Migrate from Method CRM to HubSpot

Method CRM contacts map directly to HubSpot contacts. All standard properties (name, email, phone, address, job title) transfer as-is. The contact's primary company link maps to the HubSpot Associated Company property; secondary company associations become Associated Companies list entries. Owner resolves by email match to HubSpot user.

Method CRM companies map to HubSpot companies. Company name, domain, industry, phone, address, employee count, and annual revenue transfer as standard properties. Parent-company hierarchies (if configured in Method) map to HubSpot's parent company field. Multi-company contacts collapse to one primary association with additional companies surfaced in the Associated Companies property.

Method CRM opportunities map to HubSpot deals. Deal name, amount, expected close date, and owner transfer directly. Method's pipeline and stage values map to HubSpot deal pipeline stages via value mapping — each Method stage name becomes a HubSpot stage within your designated pipeline. Probability and forecast category are assigned in HubSpot based on stage configuration post-migration.

Method CRM estimates are financial documents with line items, totals, tax, and approval status that have no native HubSpot object. We export all estimates as structured CSV with line-item detail and attach the source estimate ID for reference. Your team rebuilds estimates in HubSpot's paid CRM tier or maintains them in QuickBooks — we provide the export and rebuild reference documentation.

Method CRM invoices carry invoice number, line items, payment status, and QuickBooks sync status with no HubSpot equivalent. We export invoices as CSV with full line-item detail and payment history. Invoices are recreated in HubSpot's paid CRM, in QuickBooks directly, or via a third-party integration — the export serves as the historical record for your finance team.

Method CRM sales orders track order fulfillment status linked to QuickBooks inventory — another document type with no HubSpot analogue. We export sales orders as structured CSV including status, linked contact, linked company, and line items. Rebuild documentation is included in the migration package for your operations team.

Method CRM purchase orders are internal procurement documents synced to QuickBooks — not CRM records in HubSpot's model. We export them as CSV for reference. HubSpot has no purchase order object; if your team needs this capability in the new stack, it typically lives in an ERP or procurement tool, not the CRM.

Method CRM tasks map to HubSpot tasks. Subject, body, due date, priority, status, and owner transfer directly. Tasks linked to a specific contact or deal in Method retain that association in HubSpot via the task's linked record field. Completed task history and original create timestamps are preserved.

Method CRM logged calls become HubSpot calls logged against the contact or deal timeline. Call duration, direction (inbound/outbound), subject, notes, and owner transfer. Original timestamp is preserved on the HubSpot engagement record. If the call was logged against a deal, it attaches to the associated deal timeline in HubSpot.

Method CRM logged emails become HubSpot email engagements on the contact timeline. Subject, body, direction, timestamp, and owner transfer. Email content and threading context are preserved. Note that Method's email sidebar logging (Gmail/Outlook integration) migrates as engagement records attached to the contact.

Method CRM meetings map to HubSpot meetings with original start time, end time, location, title, and attendee list preserved. Meetings attach to the associated contact or deal in HubSpot. If Method stored a meeting body or agenda, it transfers as meeting notes.

Method CRM notes migrate as HubSpot notes on the contact, company, or deal timeline. Note body, author, and original create timestamp transfer. Rich-text formatting is preserved where Method stores it as HTML. Notes attached to multiple records in Method attach to the primary record in HubSpot.

Method CRM custom tables (user-defined schemas with custom fields and relationships) require a destination custom object in HubSpot, which is only available on the Enterprise tier. We assess each custom table: if HubSpot Enterprise is available, we create a custom object and map all rows; if not, we map the primary records to standard HubSpot objects and flag any tables that cannot be migrated as-is.

Method CRM owner IDs resolve to HubSpot users by email address match. All CRM records (contacts, companies, deals) receive a HubSpot owner before migration. Unmatched owners are flagged in the migration plan — your team either creates HubSpot user accounts for them or assigns records to a fallback owner before the full run.

Method CRM file attachments on contacts, companies, and deals download from Method's storage and re-upload to HubSpot Files, attached to the corresponding record. Original filenames and file types are preserved. Inline images embedded in notes are extracted and rehosted as HubSpot-hosted files.