Migrate from Followup CRM to HubSpot

Followup CRM contacts migrate as HubSpot contacts. Email, phone, name, job title, and address fields map directly. Owner resolution happens by email match against HubSpot users. Follow-up task history is captured as HubSpot activity log entries. All contact creation dates are preserved to maintain historical record integrity.

Followup CRM companies map to HubSpot companies. Company name, domain, industry, employee count, and revenue fields migrate directly. Parent-child company hierarchies in Followup CRM map to HubSpot's parent company association. The original company create timestamps are imported to keep historical context intact.

Followup CRM contact-to-company links migrate as HubSpot primary company associations on contacts. Secondary company associations use HubSpot's contact-to-multiple-companies model where the source data supports it. All association records retain the original link dates to preserve the evolution of relationships over time.

Followup CRM deals with bid or project context migrate as HubSpot deals. Deal name, amount, stage, and close date map directly. Custom fields on Followup CRM deals create custom properties on HubSpot deals. All deal create dates and owner assignments are transferred to maintain full audit trails.

Followup CRM deal pipelines with custom stages map to HubSpot deal pipelines. Each pipeline becomes a separate HubSpot pipeline. Stage names map value-by-value to HubSpot stage pick-list values within each pipeline. Any stage probabilities defined in Followup CRM are recorded as custom properties for reporting accuracy.

Followup CRM follow-up tasks become HubSpot tasks with Type='Follow-up'. Original due dates and completion status preserved. Uncompleted follow-up tasks migrate as open HubSpot tasks assigned to the original owner. Task subjects are retained to allow straightforward identification of the original follow-up context in HubSpot.

Followup CRM call and email activities migrate as HubSpot engagements. Meetings migrate as HubSpot meetings with original start/end timestamps and attendee information preserved. All activity types retain their original owner attribution and are linked to the corresponding contact, company, or deal record for complete traceability.

Followup CRM notes migrate as HubSpot notes with original create timestamps and owner attribution. Rich-text formatting is preserved where the source format supports it. Inline images are downloaded, re-hosted in HubSpot's file manager, and referenced in the note body to maintain visual context across the platform.

Followup CRM custom fields on contacts create HubSpot custom contact properties. Field types (text, number, date, pick-list) are mapped to equivalent HubSpot property types. Pick-list values are mapped value-by-value. All custom property create dates are preserved to reflect when the data was originally captured in Followup CRM.

Followup CRM custom fields on companies create HubSpot custom company properties. Same type-mapping logic applies as with contact custom fields. Company property creation timestamps are imported to maintain the original record creation history for auditing and reporting purposes in HubSpot.

Followup CRM custom fields on deals create HubSpot custom deal properties. This includes bid-specific fields like bid amount, bid date, and project type that have no direct HubSpot equivalent. Deal custom property creation dates are preserved to retain the original timeline of bid and project activities within HubSpot.

Followup CRM file attachments on records re-upload to HubSpot Files. File associations to contacts, companies, and deals are preserved in the mapping. Inline images in notes are downloaded and re-hosted in HubSpot. All uploaded files retain their original file names and upload timestamps to maintain a complete audit trail.