Migrate from Intrix CRM to HubSpot

Intrix contact records map 1:1 to HubSpot contacts. HubSpot requires an email address for all contacts — Intrix contacts without email are flagged before migration and resolved by your team or mapped as is for manual enrichment post-migration. All standard contact fields including name, phone, job title, and custom properties transfer directly.

Intrix company records map to HubSpot companies. HubSpot company records support parent-child hierarchies via the parent_company_id field — we map Intrix's hierarchical company structure to HubSpot's parent company association on the Company object. Industry, annual revenue, employee count, and address details transfer with field-level mapping.

Intrix deal records map to HubSpot deals. The deal pipeline and stage in Intrix translate to HubSpot's pipeline property and dealstage. Each Intrix pipeline maps to a corresponding HubSpot pipeline; stage names map value-by-value to HubSpot's stage options. Deal amounts, close dates, owner assignments, and custom fields transfer directly.

Intrix pipelines with custom stage names become HubSpot pipelines with stages that inherit the original Intrix names. We create the HubSpot pipelines before the migration runs and configure stage probability and closed-won/lost settings per your specifications. The pipeline configuration ensures deal forecasting continuity.

Intrix call logs map to HubSpot engagements of type 'call'. Original call duration, timestamp, and owner are preserved. Call outcomes (connected, missed, voicemail) map to HubSpot's call outcome property where available. Call notes and associated contacts transfer with the engagement record.

Intrix email activity logs map to HubSpot engagements of type 'email'. Subject, body, timestamp, and associated contact/company/deal are preserved. HubSpot's email tracking status (opened, clicked) is not transferred since it is destination-side telemetry. Email attachments are handled via the file attachment migration process.

Intrix meetings and notes map to HubSpot meeting engagements and notes respectively. Meeting start/end times, location, and attendee list are preserved. Note body transfers as a HubSpot note with association to the relevant record. Meeting notes and discussion topics carry over for historical context.

Intrix owner records resolve to HubSpot owners by email match. Unmatched Intrix owners are flagged before migration — your team either creates HubSpot user accounts first or assigns those records to a fallback HubSpot owner. Owner assignment ensures accountability transfers to the right users.

Any Intrix custom field that has no direct HubSpot equivalent is created as a custom property in HubSpot before the migration runs. We create text, number, date, select, and multi-select properties based on Intrix's field type data. Custom fields preserve your unique data model in HubSpot.

Intrix file attachments on records are downloaded from Intrix and re-uploaded to HubSpot Files, then linked back to the original record. HubSpot's file size limit of 25MB per file applies — larger files are flagged for splitting. File associations maintain document context on each record.