Migrate from Chakra Sales CRM to HubSpot

Direct field-level map for all standard contact properties. Chakra's contact record becomes a HubSpot contact. If the contact has no associated company in Chakra, it lands in HubSpot as an unassociated contact — no placeholder company record is created unless your migration plan specifies one.

Chakra's Lead object maps to HubSpot Contact. Chakra's lead_status property maps to HubSpot's lifecyclestage contact property. If Chakra uses a lead stage name not in HubSpot's default lifecyclestage pick-list, we create a custom lifecyclestage property with Chakra's exact values as pick-list options.

Chakra's Account object maps 1:1 to HubSpot's Company object. Account name becomes Company name. Chakra's Parent Account relationship maps to HubSpot's Parent Company association. Multi-company contacts in Chakra (N:1 supported) map to the primary Company in HubSpot with additional associations surfaced as secondary company links.

Chakra Deal maps to HubSpot Deal with all standard properties migrated. Each Chakra deal's associated pipeline determines which HubSpot pipeline the deal is created in. The pipeline-to-pipeline association is resolved during migration, and deal activity history links via preserved association records.

Chakra's Pipeline is a label scoped to a set of stages. Each Chakra pipeline becomes a separate HubSpot pipeline. HubSpot requires that stages are defined per pipeline — we create a HubSpot pipeline for each Chakra pipeline and map stage names value-by-value. Stage probabilities from Chakra are preserved as custom fields since HubSpot calculates probability by stage by default.

Chakra's stage values (e.g., Qualified, Demo Scheduled, Proposal Sent, Won, Lost) map to corresponding HubSpot deal stage values per pipeline. If Chakra uses a stage name not present in the target HubSpot pipeline, we create it as a new stage within that pipeline. Stage-entered timestamps from Chakra are preserved as HubSpot custom datetime properties for reporting continuity.

Chakra tasks migrate as HubSpot Engagement tasks. The task subject maps to the engagement subject, completion status maps to completed, and due date maps to the engagement timestamp. Associations to contacts and deals are preserved by linking the engagement to the migrated contact and deal records.

Chakra call logs migrate as HubSpot Engagement tasks with the engagement type property set to 'call'. The call direction (inbound/outbound) and duration from Chakra map to HubSpot custom properties on the engagement. Call notes from Chakra's call log body become the engagement notes.

Chakra meetings migrate as HubSpot meetings (calendar events) with the original start time, end time, title, and attendees preserved. Meeting body or notes map to the meeting description, with meeting outcome and location fields carried forward if configured in Chakra.

Chakra email activities migrate as HubSpot Engagement emails. The email subject, body, direction (sent/received), timestamp, and tracking status (opened/clicked) map directly to corresponding HubSpot engagement fields. Associations to the contact and deal are created by matching the email's parent record references to migrated HubSpot records.

Chakra owner records resolve by email match against HubSpot users. Matched owners map directly; unmatched owners are flagged pre-migration and must be resolved — either by inviting the user to HubSpot or reassigning their records to a designated fallback owner. Chakra's owner ID is preserved as a custom contact/deal property for audit purposes.

Chakra custom fields map to HubSpot custom properties. Each custom field requires a HubSpot custom property to be created with the matching field type (text, number, date, checkbox, select). Pick-list custom fields in Chakra require value-by-value mapping to HubSpot pick-list options. We generate a custom property creation plan as part of the pre-migration schema document.

Chakra file attachments associated with contacts, companies, or deals are downloaded and re-uploaded to HubSpot's file storage, then linked back to the associated record. Files without a destination association are attached to the primary contact record. File size limits apply per HubSpot's upload constraints.

Chakra custom objects (if configured) map 1:1 to HubSpot custom objects. HubSpot requires at least one association to a standard object (Contact or Company) for each custom object record. We map the custom object's associations to HubSpot's association labels. Custom object schemas are reviewed during the discovery phase to ensure HubSpot's object limits are not exceeded.