Migrate from LeadSmart Channel Cloud to HubSpot

LeadSmart contact records migrate as HubSpot contacts with firstname, lastname, email, phone, job title, and address fields mapped directly. LeadSmart owner email resolves against HubSpot user email for OwnerId assignment. Unmatched owners flag before migration so your team assigns a fallback owner.

LeadSmart has no native lifecycle_stage equivalent. HubSpot's lifecycle_stage property (subscriber, lead, MQL, SQL, opportunity, customer, evangelist) is set based on LeadSmart contact stage values and last-activity date. Contacts with recent engagement and no closed deal route to 'lead'; those with closed deals route to 'customer'. This is a mapping rule applied during migration.

LeadSmart company records map directly to HubSpot company objects — name, domain, industry, employee count, and annual revenue transfer as standard HubSpot company properties. Industry pick-list values are mapped value-by-value, with LeadSmart channel-specific industry labels such as Wholesale Distribution or Manufacturing mapped to matching HubSpot industry pick-list entries where available. HubSpot's company-merge feature is used post-migration if duplicate companies surface from LeadSmart's bulk-import data, ensuring a clean company database in HubSpot after the migration completes.

LeadSmart deal records (deal name, amount, close date, deal owner) map 1:1 to HubSpot deal records. Deal stage names map to HubSpot deal pipeline stages by value — each LeadSmart channel deal stage gets a corresponding HubSpot stage in the configured pipeline. Stage-change timestamps are preserved as HubSpot deal properties.

LeadSmart deal pipelines translate directly to HubSpot deal pipelines. When LeadSmart uses multiple parallel pipelines organized by channel role — such as a distributor pipeline, manufacturer pipeline, or agent pipeline — each one creates a corresponding separate HubSpot deal pipeline. This preserves the channel-specific deal workflows you have configured in LeadSmart and maps them to HubSpot's pipeline model. Multi-pipeline setups require HubSpot Sales Hub Professional or above, so your team should confirm the appropriate HubSpot tier before migration if you have more than one LeadSmart deal pipeline active.

LeadSmart's partner-ecosystem records (manufacturer, distributor, dealer, agent, rep) have no native HubSpot equivalent. We create a HubSpot custom object called 'Partner' with properties for partner_type, territory, commission_rate, and channel_role. Each Partner record links to HubSpot companies and contacts via association labels. Your admin finalizes the association-label taxonomy before migration.

LeadSmart Partner Portal collaboration activity — partner comments, deal-sharing events, portal login activity — has no HubSpot equivalent. Collaboration records are stored as HubSpot engagement notes on the associated deal, tagged with a 'Channel Collaboration' label. Portal-sharing events that represent deal milestones become HubSpot deal activities.

LeadSmart activity records (calls logged, emails sent, meetings scheduled, notes attached) migrate as HubSpot engagements — calls and emails become engagement calls/emails, meetings become meetings, notes become HubSpot notes. Original timestamps, owners, and parent-record links (contact, company, deal) are preserved. Attachments re-upload to HubSpot's file storage.

LeadSmart custom fields beyond standard CRM objects — Genius Feed AI scores, channel-specific attributes, partner-linked properties — migrate to HubSpot custom contact, company, or deal properties. Each custom property is created in HubSpot before migration runs, with the correct data type (number, date, select, multi-select, text). The LeadSmart-to-HubSpot property creation plan is delivered as part of the pre-migration schema setup.

LeadSmart user and owner records resolve to HubSpot users by email match. Active LeadSmart users without a HubSpot user account are flagged before migration. Your team creates HubSpot user accounts for any unmatched owners, or records are assigned to a designated fallback HubSpot owner during migration.

LeadSmart file attachments on contacts, companies, and deals re-upload to HubSpot Files. Files attach to the correct HubSpot record via the file association API. File size limits per HubSpot's hosting apply (default 10MB for Files; larger files may need a linked external storage reference).

LeadSmart's built-in data hygiene and duplicate checking runs at import time with field-level matching rules. HubSpot does not offer an equivalent automated duplicate-detection engine at the CRM object level. We export a duplicate-report before migration identifying potential HubSpot contact/company duplicates by email and company name, so your team can merge them post-migration using HubSpot's manual merge tool.