Migrate from Glaze CRM to HubSpot

Glaze API access is tiered — premium-only export limits migration tooling options

Glaze CRM's comparison page explicitly states that API access is reserved for premium tier users. If your Glaze instance is on a lower tier, direct API extraction may not be available, forcing a manual CSV export workflow. FlitStack AI works with both API-based extraction and structured CSV exports, but the approach changes the migration timeline. We assess API availability during the discovery phase and configure the extraction method accordingly. Teams on lower Glaze tiers should budget additional time for manual data preparation before the migration plan is finalized.

HubSpot lifecycle_stage has a fixed default pick-list — custom values need pre-approval

HubSpot's lifecycle_stage property ships with six default values: subscriber, lead, MQL, SQL, customer, and evangelist. If Glaze tracks lifecycle progression with custom stage names beyond these defaults, those values must be added to HubSpot's lifecycle_stage pick-list before the migration runs. HubSpot allows custom lifecycle stage values on Enterprise tiers and some Professional tier accounts, but not on Starter or the free tier. FlitStack delivers a custom lifecycle value checklist as part of the migration plan, and your HubSpot admin must approve the additions before data lands.

Glaze custom fields require HubSpot property creation before data can import

Glaze custom fields have no direct equivalent in HubSpot's schema until HubSpot properties of matching types are created. Each text, number, date, or pick-list field in Glaze needs a corresponding HubSpot property created on the correct object (contact, company, or deal) before the import runs. HubSpot's Properties API creates properties programmatically, but your HubSpot account tier must support custom properties. We deliver a property-creation checklist specifying name, type, and object for every Glaze custom field, so your HubSpot admin can pre-build the schema or authorize FlitStack to create properties via API during the migration.

Multi-company contact associations require association sequencing

Glaze CRM supports associating a single contact with multiple companies. HubSpot's model mirrors this with a primary company association plus secondary associations via HubSpot's Associations API. The migration must create the HubSpot companies first, then create contacts, then associate secondary companies. If Glaze stores association order or role labels (e.g., primary vs. billing vs. shipping), those require custom HubSpot properties since HubSpot's association model does not natively store role labels. We surface association gaps in the migration plan and map them to custom properties or contact properties as your team specifies.

Glaze workflow and automation logic does not migrate and cannot be approximated in HubSpot

Glaze CRM's automation features — lead routing rules, follow-up triggers, task assignment logic, and notification workflows — do not have a HubSpot equivalent in a migration context. HubSpot's workflow builder is a separate system with different trigger conditions, action types, and enrollment criteria. There is no automated converter for Glaze automation logic. FlitStack AI exports Glaze workflow definitions as a written reference document your HubSpot admin can use to rebuild rules in HubSpot workflows. Revenue-impacting workflows should be prioritized first in the rebuild phase, and FlitStack can scope that rebuild as a separate workstream.