Migrate from Atollon Lagoon CRM to HubSpot

Atollon firms map to HubSpot companies. Atollon stores firm name, domain, industry, employee count, and annual revenue as standard firm properties — these map to HubSpot's standard company properties. Parent-child firm hierarchies in Atollon map via HubSpot's parent company association. Multi-address firms in Atollon require address normalization before HubSpot import since HubSpot stores one billing and one shipping address per company.

Atollon contact records (persons linked to firms) map to HubSpot contacts. Atollon stores first name, last name, email, phone, job title, and address directly on the contact record. All standard contact properties migrate directly. HubSpot's primary company association uses the mapped firm record — contacts without a firm link land as HubSpot contacts with no associated company and can be linked manually post-migration.

Atollon supports N:N contact-to-firm associations natively (one person linked to multiple firms). HubSpot uses a primary company association per contact plus additional company associations via the contact's company associations section. The primary company maps from Atollon's primary firm link; additional firm links migrate as secondary HubSpot company associations. If Atollon stores no primary firm indicator, the most-recently-modified firm is used as primary.

Atollon sales opportunities map to HubSpot deals. Opportunity name, amount, expected close date, and owner migrate directly. Atollon stage values map to HubSpot deal stage via value-by-value mapping. If Atollon tracks probability or weighted value, these migrate as custom deal properties since HubSpot calculates probability from stage by default. Atollon opportunities without a linked firm map to HubSpot deals with no associated company and are flagged for manual association.

Atollon projects and orders do not have a direct HubSpot equivalent. Projects that represent ongoing work or deliverables map to HubSpot Deals with a project-type label added as a custom property. Projects that represent fixed-fee contracts map as Deals with the contract amount. If Atollon projects contain line-item detail, those lines map to HubSpot line items associated with the deal. Complex project hierarchies may require a custom object in HubSpot Enterprise.

Atollon activities attached to firms or contacts migrate as HubSpot engagements. Meeting records map with original start/end timestamps preserved. Call logs migrate as HubSpot call engagements with duration and notes. Emails stored in Atollon migrate as HubSpot email engagements. Notes attached to Atollon records migrate as HubSpot notes with original create timestamps and owner attribution. All activity links to the mapped parent contact or company.

Atollon service cases map to HubSpot tickets. Case number, subject, description, status, priority, and assigned owner migrate directly. Case create and update timestamps migrate as custom datetime properties since HubSpot ticket CreatedDate reflects import time. Atollon case comments and internal notes migrate as HubSpot ticket engagement notes. If Atollon uses custom case field values, those map as custom ticket properties.

Atollon user accounts resolve to HubSpot users by email address match. All Atollon user fields (name, email, role profile) are mapped before migration so owner lookups resolve correctly on contacts, deals, and tickets. Unmatched users are flagged before the migration run — teams either create HubSpot accounts for those users or reassign their records to an existing HubSpot user as a fallback owner. Atollon Core/Standard/Professional role profiles do not map to HubSpot roles and require post-migration access-control configuration.

Atollon custom forms store field values as formvalue JSON records attached to firms, contacts, or projects. Each form field becomes a HubSpot custom property on the appropriate object. Multi-instance forms (forms submitted multiple times per contact) create repeated rows that map to HubSpot as multiple entries in a custom object or as a custom multi-value property. Teams specify whether to consolidate multi-instance forms to a single record or preserve all instances. Custom properties created in HubSpot require matching field type to Atollon's stored value type.

Atollon file attachments on firms, contacts, or sales opportunities download and re-upload to HubSpot Files. Each file is attached to the corresponding HubSpot record (contact, company, or deal) after upload. Inline images embedded in Atollon notes extract and rehost as HubSpot-hosted files. File size limits apply per HubSpot's file hosting constraints. Original file names and create dates are preserved as file metadata.