CRM migration
Field-level mapping, validation, and rollback between Lofty and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Lofty
Source
HubSpot
Destination
Compatibility
11 of 12
objects map 1:1 between Lofty and HubSpot.
Complexity
BStandard
Timeline
24–48 hours
Overview
Lofty organizes real estate leads with a flat lead-centric model: leads carry property associations, pipeline stages, and custom field data in one record. HubSpot splits contacts and companies into separate object types, uses lifecycle_stage as a contact property, and manages deals in named pipelines with stage pick-lists. The migration carries Lofty's leads into HubSpot contacts and companies, maps Lofty pipeline stages to HubSpot deal stages, and preserves all custom field data as HubSpot custom properties. Workflows, automations, and sequences built in Lofty do not migrate — those must be rebuilt in HubSpot's workflow builder. We sequence the migration to resolve foreign-key dependencies: companies first, then contacts, then deals, then activities. Owner resolution matches Lofty user emails against HubSpot user emails. A delta-pickup window captures any records modified during cutover so HubSpot reflects Lofty's final state at go-live.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Lofty object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Lofty
Lead
HubSpot
Contact
1:1Lofty leads map directly to HubSpot contacts. Each lead's properties transfer as HubSpot contact properties. Primary email address resolves as the HubSpot contact email. Owner assignment requires email match against HubSpot users.
Lofty
Lead
HubSpot
Contact
1:1When Lofty leads contain company association data, that company information maps to the contact's associated company in HubSpot. If the company does not exist as a HubSpot company record, we create it from the lead's embedded company data first.
Lofty
Pipeline
HubSpot
Deal Pipeline
1:1Each Lofty pipeline becomes a HubSpot deal pipeline. Pipeline names and stage counts map 1:1. We create the pipeline in HubSpot during schema setup and map stage names to HubSpot deal stages under that pipeline.
Lofty
Pipeline Stage
HubSpot
Deal Stage
1:1Lofty stage names map to HubSpot deal stage names via value-by-value mapping. Stage probability and forecast category re-applied based on HubSpot's stage configuration. Closed-won and closed-lost stages align with HubSpot conventions.
Lofty
Activity (Call/Email/Meeting)
HubSpot
Engagement
1:1Lofty activity records — calls, emails, meetings, and notes — migrate as HubSpot engagements. Original timestamps and owners preserved. Email subjects map to HubSpot email engagement subject lines. Call duration and outcome data retained as custom properties.
Lofty
Custom Field
HubSpot
Custom Property
1:1Lofty custom fields (Text, Date, Number, Percentage, Currency, Single-Select, Multi-Select) create HubSpot custom properties of matching type. Single-select maps to HubSpot single-line text or dropdown; multi-select maps to HubSpot multi-line text with delimiter preservation.
Lofty
User/Owner
HubSpot
Contact Owner
1:1Lofty user IDs resolve to HubSpot user records by email match. Unmatched owners flagged before migration — your team either creates HubSpot users first or assigns their records to a fallback owner. No record lands without a HubSpot owner.
Lofty
Source/Tag
HubSpot
Contact Source Property
1:1Lofty lead sources and tags migrate to HubSpot contact properties. Source field maps to HubSpot's hs_analytics_source. Tags map to HubSpot's contact property list for segmentation and reporting continuity.
Lofty
Property Association
HubSpot
Custom Property + Deal Association
many:1Lofty's embedded property data on leads merges into a HubSpot custom property storing the property reference, while the lead-to-deal relationship maps to the HubSpot deal-contact association. This preserves both the property context and the sales relationship.
Lofty
Segment
HubSpot
HubSpot List
1:1Lofty segments do not have a direct HubSpot equivalent. Static lists migrate as HubSpot lists. Dynamic segments with active rules require manual recreation using HubSpot's list and workflow filters.
Lofty
Workflow/Sequence
HubSpot
Not Migrated
1:1Lofty workflows and sequences are automation logic with triggers and actions that do not transfer to HubSpot. We export your workflow definitions as a rebuild reference document for your HubSpot admin to recreate using HubSpot's workflow builder.
Lofty
Attachment/File
HubSpot
HubSpot Files
1:1Files attached to Lofty leads or deals re-upload to HubSpot Files. Inline images in notes download and rehost in HubSpot's file storage. Original file names and upload timestamps preserved as metadata.
| Lofty | HubSpot | Compatibility | |
|---|---|---|---|
| Lead | Contact1:1 | Fully supported | |
| Lead | Contact1:1 | Fully supported | |
| Pipeline | Deal Pipeline1:1 | Fully supported | |
| Pipeline Stage | Deal Stage1:1 | Fully supported | |
| Activity (Call/Email/Meeting) | Engagement1:1 | Fully supported | |
| Custom Field | Custom Property1:1 | Fully supported | |
| User/Owner | Contact Owner1:1 | Fully supported | |
| Source/Tag | Contact Source Property1:1 | Fully supported | |
| Property Association | Custom Property + Deal Associationmany:1 | Fully supported | |
| Segment | HubSpot List1:1 | Fully supported | |
| Workflow/Sequence | Not Migrated1:1 | Fully supported | |
| Attachment/File | HubSpot Files1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Lofty gotchas
API date-range queries capped at 90 days
64-bit integer IDs risk JavaScript precision loss
Starter tier custom field cap breaks complex schemas
Data export requires $500 fee unless handled during subscription
Documentation site migration disrupts integration references
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit Lofty custom fields and API data range
Before extraction, we catalog all Lofty custom field types and counts per object, verify pipeline and stage configurations, and determine the full date range of lead and activity records. For accounts with histories exceeding 90 days, we calculate the number of staged API call windows required to pull complete data without violating Lofty's query range limit.
Create HubSpot pipelines and custom properties
We create HubSpot deal pipelines matching Lofty's pipeline names and stage counts. Custom properties are pre-created in HubSpot with type-aware configuration (text, date, number, currency, single-select, multi-select) before any data loads. Owner email lists are matched against HubSpot users to confirm resolution paths before migration runs.
Stage Lofty data extraction in 90-day windows
For accounts with records spanning more than 90 days, we extract Lofty data in rolling 90-day batches using the Lofty API. Batches are reassembled in memory preserving original create timestamps and owner assignments. All entity IDs are serialized as strings to prevent JavaScript number precision loss.
Run sample migration with field-level diff
A representative slice of 100–500 records migrates first — spanning leads, companies, deals, and activities. We generate a field-level diff between the Lofty source values and HubSpot destination values so you can verify stage mapping, owner resolution, and custom property handling before the full run commits.
Execute full migration with delta-pickup cutover
Full migration loads all Lofty records into HubSpot using the confirmed field mapping. A delta-pickup window (typically 24–48 hours) captures any records modified in Lofty during cutover. Audit log records every operation; one-click rollback is available if reconciliation reveals data integrity issues.
Platform deep dives
Lofty
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Lofty and HubSpot.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Lofty: Not publicly documented on developer.lofty.com — we implement exponential backoff and respect 429 responses as rate limit signals.
Data volume sensitivity
Lofty doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Lofty to HubSpot migration scoping. Not seeing yours? Book a call.
Walk through your Lofty to HubSpot migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.