Migrate from ClientTether.com to HubSpot

Direct map. ClientTether contacts migrate to HubSpot contacts with all standard properties. Owner resolution happens by email match against HubSpot users — unmatched owners are flagged before migration so your team can provision HubSpot access first. This ensures all contacts have proper ownership assignments in HubSpot from the start.

Direct map. ClientTether company records map to HubSpot companies. Franchisee-level company hierarchies (parent/child) translate to HubSpot's company association model using the parent_company_id link. Multi-franchisee contacts attach to the primary company record. This maintains your franchise organizational structure in HubSpot's company relationships.

Direct map. ClientTether deals migrate to HubSpot deals with pipeline and stage mapping. Each ClientTether pipeline maps to a HubSpot deal pipeline. Pipeline stages map to HubSpot deal stages value-by-value with probability preservation. This preserves your deal progression logic and forecasting accuracy during the transition.

ClientTether proposals have no native HubSpot equivalent. We create a Proposal__c custom object in HubSpot capturing proposal name, amount, status, franchisee link, start/end dates, and Item 23 disclosure fields as custom properties. Optionally linked to the parent Deal via a lookup relationship.

ClientTether work orders link to proposals and franchisee accounts. We map these to a Work_Order__c custom object in HubSpot with lookup fields to the franchisee's company record and the associated proposal. Work order status, assigned staff, and service dates migrate as custom properties.

ClientTether tags are franchise-segmentation and lead-routing constructs. We map them to HubSpot contact properties (multi-select pick-list or text) and also create HubSpot tags for segmentation parity. Your team chooses which tag types become properties vs. HubSpot tags. This gives you flexibility in how segmentation data is structured in HubSpot.

ClientTether's multi-brand account model can split in two ways depending on your HubSpot tier. On HubSpot Enterprise, each brand maps to a separate Portal with its own contact/company/deal namespace. On lower tiers, brand separation uses a Brand__c property on all records plus pipeline-level segmentation.

Direct map. ClientTether's call logs, emails, SMS threads, and meeting records migrate as HubSpot engagements with original timestamps and owner attribution. SMS content migrates as engagement notes. Call duration and outcome data preserve as custom engagement properties. This maintains complete activity history and communication records in HubSpot.

ClientTether custom fields (beyond standard CRM properties) migrate as HubSpot custom contact/company/deal properties. Field types map to HubSpot equivalents: text, number, date, pick-list. Multi-select ClientTether properties become multi-select pick-lists in HubSpot where supported. This preserves all your custom data fields and maintains data integrity across the migration.

ClientTether file attachments on contacts, companies, or deals re-upload to HubSpot Files and attach to the corresponding record. File size limits (HubSpot caps at 25MB per file) are enforced during migration, with oversized files flagged for manual handling. This ensures all relevant documents transfer to HubSpot with proper record associations.

ClientTether's automated action plans and franchise follow-up sequences have no direct HubSpot equivalent. We export the action plan definitions (trigger conditions, step sequence, timing) as a structured JSON document your HubSpot admin uses to rebuild workflows in HubSpot's automation editor.

ClientTether leads without a closed-won deal map to HubSpot contacts with lifecycle_stage set to 'lead' by default. If ClientTether tracks a lead-quality score or source attribution, those migrate as custom properties on the HubSpot contact record. This preserves lead scoring history and source tracking in HubSpot for ongoing nurturing.