Migrate from LeadMaster to HubSpot

LeadMaster Leads map directly to HubSpot Contacts. Core fields including name, email, phone, and address transfer as-is without transformation. Custom lead fields become HubSpot custom properties on the Contact object. Owner resolution uses email matching against HubSpot users to ensure correct assignment.

If LeadMaster tracks a 'converted' or 'customer' status on Leads, those records land as HubSpot Contacts with lifecycle_stage set to 'customer'. We preserve the original LeadMaster status value as a custom property for reference and historical accuracy.

LeadMaster Accounts map to HubSpot Companies. Company name, domain/website, industry, employee count, and annual revenue transfer directly without transformation. LeadMaster parent-child account hierarchies map to HubSpot's parent company association model for organizational structure preservation.

LeadMaster Opportunities become HubSpot Deals with full fidelity. Deal name, amount, expected close date, and owner transfer directly. We create a HubSpot deal pipeline that mirrors LeadMaster's opportunity stages, with stage names mapped value-by-value for complete alignment.

LeadMaster opportunity stage values (e.g., Prospecting, Proposal, Negotiation, Closed Won, Closed Lost) map to HubSpot deal stage names in the default pipeline. Stage sequence order is preserved during migration. HubSpot stage probabilities are applied per the configured pipeline settings.

LeadMaster Cases migrate to HubSpot Tickets with full field preservation. Subject, description, priority, status, and assigned user transfer directly. We create a HubSpot ticket pipeline to mirror LeadMaster case status values. Ticket owner resolved by email match to HubSpot users.

LeadMaster tasks and activities map to HubSpot engagements with type 'task'. Subject, due date, completion status, and notes transfer completely. Original timestamps and owner assignments are preserved throughout the migration. Call activities migrate as HubSpot engagements with type 'call'.

LeadMaster notes attached to Leads transfer as HubSpot contact notes without data loss. Note body, create date, and associated owner are preserved accurately. Rich-text formatting in LeadMaster notes is simplified to plain text in HubSpot during the transfer process.

LeadMaster file attachments are downloaded from source and re-uploaded to HubSpot Files, then associated with the corresponding Contact, Company, Deal, or Ticket record by ID. Files retain original names and are stored in the HubSpot portal's file manager after re-upload.

LeadMaster custom fields on Leads become HubSpot custom properties on Contacts. Field types are inferred from LeadMaster schema: text fields become HubSpot single-line text, numeric fields become number properties, date fields become date properties, and pick-list fields become dropdowns.

LeadMaster custom fields on Opportunities transfer as HubSpot custom properties on Deals. Numeric and currency custom fields map to HubSpot number/currency property types. Date fields map to HubSpot date properties for consistent temporal data handling.

LeadMaster users resolved by email match against HubSpot owners. Unmatched users flagged before migration — your team either creates HubSpot users first or assigns records to a fallback owner. Owner history preserved as custom properties if LeadMaster tracks assignment changes.

If LeadMaster has custom objects beyond the standard ones, those map 1:1 to HubSpot custom objects (available on Enterprise tier). Custom object records migrate with all custom fields, and associations between custom objects and standard objects are recreated as HubSpot custom associations.

LeadMaster's lead_source field (e.g., Web, Referral, Trade Show) maps to HubSpot's default source tracking property. If LeadMaster uses custom source values beyond the standard options, we create a HubSpot dropdown property and map values one-by-one before import.