Migrate from Formitize to HubSpot

Formitize's client record maps directly to HubSpot's Company object. Client name becomes Company name, domain maps to website, industry maps to industry pick-list. Client hierarchies (parent-client / child-client) map to HubSpot's parent company association via the Parent Company field. Multi-address clients map the primary address fields; additional locations are stored as a custom property or note.

Formitize's contact record maps to HubSpot Contact. Formitize stores contactname as a single field — we split this into firstname and lastname using the last space as the delimiter. Email, phone, and mobilephone map directly. A contact without a Formitize client link lands in HubSpot as a standalone contact; contacts linked to a client are associated to the mapped HubSpot Company via the Contact-Company association.

Formitize Job records map to HubSpot Deals. Job name becomes Deal name, job status maps to Deal stage, job amount (if a billable job) maps to Deal amount, and the expected completion date maps to close date. Formitize jobs without a monetary amount map with $0 amount. Job type becomes a custom Deal property (job_type) for filtering and reporting. The Job-Contact and Job-Client associations map to Deal-Contact association roles.

Formitize job statuses (e.g., Scheduled, In Progress, Completed, On Hold, Cancelled) map to HubSpot Deal stage values via a value-by-value mapping. We deliver a stage mapping table before migration so you can configure HubSpot pipeline stages to match Formitize status labels. Stage probability re-applied from HubSpot's default or your configured values.

Formitize Asset records (equipment, inventory, location-tagged items) have no direct HubSpot CRM equivalent. We create a HubSpot Custom Object named Asset and map asset name, type, and location fields. GPS coordinates stored as lat/long text properties; zone fields map as a text property. If your team uses assets primarily for service tickets, consider mapping assets to HubSpot Tickets with custom properties instead.

Formitize QuoteAccept quotes and PayNow invoice records have no HubSpot CRM-native equivalent at Starter and Professional tiers. HubSpot Enterprise Sales Hub includes a native Quotes object. For non-Enterprise tiers, we preserve the quote data (line items, amounts, acceptance status) as a custom property on the associated Deal and as a note attachment. Invoice and payment records are preserved as notes with original amounts.

Formitize custom fields on Clients, Contacts, Jobs, and Assets become HubSpot custom properties. Field type mapping: Formitize text → HubSpot single-line text; Formitize number → HubSpot number; Formitize date → HubSpot date; Formitize dropdown → HubSpot select (enumeration); Formitize checkbox → HubSpot checkbox. GPS and zone fields (Formitize-specific types) become HubSpot single-line text properties.

Formitize job attachments, client documents, and uploaded forms are downloaded and re-uploaded to HubSpot file storage. Each file is re-associated to the corresponding HubSpot Contact, Company, or Deal record. HubSpot's file size limit is 256MB per file. We surface any files exceeding this limit before migration so you can decide how to handle them.

Formitize's client-contact linking (a contact belongs to one or more clients) maps to HubSpot's primary Contact-Company association. For contacts linked to multiple Formitize clients, we map the primary client as the Company association and store secondary client links as a custom multi-value property or note for reference.

Formitize jobs linked to contacts map to HubSpot Deals with associated Contact Roles. The primary contact on the Formitize job becomes the primary Contact Role on the HubSpot Deal. Additional contacts on the Formitize job are added as secondary Contact Roles.