Migrate from GleanView to HubSpot

GleanView stores contact records in its built-in B2B CRM. These map 1:1 to HubSpot contacts — firstname, lastname, email, phone, jobtitle, and address fields map directly. GleanView's lead status property maps to HubSpot's hs_lead_status property. Email-match resolution against HubSpot users assigns OwnerId automatically.

GleanView companies map directly to HubSpot companies — name, domain/website, industry, number of employees, and annual revenue fields translate to HubSpot's standard company properties. GleanView company hierarchies (parent/child) map to HubSpot's parent company association via the parent_company_id reference. Multi-tier organizational structures are preserved during migration, maintaining the relationship map between parent accounts and their subsidiaries.

GleanView deal records map to HubSpot deals. Each deal carries deal name, deal amount, deal stage, close date, and owner — these translate directly to HubSpot deal properties. GleanView pipeline names map to HubSpot pipeline names; GleanView stage names map to HubSpot stage names within each pipeline.

GleanView's named sales pipelines translate 1:1 to HubSpot pipeline objects. Each pipeline in GleanView becomes a distinct pipeline in HubSpot with its own stage labels and probability values. Teams running one GleanView pipeline will have one HubSpot pipeline; multi-pipeline GleanView setups create multiple HubSpot pipelines.

GleanView products map to HubSpot products (name, SKU, price, cost, description). GleanView's conditional pricing rules, bundle logic, and CPQ formula fields do not migrate — these are application configuration. We document the source rules in a Gap Reference so your HubSpot admin or CPQ app can rebuild them. Each deal-to-product association in GleanView creates a HubSpot line item linked to the deal.

GleanView quotes and proposal documents are PDF or web-page artifacts generated by the CPQ engine. HubSpot has no native quote-document equivalent (HubSpot quotes generate plain discount tables, not formatted proposals). We export GleanView quote PDFs and attach them to the migrated deal record as file attachments. Quote metadata (quote number, version, expiration date, subtotal, total) migrates as custom properties on the deal.

GleanView GleanSpaces are custom record modules for tracking structured data beyond contacts, companies, and deals. HubSpot Enterprise plans support custom objects that map 1:1 to GleanSpaces. Non-Enterprise HubSpot setups receive GleanSpace data as custom properties on the nearest standard object (deal or contact) — your admin chooses which standard object owns each GleanSpace based on the data's purpose.

GleanView's approval rules define who approves discounts, contracts, or quotes above certain thresholds. HubSpot has no native approval-rule engine outside of Operations Hub workflows, which require a separate implementation. We migrate the text of approval rules as deal-level notes and tag them with a Approval_Rule_Source__c flag so your HubSpot admin can rebuild the logic in HubSpot workflows or a third-party approval tool.

GleanView's built-in e-sign module (powered by its integration layer) tracks when a quote or proposal is sent, viewed, and signed. HubSpot does not have native e-signature tracking on deals. We migrate e-sign activity records as deal-level activity logs with original timestamps and signatory email addresses preserved. Rebuilding live e-sign workflows requires a HubSpot-native e-sign app or re-connecting your existing e-sign provider.

GleanView bundles basic and advanced sales analytics as pre-built dashboards tied to the platform's CRM data model. HubSpot's analytics section can reproduce these reports from migrated data, but the dashboard definitions themselves do not transfer — they are destination-side configuration. We deliver a Data Availability Report listing every metric available in HubSpot analytics after migration, so your team can rebuild reports from the underlying data.

GleanView's built-in CRM tracks engagement history — calls logged, emails sent, meetings scheduled, and notes attached to contacts or deals. These map to HubSpot's engagement timeline: calls and emails become HubSpot engagements with timestamps and owners preserved. Notes migrate as HubSpot notes on the associated contact or deal record. Original activity timestamps are retained for reporting continuity.

GleanView manages user roles (Admin, Manager, Rep) with field-level discount controls and locked templates. HubSpot's roles and permissions model is entirely destination-side schema configuration. We do not migrate role definitions — your HubSpot admin will configure HubSpot team roles, permissions, and sharing rules post-migration using HubSpot's native access controls.