Migrate from OnePageCRM to HubSpot

OnePageCRM contacts map to HubSpot contacts. The contact_name field is split into firstname and lastname properties on the HubSpot contact. All standard contact fields (email, phone, jobtitle, address properties) map directly. OnePageCRM's primary organization becomes the HubSpot contact's primary company association via the associations API.

OnePageCRM organizations map to HubSpot companies. Organization name becomes the Company name property. Industry, phone, website, employee count, and annual revenue map to their HubSpot equivalents. Custom organization fields map to custom HubSpot company properties. HubSpot's company record must exist before contact associations are created.

OnePageCRM deals map to HubSpot deals. Deal name, amount, close date, owner, and contact association carry over. OnePageCRM stage labels map to HubSpot pipeline stage values via a value-mapping table. Multi-contact deals in OnePageCRM map to one primary contact on the HubSpot deal plus additional contacts via Deal Contact Roles.

Each OnePageCRM deal pipeline becomes a HubSpot pipeline. OnePageCRM does not enforce a 1:N pipeline-per-deal model the same way HubSpot does, so all deals from one OnePageCRM pipeline are assigned to the corresponding HubSpot pipeline. Multi-pipeline accounts require separate HubSpot pipeline setup before migration.

OnePageCRM status labels (Prospect, Contacted, Qualified, Unqualified, Won, Lost) map to HubSpot lifecycle_stage values. If your OnePageCRM uses custom status labels, each label maps value-by-value to a custom picklist property on HubSpot contacts. HubSpot's built-in lifecycle_stage options can be used if the labels align, otherwise a custom property is created.

OnePageCRM's Next Action is a first-class contact concept with both text and a due date. HubSpot has no native Next Action field. We create two custom contact properties (Next_Action_Text__c and Next_Action_Date__c) and migrate each contact's Next Action. The original Next Action timestamp is preserved in the date property. This is the most identity-specific migration item in this pair.

OnePageCRM custom fields on contacts migrate to HubSpot custom contact properties. The property type is inferred from OnePageCRM's field type (text, number, date, picklist). HubSpot requires custom properties to be created in the portal before migration — we deliver a property creation checklist alongside the migration plan.

OnePageCRM notes attached to contacts map to HubSpot engagement notes on the contact timeline. The note body becomes the HubSpot note body. Note create date and owner are preserved as engagement metadata. Notes on deals migrate to HubSpot deal notes.

OnePageCRM logged calls map to HubSpot engagement tasks with Type='Call'. Meetings map to HubSpot events with subject, start/end times, and owner preserved. The OnePageCRM call outcome (Connected, No Answer, Left Voicemail) migrates as a custom engagement property for reporting continuity.

OnePageCRM tags on contacts migrate to HubSpot contact properties. We map tags to a custom multi-select property (Contact_Tags__c) to preserve all tags on each contact record. If tag-based segmentation is critical, we also create static HubSpot lists matching each tag for use in workflows and campaigns.

OnePageCRM Autoflow workflows (saved action sequences, email sequence triggers, and automation rules) have no migration path to HubSpot. We export your Autoflow definitions as a structured reference document — action triggers, sequence steps, and conditions — for your HubSpot admin to rebuild using HubSpot's workflow builder.

OnePageCRM email threads stored within the CRM cannot be exported via CSV or API. We preserve the contact's email address and association but cannot migrate the conversation history. Teams using OnePageCRM's shared inbox should plan to rebuild conversation context in HubSpot's Conversations inbox tool post-migration.