Migrate from Flowlu to HubSpot

Flowlu workflow automations do not migrate — they must be rebuilt in HubSpot

Flowlu's workflow engine operates on its internal object model with triggers, conditions, and actions specific to Flowlu's architecture. HubSpot Workflows and Sequences use enrollment criteria, enrollment triggers, and action sets that do not share a common data format with Flowlu automations. We export your Flowlu workflow definitions as a structured reference document listing each workflow's trigger, conditions, and actions so your HubSpot admin can rebuild them. Any time-based delays, field-update logic, or internal object references in Flowlu workflows require manual recreation in HubSpot. This is the most time-intensive part of post-migration rebuild.

Flowlu project and invoice data requires HubSpot custom objects

HubSpot CRM has no native project management or invoicing object. Flowlu stores projects with tasks, milestones, budgets, and time tracking, and invoices with line items, payment history, and tax data. These translate to HubSpot custom objects only available on Enterprise tiers or require a separate project management integration. We create a Projects custom object with name, status, owner, dates, and budget fields, and an Invoices custom object with amount, status, due date, and line items. Your team decides whether to use these custom objects, link to a third-party project tool, or rebuild invoicing in HubSpot's finance integrations.

HubSpot's marketing contact billing model does not exist in Flowlu

Flowlu has no concept of marketing contacts — all contacts are treated equally regardless of engagement history. HubSpot bills based on marketing contact count on Starter and above tiers, where contacts that receive marketing emails count toward billing. We preserve all Flowlu contacts as HubSpot contacts, but your team should identify which contacts should be designated as marketing contacts in HubSpot based on your email strategy. This affects HubSpot subscription pricing post-migration and should be reviewed before go-live.

Flowlu's single-pipeline model maps to one HubSpot pipeline by default

Flowlu organizes opportunities within a single pipeline with configurable stages. HubSpot supports multiple deal pipelines, but the default configuration uses one pipeline. If your Flowlu setup uses multiple pipelines or stage sets for different business units, we create corresponding HubSpot pipelines during migration. Stage probability weights are recalculated based on HubSpot's stage-probability model. Any stage-specific scoring or automation triggers in Flowlu require HubSpot Workflow equivalents post-migration.

Flowlu user permissions and roles have no HubSpot equivalent

Flowlu's role-based access control (RBAC) defines what users can see and edit across CRM, projects, and invoicing modules. HubSpot's permission model operates on a per-hub basis (Sales Hub, Service Hub, Marketing Hub) with different access levels for contacts, companies, deals, and tickets. We migrate user records and their associated data but do not transfer permission sets. Your HubSpot admin must configure team-based permissions, single sign-on settings, and access scopes post-migration based on your HubSpot subscription tier.