Migrate from ConvergeHub to HubSpot

ConvergeHub Lead and Contact modules merge into a single HubSpot Contact object — duplicate records require pre-migration de-duplication

ConvergeHub stores Leads and Contacts as separate module objects, meaning the same person can exist as both a Lead record and a Contact record with different data in each. HubSpot has only one Contact object, so we must de-duplicate by email address before migration. Records where ConvergeHub has both a Lead and a Contact sharing an email address are merged, with Contact module data taking priority and Lead-specific fields mapped to HubSpot lifecycle_stage or custom properties. Failing to de-duplicate produces duplicate Contact records in HubSpot that inflate contact counts and break reporting.

HubSpot has no native Invoice or Quotation object at most tiers — financial data must be stored as custom properties

ConvergeHub includes Invoices and Quotations as standalone module objects with line items, totals, and payment status. HubSpot's native data model does not include these objects at Starter or basic paid tiers. We preserve invoice numbers, amounts, and payment status as custom properties on the associated HubSpot Deal. If your team needs line-item-level invoice detail in HubSpot, you must either use the HubSpot Quotes feature (available at Sales Hub Professional and above) or rebuild invoicing in a separate billing tool connected via integration. The migration transfers the reference data; the billing workflow must be re-established post-migration.

HubSpot's lifecycle_stage is a single-direction contact property — historical stage progression is not natively tracked

HubSpot's lifecycle_stage property records the current stage for a Contact but does not maintain a history log of stage transitions. ConvergeHub may store lead status change timestamps or stage-history data as separate fields. During migration, we preserve the final ConvergeHub lifecycle stage value as the HubSpot lifecycle_stage property and capture any historical stage-transition timestamps as custom datetime properties (e.g., stage_entered_customer_date). The reporting model for historical stage progression must be built in HubSpot using custom reports or Operations Hub.

ConvergeHub automation rules require a full rebuild in HubSpot's workflow builder — no rule definitions transfer

ConvergeHub Automation Rules (trigger-point, module, criteria, and action definitions) are platform-specific rule configurations that do not export in a compatible format for HubSpot. The trigger logic, criteria conditions, and action sequences must be rebuilt in HubSpot's native workflow builder or Operations Hub. We provide an exported definition document of ConvergeHub automation rules (trigger type, module, criteria fields, and actions) that your HubSpot admin can use as a rebuild reference. Automations involving complex multi-step criteria or time-delay actions require particular attention during rebuild to preserve the original business logic.

ConvergeHub multi-module custom fields require pre-creation of HubSpot custom properties before data migration begins

ConvergeHub allows custom fields across every module (Accounts, Cases, Contacts, Deals, Events, Invoices, Leads, Partner, Products, Quotations, Targets, Tasks, Users), and a typical SMB setup may have 15–40 custom fields across these modules. HubSpot requires each custom property to be created in the portal before data can be imported into it. We create all required HubSpot custom properties via the HubSpot API before the migration run — setting field type, pick-list options, and field labels to match the source data type. If field types are mis-matched (e.g., a text field in ConvergeHub that should be a pick-list in HubSpot), we flag them for your admin's decision before creation.