CRM migration
Field-level mapping, validation, and rollback between eZnet CRM and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
eZnet CRM
Source
HubSpot
Destination
Compatibility
10 of 10
objects map 1:1 between eZnet CRM and HubSpot.
Complexity
CModerate
Timeline
48–96 hours
Overview
eZnet CRM organizes data around contacts, companies, deals, and custom modules with tier-based record limits (100,000 on Standard, unlimited on Professional and Enterprise). HubSpot uses a similar object model (Contacts, Companies, Deals, Tickets, Tasks) but differs in how it represents lifecycle stage, pipeline grouping, and property extensibility. We migrate eZnet data via the eZnet API or structured export into HubSpot's CRM objects using bulk and batch endpoints. Standard fields map directly or through value-by-value transforms; custom modules require HubSpot custom objects created in the destination account before migration runs. Workflows, sequences, and automation logic from eZnet do not migrate and must be rebuilt using HubSpot's workflow builder or automation tools. Our process sequences the migration by dependency order (Companies → Contacts → Deals → Activities) and resolves owner email addresses against HubSpot user accounts. A 24-48 hour delta-pickup window captures records modified during cutover. All operations are logged with one-click rollback available if reconciliation identifies gaps.
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 eZnet 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.
eZnet CRM
Contact
HubSpot
Contact
1:1Direct map. eZnet contact properties (name, email, phone, jobtitle, address fields) map to HubSpot contact properties. HubSpot requires an email address for every contact record; contacts without email are flagged and migrated with an alternate identifier stored in a custom property.
eZnet CRM
Company
HubSpot
Company
1:1Direct map. eZnet company records map to HubSpot company records. Domain and website fields map to HubSpot's domain and website properties. Industry and employee-count fields use HubSpot's standard pick-list and number fields. Parent-company hierarchy maps via HubSpot's parent company association.
eZnet CRM
Deal
HubSpot
Deal
1:1Direct map. eZnet deal records map to HubSpot deal records. Pipeline and stage names from eZnet are mapped to HubSpot deal pipeline and dealstage values. Amount and close date map directly. The deal owner field resolves by email against HubSpot user accounts.
eZnet CRM
Pipeline
HubSpot
Deal Pipeline
1:1eZnet stores pipeline as a field on the deal record; HubSpot uses a separate pipeline object with stages ordered and weighted per stage. We create HubSpot pipelines matching the eZnet pipeline names and map each stage to the corresponding HubSpot stage with probability and display order preserved.
eZnet CRM
Deal Stage
HubSpot
Deal Stage
1:1Stage names map value-by-value. eZnet stage labels (e.g., Prospect, Qualified, Proposal Sent, Won, Lost) are mapped to HubSpot dealstage pick-list values. If HubSpot does not have matching stage names, we create new stages in the target pipeline and apply the mapping configuration.
eZnet CRM
Custom Module (Enterprise)
HubSpot
Custom Object
1:1eZnet Enterprise custom modules require HubSpot custom objects. The destination account must have Professional tier or above to create custom objects. We create the HubSpot custom object schema first, then map custom module fields to custom properties on that object. N:N relationships between custom modules and contacts or companies use HubSpot's association labels.
eZnet CRM
Territory (Enterprise)
HubSpot
Custom Property on Company or Contact
1:1eZnet's Enterprise territory management has no native equivalent in HubSpot. Territories are preserved as a custom pick-list property (Territory__c) on company and contact records. Teams using territory for reporting or routing must rebuild territory-based views in HubSpot using filters and the custom property.
eZnet CRM
Activity (Call / Email / Meeting / Note)
HubSpot
Engagements (Calls, Emails, Meetings, Notes)
1:1eZnet activities map to HubSpot engagements. Calls and emails become HubSpot call and email engagements with original timestamps and owner links. Meetings map to HubSpot meeting engagements with start and end times preserved. Notes become HubSpot notes with parent record associations preserved.
eZnet CRM
Attachment / Document
HubSpot
HubSpot Files
1:1eZnet file attachments are downloaded and re-uploaded to HubSpot Files using HubSpot's Files API or bulk upload endpoint. File metadata including name, type, and size are preserved during the transfer. File associations to contacts, companies, or deals are preserved via HubSpot's file-to-object linking. HubSpot's 25MB per-file limit applies; files exceeding this are flagged and split before migration.
eZnet CRM
User / Owner
HubSpot
User
1:1eZnet users are matched to HubSpot users by email address. Unmatched owners are flagged before migration. The team either creates HubSpot user accounts for unmatched owners or assigns those records to a designated fallback owner. Role-based security from eZnet does not translate to HubSpot's permission model and must be reconfigured.
| eZnet CRM | HubSpot | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Pipeline | Deal Pipeline1:1 | Fully supported | |
| Deal Stage | Deal Stage1:1 | Fully supported | |
| Custom Module (Enterprise) | Custom Object1:1 | Fully supported | |
| Territory (Enterprise) | Custom Property on Company or Contact1:1 | Fully supported | |
| Activity (Call / Email / Meeting / Note) | Engagements (Calls, Emails, Meetings, Notes)1:1 | Fully supported | |
| Attachment / Document | HubSpot Files1:1 | Fully supported | |
| User / Owner | User1:1 | 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.
eZnet CRM gotchas
Per-tier record limits create migration scope boundaries
No publicly documented API endpoint reference
Sparse public review corpus limits migration risk assessment
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 eZnet CRM objects, custom modules, and field inventory
We begin by querying the eZnet API or structured export to enumerate all objects, standard fields, custom modules, and custom fields in use. We capture field data types, pick-list values, required-field constraints, and any conditional visibility rules. This inventory drives the HubSpot schema setup plan and identifies custom objects that need to be created before migration. The audit also surfaces duplicate risk, missing email addresses, and orphaned records that need owner resolution.
Create HubSpot custom objects and custom properties
Before any data moves, we create the HubSpot custom objects and custom properties required to receive eZnet custom module data, territory fields, and custom deal properties. This includes creating custom pick-lists for deal priority and eZnet industry labels that do not map directly to HubSpot defaults. The destination account must be on a HubSpot Professional tier or above for custom objects. We deliver a schema setup checklist so the HubSpot admin can pre-create any objects requiring manual setup.
Resolve owner email matches and deduplicate contacts and companies
We match eZnet owner email addresses against existing HubSpot user accounts. Unmatched owners are flagged with a resolution report so the team can create HubSpot user accounts or assign records to a fallback owner. Simultaneously, we run duplicate analysis on contacts and companies by email and name similarity. Duplicate pairs are surfaced for team review with merge recommendations before the migration file is generated.
Run a sample migration with field-level diff
A representative slice of 200-500 records spanning contacts, companies, deals, and activities migrates first. We generate a field-level diff between the eZnet source record and the HubSpot destination record, covering every mapped field. This diff is reviewed with the team to verify stage mapping, owner resolution, custom property values, and activity associations before the full run commits. Adjustments to field mapping or value transformations are applied before the full migration.
Execute full migration with delta-pickup and audit log
The full migration runs against HubSpot's bulk and batch APIs, sequenced by dependency order (Companies first, then Contacts, then Deals, then Activities). A 24-48 hour delta-pickup window captures any records created or modified in eZnet during the cutover period. Every operation is logged to an audit trail covering source record, destination record, field-level changes, and any errors encountered. One-click rollback reverts the destination to the pre-migration state if reconciliation identifies critical gaps.
Platform deep dives
eZnet CRM
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 4 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across eZnet CRM and HubSpot.
Object compatibility
4 of 8 objects need a mapping; the rest are 1:1.
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
eZnet CRM: Not publicly documented.
Data volume sensitivity
eZnet CRM 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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