Migrate from Nutshell to HubSpot

Nutshell People split into HubSpot Contact or Lead based on your specified routing rule. The default rule sends active customers and recent engaged contacts to HubSpot Contact; everything else routes to HubSpot Lead. We apply the rule at migration time using Nutshell's last_activity_date and any custom status field your team defines as the trigger.

HubSpot has no direct Nutshell status equivalent. We create a custom HubSpot contact property (Nutshell_Status__c or a name you specify) to preserve the original Nutshell status label. If your team has defined a lifecycle progression in Nutshell, we map the final status value into HubSpot's lifecycle_stage picklist options and set the contact's HubSpot lifecycle_stage to match.

Nutshell custom fields on People map to HubSpot custom contact or lead properties. HubSpot requires each custom property to be created via the HubSpot Properties API before import. We create the properties using the same field type (text, number, date, picklist) and then map the values. Picklist custom fields in Nutshell require value-by-value mapping to HubSpot's picklist options.

Direct map. Nutshell Company fields (name, domain, industry, phone, address) map to HubSpot company properties using HubSpot's standard field names (name, domain, industry, phone, address). HubSpot's company object also supports a city/state/country split on address fields — we map the single Nutshell address string to HubSpot's address fields or preserve it as a single address_line1 property.

Nutshell custom fields attached to Company records are migrated to HubSpot company custom properties using the same pattern applied to People custom fields. Each HubSpot property is created first via the HubSpot Properties API before any data is loaded, preserving the original field type such as text, number, date, picklist, or multi-checkbox. For Nutshell Company custom fields that use multi-select picklist values, these map to HubSpot multi-checkbox properties with individual checkbox options corresponding to each Nutshell picklist choice. All custom field values are populated during the migration run once the property schema is in place.

Nutshell Leads that are not also People records map directly to HubSpot Leads. Fields (name, email, phone, company, status, source) map to HubSpot Lead properties. Nutshell Lead custom fields migrate as HubSpot lead custom properties. Nutshell Leads that are also People records are already handled by the People split.

Direct map. Nutshell Deal fields — name, amount, stage, expected_close_date, owner, associated_people, associated_companies — map to HubSpot Deal properties (dealname, amount, dealstage, closedate, hubspot_owner_id, contacts, companies). The Nutshell Deal association to People and Companies maps to HubSpot's deal-to-contact and deal-to-company associations via HubSpot's associations API.

If Nutshell uses multiple named deal pipelines, each Nutshell pipeline maps to a named HubSpot deal pipeline. HubSpot allows multiple concurrent pipelines — we create a HubSpot pipeline for each Nutshell pipeline, map stage names value-by-value, and configure probability defaults per stage. Single-pipeline Nutshell setups map to a single HubSpot pipeline with the same stage names.

Nutshell tasks (to-do items, action items) map to HubSpot engagements of type TASK. The task subject, body, due date, and owner email resolve to a HubSpot owner by email match. HubSpot engagements attach to the associated Contact or Company record using the associations API. Original Nutshell task timestamps are preserved as a custom property on the engagement.

Nutshell call logs, email records, and meeting records map to HubSpot engagements of types CALL, EMAIL, and MEETING respectively. HubSpot stores these as engagements attached to the relevant Contact or Company. Original timestamps, owners, and body content are preserved. Nutshell call duration and outcome fields map to HubSpot engagement metadata properties.

Nutshell notes map to HubSpot notes attached to the relevant Contact, Company, or Deal record. We use HubSpot's notes API (v3) to create engagements of type NOTE, preserving the note body and original creation timestamp. Rich text in Nutshell notes is preserved as HTML in HubSpot.

Nutshell file attachments download from Nutshell's storage and re-upload to HubSpot's file management. Files attach to the relevant Contact, Company, or Deal record via HubSpot's file associations API. HubSpot's default file size limit is 25MB per file — files exceeding this are flagged for manual handling or chunked upload.