Migrate from CentraHub CRM to HubSpot

Direct 1:1 map for standard contact fields. HubSpot Contact is the primary contact object; CentraHub contact records transfer as HubSpot Contacts with all standard properties (name, email, phone, address) mapped directly. Custom properties on the CentraHub Contacts module become HubSpot Contact properties, created before migration.

CentraHub Accounts map to HubSpot Companies. Company name, domain, industry, employee count, and annual revenue transfer directly. HubSpot's company hierarchy (parent company field) maps from CentraHub's parent-account relationship. Multi-contact accounts are handled via HubSpot's company-contact association model, ensuring all related contacts link to the correct company record after migration. This preserves the relationship context that existed in CentraHub.

CentraHub Leads map to HubSpot Contacts. Since HubSpot uses a single Contact object with lifecycle_stage to track prospect progression, CentraHub lead status and lead source fields transfer as HubSpot Contact properties. No split routing like Salesforce — both leads and contacts land in the same HubSpot object.

CentraHub Deals map to HubSpot Deals. Deal name, amount, close date, owner, and stage all transfer. HubSpot's deal model uses a pipeline-stage relationship: the deal record references a pipeline and a stage within that pipeline, which is defined in HubSpot's pipeline settings.

CentraHub pipeline configurations map to HubSpot deal pipelines. Each CentraHub pipeline becomes a HubSpot deal pipeline in HubSpot's pipeline settings. Stage names and probabilities from CentraHub translate to HubSpot stage definitions per pipeline, preserving the original deal progression logic. This includes stage order, probability percentages, and any custom stage labels configured in the source system.

CentraHub Tasks map to HubSpot Tasks (stored as engagements in HubSpot). Task subject, due date, status, priority, and owner transfer directly. The task is associated back to the original Contact or Deal record via HubSpot's association model. This ensures that task context appears in the correct timeline within HubSpot's record view after migration completes.

CentraHub Events (calendar appointments) map to HubSpot Meetings. Original start time, end time, title, description, location, and owner transfer. HubSpot meetings appear in the contact and company timelines and sync with Google Calendar or Outlook when the integration is configured.

CentraHub Notes map to HubSpot Notes. Note body, create date, last modified date, and owner transfer. HubSpot Notes attach to the Contact, Company, or Deal record they were associated with in CentraHub. Rich-text formatting in CentraHub notes is preserved in HubSpot's note body.

File attachments stored in CentraHub's document management must be exported from the platform, re-uploaded to HubSpot's Files tool, and then associated back to the original record. This is a two-step process because HubSpot stores files separately from CRM records with its own file management layer.

CentraHub custom modules (additional modules beyond the standard set) map to HubSpot Custom Objects (available on Enterprise tier). Custom properties on the module transfer as custom properties on the HubSpot custom object. Associations between the custom module and standard objects map to HubSpot custom object associations.

CentraHub workflows define automation logic tied to module-level events such as record creation, field changes, and date-based triggers. HubSpot has no equivalent migration path for these workflow definitions — all workflows must be rebuilt manually in HubSpot's Workflows tool. We export the complete CentraHub workflow definitions in structured format before migration so your team has a reference document for recreating equivalent automation logic in HubSpot's Workflows tool.

CentraHub custom reports and dashboards do not migrate to HubSpot because each platform's reporting configuration is stored in incompatible formats. The underlying data — contacts, deals, activities, and custom object records — transfers successfully, but report layouts, filters, and visualization settings must be rebuilt in HubSpot's reporting tools after migration. We recommend planning a post-migration reporting audit to identify which CentraHub reports are critical and recreating them systematically using HubSpot's Report Builder and custom report options.