Migrate from HubSpot to Nutshell

HubSpot Contact records map directly to Nutshell Person records. The HubSpot contact's email address becomes the primary identifier and dedupe key. We preserve all standard and custom contact properties as Nutshell custom fields during import, mapping HubSpot property types (text, number, date, picklist) to their Nutshell equivalents. The HubSpot Lifecycle Stage property is preserved as a custom text field hs_lifecycle_stage__c on the Person for audit and segmentation reference.

HubSpot Company records map to Nutshell Account (Organization). The company domain from HubSpot populates the Account's website field. We establish the Account-Parent relationship where it exists in HubSpot. The Account is created before any Person import so that the organization_id lookup is satisfied at the moment of Person insert, preventing orphaned Person records without an organization.

HubSpot Deal records map to Nutshell Lead. Note that Nutshell Lead is an opportunity record (a deal in flight) rather than an unqualified prospect record. The HubSpot dealstage property maps to a Nutshell pipeline stage. Closed-Lost and Closed-Won status from HubSpot map to Nutshell's lost and won Lead statuses. We resolve the owner_id and account_id (organization) references at migration time before inserting each Lead record.

Each HubSpot deal pipeline becomes a Nutshell pipeline. HubSpot stage names, probabilities, and display order transfer to Nutshell pipeline stages. We configure the pipeline in Nutshell before any Deal records import so that stage references are valid at insert time. Stage probability percentages migrate from HubSpot and round to Nutshell's stage probability field if Nutshell's plan supports probability tracking.

HubSpot's multiple deal pipelines (Starter 1, Professional 15, Enterprise 100) map to Nutshell's pipeline model. Nutshell supports multiple pipelines on Standard and Pro plans. We create each pipeline in Nutshell during the configuration phase, map its stages, and assign it to the relevant team or user group based on HubSpot's pipeline-to-owner assignment.

HubSpot Owner records map to Nutshell User accounts. We resolve by email address match. Any HubSpot Owner without a matching Nutshell User goes to a reconciliation queue for the customer's admin to provision before Deal and Contact migration resumes. Nutshell User records must exist before Deals and Persons can be assigned to them.

HubSpot email engagements map to Nutshell Activity records of type email. We preserve the email subject, body (plain text or HTML), timestamp, direction (sent/received), and recipient. The activity is linked to the target Person or Account by resolving the HubSpot contact_id and company_id to Nutshell person_id and account_id at migration time. Engagement association records preserve the email-to-contact link.

HubSpot call engagements map to Nutshell Activity records of type call. Call duration, disposition (HubSpot call_disposition property), and timestamp migrate to Nutshell's activity duration and custom fields. The call outcome is preserved in a custom field. Activity is linked to the target Person or Account using the resolved IDs.

HubSpot meeting engagements map to Nutshell Activity records of type meeting. Start time, end time, location, and attendees migrate. Attendee emails from HubSpot are matched to Nutshell Person records; any unmatched attendee emails are preserved in a custom field on the activity for post-migration resolution.

HubSpot Note engagements (associated to contacts, companies, or deals) map to Nutshell Note records. The note body and timestamp migrate. Notes linked to a specific record in HubSpot are linked to the corresponding Person, Account, or Lead in Nutshell using the resolved target IDs.

HubSpot Task engagements map to Nutshell Task records. Status, due date, priority, and assignment migrate. HubSpot task completion status (complete/incomplete) maps to Nutshell's task completion. Owner assignment migrates by resolving the HubSpot owner_id to the Nutshell User ID.

HubSpot Products map to Nutshell Product records. Product name, SKU, description, and price migrate directly. Nutshell's product structure supports the same fields needed for deal line items.

HubSpot Line Items map to Nutshell Lead Product associations. We resolve the Product reference and the parent Deal (Nutshell Lead) at migration time. Quantity, unit price, and total price transfer directly. Line items import after Leads are confirmed in Nutshell to satisfy the parent reference.