CRM migration
Field-level mapping, validation, and rollback between FreeCRM and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
FreeCRM
Source
HubSpot
Destination
Compatibility
10 of 11
objects map 1:1 between FreeCRM and HubSpot.
Complexity
CModerate
Timeline
48–72 hours
Overview
FreeCRM stores contacts, companies, deals, tasks, notes, and files in a single flat structure with a custom field template system. HubSpot separates contacts from companies using association links, distinguishes deals as Opportunities with pipeline-specific stages, and surfaces activity history as Calls, Emails, and Meetings tied to contact records. We extract FreeCRM data via its CSV export and direct database access, then map each field into HubSpot's properties using camelCase naming. FreeCRM's custom field templates become HubSpot custom properties, with type-aware conversion for dates, checkboxes, and pick-lists. Association chains between contacts, companies, and deals are rebuilt using HubSpot's association API. Workflows and automation sequences do not transfer and must be rebuilt using HubSpot's workflow builder — we document the original logic as a rebuild specification for your team. The migration runs in three phases: schema mapping and test export, sample migration with field-level diff, then full migration with delta pickup covering in-flight changes during the cutover window. Our scoped read access keeps your FreeCRM account fully operational throughout.
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 FreeCRM 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.
FreeCRM
Contact / Person
HubSpot
Contact
1:1FreeCRM's flat contact record maps directly to HubSpot Contact. FreeCRM stores email, phone, job title, address, and company name per contact. We preserve these as HubSpot contact properties and rebuild the company association using HubSpot's company lookup by domain or name match.
FreeCRM
Company
HubSpot
Company
1:1FreeCRM companies map 1:1 to HubSpot Companies. We map company name, domain, industry, employee count, and annual revenue to HubSpot's corresponding properties. Parent-child company hierarchies are preserved using HubSpot's parent company field. If a company lacks a domain or parent reference, we create a placeholder entry and flag it for manual review to maintain data integrity.
FreeCRM
Contact-Company Association
HubSpot
Primary Company Link
1:1FreeCRM allows each contact to be associated with multiple companies. HubSpot's contact model links to one primary company. We select the most recently modified or most active company as primary and surface secondary associations as company contacts in HubSpot's association panel.
FreeCRM
Deal
HubSpot
Deal / Opportunity
1:1FreeCRM deals map to HubSpot Deals. We map deal name, amount, close date, stage, and owner email to the corresponding HubSpot deal properties. Pipeline assignment in HubSpot is resolved using the deal's stage name against the destination portal's configured pipelines.
FreeCRM
Deal Stage
HubSpot
Deal Stage (per Pipeline)
1:1FreeCRM deal stages are simple text values without pipeline context. We map each FreeCRM stage name to the corresponding HubSpot deal stage within the selected pipeline. If the destination has multiple pipelines, we ask which FreeCRM pipeline maps to which HubSpot pipeline before migration.
FreeCRM
Task
HubSpot
Task
1:1FreeCRM tasks with subject, due date, and completion status migrate as HubSpot Tasks. Task owners are resolved by email match to HubSpot users. Tasks linked to contacts or deals are re-associated using HubSpot's association API after the main record load.
FreeCRM
Activity Log / Engagements
HubSpot
Call, Email, Meeting
1:manyFreeCRM's activity log entries are classified by type and split into HubSpot's Call, Email, and Meeting engagement objects. Each record preserves the original timestamp, owner, associated contact, and body or notes. Call direction (inbound/outbound) is preserved as a HubSpot call property.
FreeCRM
Note
HubSpot
Note
1:1FreeCRM notes with body text, author, and timestamp migrate to HubSpot Notes attached to the relevant contact, company, or deal record. Rich-text formatting is preserved where possible; embedded file references are migrated as HubSpot file attachments. Author is resolved by email match to HubSpot users; unknown authors are flagged for reassignment. Timestamps import as HubSpot creation dates.
FreeCRM
Attachment / File
HubSpot
File
1:1Files attached to FreeCRM records are downloaded and re-uploaded to HubSpot Files, then linked back to the corresponding contact, company, or deal record. File size limits apply (HubSpot's 25MB per file). Inline images in notes are extracted and rehosted as HubSpot-hosted assets.
FreeCRM
Custom Field Templates
HubSpot
Custom Properties
1:1FreeCRM's custom field templates define additional properties per object type. Each custom field maps to a HubSpot custom property with type-aware conversion: date fields become HubSpot date properties, checkboxes become boolean properties, and pick-list values are recreated as HubSpot option sets with original values preserved.
FreeCRM
Workflow / Automation
HubSpot
Workflow (rebuild required)
1:1FreeCRM workflow rules and automation sequences cannot be exported and do not transfer. We document each workflow's trigger conditions, actions, and branching logic as a written rebuild specification for your HubSpot admin. Rebuild is done in HubSpot's workflow builder or via HubSpot's automation APIs.
| FreeCRM | HubSpot | Compatibility | |
|---|---|---|---|
| Contact / Person | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Contact-Company Association | Primary Company Link1:1 | Fully supported | |
| Deal | Deal / Opportunity1:1 | Fully supported | |
| Deal Stage | Deal Stage (per Pipeline)1:1 | Fully supported | |
| Task | Task1:1 | Fully supported | |
| Activity Log / Engagements | Call, Email, Meeting1:many | Fully supported | |
| Note | Note1:1 | Fully supported | |
| Attachment / File | File1:1 | Fully supported | |
| Custom Field Templates | Custom Properties1:1 | Fully supported | |
| Workflow / Automation | Workflow (rebuild required)1:1 | 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.
FreeCRM gotchas
Template-driven fields vary per account
Free tier storage and feature caps are undocumented
Workflow automations do not export
No documented public API
Invoice and campaign data only in Pro tier
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
Extract FreeCRM data via CSV export and direct database access
We begin by exporting FreeCRM contacts, companies, deals, tasks, notes, and files. Where FreeCRM's web interface limits export size or format, we access the data via direct database read when available, preserving all custom field template values and activity log entries. The export is audited for record counts, custom field coverage, and date-range completeness before field mapping begins. Any gaps in the export are flagged and resolved with your FreeCRM account admin before mapping proceeds.
Map fields and resolve company-contact associations
Each FreeCRM field is mapped to its HubSpot equivalent using the field mapping table. FreeCRM's flat contact model stores the company name as a contact property; we create or match the corresponding HubSpot Company record first, then link the contact to it using HubSpot's association API. Owner resolution runs in parallel, matching FreeCRM owner email addresses to HubSpot user emails. Unmatched owners are listed for manual assignment before the full migration runs.
Run a sample migration with field-level diff
A representative sample — typically 100–500 records covering contacts, companies, deals, and activities — migrates first. We generate a field-level diff comparing source values against destination values in HubSpot, verifying that custom property types converted correctly, association links resolved, and owner assignments applied. Any mapping errors are corrected in the migration plan before the full run commits. This step also validates that deal stage mapping produces the expected HubSpot pipeline structure.
Execute full migration with delta pickup and audit log
The full dataset migrates using HubSpot's Bulk API or import wizard depending on volume. An audit log captures every record created, updated, or skipped with reason codes. A delta-pickup window of 24–48 hours captures any records created or modified in FreeCRM during the cutover. After the delta window closes, a final reconciliation report compares FreeCRM record counts against HubSpot record counts by object type. One-click rollback is available if reconciliation reveals material gaps.
Deliver workflow documentation and post-migration runbook
We deliver a workflow rebuild specification documenting every FreeCRM workflow's trigger, conditions, and actions. A post-migration runbook covers how to handle owner reassignment for any records that landed under a fallback owner, how to set lifecycle stages for migrated contacts, and how to validate deal pipeline integrity in HubSpot. We also provide a delta-run schedule for the first 30 days to catch any late-breaking records that need to be synced manually.
Platform deep dives
FreeCRM
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 5 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 FreeCRM and HubSpot.
Object compatibility
5 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
FreeCRM: Not publicly documented.
Data volume sensitivity
FreeCRM 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
Answers to the questions buyers ask most during FreeCRM to HubSpot migration scoping. Not seeing yours? Book a call.
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