How long does an Efficy CRM to HubSpot migration take?

Most Efficy-to-HubSpot migrations complete in 72–96 hours for under 25,000 total records when field mapping is straightforward. Implementations exceeding 100,000 records or using extensive Efficy custom fields, multi-company deal associations, and historical activity logs extend to 10–15 business days. The longest step is typically the pre-migration audit and schema setup in HubSpot, where your admin creates custom properties and pipelines. FlitStack sequences the technical migration to run in parallel with your HubSpot configuration work.

Will my Efficy workflows and automations migrate to HubSpot?

No. FlitStack AI migrates data and schema only — Efficy workflows, sequences, task automation rules, and business process configurations do not transfer to HubSpot. These constructs are platform-specific and must be rebuilt inside HubSpot's workflow engine, which uses different trigger logic and action types. We export your Efficy workflow definitions as a structured reference document so your HubSpot admin has a rebuild guide. Automations that touch revenue-critical processes should be prioritized first in the rebuild phase, which typically runs concurrently with the data migration.

What happens to my Efficy deal associations with multiple companies?

Efficy allows a deal to be linked to multiple company records simultaneously. HubSpot deals have one primary company field. We migrate the most recently modified Efficy company association as the primary company on the HubSpot deal and create HubSpot association labels for secondary companies. Your admin decides which association labels are needed — decision-maker, influencer, or billing contact — so the HubSpot deal view reflects the right stakeholder picture without over-labeling. The mapping plan is delivered before the migration runs so you can adjust the label set.

Can I migrate Efficy custom fields to HubSpot custom properties?

Yes. Efficy custom fields migrate as HubSpot custom properties with type-aware mapping: free-text fields become HubSpot single-line or multi-line text, pick-list fields become HubSpot pick-lists with value-mapping applied, numeric fields become HubSpot number fields, and date fields become HubSpot date fields. The only constraint is your HubSpot tier's custom property limit — the free tier caps at 500 total properties across all objects. FlitStack audits your Efficy custom field count during the pre-migration phase and flags whether a paid HubSpot tier is needed before the migration runs.

Does the migration affect my Efficy CRM account during cutover?

No. FlitStack uses scoped read-only API access on Efficy — your team continues working in Efficy throughout the migration window. A delta-pickup window of 24–48 hours after the initial load captures any records created or modified in Efficy during the cutover, so HubSpot reflects the final state of Efficy at go-live. We recommend scheduling the delta window to overlap with your lowest-activity period to minimize the volume of in-flight changes. Efficy is never modified by FlitStack's migration process.

What happens to Efficy activity records in HubSpot?

Efficy activities (calls, emails, meetings, notes) migrate as HubSpot engagement records attached to the corresponding contact, company, or deal. Original timestamps, owners, and subject lines are preserved. Efficy activities that are linked to multiple entity types simultaneously are split into separate HubSpot engagement records — one per parent — to fit HubSpot's single-parent engagement model. Activities without a valid parent record in the migration scope are attached to the most relevant surviving record and flagged in the post-migration validation report.

How is Efficy's data model complexity handled in a HubSpot migration?

Efficy's flexible data model means every implementation is somewhat unique — custom fields vary, pipeline structures differ, and activity associations follow implementation-specific patterns. FlitStack handles this by running a pre-migration audit that inventories your specific Efficy schema before writing a single record to HubSpot. The audit output is a migration plan that maps your actual Efficy fields to HubSpot equivalents, identifies fields requiring type conversion, and surfaces multi-company deal associations and multi-parent activity records that need transformation logic. No migration runs without an approved plan that reflects your specific Efficy configuration.

Efficy CRM to HubSpot Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Efficy CRM organizes data around projects, activities, and companies with a flexible but opaque data model that varies significantly across implementations. HubSpot uses a flat property-based object model for contacts and companies with separate deal records and lifecycle stage as the unifying customer-progress signal. The migration carries Efficy contacts, companies, and deal records into HubSpot's object graph — preserving original timestamps and owner emails matched against HubSpot users. The primary translation challenges are Efficy's multi-dimensional activity tracking (which has no single HubSpot equivalent), Efficy's project-task hierarchy (which collapses into HubSpot deals or a custom object depending on your use), and Efficy's custom fields (which may use pick-list values or free-text formats that need type-aware mapping before import). FlitStack runs a test migration against a sample slice before committing the full dataset, generates a field-level diff so you can verify every mapping, and executes a delta pickup window during cutover to capture in-flight changes in Efficy.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Efficy CRM

What's pushing teams away

Onboarding complexity is the most common churn driver — reviewers describe Efficy as powerful but requiring significant time to configure before it delivers value, and some cite months of internal effort.
Lack of a free tier or free trial removes the low-risk evaluation path; prospects must commit financially before testing the platform in their environment.
Interface language inconsistencies frustrate non-English users — reviews note the platform sometimes reverts to English without clear reason, disrupting French or Dutch-speaking teams.
Workflow and automation depth is constrained in lower tiers, pushing growing teams toward Enterprise pricing to get comparable functionality to competitors.
Performance and stability complaints appear in long-tenured reviews, with some users reporting bugs and slower response times as the database grows.

Choosing

HubSpot

What's pulling them in

Lowest barrier to entry of any major CRM — the free tier with unlimited contacts lets teams validate fit before committing to a paid plan, according to G2 and Capterra reviewers.
Native integration between the CRM and sales engagement tools (sequences, email tracking, dialer) means no separate sync configuration, a theme across G2 Sales Hub reviews.
Pipeline visualization, deal tracking, and automated workflows are consistently praised as intuitive and easy to set up without developer involvement.
Strong onboarding for new team members — reviewers on Capterra and G2 highlight how quickly new reps become productive without formal training.
The HubSpot platform ecosystem (Marketing, Sales, Service, CMS hubs) allows growing companies to consolidate tools without building new integrations.

Object mapping

How Efficy CRM objects map to HubSpot

Each row shows how a Efficy CRM 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.

Efficy CRM

Contact

maps to

HubSpot

Contact

1:1

Fully supported

Efficy contacts migrate directly to HubSpot contacts. Efficy stores first name, last name, email, phone, job title, and address fields in flat contact records. HubSpot requires these fields at import; missing required fields (email) are flagged before migration runs. Owner resolution uses email match against HubSpot users.

Efficy CRM

Company

maps to

HubSpot

Company

1:1

Fully supported

Efficy companies map to HubSpot companies with a direct field translation: company name → name, domain → website, industry → industry pick-list (value-mapping applied where Efficy uses free-text industry values). Efficy parent-child company hierarchies map to HubSpot's parent company field.

Efficy CRM

Deal

maps to

HubSpot

Deal

1:1

Fully supported

Efficy deals migrate as HubSpot deals. Deal name, amount, expected close date, and stage map directly. Efficy deal stages map to HubSpot pipeline stages via a value-by-value mapping table. If Efficy uses multiple pipelines, each pipeline maps to a separate HubSpot deal pipeline with its own stage set.

Efficy CRM

Activity (Call, Email, Meeting)

maps to

HubSpot

Engagement (Email, Call, Meeting)

1:1

Fully supported

Efficy activity records map to HubSpot engagement records by type: Efficy calls → HubSpot calls, Efficy emails → HubSpot emails, Efficy meetings → HubSpot meetings. Original timestamps, owners, and parent record links (contact, company, deal) are preserved. Efficy notes map to HubSpot notes attached to the parent record.

Efficy CRM

Project

maps to

HubSpot

Custom Object (Project) or Deal

1:1

Fully supported

Efficy projects do not have a direct HubSpot equivalent. If the project tracks sales deliverables tied to a deal, it migrates as a HubSpot deal with custom properties for project metadata (budget, start date, end date, project manager). If projects are service-delivery entities distinct from sales, a HubSpot custom object is created and linked to contacts and deals via association labels.

Efficy CRM

Task / Action Item

maps to

HubSpot

Task

1:1

Fully supported

Efficy task records migrate as HubSpot tasks. Each task's subject, due date, status, priority, and assigned owner are mapped directly; the original due date is preserved as hs_task_duedate. Efficy categories (call, meeting, email, follow-up) become HubSpot task types. Open/closed status translates to HubSpot's task completion flag, and owners are resolved by email match to HubSpot users.

Efficy CRM

Efficy Custom Field

maps to

HubSpot

HubSpot Custom Property

1:1

Fully supported

Efficy custom fields are discovered during the pre-migration audit. Each custom field is evaluated by data type: free-text → HubSpot single-line text or multi-line text; pick-list → HubSpot pick-list with value-mapping; numeric → HubSpot number; date → HubSpot date. Custom fields are created in HubSpot before the migration runs so field IDs exist for mapping.

Efficy CRM

Multi-Company Deal Association

maps to

HubSpot

Deal → Primary Company + Association Labels

1:1

Fully supported

Efficy allows a deal to be associated with multiple companies. HubSpot deals have a primary company. We migrate the most recently modified Efficy company association as the primary HubSpot company and create HubSpot association labels for secondary companies. Your admin configures which association labels are needed in HubSpot before the migration runs.

Efficy CRM

Owner / User

maps to

HubSpot

HubSpot User

1:1

Fully supported

Efficy owner IDs are resolved by email match against HubSpot users. If an Efficy owner has no matching HubSpot user, the record is assigned to a fallback HubSpot user specified in the migration plan. Unresolved owners are flagged in the pre-migration report so your team can create HubSpot users before cutover.

Efficy CRM

Attachment / Document

maps to

HubSpot

HubSpot Files

1:1

Fully supported

Efficy file attachments associated with contacts, companies, or deals are downloaded and re-uploaded to HubSpot Files. Files are linked to the corresponding HubSpot record. Size limits apply per HubSpot's file hosting constraints (25MB per file). Files stored outside Efficy (linked URLs) are preserved as URL properties in HubSpot.

Efficy CRM	HubSpot	Compatibility
Contact	Contact1:1	Fully supported
Company	Company1:1	Fully supported
Deal	Deal1:1	Fully supported
Activity (Call, Email, Meeting)	Engagement (Email, Call, Meeting)1:1	Fully supported
Project	Custom Object (Project) or Deal1:1	Fully supported
Task / Action Item	Task1:1	Fully supported
Efficy Custom Field	HubSpot Custom Property1:1	Fully supported
Multi-Company Deal Association	Deal → Primary Company + Association Labels1:1	Fully supported
Owner / User	HubSpot User1:1	Fully supported
Attachment / Document	HubSpot Files1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Efficy CRM gotchas

High

No free tier or trial removes low-risk evaluation

High

Workflows and automations are not migratable

Medium

Easy Import Wizard requires ordered sequencing

Low

Language inconsistencies in the UI

HubSpot gotchas

High

Marketing Contacts billing model is migration-critical

High

Feature tier gating is not visible until onboarding

Medium

Mandatory onboarding fees inflate year-one cost

Medium

HubSpot CSV importer cannot migrate engagements or attachments

Medium

Custom objects require Enterprise and a pre-existing schema

Efficy CRM gotchas		HubSpot gotchas
Severity	Issue	Severity	Issue
High	No free tier or trial removes low-risk evaluation	High	Marketing Contacts billing model is migration-critical
High	Workflows and automations are not migratable	High	Feature tier gating is not visible until onboarding
Medium	Easy Import Wizard requires ordered sequencing	Medium	Mandatory onboarding fees inflate year-one cost
Low	Language inconsistencies in the UI	Medium	HubSpot CSV importer cannot migrate engagements or attachments
		Medium	Custom objects require Enterprise and a pre-existing schema

Pair-specific challenges

Efficy multi-company deal associations collapse to one primary company in HubSpot

Efficy allows a single deal to be associated with multiple companies simultaneously, reflecting complex B2B buying processes where multiple entities are stakeholders in one opportunity. HubSpot deals have exactly one primary company field. We resolve this by selecting the most recently modified Efficy company association as the HubSpot primary company and creating HubSpot association labels for the secondary companies. Your team must decide which association labels are relevant before migration runs — over-labeling creates noise in HubSpot's deal view.
Efficy custom fields require type-aware mapping before HubSpot import

Efficy's flexible field creation model means custom fields can store any data type with no enforced schema. Free-text fields that contain date-like strings, numeric values, or delimited lists need type conversion before they map to HubSpot's typed properties. HubSpot rejects dates in non-ISO formats and truncates multi-line text to single-line properties if the wrong field type is chosen. We audit every Efficy custom field, classify its actual data type from a sample of values, and create the matching HubSpot property type before mapping — preventing import failures that would otherwise surface only during the full run.
HubSpot lifecycle_stage must be set deliberately — it drives marketing-contact billing

HubSpot's lifecycle_stage property on contacts is a billing signal for HubSpot's marketing tier. Contacts at 'subscriber', 'lead', 'MQL', or 'SQL' lifecycle stages are counted as marketing contacts if your HubSpot plan includes the marketing contacts add-on. Efficy has no equivalent lifecycle field — customer progress is implied from deal stage. We surface this gap in the migration plan: your team decides how to set initial lifecycle_stage values in HubSpot (by deal history, by last activity type, or by defaulting all migrated contacts to a single stage) so billing is predictable from day one.
Efficy activity records may span contacts, companies, and deals in ways HubSpot's engagement model doesn't capture

Efficy's activity log can associate a single activity record with multiple entity types simultaneously — for example, one Efficy activity linked to both a contact and a project. HubSpot engagements attach to one parent record (contact, company, or deal). We split multi-parent Efficy activities into separate HubSpot engagement records, one per parent, preserving timestamps and owner assignments. If an activity has no valid HubSpot parent (the associated Efficy record was excluded from migration), the activity is attached to the most relevant surviving record and flagged in the validation report.
HubSpot free CRM tier caps custom properties at 500 — Enterprise unlocks unlimited

HubSpot's free and Starter tiers limit the total number of custom properties across all object types to 500. Efficy implementations with extensive custom fields — common in EU compliance or industry-specific configurations — can exceed this limit. We count all Efficy custom fields during the pre-migration audit and flag the custom property total against your target HubSpot tier. If the count exceeds the free-tier limit, we recommend a HubSpot paid tier before the migration runs so no custom properties are dropped at import.

Migration approach

Six steps for a successful Efficy CRM to HubSpot data migration

Pre-migration audit: map Efficy objects, custom fields, and activity types

FlitStack connects to your Efficy instance via API using read-only credentials to inventory every object type, custom field, and activity record. We export a representative sample of each field to determine actual data types (free-text dates, numeric strings, pick-list values) and flag fields that exceed HubSpot's property limits for your target tier. We also identify multi-company deal associations and multi-parent activity records that require transformation logic. The audit output is a migration plan document your team reviews before any data moves.
Create HubSpot schema: custom properties, custom objects, pipelines, and association labels

Before data lands, FlitStack creates the HubSpot custom properties and custom objects identified in the audit. Efficy custom fields become HubSpot custom properties with the correct data type. If Efficy projects map to a HubSpot custom object, we create that object with the required associations. We also create deal pipelines matching your Efficy pipeline structure and configure association labels for secondary company links. Your HubSpot admin reviews and approves the schema before the migration runs.
Owner resolution and user mapping

Efficy owner IDs are matched against HubSpot users by email address. We generate a pre-migration owner report showing every Efficy owner, their email, and their HubSpot match status. Owners with no HubSpot user account are flagged — your team creates HubSpot users or designates a fallback owner before the migration. No record migrates without a valid HubSpot owner, preventing orphaned records at go-live.
Sample migration with field-level diff

A representative sample (typically 200–500 records covering contacts, companies, deals, and activity types) migrates to a staging HubSpot portal. We generate a field-level diff showing every source value and its destination equivalent so you can verify lifecycle_stage population logic, multi-company association handling, and activity timestamp preservation before the full run commits. You sign off on the sample diff before we schedule the full migration.
Full migration with delta-pickup window and rollback plan

The full dataset migrates in sequenced batches: companies first (to resolve foreign keys), then contacts, then deals, then activities and tasks. A delta-pickup window runs for 24–48 hours after the initial load, capturing any records created or modified in Efficy during the cutover period. FlitStack maintains a full audit log of every operation. If reconciliation fails — record counts don't match or association links are broken — a one-click rollback reverts HubSpot to its pre-migration state while your team investigates the discrepancy.

Platform deep dives

Context on both ends of the pair

Efficy CRM

Source

Strengths

GDPR-compliant European hosting with Belgian company ownership and strong data privacy reputation.
Per-user pricing at €49/month SMB tier provides a clear cost path without enterprise-only feature gating.
All-in-one modules cover sales, marketing, service, and project management in one platform reducing tool fragmentation.
Rich self-service resources including knowledge centre, community forum, YouTube webinars, coaching, and training courses.
Easy Import Wizard with simulated import step lets teams validate field mappings before committing records.

Weaknesses

No free version or free trial removes the low-friction evaluation path for prospects.
Onboarding complexity is high — setup requires significant configuration effort before the platform delivers value.
Interface language inconsistencies have been reported, particularly for French and Dutch users.
Automations and workflows are not migratable and require full manual rebuild in the destination system.
Long-term customers report performance degradation as database size grows, with occasional stability issues.

HubSpot

Destination

Strengths

Genuinely useful free CRM tier with no seat limit on contact records.
All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration.
Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews.
Workflow automation triggers across contacts, deals, and tickets with a visual builder.
API coverage for all standard objects including custom objects at Enterprise tier.

Weaknesses

Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×.
Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation.
Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page.
API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing.
Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

	Efficy CRM Source	HubSpot Destination
Strengths	GDPR-compliant European hosting with Belgian company ownership and strong data privacy reputation. Per-user pricing at €49/month SMB tier provides a clear cost path without enterprise-only feature gating. All-in-one modules cover sales, marketing, service, and project management in one platform reducing tool fragmentation. Rich self-service resources including knowledge centre, community forum, YouTube webinars, coaching, and training courses. Easy Import Wizard with simulated import step lets teams validate field mappings before committing records.	Genuinely useful free CRM tier with no seat limit on contact records. All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration. Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews. Workflow automation triggers across contacts, deals, and tickets with a visual builder. API coverage for all standard objects including custom objects at Enterprise tier.
Weaknesses	No free version or free trial removes the low-friction evaluation path for prospects. Onboarding complexity is high — setup requires significant configuration effort before the platform delivers value. Interface language inconsistencies have been reported, particularly for French and Dutch users. Automations and workflows are not migratable and require full manual rebuild in the destination system. Long-term customers report performance degradation as database size grows, with occasional stability issues.	Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×. Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation. Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page. API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing. Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

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Migrate from Efficy CRM to HubSpot

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Efficy CRM

HubSpot

How Efficy CRM objects map to HubSpot

What specifically takes care here

Six steps for a successful Efficy CRM to HubSpot data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Efficy CRM to HubSpot migration cost

What are you migrating?

Frequently asked questions about Efficy CRM to HubSpot data migrations

Can't find your answer?

Related migrations to explore

Move from Efficy CRM.
Land in HubSpot, intact.

Migrate from Efficy CRM to HubSpot

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Efficy CRM

HubSpot

How Efficy CRM objects map to HubSpot

What specifically takes care here

Six steps for a successful Efficy CRM to HubSpot data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Efficy CRM to HubSpot migration cost

Frequently asked questions about Efficy CRM to HubSpot data migrations

Can't find your answer?

How long does an Efficy CRM to HubSpot migration take?

Will my Efficy workflows and automations migrate to HubSpot?

What happens to my Efficy deal associations with multiple companies?

Can I migrate Efficy custom fields to HubSpot custom properties?

Does the migration affect my Efficy CRM account during cutover?

What happens to Efficy activity records in HubSpot?

How is Efficy's data model complexity handled in a HubSpot migration?

Related migrations to explore

Move from Efficy CRM. Land in HubSpot, intact.

Move from Efficy CRM.
Land in HubSpot, intact.