Migrate from Dialytica - Marketing Automation Platform to HubSpot

Direct map. HubSpot contacts receive all Dialytica contact properties as custom properties. Lifecycle stage is set to the mapped value from Dialytica's most-recent disposition_code or dial_status. Original create dates preserved as Original_Create_Date__c since HubSpot Createdate is set at migration time.

Dialytica campaigns split into two HubSpot objects: a HubSpot Campaign for membership attribution (which contacts were in the call campaign) and a HubSpot Workflow for sequence logic. The campaign name and targeting criteria become the workflow enrollment triggers; call disposition routing becomes workflow branches.

Each Dialytica call record becomes a HubSpot Task with Type='Call'. The task subject carries the campaign name and call direction (inbound/outbound). Call duration, disposition code, and wrap time migrate as custom properties on the task. The task is associated to the contact via the contact's HubSpot ID.

Dialytica SMS sends migrate as HubSpot engagements with subtype indicating SMS. Delivery status (delivered, failed, replied) maps to HubSpot engagement metadata. The engagement is linked to the contact record. Note that HubSpot's native SMS requires a configured Twilio or HubSpot SMS integration; we migrate the historical record only.

Dialytica QA records attach a quality_score and review_notes to a specific call record. In HubSpot, the call recording file is attached to the associated Task as a Salesforce Files-style attachment. The quality_score migrates as a custom number property (Dialytica_Quality_Score__c) on the Contact for reporting continuity.

Dialytica disposition codes (e.g., ANSWERED, NO_ANSWER, VOICEMAIL, BUSY, DNC) are platform-specific pick-list values. We map them to a HubSpot custom pick-list property (Dialytica_Disposition__c) and use the disposition to derive the HubSpot lifecycle stage transition — e.g., ANSWERED with a positive disposition_code may route the contact to the next lifecycle stage.

Dialytica companies map directly to HubSpot companies. Company-level properties (name, domain, industry, employee count) migrate as HubSpot company properties. Parent-company hierarchies preserve via HubSpot's parent_company_id field. Companies with no associated contacts receive the company record alone and migrate cleanly without requiring contact associations.

Dialytica deals map to HubSpot deals with direct field mapping on deal name, amount, close date, and deal stage. The deal stage names are mapped value-by-value from Dialytica stage names to HubSpot pipeline stage names. Owner resolution by email applies here as well — unresolvable deal owners are flagged for admin assignment before the migration runs.

Dialytica agents are matched to HubSpot users by email address. Dialytica stores agent_id, agent_name, and agent_email. For agents with no matching HubSpot user, records are assigned to a designated fallback owner. Agent-level performance metrics (calls_handled, avg_wrap_time) from Dialytica reports are preserved as custom properties on the contact record for post-migration reporting.

Dialytica custom contact properties (campaign_id, dial_status, wrap_time, last_call_date, total_call_duration, agent_id) create new HubSpot custom contact properties during migration. Property types are matched (number fields, date fields, text fields, pick-list fields). If a Dialytica pick-list has values not native to HubSpot, a new HubSpot pick-list property is created with those values.

Dialytica call recordings are exported from Dialytica storage and re-uploaded as HubSpot Files attached to the corresponding Task record. File size limits apply — recordings exceeding HubSpot's file size threshold are noted and flagged for manual retrieval. The task body includes a link reference to the recording file.

Dialytica generates a numeric lead_score from call engagement density (number of call attempts, answered rate, disposition trending). This score migrates as Dialytica_Lead_Score__c on the HubSpot contact. It is distinct from HubSpot's native AI lead scoring — both can coexist. Teams choose whether to use HubSpot's scoring model going forward or continue referencing the Dialytica score.