Migrate from Gold-Vision to HubSpot

Gold-Vision accounts map directly to HubSpot companies. Gold-Vision stores company name, domain, industry, employee count, and annual revenue as standard fields. HubSpot uses Company object with equivalent standard properties. Parent-child company hierarchies in Gold-Vision map to HubSpot's parent company association via Parent Company ID property.

Gold-Vision contacts map to HubSpot contacts with direct field mapping for standard properties like firstname, lastname, email, phone, job title, and address fields. Gold-Vision allows multiple primary companies per contact; HubSpot handles this via contact-to-company associations where the primary company becomes the primary association and others are secondary.

Gold-Vision opportunities map to HubSpot deals. The mapping handles deal name, amount, close date, and stage. Gold-Vision's customizable pipeline stages must map to HubSpot pipeline stages, which are scoped per pipeline in HubSpot. Stage history timestamps in Gold-Vision become HubSpot deal stage history entries.

Gold-Vision pipelines map to HubSpot pipelines 1:1. Each Gold-Vision pipeline requires a corresponding HubSpot pipeline to be created before migration. Pipeline stage names and probabilities map value-by-value to HubSpot dealstage values within each pipeline. FlitStack AI automatically generates the pipeline configuration in HubSpot based on the source Gold-Vision pipeline definition.

Gold-Vision activity records (calls, emails, meetings) map to HubSpot engagement records with preserved timestamps, owners, and associated contact/company/deal links. HubSpot engagement timeline displays these chronologically per contact and company record. Each engagement also retains its original subject line and body preview for straightforward reference in HubSpot's activity feed.

Gold-Vision notes attach to records and map to HubSpot notes with original create dates, owners, and associations preserved. HubSpot notes support associations to contacts, companies, deals, and tickets. Notes migrated retain their full content and can be searched using HubSpot's universal search after migration.

Gold-Vision custom fields on accounts require custom properties in HubSpot. FlitStack AI creates these before migration using HubSpot's Properties API. Field types (text, number, date, picklist) are preserved with appropriate HubSpot property types. Custom properties can be configured for visibility across teams and used in HubSpot workflows and reports after migration.

Gold-Vision custom contact fields map to HubSpot contact properties. Picklist values in Gold-Vision create matching HubSpot option sets. Number and date field types translate directly to HubSpot number and date-time property types. These custom properties also appear in HubSpot's contact list view and can be used for segmentation and automation workflows.

Gold-Vision unlimited tags and categories cannot map to a single HubSpot property natively. Tags with low cardinality (under 50 unique values) map to a HubSpot single-line text property. Tags with high cardinality map to multiple checkboxes or a HubSpot custom object with tag-name records. Tag frequency counts become HubSpot property values.

Gold-Vision users resolve to HubSpot users by email address. Unmatched Gold-Vision users (email not present in HubSpot) are flagged and assigned to a fallback HubSpot user or placed in a queue for manual resolution before migration. This ensures every record maintains an owner link and prevents orphaned data during the cutover process.

Gold-Vision campaigns map to HubSpot campaigns with campaign name, status, type, and ROI tracking preserved. Campaign associations to contacts and companies carry over as HubSpot campaign members. This migration preserves historical campaign performance data and enables ongoing campaign analytics within HubSpot's reporting suite.

Gold-Vision quotes require mapping to HubSpot's deal-associated line items. Quote headers map to deal properties (name, amount, close date). Quote line items map to HubSpot products and line items associated with the deal. This approach maintains the full pricing structure and product details for each deal in HubSpot's deal record.

Gold-Vision project and case records from the service module map to HubSpot tickets. Ticket subject, description, priority, and status fields map from Gold-Vision case properties. Custom fields on cases create corresponding ticket properties. This migration enables your service team to track case history and resolution times directly within HubSpot's ticket management system.