Migrate from Grow CRM to HubSpot

Grow CRM clients map to HubSpot contacts. The contact's primary company is linked via HubSpot's company association. All standard client fields (name, email, phone, address) map to HubSpot's equivalent contact properties. Custom fields on the client record become HubSpot custom contact properties.

Grow CRM leads that are open and not yet converted to clients map to HubSpot contacts with a lifecycle stage value of 'lead'. If the lead has been contacted, the HubSpot lifecycle stage routes to 'lead' or 'mql' based on Grow CRM's lead status field. Converted leads that match existing clients merge into the existing HubSpot contact record.

Grow CRM companies map 1:1 to HubSpot companies. Company name, domain/website, industry, employee count, and annual revenue map to HubSpot's equivalent company properties. Parent-child company hierarchies in Grow CRM are preserved using HubSpot's parent company field, maintaining organizational structure across the migration.

Grow CRM opportunities map to HubSpot deals. The opportunity amount maps to deal amount, and the assigned user maps to the HubSpot deal owner. Grow CRM opportunity status (open/won/lost) maps to HubSpot deal pipeline stages — open maps to the first active stage, won/lost map to the terminal stages.

Grow CRM's opportunity status field (open/won/lost) becomes a HubSpot deal pipeline. If Grow CRM uses multiple custom status values, we create a HubSpot pipeline with stages named to match the source values. Stage probability is applied per HubSpot's pipeline configuration or set to a default 50% for mid-funnel stages.

Grow CRM tasks map to HubSpot tasks. Task subject, description, due date, priority, and assignee are mapped to HubSpot's equivalent task properties. The original create date is preserved as a custom datetime field since HubSpot's CreatedDate reflects migration time. Completed status maps to HubSpot task completion.

Grow CRM invoices have no native HubSpot equivalent. We create a custom HubSpot object (available on Professional and Enterprise plans) called 'Invoice' with properties for invoice number, amount, status, client link, issue date, and due date. Line items are stored as a JSON property or as a notes attachment since HubSpot custom objects do not support native sub-rows.

Grow CRM payment records migrate to a HubSpot custom object called 'Payment'. Each payment links to the related Invoice custom object and the Contact. Properties include payment amount, date, method (Stripe/PayPal), and status. Payment method values require value mapping since Grow CRM stores them differently than HubSpot accepts.

Grow CRM estimates migrate as a HubSpot custom object. Properties include estimate number, total amount, status (draft/sent/accepted/rejected), related contact, and line items stored as a text property. Accepted estimates that convert to invoices are flagged with a status property and cross-linked to the Invoice custom object.

Grow CRM help desk tickets map to HubSpot tickets. Ticket subject, description, status (new/open/resolved/closed), priority, and assignee map to HubSpot's ticket properties. Grow CRM's client-facing portal ticket thread becomes HubSpot ticket conversations. Original ticket create date is preserved as a custom datetime property.

Grow CRM knowledgebase articles have no HubSpot equivalent at the CRM object level. Articles are exported as a structured JSON dataset and HTML content package. Your team can import these into HubSpot's Knowledge Base manually or via HubSpot's CMS import tools. The content and structure are preserved but migration requires a separate manual step.

Grow CRM proposals migrate as a HubSpot custom object with properties for proposal title, content (stored as a long-text or notes attachment), status, related contact, and proposal value. Attachments are re-uploaded to HubSpot file storage and linked via URL property. Proposal workflow status is preserved as a pick-list property.

Grow CRM user accounts (sales reps, admins) are matched to HubSpot users by email address. Active users are invited to HubSpot before migration. Unmatched users are flagged — their records are assigned to a fallback HubSpot owner (typically the admin) and the original user ID is preserved in a custom field for post-migration reconciliation.

Grow CRM's client dashboard and project tracking have no direct HubSpot equivalent. Projects migrate as a HubSpot custom object with properties for project name, client link, status, start date, and end date. Tasks within a project link to the project record via a lookup property. The client-facing portal view must be rebuilt in HubSpot's portal product or via a CMS-based solution.

Grow CRM file attachments (on clients, leads, opportunities, tasks) are downloaded and re-uploaded to HubSpot's file storage. Files are linked to the destination record via HubSpot's file association model. File size limits apply — HubSpot's default is 10MB for individual files via the UI, higher via API.