Migrate from Pro-Sales CRM to HubSpot

Direct field-to-property map. HubSpot requires each Contact to have an associated Company — Pro-Sales CRM contacts without a company association land as Contacts with no associatedCompanyId, which is valid in HubSpot. If a company record is missing, FlitStack creates it during migration to maintain relationships.

Pro-Sales CRM lead status values map to HubSpot lifecycle stages. Subscriber and Lead statuses route to 'lead', MQL routes to 'marketingqualifiedlead', SQL routes to 'salesqualifiedlead', Customer routes to 'customer'. This mapping aligns with HubSpot's standard lifecycle stages for consistent lead scoring.

Direct map. HubSpot Company stores name, domain, industry, employee count, and annual revenue as standard properties. Parent-child company hierarchies in Pro-Sales CRM map to HubSpot's parent_company_id property. If a parent company does not exist in HubSpot, FlitStack creates it first to preserve the hierarchy.

Direct map. HubSpot Deals store name, amount, close date, pipeline, dealstage, and owner. Pro-Sales CRM deal stage names map to HubSpot deal stage names via value mapping per pipeline. Stage probabilities are also set according to HubSpot's default or custom values for accurate forecasting.

Each Pro-Sales CRM pipeline becomes a HubSpot pipeline. HubSpot Sales Hub Professional supports up to 15 pipelines — if Pro-Sales CRM exceeds this, surplus pipelines require consolidation during migration planning. FlitStack identifies overlapping pipelines and recommends merge strategies to fit within HubSpot's limit.

Pro-Sales CRM call records map to HubSpot engagement calls. Call disposition from Pro-Sales CRM migrates as a custom property on the HubSpot engagement. Original call duration and timestamp preserved. The custom property is created in HubSpot before migration to ensure smooth data transfer.

Pro-Sales CRM email activity maps to HubSpot email engagements. Subject line from Pro-Sales CRM becomes the HubSpot email subject. Body content preserved as the engagement notes. Attachments and inline images are also transferred, maintaining the full context of each email interaction.

Pro-Sales CRM meeting records map to HubSpot meeting engagements. Start time, end time, title, and body transfer directly. Owner attribution preserved for calendar audit. Attendees and meeting links are also migrated where available, ensuring a complete record in HubSpot for future reference.

Pro-Sales CRM notes become HubSpot notes on the associated Contact or Company record. Rich-text formatting is preserved. Notes without an associated record become freestanding HubSpot engagements. FlitStack maps note categories to HubSpot's note tags for easier searching and segmentation purpose.

Pro-Sales CRM custom fields map to HubSpot custom properties. HubSpot requires property creation in Settings > Properties before migration — FlitStack delivers a property-creation checklist as part of the migration plan. The checklist includes property type, label, and group assignment for each field.

Pro-Sales CRM user records resolve to HubSpot owners by email match. Unmatched users are flagged before migration — teams either invite users to HubSpot or assign records to a fallback owner. This ensures every record has an owner assigned for accountability and tracking.

Pro-Sales CRM product records map to HubSpot Products. Name, SKU, price, and cost transfer. Products must exist in HubSpot before associating them with Deals via the hs_lastmodifieddate tracking. If a product is missing, FlitStack creates it first to ensure deal line items are complete.