Migrate from Creatio to HubSpot

Creatio Account maps directly to HubSpot Company. HubSpot Company is the primary contact container and company record hub; contacts without a primary company can be associated to a placeholder organization or left unassociated pending your HubSpot admin's contact-company linking rules and data governance policies.

Direct 1:1 field mapping between Creatio Contact and HubSpot Contact. HubSpot Contact stores firstname, lastname, email, phone as native properties. Creatio contact custom fields migrate as HubSpot custom properties; numeric and date field types map directly, text fields map as strings without transformation.

Creatio Opportunity maps to HubSpot Deal. Both objects use amount, stage, and close date as core fields. HubSpot Deal's dealstage pick-list values are defined per pipeline in HubSpot settings, requiring value-by-value mapping from Creatio stage names to HubSpot pipeline stage identifiers.

Creatio Lead entity splits into HubSpot Contact records. Since HubSpot has a unified Contact object with no separate Lead object, Leads migrate as Contacts with lifecycle_stage set based on Creatio Lead status: New → subscriber, In Progress → lead, Qualified → SQL, and Converted → Customer.

Creatio Case entity maps to HubSpot Ticket object. HubSpot Ticket has subject, content, status, priority, and pipeline fields available natively. Creatio case resolution timestamps map to HubSpot ticket closedate if present; otherwise a custom datetime property stores the resolution time for reporting purposes.

Creatio Product catalog items map to HubSpot Products with direct field correspondence. Unit price, cost, and description fields map directly without transformation logic. HubSpot Products are standalone objects that can be associated to multiple Deals via Line Items for revenue attribution.

Creatio activity records map to HubSpot engagement objects. HubSpot stores engagements as timeline entries on Contact and Company records with type designation (call, email, meeting), subject line, body content, and timestamp preserved. Original activity owner resolves via email match to HubSpot user.

Creatio Notes migrate to HubSpot Notes attached to the relevant Contact, Company, or Deal record. Rich-text formatting in Creatio notes is preserved in HubSpot's note body field. Notes without a parent record attach to the primary contact by default in HubSpot.

Creatio custom entities map to HubSpot custom objects if your HubSpot plan is Enterprise tier. If your plan is not Enterprise, the custom entity's primary field and key properties migrate as a custom property group on Contact or Deal, losing the entity-level structure but preserving the underlying data values.

Creatio file attachments stored in database or external storage like S3 or Azure Blob are downloaded and re-uploaded to HubSpot Files. Files are associated to the parent record (Contact, Company, Deal) in HubSpot. Inline images embedded in Creatio notes download and rehost as HubSpot file attachments linked to the parent record.

Creatio BPMN workflow definitions do not migrate to HubSpot. We export the workflow schema including trigger conditions, step logic, and field updates as a JSON brief and a walkthrough document for your HubSpot admin to rebuild in HubSpot Workflows or a partner RevOps tool.

Creatio entity lookups such as a custom entity referencing an Account map to HubSpot associations with defined relationship labels. HubSpot association labels define the relationship type including designations like Authorized Buyer, Technical Contact, or Decision Maker. We create the associations and assign HubSpot's standard labels where applicable for consistent reporting.