Migrate from FastTrack to HubSpot

FastTrack contacts migrate as HubSpot contacts. The owner field resolves via email match against HubSpot users — contacts without a matched owner land with a migration-assigned placeholder owner and are flagged for manual assignment after go-live. During migration, we also validate email address formats and flag any duplicates for merging. This ensures a clean contact list in HubSpot and prevents duplicate records from forming after cutover.

FastTrack companies migrate as HubSpot companies. Parent-child company relationships in FastTrack map to HubSpot's parent company field. FastTrack contacts without a primary company association create standalone contact records in HubSpot linked by email domain rule. We also verify that each company's domain is correctly populated, and we flag any mismatches for review to maintain data integrity in HubSpot.

FastTrack deals migrate as HubSpot deals. Pipeline and stage names are mapped to HubSpot deal stage pick-list values — FastTrack stage values that have no HubSpot equivalent are created as custom stage values or merged into the nearest HubSpot default stage per your configuration.

FastTrack's contact status field has no native HubSpot equivalent. It migrates as a HubSpot custom pick-list property named Lifecycle_Stage__c (or a name you specify) with original values preserved. HubSpot's standard lifecycle_stage property coexists alongside this. During migration, we confirm that the pick-list values match FastTrack's values exactly and update any deprecated labels to keep the data consistent.

FastTrack owner IDs map to HubSpot users via email address resolution. Any FastTrack owner without a corresponding HubSpot user account is flagged before migration — your team creates the HubSpot user or reassigns ownership before the final run. We also generate a pre‑migration owner report that lists each resolved owner and any pending accounts for your team to address.

FastTrack activity records migrate as the corresponding HubSpot engagement type. Original timestamps, owners, and parent-record associations are preserved. Notes with rich-text formatting are re-formatted to HubSpot's note content model. During the migration, we also verify that each activity's duration and outcome fields map correctly, and we flag any missing metadata for manual review.

FastTrack custom objects map 1:1 to HubSpot custom objects on Enterprise plans. Custom object field types (text, number, date, pick-list) map to HubSpot's equivalent type system. N:N associations between custom objects in FastTrack become HubSpot custom relationship properties. We also validate that all custom object schemas are correctly replicated and that any lookup fields point to the correct record types.

FastTrack file attachments are downloaded from FastTrack's storage, re-uploaded to HubSpot Files, and linked back to the corresponding contact, company, or deal record. Files without a downloadable URL are flagged for manual re-upload with the record flagged in HubSpot. During this process, we ensure file naming conventions are preserved and that file size limits are respected in HubSpot.

FastTrack's internal record IDs are preserved as a custom text property on every migrated record — used for delta-run de-duplication, reconciliation audit, and traceability back to the source system. We also verify that these IDs remain unique across all object types to avoid conflicts during future imports.

FastTrack deal priority values migrate as a HubSpot custom pick-list property since HubSpot has no native deal priority field. The pick-list values are created to match FastTrack's values exactly. We also ensure the priority labels are ordered correctly in HubSpot's UI for simple filtering and reporting.

HubSpot overwrites CreatedDate at migration time. FastTrack's original create and last-modified timestamps are stored as custom datetime fields on every record for reporting continuity and audit purposes. We also preserve the original owner ID as an additional custom property to support historical assignment tracking.