Migrate from eMarketeer to HubSpot

Direct map. HubSpot contacts receive eMarketeer contact properties as HubSpot contact properties. For contacts with multiple eMarketeer company associations, the primary company (most recently modified) maps to HubSpot's primary company; additional associations surface via HubSpot's secondary-company association model.

Direct map. eMarketeer companies map to HubSpot companies. Parent-child hierarchies in eMarketeer map to HubSpot's parent company field. Multi-company contacts (eMarketeer N:N model) collapse to one primary CompanyId with secondary associations added via the HubSpot Companies API after primary records are created.

Direct map. eMarketeer deals migrate to HubSpot deals with all standard fields (name, amount, stage, close date, owner) preserved. The eMarketeer pipeline name maps to a HubSpot deal pipeline. Multiple eMarketeer pipelines map to multiple HubSpot deal pipelines, each requiring its own stage and owner configuration.

eMarketeer deal pipelines map 1:1 to HubSpot deal pipelines. Each pipeline requires a corresponding HubSpot deal pipeline to be created in HubSpot Settings before migration. Stage names map to HubSpot deal stage names via value mapping, preserving the order and probability assumptions from eMarketeer.

Stage names in eMarketeer pipelines map to HubSpot deal stage names value-by-value. Probability and forecast-category values are re-applied based on HubSpot's stage model. Stage-entry timestamps are preserved as HubSpot custom datetime fields for reporting continuity.

eMarketeer's lifecycle_stage contact property maps directly to HubSpot's built-in lifecycle_stage contact property. Values like 'subscriber', 'lead', 'MQL', 'SQL', 'customer', and 'evangelist' transfer as-is. This is one of the few eMarketeer concepts with a native HubSpot equivalent.

eMarketeer email logs migrate as HubSpot engagements with Type='EMAIL'. Original send timestamp, subject line, and associated contact/company/deal links are preserved. The email body is stored as engagement metadata in HubSpot.

eMarketeer call logs migrate as HubSpot engagements with Type='CALL'. Call duration, disposition, and original timestamp transfer to HubSpot engagement metadata. Owner assignment follows email-match resolution against HubSpot users.

eMarketeer meeting records migrate as HubSpot engagements with Type='MEETING'. Original start and end times, location (or link for virtual), title, and attendee list are preserved in HubSpot's engagement metadata.

Any custom fields on eMarketeer contacts that do not have a native HubSpot equivalent become HubSpot custom contact properties. These must be pre-created in HubSpot Settings with the correct data type (text, number, date, pick-list, multi-select) before migration runs.

Custom fields on eMarketeer companies migrate as HubSpot custom company properties. Field types are preserved — pick-list values require value-by-value mapping in HubSpot's property settings. Multi-select fields map to HubSpot's radio or checkbox property types.

Custom fields on eMarketeer deals transfer as HubSpot custom deal properties. Date fields from eMarketeer are converted to HubSpot's accepted datetime format. Pick-list values need value-by-value mapping against HubSpot's allowed values for that property.

eMarketeer flow-builder sequences are a marketing-automation construct with no direct HubSpot CRM equivalent. We export the flow definitions as a structured reference document and recommend rebuilding them in HubSpot Marketing Hub or Sales Hub post-migration using the exported definitions as a rebuild guide.

eMarketeer tracks which contacts are members of which marketing programs or campaigns. This data migrates to HubSpot as a multi-value contact property (e.g., 'Programs__c' as a text-array or comma-separated text property), preserving the program names from eMarketeer.