in HubSpot's workflow builder. The JSON output includes trigger conditions, filter logic, and action sequences organized by workflow name for streamlined reconstruction.

Aritic invoices, e-contracts, recurring invoices, and subscriptions have no direct HubSpot equivalent. Invoice and quote data can migrate as custom objects or custom properties for historical reference. Active subscription and billing logic requires a dedicated billing tool integration post-migration. Common choices include Stripe, Chargebee, or Zuora for recurring billing management.