Migrate from NextCRM to HubSpot

NextCRM contacts map directly to HubSpot contacts. The contact's email, phone, name, and address fields transfer as HubSpot contact properties. Owner resolution happens by email match against HubSpot user accounts.

NextCRM customers (who have made a purchase or conversion) map to HubSpot contacts with lifecyclestage set to 'customer'. The original customer creation date is preserved as Original_Create_Date__c for reporting continuity.

NextCRM company records map to HubSpot company records. Company name, domain/website, industry, and employee count transfer as HubSpot company properties. Multi-company associations collapse to HubSpot's primary company model.

NextCRM deals map to HubSpot deals. Deal name, amount, stage, close date, and owner transfer directly. Pipeline stages map to HubSpot deal pipeline stages value-by-value; stage probabilities re-applied per HubSpot's pipeline configuration.

NextCRM deal pipelines map to HubSpot deal pipelines. Each NextCRM pipeline becomes a HubSpot deal pipeline with its own stages. HubSpot allows multiple pipelines per account — no schema churn for multi-pipeline NextCRM setups.

NextCRM tags transfer as HubSpot contact properties — either as a multi-select property (if tag vocabulary is fixed) or as a custom text property listing all tags. Tag-to-list mapping is preserved as HubSpot static lists.

NextCRM custom fields on contacts, companies, and deals require HubSpot custom properties to be created before migration. Field types (text, number, date, dropdown) map to HubSpot property types — dropdown values require one-by-one value mapping.

NextCRM visual automations do not migrate — their triggers, conditions, delays, and actions are exported as a documented rebuild reference for your HubSpot admin. The operational logic must be recreated in HubSpot's workflow builder.

NextCRM email campaigns and sequences transfer as HubSpot campaigns (for tracking) but email templates, subject lines, and send logic must be rebuilt in HubSpot's email tools and sequence tools.

NextCRM engagement history (calls logged, emails sent, meetings scheduled) maps to HubSpot engagements. Original timestamps and owner assignments are preserved. Notes attached to records transfer as HubSpot notes.

NextCRM file attachments on contacts, companies, or deals are downloaded and re-uploaded to HubSpot Files. File size limits apply — HubSpot's file storage has per-portal limits based on subscription tier.

NextCRM deal owners and contact owners resolve by email match against HubSpot users. Unmatched owners are flagged before migration — your team either invites them to HubSpot or assigns their records to a fallback HubSpot owner.