Migrate from Contact Beacon to HubSpot

Contact Beacon contacts map 1:1 to HubSpot contacts. We preserve all standard properties (firstname, lastname, email, phone, address) and the original create timestamp. Owner assignment resolves via email match against HubSpot users. During migration, we check for duplicate email addresses and flag records requiring merge decisions before final import.

Contact Beacon companies map to HubSpot companies. Industry and employee count map to HubSpot's standard company properties. Parent-child company hierarchies in Contact Beacon map to HubSpot's company association model. We validate company domain names during migration and match them to existing HubSpot companies where possible to avoid duplicate records.

Contact Beacon deals map to HubSpot deals. Amount, close date, and owner map directly. Stage names require value-by-value mapping to HubSpot pipeline stages. We surface the stage mapping plan before the migration runs. Deal associations to contacts are preserved through the contact role mechanism in HubSpot.

If Contact Beacon uses multiple deal pipelines, each becomes a separate HubSpot deal pipeline. Single-pipeline setups map to one HubSpot pipeline. Multi-pipeline setups require HubSpot pipeline creation before data lands. We provide a pipeline configuration checklist specifying stage names, probabilities, and display order for each HubSpot pipeline your team creates prior to migration.

Contact Beacon notes migrate to HubSpot's engagement timeline as note activities. Original timestamps and owner assignments are preserved. Rich-text formatting in notes is retained where Contact Beacon supports it. Notes are associated to the corresponding contact or company record using HubSpot's engagement API, ensuring the activity history remains linked to the correct CRM record.

Contact Beacon tags and contact groups map to a custom multi-select property in HubSpot. We create the custom property during schema setup and migrate tag values as comma-separated values in HubSpot. If your tag set exceeds HubSpot's native limits or requires hierarchical grouping, we recommend rebuilding segmentation using HubSpot lists or cohorts post-migration.

Contact Beacon custom fields migrate as HubSpot custom properties. Property types are mapped: text to string, number to number, date to date, picklist to dropdown. Required-field constraints are translated to HubSpot property settings. During schema setup, we validate that all required Contact Beacon fields have corresponding HubSpot properties or custom property creation requests are documented.

Contact Beacon workflows do not migrate. We export workflow definitions (trigger conditions, action steps, filter logic) as a structured JSON document. Your HubSpot admin uses this as a rebuild reference for HubSpot sequences and workflows. Charity-specific automation like Gift Aid submissions require manual rebuild using HubSpot's workflow automation tool.

Contact Beacon donation-specific records map to a custom object or a deal with custom properties for donation amount, frequency, and Gift Aid status. HubSpot requires custom object creation if you use the charitable donations model. We document the custom object schema during the audit phase so your team can create it in HubSpot before migration data loads.

Contact Beacon call and email activity logs migrate to HubSpot engagements. Subject, body, direction (sent/received), and original timestamp are preserved. Owner assignment resolves by email match. Each engagement is linked to the corresponding contact record in HubSpot using the engagement API, maintaining the full communication history for each contact.