Migrate from LegalE to HubSpot

Legale contacts migrate as HubSpot contacts. HubSpot requires an email address for contact creation — Legale contacts without emails require a generated placeholder or manual review before migration. Owner assignment resolves by email match to HubSpot users. If duplicate contacts exist across Legale and HubSpot, FlitStack will flag them for review to prevent merging errors.

Legale companies map directly to HubSpot companies. Parent-child company hierarchies in Legale preserve using HubSpot's parent company field. Multi-company associations on a single contact require HubSpot's contact-company association feature. Parent-company relationships are preserved by mapping Legale's parent ID to HubSpot's parent_id field, ensuring hierarchical reporting remains accurate.

Legale deals map to HubSpot deals. Each Legale pipeline becomes a HubSpot pipeline. Deal stage values map to HubSpot stage values per pipeline. Stage-transition timestamps in Legale preserve as HubSpot deal-property history notes. Deal amounts are stored as numeric values in HubSpot and support currency formatting for multi-currency setups if applicable.

Legale pipelines map 1:1 to HubSpot pipelines. Each pipeline requires a unique name in HubSpot. Pipeline-level properties in Legale (if any) migrate as HubSpot custom deal properties scoped to that pipeline. If Legale uses pipeline-specific custom fields, FlitStack creates matching HubSpot properties and assigns them to the corresponding pipeline during migration.

Stage names in Legale map to HubSpot stage values by pipeline. Value mapping is one-to-one per pipeline — if Legale has five stages, HubSpot receives five stage values in that pipeline's stage pick-list. Stage probability and forecast category re-applied from HubSpot defaults.

Legale call logs migrate as HubSpot calls attached to the originating contact or company record. Original call timestamps, duration, and outcome notes preserve. HubSpot calls include a disposition field mapped from Legale's call result property. Call recordings, if stored in Legale, are transferred to HubSpot's file storage and linked to the call record for playback.

Legale email records migrate as HubSpot email engagements linked to the contact or company. Subject line, body content (plain text or HTML), sent timestamp, and owner preserve. Attachments re-upload to HubSpot file storage. Email metadata such as read status and thread ID are retained in HubSpot's email engagement properties for conversation tracking.

Legale meeting records migrate as HubSpot meetings with original start time, end time, location, and title preserved. Meeting notes migrate as HubSpot meeting body content. Attendee list maps to HubSpot's guest list on the meeting record. Meeting invitations sent from Legale are recreated as HubSpot meetings with Google Calendar or Outlook links for smooth attendee acceptance.

Legale notes migrate as HubSpot notes attached to the relevant contact, company, or deal record. Rich-text formatting in Legale notes converts to HubSpot's note format. Original create date and owner preserve. If Legale notes contain @mentions or tags, these are converted to HubSpot note mentions or custom properties for reference.

Legale tasks migrate as HubSpot tasks with subject, due date, status, and owner. Completed task timestamps in Legale preserve as HubSpot task completion date. Open vs. closed status maps directly. Task priorities in Legale map to HubSpot's priority property, allowing your team to focus on high-impact items after migration.

Legale custom fields on contacts require HubSpot custom properties created before migration. Property type maps from Legale's type definition: text to single-line text, number to number, date to date, pick-list to single-select. Multi-select pick-lists map to HubSpot multi-select properties. Custom properties are created in HubSpot under Settings > Properties, and FlitStack provides a CSV template for bulk property creation if needed.

Legale company custom fields map to HubSpot company custom properties. Industry-standard properties in Legale (SIC code, employee range) map to HubSpot's matching pick-list values where available. Non-matching values preserve as text. For industry-specific fields like SIC code, HubSpot provides pick-list options that can be matched directly, and any unmatched values are stored as text for flexibility.

Legale deal custom fields migrate to HubSpot deal custom properties. Deal-specific properties like 'matter type', 'practice area', or 'billing arrangement' require custom property creation with appropriate pick-list values if the source uses enumerated options. If a deal field uses conditional logic in Legale, FlitStack documents this behavior so your HubSpot admin can replicate it using HubSpot workflow criteria.

Legale file attachments on contacts, companies, or deals re-upload to HubSpot Files. File size limits apply (HubSpot's 25MB per file default). Inline images in notes or emails download and rehost as HubSpot-hosted files. If files are stored in Legale's document management system, FlitStack can export them to a cloud storage bucket and insert the URLs as HubSpot file records.

Legale owner records resolve to HubSpot users by email address. Unmatched owners flag before migration — your team either creates HubSpot users for them or reassigns records to an existing user. Legale user role or permission level has no HubSpot equivalent and must be rebuilt as HubSpot roles and permissions.