Migrate from AutoText to HubSpot

AutoText contact profiles map 1:1 to HubSpot contacts. Email, phone, name, address, and social-handle fields transfer directly. Any AutoText-specific profile fields become HubSpot custom properties. Original create date and owner preserved as custom datetime and owner lookup. FlitStack matches AutoText owners to HubSpot users by email, and any unresolved owners are flagged pre‑migration to ensure every record lands with a valid owner.

AutoText company records map to HubSpot companies. Company name, domain, industry, and employee count transfer as HubSpot standard fields. Parent-child company hierarchies in AutoText map to HubSpot's parent company lookup. Multi-company associations on contacts preserved as HubSpot secondary company links.

AutoText social post records (post content, platform, URL, scheduled date, published date) have no HubSpot native equivalent. FlitStack creates a Social_Post__c custom object with post_content (long-text), post_platform (pick-list), post_url (text), and scheduled_date (datetime) properties. In addition, FlitStack adds custom number fields for engagement metrics (likes__c, shares__c, comments__c, impressions__c, reach__c, ctr__c) so all post-level analytics are preserved on the same object.

AutoText captures likes, shares, comments, impressions, reach, and CTR per social post. These metrics have no HubSpot native equivalent. Each metric migrates as a custom Number field on Social_Post__c: likes__c, shares__c, comments__c, impressions__c, reach__c, ctr__c. The fields are stored as numeric values, making them filterable in HubSpot lists and available for custom report building, though they do not appear in standard pipeline or revenue reports without additional configuration.

AutoText abbreviation-to-content mappings (e.g., ffr → 'Feel free to reach out…') have no HubSpot equivalent. FlitStack creates Snippet_Template__c with abbreviation__c (text), template_content__c (long-text), and usage_count__c (number). Rebuilt in HubSpot's snippet tool or a third-party text expander post-migration. The usage_count__c field retains historical trigger frequency, allowing admins to prioritize high‑value snippets for rebuild and ensuring no commonly used abbreviation is lost during the transition.

AutoText may associate a contact record with social posts they authored or managed. HubSpot's custom object model supports associations via custom lookup fields. FlitStack adds an Author_Contact__c lookup on Social_Post__c linking each post to its originating HubSpot contact. During the sample migration, FlitStack verifies that the Author_Contact__c links resolve correctly, ensuring post‑to‑contact relationships are intact for reporting and workflow triggers.

Any activity logs stored in AutoText (outreach emails, meeting notes, call records) migrate to HubSpot engagements. Calls → HubSpot calls, emails → HubSpot emails, meetings → HubSpot meetings, notes → HubSpot notes. Original timestamps and owner preserved. Post-migration, these appear in the contact's activity timeline.

If AutoText stores a numeric lead score on contact records, it maps to HubSpot's native hubspotscore (number). If AutoText uses non-numeric scoring tiers, values are mapped via a pick-list to HubSpot's lifecycle_stage or a custom score_tier__c field. FlitStack builds a value‑mapping table before migration and validates that all source tiers have a corresponding HubSpot target, preventing gaps that could affect lead prioritization after cutover.

AutoText lifecycle-stage values map to HubSpot's native lifecyclestage pick-list (subscriber, lead, MQL, SQL, opportunity, customer, evangelist). Exact value-by-value mapping applied. If AutoText uses different stage names, a mapping table is defined pre-migration. FlitStack audits all source stage labels and confirms every AutoText stage has a corresponding HubSpot lifecyclestage, so automation triggers based on lifecycle changes fire correctly after migration.

AutoText user IDs resolve to HubSpot owners by email match. Unmatched AutoText users flagged before migration — team either creates HubSpot user accounts first or assigns records to a fallback owner. No record lands without a HubSpot owner assigned. FlitStack provides a pre‑migration user‑mapping report that lists all matched and unmatched users, allowing your team to resolve gaps before the cutover window opens.