Migrate from Infor CloudSuite Customer Relationship Management (CRM) to HubSpot

Infor Customers map directly to HubSpot Companies. Infor stores SIC code, company revenue, employee count, and territory on the Customer record — all migrate to HubSpot Company properties. Parent-company hierarchies in Infor map to HubSpot's parent Company association. Address and contact information from the primary Customer record also transfers to ensure complete company profiles.

Infor Sales Contacts map 1:1 to HubSpot Contacts. The CRM tab on the Customer form stores contact-level details including territory assignment. HubSpot's many-to-many Company association replaces Infor's one-Customer-per-contact constraint — multiple companies per contact are preserved as associations. This structural change requires mapping the Infor relationship model to HubSpot's flexible association approach, ensuring all contact-company links transfer correctly.

Infor Prospects are early-stage records that haven't been qualified. They map to HubSpot Contacts with lifecycle_stage set to 'subscriber' or a custom 'Prospect' value. All associated data (company link, territory, sales team) migrates as contact properties. Conversion history is preserved as a note.

Infor Leads are qualified prospects managed via the Leads form. They map to HubSpot Contacts with lifecycle_stage set to 'lead' or 'MQL'. Lead source, owner, and status from Infor migrate as HubSpot contact properties. The Infor Lead-to-Prospect conversion event is logged as a timeline note.

Infor Opportunities map to HubSpot Deals. Stage, probability, close date, estimated value, sales team, and territory all migrate. Infor's Opportunity Tasks (associated marketing or sales tasks) migrate as HubSpot Tasks linked to the Deal. Multiple Opportunities per Contact are supported in HubSpot natively.

Infor Sales Teams form defines team membership for customers, prospects, and opportunities. HubSpot has no native Sales Team entity — team membership migrates as a multi-value custom property on the Contact or Deal, or a custom contact-deal association object. Your admin decides the target schema before migration.

Infor Territories assign reps and teams to geographic or account-based regions. HubSpot has no native Territory object. Territory data migrates as a custom pick-list property on Contact and Deal. If territory-based routing automations exist in Infor BPM, those must be rebuilt as HubSpot Workflows post-migration.

Infor Campaigns with Campaign Items, Campaign Types, and Campaign Statuses map to HubSpot Campaigns. Campaign responses from Infor's campaign tracking migrate as Campaign contacts in HubSpot. Campaign associations with Opportunities link to HubSpot Deals via a custom property or the native Deal association.

Infor Competitors form stores competitor contact and company data. This is not a standard HubSpot object. We create a Competitor custom object in HubSpot or store competitor names as a multi-select custom property on the Deal. The mapping choice depends on your reporting needs.

Infor Products and Price Lists with quantity-based pricing tiers map to HubSpot Products and Line Items. Pricing tiers from Infor Price Lists become HubSpot product pricing entries. The Product must exist in HubSpot before Line Items can be attached to a Deal. We sequence product migration before deal migration.

Infor Sales Forecasts aggregate Opportunity data by period and rep. HubSpot has no native forecast object — forecast values migrate as a custom currency property on the Deal. Forecast period attribution is stored as a custom date or pick-list property.

Infor stores interaction history in Prospect Interactions and Customer Interactions forms with type, timestamp, owner, and notes. These are extracted via CSV and mapped to HubSpot Engagements: call logs become Calls, emails become Emails, meetings become Meetings, and free-text notes become Notes. Original timestamps and owner assignments are preserved.

Infor record attachments are exported from the database or file store and re-uploaded to HubSpot Files. File size limits apply (HubSpot default 25MB per file for attachments; larger files stored as URL references). Inline images in notes are downloaded and rehosted in HubSpot's file manager.

Infor custom fields added to any form (Customer, Sales Contact, Opportunity, etc.) map to HubSpot custom properties. Field types are matched as closely as possible: Infor text fields become HubSpot single-line or multi-line text, pick-lists become HubSpot pick-lists, date fields become HubSpot date pickers. Custom field metadata is reviewed during the pre-migration audit.

Infor Opportunity Tasks associated with a Campaign or Opportunity migrate as HubSpot Tasks. Task type (call, email, meeting, other), due date, completion status, and owner all transfer. Open tasks are migrated as pending; completed tasks are logged with completion timestamps.