CRM migration
Field-level mapping, validation, and rollback between BoomTown and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
BoomTown
Source
HubSpot
Destination
Compatibility
12 of 12
objects map 1:1 between BoomTown and HubSpot.
Complexity
BStandard
Timeline
48–72 hours of clock time
Overview
BoomTown is built around a real estate transaction cycle: leads enter through its IDX-integrated website or paid campaigns, convert to contacts tied to specific properties, and close through transaction records linked to deals. HubSpot models the same cycle using Contacts, Companies, Deals, and lifecycle_stage — but handles IDX website content, MLS integration, and paid lead gen as separate outbound tools rather than platform-native features. We migrate everything BoomTown stores natively: contacts with property associations, companies (brokerages and individual agents), deal records with transaction data, and activity history including calls, emails, meetings, and notes with original timestamps. Custom properties (MLS numbers, lead source channels, agent performance metrics) map to HubSpot custom properties. The parts that cannot migrate are the IDX website pages themselves, the paid lead-generation campaigns, and BoomTown's predictive lead scoring model — those must be sourced independently in HubSpot's ecosystem. Our migration runs against the BoomTown REST API, producing a HubSpot import file that we validate in a test portal before committing the full dataset with a 24–48 hour delta window to catch records modified during cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a BoomTown object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
BoomTown
Lead / Contact
HubSpot
Contact
1:1BoomTown leads and contacts map directly to HubSpot Contacts. Name, email, phone, address, and job title migrate as HubSpot standard properties. The BoomTown lead_id is stored as a custom property (boomtown_contact_id__c) for traceability and delta-run de-duplication. We also capture the original BoomTown create date to preserve historical record aging in HubSpot reports.
BoomTown
Contact
HubSpot
Contact.associations
1:1BoomTown contact-to-property associations represent inquiries, scheduled tours, and closed transactions for specific listings linked to a contact record. We migrate these associations to HubSpot using custom multi-select pick-list properties or HubSpot's association records, depending on the number of linked properties per contact and the relationship cardinality required for your pipeline workflows.
BoomTown
Company / Brokerage
HubSpot
Company
1:1BoomTown company records represent brokerages, team offices, and individual agent companies that need visibility in your HubSpot CRM. These map to HubSpot Companies with direct migration of company name, domain, address, phone, and industry fields. Parent-company hierarchies in BoomTown translate to HubSpot's parent company association feature, preserving organizational structure across both platforms.
BoomTown
Transaction Record
HubSpot
Deal + Custom Fields
1:1BoomTown transaction records do not map to a single HubSpot native object. We split the transaction data: deal stage and amount migrate to a HubSpot Deal record; list price, sale price, MLS number, and transaction status migrate as custom properties on that Deal (boomtown_list_price__c, boomtown_sale_price__c, boomtown_mls_number__c, boomtown_transaction_status__c). The BoomTown transaction_id is stored for reconciliation.
BoomTown
Deal / Opportunity
HubSpot
Deal
1:1BoomTown deals (active transaction opportunities) map to HubSpot Deals. Deal name, amount, stage, and close date migrate as HubSpot native Deal properties. If a BoomTown deal is already linked to a transaction record, we create a single Deal in HubSpot and attach all transaction custom fields to it.
BoomTown
Deal Pipeline
HubSpot
Deal Pipeline
1:1BoomTown deal pipelines map to HubSpot Deal pipelines. Pipeline names are preserved as HubSpot pipeline names. Stage names in BoomTown (e.g., 'Inquiry', 'Showing Scheduled', 'Under Contract', 'Closed') map to HubSpot Deal stage values in the corresponding pipeline — value_mapping is applied per pipeline.
BoomTown
Lead Activity (Call, Email, Meeting, Note)
HubSpot
Engagement (Call, Email, Meeting, Note)
1:1BoomTown engagement history (calls logged, emails sent, meetings scheduled, notes added) migrates to HubSpot engagements with original timestamps and owner assignments preserved. Each engagement is associated back to the BoomTown contact_id now stored on the HubSpot Contact record. This ensures your team's complete activity timeline is visible during pipeline reviews in HubSpot.
BoomTown
Agent / Team Member
HubSpot
User (by email match)
1:1BoomTown team members and agents map to HubSpot Users by email address resolution. Agents without an existing HubSpot user account are flagged before migration — your team either creates the HubSpot user or assigns those records to a designated fallback owner.
BoomTown
Lead Source / Campaign
HubSpot
Custom property on Contact
1:1BoomTown tracks lead source (google_adwords, facebook, referral, website, and other campaign-driven channels) as a contact property with its own taxonomy. While HubSpot has native utm_source, utm_medium, and utm_campaign properties, these capture different attribution dimensions. To preserve BoomTown's complete lead source taxonomy, we create a custom pick-list field (boomtown_lead_source__c) that maps all original BoomTown source values so marketing attribution history remains intact after migration.
BoomTown
Custom Property (MLS Number, Agent ID, etc.)
HubSpot
Custom Property
1:1BoomTown custom properties — MLS numbers, agent license IDs, lead scoring values, and any custom transaction fields — migrate to HubSpot custom properties. HubSpot's naming convention (snake_case) is applied to the API name. All custom properties are created in HubSpot before the import phase begins.
BoomTown
IDX Website Content / Listing Pages
HubSpot
No equivalent
1:1BoomTown's IDX-integrated website content (listing pages, property search, MLS-driven landing pages) has no HubSpot equivalent — HubSpot CMS is a separate product. These pages must be rebuilt using HubSpot CMS, a third-party IDX provider (such as iHomefinder or IDX Broker), or your existing website platform with HubSpot tracking installed.
BoomTown
Paid Lead Generation Campaigns
HubSpot
No equivalent
1:1BoomTown's managed PPC campaigns on Google and Facebook are a bundled service, not data stored in the CRM. Campaign performance data (impressions, cost per lead, lead volume) lives in the BoomTown platform's reporting — these campaigns cannot be migrated. New campaigns should be set up directly in Google Ads and Meta Ads Manager linked to HubSpot's tracking.
| BoomTown | HubSpot | Compatibility | |
|---|---|---|---|
| Lead / Contact | Contact1:1 | Fully supported | |
| Contact | Contact.associations1:1 | Fully supported | |
| Company / Brokerage | Company1:1 | Fully supported | |
| Transaction Record | Deal + Custom Fields1:1 | Fully supported | |
| Deal / Opportunity | Deal1:1 | Fully supported | |
| Deal Pipeline | Deal Pipeline1:1 | Fully supported | |
| Lead Activity (Call, Email, Meeting, Note) | Engagement (Call, Email, Meeting, Note)1:1 | Fully supported | |
| Agent / Team Member | User (by email match)1:1 | Fully supported | |
| Lead Source / Campaign | Custom property on Contact1:1 | Fully supported | |
| Custom Property (MLS Number, Agent ID, etc.) | Custom Property1:1 | Fully supported | |
| IDX Website Content / Listing Pages | No equivalent1:1 | Fully supported | |
| Paid Lead Generation Campaigns | No equivalent1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
BoomTown gotchas
Export requires Broker or Admin permission
Workflows and automations do not export
12-month contract creates financial lock-in
IDX website content is not migratable via API
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit BoomTown data and map to HubSpot schema
We connect to BoomTown's API using scoped read access and pull a full export of all contacts, companies, deals, transaction records, and engagement history. We audit the custom property list, the deal pipeline configuration, and the transaction status taxonomy. From this audit we produce the field mapping document, flag BoomTown agents who do not yet have HubSpot user accounts, and identify any BoomTown properties (MLS numbers, lead source categories, predictive scores) that require custom field creation in HubSpot before the import phase.
Create HubSpot custom fields and deal pipelines
Before any data lands, we create the HubSpot custom fields identified in the audit — boomtown_contact_id__c, boomtown_lead_source__c, boomtown_transaction_status__c, boomtown_list_price__c, boomtown_sale_price__c, boomtown_mls_number__c, and others. We also verify or create the HubSpot deal pipeline and stage configuration to match BoomTown's pipeline structure so the value_mapping plan resolves cleanly. This step requires a HubSpot admin to confirm field names and pipeline stages before we proceed to the import file build.
Resolve owners and pre-validate association graph
We match BoomTown agent and team member records to HubSpot users by email address. Agents without HubSpot accounts are flagged with a fallback owner assignment for the migration sample. We also validate the contact-to-property association graph — contacts with multiple linked BoomTown deals are noted so the multi-value handling strategy (primary deal plus secondary association list) is applied consistently across the dataset. Association validation runs before the first import file is generated to catch orphaned foreign keys early.
Run sample migration with field-level diff
A representative slice of 100–500 records — spanning contacts from multiple BoomTown pipelines, companies of each type, deals with transaction metadata, and a sample of engagement records — migrates to a HubSpot sandbox or test portal. We generate a field-level diff report showing the source BoomTown value, the mapped HubSpot field, and the resulting HubSpot value for every mapped property. You review the diff to confirm transaction status mapping, lead source taxonomy, and owner resolution before the full migration commits. Any mapping adjustments are made and the sample re-runs until the diff is clean.
Execute full migration with delta-pickup window
The full dataset migrates to HubSpot in a sequenced load: Companies first (HubSpot requires an Account before a Contact can reference it), then Contacts with owner resolution and lifecycle-stage assignment, then Deals with transaction custom fields attached, then engagement history. A 24–48 hour delta-pickup window captures any records created or modified in BoomTown during the migration window. After the delta pass, we generate a reconciliation report comparing BoomTown record counts by object against the imported HubSpot record counts. One-click rollback is available if the reconciliation shows gaps beyond the agreed tolerance threshold.
Platform deep dives
BoomTown
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across BoomTown and HubSpot.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
BoomTown: Not publicly documented.
Data volume sensitivity
BoomTown doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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Category
FAQ
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