CRM migration
Field-level mapping, validation, and rollback between Devi and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Devi
Source
HubSpot
Destination
Compatibility
13 of 13
objects map 1:1 between Devi and HubSpot.
Complexity
CModerate
Timeline
24–48 hours
Overview
Devi stores contacts, companies, and deals in a straightforward object model with limited pipeline configuration and custom field support. HubSpot organizes the same concepts using contacts with lifecycle_stage, companies with association labels, deals with stage-keyed pipelines, and engagement records for emails, calls, and meetings. FlitStack AI migrates all standard objects, custom properties, and activity history via the HubSpot CRM API and Bulk API. Workflows, automations, and email templates do not carry over — we export Devi's workflow definitions as a JSON reference for your HubSpot admin to rebuild in HubSpot's workflow builder. Sample migration with field-level diff runs first so you validate every mapping before the full cutover commits. A delta-pickup window captures in-flight changes during the final hours of the transition. Additional validation steps include duplicate detection on email and phone fields, association integrity checks across contact-company and contact-deal relationships, and owner resolution verification against HubSpot user accounts. The migration engine maintains a detailed audit log of all record transformations for compliance and rollback purposes.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Devi object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Devi
Contact
HubSpot
Contact
1:1Devi contacts migrate as HubSpot contacts. HubSpot's lifecycle_stage property is set based on Devi's contact status field if present, otherwise defaults to 'lead'. Email, phone, job title, and address fields map directly to HubSpot's standard contact properties. Original create timestamps are preserved as custom datetime properties for historical accuracy.
Devi
Company
HubSpot
Company
1:1Devi companies migrate as HubSpot companies. Company domain maps to HubSpot's domain field. Industry, employee count, and annual revenue map to HubSpot's corresponding number and pick-list properties. Parent-child company hierarchies migrate using HubSpot's parent company association to preserve organizational structures.
Devi
Deal
HubSpot
Deal
1:1Devi deals migrate as HubSpot deals. The deal name, amount, close date, and owner map directly to their HubSpot equivalents. HubSpot's dealstage property receives Devi's current stage value, and stage-entered timestamps are preserved as HubSpot custom datetime properties for reporting continuity and historical pipeline analysis.
Devi
Pipeline
HubSpot
Deal Pipeline
1:1Devi's single pipeline maps to a HubSpot deal pipeline. If Devi has multiple named pipeline views, each maps to a separate named HubSpot pipeline with its own stage configuration. Pipeline-level stage order is preserved so deal progression history reflects the original workflow and stage sequencing from Devi.
Devi
Pipeline Stage
HubSpot
Deal Stage
1:1Devi stage names map one-to-one to HubSpot deal stage names within each pipeline. If Devi's stages include probability metadata, those probability values are stored as custom number properties in HubSpot since HubSpot's built-in stage probability is configured per pipeline rather than per stage label.
Devi
Activity (Call, Email, Meeting)
HubSpot
Engagements (calls, emails, meetings)
1:1Devi's call and email logs migrate as HubSpot engagements with Type='CALL' or Type='EMAIL'. Meeting records from Devi migrate as HubSpot meetings with start/end times, titles, and body content preserved. Each engagement is associated back to the relevant contact or deal record using HubSpot's association model.
Devi
Note
HubSpot
Note
1:1Devi notes migrate as HubSpot notes. The note body content, author information, and original create timestamp are preserved in HubSpot. Notes attached to a specific record are associated to that record in HubSpot using HubSpot's engagement-to-object association model for complete traceability.
Devi
Custom Field (Contact)
HubSpot
Custom Contact Property
1:1Devi custom fields on contacts that do not match HubSpot's standard properties are created as HubSpot custom contact properties. Property type is inferred from Devi's field type — text, number, date, and pick-list all have HubSpot equivalents. Read-only formula fields in Devi require HubSpot-side calculation property setup after migration.
Devi
Custom Field (Deal)
HubSpot
Custom Deal Property
1:1Devi deal-level custom fields migrate as HubSpot custom deal properties. HubSpot's deal object has fewer built-in fields than its contact object, so custom deal properties are the standard pattern for Devi fields without direct HubSpot equivalents. We create all required properties before the data load begins.
Devi
Product / Line Item
HubSpot
Line Item + Product
1:1Devi product or line item records map to HubSpot line items linked to deals via the deal ID. HubSpot line items reference a Product record containing name, unit price, and quantity. If Devi stores products without separate product records, we create HubSpot products from Devi product names during migration to maintain data integrity.
Devi
Contact-Company Association
HubSpot
Contact-Company Association
1:1Devi's contact-to-company link migrates to HubSpot's contact-company association using HubSpot's flexible association label system. HubSpot supports one 'Primary' company association and additional association labels (such as 'Financial Decision Maker', 'Influencer'). We preserve all Devi's company associations using HubSpot's association labels for complete relationship mapping.
Devi
Contact-Deal Association
HubSpot
Deal-Contact Association
1:1Devi's contacts associated with deals migrate as HubSpot deal-contact associations. In HubSpot, contacts are associated to deals directly via the deal record's associations panel, which closely mirrors Devi's linking model and maintains the original relationship structure between contacts and their associated deals.
Devi
Attachment / File
HubSpot
File (Files tool)
1:1Devi file attachments on contacts, companies, or deals are downloaded and re-uploaded to HubSpot's Files tool. Files are then attached to the corresponding HubSpot records using HubSpot's file association mechanism. File size and type limits apply per HubSpot's storage tier and accepted file formats.
| Devi | HubSpot | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Pipeline | Deal Pipeline1:1 | Fully supported | |
| Pipeline Stage | Deal Stage1:1 | Fully supported | |
| Activity (Call, Email, Meeting) | Engagements (calls, emails, meetings)1:1 | Fully supported | |
| Note | Note1:1 | Fully supported | |
| Custom Field (Contact) | Custom Contact Property1:1 | Fully supported | |
| Custom Field (Deal) | Custom Deal Property1:1 | Fully supported | |
| Product / Line Item | Line Item + Product1:1 | Fully supported | |
| Contact-Company Association | Contact-Company Association1:1 | Fully supported | |
| Contact-Deal Association | Deal-Contact Association1:1 | Fully supported | |
| Attachment / File | File (Files tool)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Devi gotchas
Platform identity is ambiguous in search results
No documented export or API access
Thin review corpus makes due diligence difficult
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit Devi's object model and generate HubSpot schema plan
We connect to Devi's API and enumerate every object type, standard field, and custom field. For each object we identify: the field name in Devi, its data type, whether it maps directly to a HubSpot standard property, or whether a HubSpot custom property is required. We also document Devi's pipeline and stage configuration so we can pre-create HubSpot pipelines and stages before any records are loaded.
Map owner email addresses to HubSpot user accounts
Devi owner IDs on contacts, companies, and deals are matched to HubSpot users by email address. We generate a match report showing all matched owners, all unmatched owners, and the count of records each unmatched owner owns. You decide whether to create HubSpot user accounts for unmatched owners or reassign their records to a fallback HubSpot user before the migration runs.
Create HubSpot custom properties and pipelines
Using the schema plan from the audit, we create all required HubSpot custom contact properties, custom deal properties, and custom company properties. We also create or configure the HubSpot deal pipelines and their associated stages to match Devi's pipeline structure and stage configuration. This step runs before any data migration so the HubSpot schema is ready to accept records without type errors or missing property exceptions.
Run sample migration with field-level diff
A representative slice of records — typically 200–500 covering contacts, companies, deals, and a sample of engagement records — is migrated to HubSpot in a test environment. We generate a field-level diff comparing each source field to its HubSpot destination value. You review the diff to confirm lifecycle stage mapping, association integrity, and owner resolution before approving the full run.
Execute full migration with delta-pickup and rollback window
The full dataset migrates to your production HubSpot instance using the validated mapping. A delta-pickup window of 24–48 hours runs after the initial load to capture any records modified in Devi during the cutover. An audit log records every operation. If reconciliation fails, one-click rollback reverts HubSpot to its pre-migration state so you can re-map and retry without data loss.
Platform deep dives
Devi
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 3 of 8 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Devi and HubSpot.
Object compatibility
3 of 8 objects need a manual workaround.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Devi: Not publicly documented.
Data volume sensitivity
Devi doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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