CRM migration
Field-level mapping, validation, and rollback between Groundhogg and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Groundhogg
Source
HubSpot
Destination
Compatibility
11 of 11
objects map 1:1 between Groundhogg and HubSpot.
Complexity
BStandard
Timeline
5–10 days
Overview
Groundhogg is a WordPress plugin CRM that stores contacts as custom post types and stores metadata across multiple WordPress database tables (posts, postmeta, term_relationships). HubSpot is a cloud-native SaaS CRM with its own object model — contacts, companies, deals, and engagement activities — accessible via a REST API. Teams move from Groundhogg to HubSpot when they need HubSpot's multi-hub platform (Marketing, Sales, Service, Operations hubs), native third-party integrations, and lifecycle-stage-based lead management that scales beyond what a WordPress-hosted CRM can provide. We extract all Groundhogg objects via their REST API (supplemented by direct database reads for post-meta fields the API doesn't surface), transform each into HubSpot's standard objects, and load through HubSpot's Contacts API and Companies API. Groundhogg flows, email templates, and marketing assets do not migrate — we export Groundhogg's flow definitions as a structured reference so your HubSpot admin can rebuild them in HubSpot workflows. Custom contact properties and deal custom fields map to HubSpot custom properties, preserving field types (checkbox, date, text, number). Owner resolution matches Groundhogg user emails to HubSpot user emails, with unmatched owners surfaced before the migration commits.
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 Groundhogg 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.
Groundhogg
Contact (wp_posts post_type=contact)
HubSpot
Contact
1:1Groundhogg contacts are WordPress custom post types. We extract contact records from wp_posts where post_type = 'contact' and join wp_postmeta for each contact's field values. The resulting flat contact record maps directly to a HubSpot Contact, with original post_date preserved as Original_Create_Date__c since HubSpot's Createdate is set at migration time.
Groundhogg
Contact custom properties (wp_postmeta)
HubSpot
Contact (custom properties)
1:1Groundhogg stores all non-standard contact fields as wp_postmeta key-value pairs. Each unique meta_key in your database becomes a HubSpot custom contact property. We create each property in HubSpot with the matching field type — checkbox maps to HubSpot checkbox, date maps to HubSpot date, text maps to HubSpot single-line text. On HubSpot Starter and below, custom properties are read-only after creation; this is documented in the migration plan.
Groundhogg
Company (Groundhogg custom post type)
HubSpot
Company
1:1Groundhogg companies are stored as a separate WordPress custom post type. Extracted and loaded into HubSpot's native Companies object with Company Name, Domain, Industry, Phone, and Address fields mapped directly. We resolve circular or missing parent companies before loading into HubSpot.
Groundhogg
Contact-to-Company link (wp_postmeta primary_company)
HubSpot
Contact.associatedCompanyId
1:1Groundhogg stores the primary company link as a contactmeta entry with meta_key 'primary_company' holding the Groundhogg company ID. We resolve that ID to the migrated HubSpot Company ID and set it as associatedCompanyId on the HubSpot Contact. If no primary company exists, the contact lands without a company association.
Groundhogg
Deal (Groundhogg custom post type)
HubSpot
Deal
1:1Groundhogg deals are stored as a custom post type with deal name, deal value, deal stage, close date, and owner stored in wp_postmeta. These map directly to HubSpot Deal records — Deal Name, Amount, Deal Stage, Close Date, and Owner. Groundhogg's deal stage names map to HubSpot deal stage names via a value-mapping table we build during discovery.
Groundhogg
Deal pipeline (Groundhogg pipeline name in wp_postmeta)
HubSpot
Deal pipeline
1:1Each Groundhogg pipeline name becomes a HubSpot deal pipeline. Within each pipeline, Groundhogg stage names map to HubSpot deal stage names via a value-by-value mapping table. If your Groundhogg pipeline names overlap with HubSpot's default pipeline, we rename the HubSpot pipeline to match your Groundhogg naming during migration setup.
Groundhogg
Activity: calls, emails, meetings (Groundhogg activity table)
HubSpot
Engagement (call, email, meeting)
1:1Groundhogg stores engagement history (calls, emails, meetings, notes) in a dedicated activities table with activity_type, activity_date, and body content. Each activity maps to a HubSpot engagement — calls become Call engagements, emails become Email engagements, meetings become Meeting engagements — linked to the parent HubSpot Contact by email address match.
Groundhogg
Tags (Groundhogg term_relationships + terms)
HubSpot
Contact property (comma-separated list)
1:1Groundhogg tags are WordPress taxonomy terms. We join term_relationships with the terms table to collect all tag names per contact, then write them as a comma-separated string to a HubSpot custom contact property (e.g., 'warm-lead, webinar-2024, enterprise-prospect'). In HubSpot, these can be split into HubSpot's native tag or list structure post-migration.
Groundhogg
Flows (Groundhogg automation definitions)
HubSpot
N/A — no equivalent
1:1Groundhogg flows (automation sequences, Drip emails, if-this-then-that logic) are stored as WordPress option records with a structured XML-like definition. They have no direct equivalent in HubSpot and cannot be imported. We export the flow definitions as a structured JSON document that your HubSpot admin can use as a reference to rebuild equivalent workflows in HubSpot's workflow builder.
Groundhogg
User / owner (Groundhogg wp_users)
HubSpot
HubSpot User
1:1Groundhogg users are WordPress users in wp_users. We match Groundhogg user emails to HubSpot user emails for owner resolution. Any Groundhogg user without a matching HubSpot user is flagged before migration — your team can invite them to HubSpot or reassign their records to an existing HubSpot user.
Groundhogg
Email templates (Groundhogg email template post type)
HubSpot
N/A — no equivalent
1:1Groundhogg email templates are stored as a separate post type with HTML content and merge tag placeholders. HubSpot email templates use HubSpot's template system and token syntax. We export Groundhogg email templates as HTML files with a field mapping of Groundhogg merge tags to HubSpot contact tokens so your team can recreate them in HubSpot's email tools.
| Groundhogg | HubSpot | Compatibility | |
|---|---|---|---|
| Contact (wp_posts post_type=contact) | Contact1:1 | Fully supported | |
| Contact custom properties (wp_postmeta) | Contact (custom properties)1:1 | Fully supported | |
| Company (Groundhogg custom post type) | Company1:1 | Fully supported | |
| Contact-to-Company link (wp_postmeta primary_company) | Contact.associatedCompanyId1:1 | Fully supported | |
| Deal (Groundhogg custom post type) | Deal1:1 | Fully supported | |
| Deal pipeline (Groundhogg pipeline name in wp_postmeta) | Deal pipeline1:1 | Fully supported | |
| Activity: calls, emails, meetings (Groundhogg activity table) | Engagement (call, email, meeting)1:1 | Fully supported | |
| Tags (Groundhogg term_relationships + terms) | Contact property (comma-separated list)1:1 | Fully supported | |
| Flows (Groundhogg automation definitions) | N/A — no equivalent1:1 | Fully supported | |
| User / owner (Groundhogg wp_users) | HubSpot User1:1 | Fully supported | |
| Email templates (Groundhogg email template post type) | N/A — no equivalent1:1 | 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.
Groundhogg gotchas
Email deliverability is fully self-hosted
Automation flows do not export as logic
API rate limits are host-dependent, not Groundhogg-enforced
Feature availability is tier-dependent and affects what we export
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
Audit the Groundhogg database and plan the property map
We connect to the Groundhogg WordPress database (read-only) to audit record counts for contacts, companies, deals, activities, and taxonomy terms. We identify all unique meta_keys in wp_postmeta to determine how many HubSpot custom contact and deal properties need to be created. We also document Groundhogg's pipeline names and stage names for deal pipeline mapping. This audit produces a migration specification document — we review it with your team before any data moves, confirming which Groundhogg flows and templates are going to the export-for-rebuild pile versus the live migration.
Create HubSpot custom properties and pipelines in advance
Before records load, we create all required HubSpot custom contact properties (one per Groundhogg meta_key that doesn't map to a native HubSpot field), a HubSpot deal custom property for Groundhogg deal metadata, and HubSpot deal pipelines matching your Groundhogg pipeline names. We configure the HubSpot pipeline stages with names matching your Groundhogg stages, or map them per the value-mapping table agreed in the specification. This step runs in a HubSpot staging or development portal if available, so the production portal is not affected until the final cutover.
Resolve owner and user mappings by email
Groundhogg users are WordPress users in wp_users. We extract all Groundhogg user emails and match them against your HubSpot user list. Matches map directly. Any Groundhogg user without a HubSpot counterpart is flagged with the record count affected — your team either invites them to HubSpot before migration or designates a fallback HubSpot owner. No contact, company, or deal lands in HubSpot without a resolved owner, preventing orphaned records in reporting.
Migrate companies first, then contacts, then deals and activities
HubSpot's object model requires companies to exist before contacts can associate to them (via associatedCompanyId), and contacts to exist before activities can link to them (via contact_ids). We sequence the migration: (1) Companies load first, establishing HubSpot company IDs. (2) Contacts load second, resolving primary_company links to the migrated company IDs and writing the groundhogg_tags property. (3) Deals load third, resolving owner IDs. (4) Activities load last, linking to the resolved HubSpot contact IDs. The sequence prevents foreign-key failures at load time.
Run a sample migration with field-level diff before full commit
We run a representative sample — typically 200-500 records spanning contacts across different tags, companies, deals, and a sample of activity records — before the full migration runs. We produce a field-level diff showing each Groundhogg field value alongside the corresponding HubSpot field value. You review the diff to verify tag-to-lifecycle-stage mapping logic, deal pipeline routing, owner resolution accuracy, and custom property population. We adjust the mapping and re-run the sample until you sign off before the full run commits.
Execute full migration with delta-pickup window and rollback
The full migration runs against your HubSpot production portal. A delta-pickup window (typically 24-48 hours) captures any Groundhogg records created or modified during the cutover — your team continues working in Groundhogg throughout the migration window. All operations are logged to an audit trail. If reconciliation fails — duplicate records detected, owner resolution gaps, or field mapping errors — one-click rollback reverts HubSpot to its pre-migration state. After rollback, we fix the root cause and re-run.
Platform deep dives
Groundhogg
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Groundhogg and HubSpot.
Object compatibility
2 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
Groundhogg: Not enforced by Groundhogg; governed by host, CDN, or security plugin limits.
Data volume sensitivity
Groundhogg 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
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