Migrate from Pipz to HubSpot

Pipz People maps directly to HubSpot Contacts. Every field on the Pipz People record — name, email, phone, job title, address — maps to the equivalent HubSpot contact property. Owner assignment resolves by email match against HubSpot users; unmatched owners are flagged before migration commits.

Pipz People records with active deal associations or recent engagement activity receive a HubSpot lifecycle_stage value of 'customer' post-migration. Pipz does not natively track lifecycle stage, so the assignment is derived from deal association and activity frequency — your team validates before go-live.

Pipz Organizations map to HubSpot Companies. Organization name, domain, industry, employee count, and revenue fields map directly. HubSpot's bidirectional contact-company association model replaces Pipz's simple Organization-Person link — we establish the primary association and surface secondary links for review. Additionally, we map address fields, city, state, country, and zip to HubSpot's company properties, and preserve original organization IDs as a custom property for traceability.

Pipz Deals migrate as HubSpot Deals with the same deal name, amount, and expected close date. The Pipz pipeline and stage names map to HubSpot pipeline and stage values, which your HubSpot admin defines before the migration run. Each Pipz deal associates to a Person and an Organization.

Pipz accounts with multiple deal pipelines require multiple HubSpot pipelines to be created before migration. Each Pipz pipeline becomes a distinct HubSpot pipeline with its own ordered stages. Stage sequence is preserved from Pipz; probability values are applied per HubSpot's stage model.

Pipz Activities are split into HubSpot's activity types based on the activity kind field. Call activities map to HubSpot Calls, meeting activities to HubSpot Meetings, email activities to Emails, and generic task activities to Tasks. Original timestamps, owners, and parent record links (Person or Deal) are preserved on each activity.

Pipz Notes migrate to HubSpot Notes with the same body text and creation timestamp. Notes attach to the parent Pipz Person or Deal record and link to the corresponding HubSpot Contact or Deal after migration. Rich-text formatting is preserved where Pipz supports it.

Pipz custom fields on People, Organizations, and Deals map to HubSpot custom contact, company, and deal properties. Pipz field types (text, number, date, picklist) map to HubSpot equivalents. Picklist fields require value-by-value mapping; we deliver a picklist mapping table as part of the migration plan.

Pipz CEI is a proprietary composite engagement score stored on each People record. HubSpot has no native CEI equivalent. We migrate the CEI numeric value as a HubSpot custom number field (Customer_Engagement_Index__c). The score is historical — recalculation logic must be rebuilt in HubSpot using HubSpot's own engagement signals.

Pipz automation flows (drag-and-drop builder) have no HubSpot equivalent that can be migrated directly. We export flow definitions as a structured reference document listing triggers, conditions, and actions so your HubSpot admin can rebuild them. This export is delivered before the migration run.