Migrate from karmaCRM to HubSpot

karmaCRM contacts map directly to HubSpot contacts. The owner field resolves by email match to a HubSpot user; unmatched karmaCRM owners are flagged before migration and assigned to a fallback HubSpot user of your choosing. All contacts retain their original created and updated timestamps as custom properties in HubSpot.

karmaCRM companies map to HubSpot companies. Parent-child hierarchies in karmaCRM translate to HubSpot's parent company association. karmaCRM's N:N contact-to-company relationships migrate by creating the primary company first, then associating additional companies via company-contact associations. All companies keep their original create date as a custom property to preserve audit history.

karmaCRM deals map to HubSpot deals. Each karmaCRM deal pipeline maps to a named HubSpot deal pipeline. Deal stage names map value-by-value to HubSpot deal stage names — we generate a stage-mapping sheet for your review before migration runs. This mapping ensures data integrity.

karmaCRM tasks (calls, emails, meetings logged as tasks) migrate to HubSpot engagements with the logging action type. The original timestamp, owner, and body text are preserved. The engagement appears on the contact's timeline under the appropriate date. All activity metadata is retained for complete historical context.

karmaCRM events with start/end times map to HubSpot meetings (engagement type 'meeting'). Title, body, start time, and end time are preserved. The meeting appears on the primary contact's timeline in HubSpot. All meeting details are retained, including attendee information and location data if present.

karmaCRM notes migrate to HubSpot engagement notes. The note body and create timestamp are preserved, and the association links the note to the correct contact, company, or deal record in HubSpot based on the source context. This preserves the full narrative of customer interactions.

Every karmaCRM custom field requires a corresponding HubSpot custom property created before migration. HubSpot custom property names max at 37 characters and use snake_case. karmaCRM field types (text, number, date, picklist) map to the equivalent HubSpot field type. Picklist values require value-by-value mapping in HubSpot's property settings.

karmaCRM tags and labels migrate as HubSpot static lists. Each unique tag becomes a HubSpot static list containing the contacts or companies carrying that tag. Dynamic filtering rules in karmaCRM have no HubSpot equivalent and must be rebuilt as HubSpot list filters.

karmaCRM email templates cannot be exported in a format that directly imports to HubSpot. We deliver a template-export package listing each karmaCRM template with its subject, body, and merge fields so your HubSpot admin can recreate them manually in HubSpot's email template editor.

karmaCRM campaigns (if used for sequences or automated outreach) have no direct HubSpot equivalent. HubSpot's Automation workflows and Sales Email sequences serve this purpose but must be designed and built separately. We provide a campaign-list export from karmaCRM as a rebuild reference.

karmaCRM owner assignments map to HubSpot's owner_id field on records. Resolution happens by email — karmaCRM owner email addresses are matched against existing HubSpot user emails. Unresolved owners are flagged with the owner's karmaCRM name and email so your HubSpot admin can assign them to the correct user post-migration.

The original karmaCRM record ID is stored on every migrated HubSpot record as a custom property for traceability, cross-system reference, and deduplication on subsequent delta runs. This prevents duplicate contact creation if the migration is re-run. The ID mapping also facilitates data reconciliation after go-live.