CRM migration
Field-level mapping, validation, and rollback between MobileAction and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
MobileAction
Source
HubSpot
Destination
Compatibility
11 of 12
objects map 1:1 between MobileAction and HubSpot.
Complexity
BStandard
Timeline
2–4 weeks
Overview
MobileAction stores app profiles, keyword rankings, Apple Search Ads campaign data, and custom performance metrics in a mobile-marketing-specific data model. HubSpot's CRM structure centers on contacts, companies, deals, and activities with a native property system for custom fields. The migration requires translating MobileAction's app-level and keyword-level records into HubSpot's object graph — apps map to companies or custom objects, keyword data becomes custom properties on those records, and campaign spend history migrates as deal-level fields or custom objects depending on volume. We extract via MobileAction's API, normalize field names to HubSpot's camel-case property schema, create custom properties for metric fields that have no standard HubSpot equivalent, and sequence the load so parent objects (apps/companies) exist before child records attach. Workflows, automations, and third-party integrations cannot migrate and must be rebuilt inside HubSpot or reconnected post-migration. Our approach runs a test migration on a sample slice, validates field-level parity, then executes the full load with a 24-48 hour delta pickup window to capture any in-flight changes during cutover.
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 MobileAction 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.
MobileAction
App Profile
HubSpot
Company
1:1MobileAction app records map to HubSpot Company objects. App name becomes Company name, app store URL becomes the Company website field, and the bundle ID is preserved as a custom property (Bundle_ID__c) for reference and reconnection to MobileAction's API if needed post-migration.
MobileAction
App Profile
HubSpot
Custom Object: App
1:1If the team tracks multiple apps per company (e.g., iOS and Android versions), we create a HubSpot Custom Object named App. Each app profile becomes a custom object record with App_Store__c (pick-list: Apple App Store, Google Play), Platform__c, and Bundle_ID__c. The App custom object associates to the Company via a custom association.
MobileAction
Keyword
HubSpot
Custom Object: Tracked Keyword
1:1HubSpot has no native keyword concept. We create a Custom Object: Tracked Keyword with properties Keyword__c, Search_Volume__c, Difficulty_Score__c, Current_Rank__c, and Trend__c. Each keyword record links to its parent App Company record via a lookup association. Historical rank snapshots are stored as a JSON-encoded Rank_History__c custom field.
MobileAction
Keyword Ranking (daily snapshot)
HubSpot
Custom Property on Tracked Keyword
1:1Daily keyword ranking snapshots are aggregated into a Trend__c field (up/down/stable) and stored as rank_history in a serialized property rather than creating one HubSpot record per day — which would inflate record count with low-value granularity.
MobileAction
Campaign
HubSpot
Deal
1:1Apple Search Ads campaigns migrate as HubSpot Deals. Campaign name becomes Deal name, total spend maps to deal amount (with a note that amount represents cost, not revenue — deal stage defaults to a custom 'Campaign Active' stage). Each deal associates to the relevant App Company.
MobileAction
Campaign Metrics (spend, impressions, CPA)
HubSpot
Custom Properties on Deal
1:1Impressions__c, Total_Spend__c, Taps__c, CPA__c, and CPI__c become custom number fields on the Deal object. These are non-standard HubSpot deal fields and require the Professional or Enterprise plan for custom properties on Deals.
MobileAction
Ad Group
HubSpot
Custom Property on Deal
many:1Ad group structure is flattened into the parent Campaign Deal. Ad group name is stored in Campaign_Ad_Group__c, and ad group-level spend is preserved as a custom note property or secondary custom number field on the same Deal record.
MobileAction
Competitor App
HubSpot
Custom Object: Competitor App
1:1Competitor app names and their keyword rankings tracked in MobileAction become records in a Competitor_App__c custom object. Each record holds Competitor_Name__c, App_Store_URL__c, and keyword overlap metrics. Associations link competitors to the primary App Company.
MobileAction
User / Team Member
HubSpot
HubSpot Owner
1:1MobileAction users are resolved by email match to HubSpot Owners. Owner ID assignment in HubSpot ties campaign and app records to the correct team member. Unmatched users are flagged before migration for team invitation or fallback assignment.
MobileAction
Alert / Automation Rule
HubSpot
HubSpot Workflow (rebuild plan)
1:1MobileAction automation rules (e.g., rank-drop alerts, CPA threshold triggers) have no direct HubSpot equivalent. We export the rule definitions as a JSON specification and deliver a HubSpot Workflow rebuild plan so the admin can recreate alert logic inside HubSpot's workflow builder post-migration.
MobileAction
Attachment / Export File
HubSpot
HubSpot Files
1:1Any exported reports, CSV downloads, or screenshot assets from MobileAction re-upload to HubSpot Files. Files attach to the relevant Company or Deal record via the file attachment association. HubSpot's 25MB per-file limit applies.
MobileAction
Custom Metrics / Calculated Fields
HubSpot
Custom Properties
1:1Any proprietary ASO metrics stored as custom fields in MobileAction (e.g., keyword opportunity score, competitive density index) migrate as HubSpot custom number or formula properties. We preserve the original metric name and data type and flag any field that requires HubSpot Operations Hub for formula-type behavior.
| MobileAction | HubSpot | Compatibility | |
|---|---|---|---|
| App Profile | Company1:1 | Fully supported | |
| App Profile | Custom Object: App1:1 | Fully supported | |
| Keyword | Custom Object: Tracked Keyword1:1 | Fully supported | |
| Keyword Ranking (daily snapshot) | Custom Property on Tracked Keyword1:1 | Fully supported | |
| Campaign | Deal1:1 | Fully supported | |
| Campaign Metrics (spend, impressions, CPA) | Custom Properties on Deal1:1 | Fully supported | |
| Ad Group | Custom Property on Dealmany:1 | Fully supported | |
| Competitor App | Custom Object: Competitor App1:1 | Fully supported | |
| User / Team Member | HubSpot Owner1:1 | Fully supported | |
| Alert / Automation Rule | HubSpot Workflow (rebuild plan)1:1 | Fully supported | |
| Attachment / Export File | HubSpot Files1:1 | Fully supported | |
| Custom Metrics / Calculated Fields | Custom Properties1:1 | 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.
MobileAction gotchas
Plan tier gates access to key API endpoints and data volumes
Keyword volume and revenue estimates are modeled approximations
Ad creative asset URLs may not persist after account cancellation
No bulk export endpoint — API is paginated per object
Competitor sets are user-curated and not universally exported
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 MobileAction data inventory and HubSpot plan tier
Before designing any field mapping, we audit the MobileAction account for all tracked apps, keyword volumes per app, campaign count, ad group depth, and custom metric fields. Simultaneously, we confirm the destination HubSpot portal's plan tier — Free, Starter, Professional, or Enterprise — because custom properties on Deals and Custom Objects are plan-gated. This step produces a data inventory spreadsheet and flags plan-tier mismatches before we commit to a field mapping design.
Design HubSpot schema: custom objects, properties, and association labels
We create the Custom Objects required for the migration (Tracked Keyword, Competitor App) and add custom properties to the Company and Deal objects for app metadata and campaign metrics. Association labels are configured between the App Custom Object and Company, and between Tracked Keyword records and their parent App Company. All custom properties use HubSpot's camelCase naming convention. The schema design is documented in a field mapping spec delivered to the admin for review before any data moves.
Extract MobileAction data via API with rate-limit handling
We connect to MobileAction's Dashboard API and REST API endpoints to extract app profiles, keyword lists, ranking snapshots, campaign data, ad group metrics, and competitor app records. Extraction runs with checkpoint logging and exponential backoff to handle rate-limit responses gracefully. Large keyword sets are chunked across multiple API passes. All records are timestamped with their last-modified date from MobileAction. Owner email resolution runs in parallel — MobileAction user emails are matched to HubSpot Owner records to flag unmatched owners before the load.
Run sample migration and field-level diff
A representative slice — typically 10–15% of records covering at least two apps, 100+ keywords, one active campaign, and one completed campaign — migrates into HubSpot first. We generate a field-level diff comparing source values to destination values for every mapped property. The admin reviews the diff and validates custom property visibility, deal stage mapping, owner assignment, and association label resolution. Sample migration can be re-run multiple times at no additional cost until the mapping is confirmed before the full run commits.
Execute full migration with delta-pickup window and post-load validation
Full data load runs against the HubSpot portal. A delta-pickup window of 24–48 hours captures any records created or modified in MobileAction during the cutover window. After load, we run reconciliation queries: record count per object, null-value checks on required fields, owner assignment rate, and association completeness. An audit log is generated for every operation. One-click rollback is available if reconciliation reveals critical gaps.
Deliver automation rebuild plan and integration reconnection checklist
We export MobileAction automation rule definitions as a structured JSON specification covering each rule's trigger condition, threshold values, and action. This file is handed off to the HubSpot admin with a rebuild guide mapping each MobileAction trigger to its HubSpot workflow equivalent. Integration reconnection — Apple Search Ads API credentials, any BI tool linking MobileAction data to dashboards — is documented as a separate checklist so the team restores the connected stack post-migration.
Platform deep dives
MobileAction
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 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 MobileAction and HubSpot.
Object compatibility
1 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
MobileAction: Not publicly documented.
Data volume sensitivity
MobileAction 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
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