Migrate from Bloomr to HubSpot

Bloomr contacts map directly to HubSpot contacts. The contact's primary associated company resolves to a HubSpot company record — if the company doesn't exist in HubSpot yet, we create it first so the Contact.associatedCompanyId lookup resolves correctly during migration. This ensures referential integrity between contact and company records from the start.

Bloomr companies map to HubSpot companies. Company hierarchies (parent-child relationships) in Bloomr translate to HubSpot's parent company property. Multi-company associations that Bloomr supports natively map to HubSpot's company-contact secondary associations. This preserves the organizational structure and maintains all relevant company-to-contact relationships in the new system.

Bloomr deals map to HubSpot deals, preserving the deal name, amount, close date, and owner assignment. Bloomr's pipeline and stage names map value-by-value to HubSpot's deal pipeline stages. If Bloomr has multiple pipelines, we map each to a separate HubSpot deal pipeline.

Each Bloomr deal pipeline becomes a separate HubSpot deal pipeline. Pipeline-specific stage names are preserved. If Bloomr uses pipeline-specific fields (stage-dependent pick-lists), those become HubSpot custom properties scoped to that pipeline's deals. This maintains the full context of each pipeline's unique sales process and stage-dependent data.

Bloomr stage names map to HubSpot deal stage names value-by-value. Stage order, probability (if stored), and forecast category re-applied based on HubSpot's stage configuration. Stage-entered timestamps preserved as HubSpot custom datetime properties for historical reporting continuity. This ensures historical deal progression data remains accurate and actionable in HubSpot's reporting tools.

Bloomr call activities (logged calls with subject, duration, outcome, timestamp, and owner) migrate to HubSpot calls. The call direction (inbound/outbound) maps to HubSpot's call direction property. Original call duration and outcome recorded on the HubSpot call record. This preserves the complete call history for each contact and deal.

Logged email activities in Bloomr migrate to HubSpot email records attached to the contact. Subject, body content, timestamp, and owner preserved. Email attachments download and re-upload to HubSpot Files, then link back to the email record. This maintains the full email communication history for each contact.

Scheduled meetings in Bloomr migrate to HubSpot meetings with original start/end times, title, and attendees. Meeting notes attached to the meeting record. The associated contact and deal links preserved as HubSpot associations. This keeps the complete meeting history intact and accessible within the contact and deal timelines.

Free-text notes in Bloomr migrate to HubSpot notes attached to the relevant contact, company, or deal record. Timestamps and owner assignment preserved. Rich-text formatting in Bloomr notes retained in HubSpot's note body. This preserves all contextual information and ensures nothing is lost during the transition.

Any Bloomr custom fields on contacts, companies, or deals become HubSpot custom properties. Property type maps type-aware: text → text, numeric → number, date → date, pick-list → single-option. Custom property names in HubSpot use the label from Bloomr's field definition.

Bloomr file attachments download from the source and re-upload to HubSpot Files. Files attach to the same CRM record they were linked to in Bloomr. HubSpot's 25MB per-file limit applies — files over 25MB are flagged and handled via external link reference.

Bloomr user and owner IDs resolve to HubSpot users by email match. If a Bloomr owner has no matching HubSpot user email, the record is assigned to a fallback HubSpot owner (your designated migration user) and flagged for manual reassignment post-migration.

Bloomr's activity history timeline (calls, emails, meetings, notes) migrates as HubSpot's engagement timeline on the contact record. Timestamps, owners, and associations to deals preserved. The chronological order of activities is maintained in HubSpot's timeline view. This provides a complete view of customer interactions over time.

If Bloomr stores a numeric lead score or contact rating, we migrate it as a HubSpot custom number property on the contact. Scoring logic and automation rules based on that score must be rebuilt as HubSpot workflows post-migration. The historical score values transfer, maintaining data continuity even if the calculation logic changes.