Migrate from Promio to HubSpot

Promio lead records map directly to HubSpot contacts. The Promio record's name, email, phone, and address properties translate to HubSpot's standard contact properties. Promio's lead score maps to a custom contact property for scoring continuity. Additional fields such as source campaign and UTM parameters also transfer, preserving original attribution data within the contact record. All mappings are validated against HubSpot's required property constraints before loading.

Each Promio business location record maps to a HubSpot company. Business name, domain, industry, and employee-count fields translate to HubSpot's company standard properties. HubSpot's company-contact association model replaces Promio's flat lead-business link. Address details, phone numbers, and any location-specific custom fields also migrate to ensure the company record is complete. The association links contacts to their primary business location for accurate reporting.

Promio campaign records carry ad spend, impressions, clicks, and lead volume — not deal values. These translate to HubSpot deals with campaign name as deal name, ad spend as deal amount, and campaign status driving deal stage mapping. Where Promio has multiple campaigns per location, each becomes its own HubSpot deal record.

Promio automated drip sequences are a marketing-automation construct with no HubSpot CRM equivalent — data migrates but the logic must be rebuilt in HubSpot's workflow engine using Promio's sequence definitions as a rebuild reference document. We export the sequence step order, delay intervals, email subject lines, and recipient criteria into a structured worksheet, giving your HubSpot admin a clear blueprint for recreating the automated flow in HubSpot's workflow builder.

HubSpot has no native lead-score field. Promio's numeric lead-score value migrates to a HubSpot custom number property on the Contact object so sales reps can see the original Promio score alongside HubSpot's own scoring. The custom property is created with a numeric type, optional formatting for decimal precision, and visibility set to private for reps who should not see the imported score. This ensures the historical lead-score data integrates cleanly without overwriting HubSpot's native scoring model.

Promio does not have a named lifecycle stage field — it uses lead-status labels. These map to a HubSpot custom pick-list property (e.g., New, Working, Qualified, Converted) set on each contact so the migration preserves the Promio status context. The pick-list values are defined in HubSpot's property settings, matching Promio's status terms exactly. Any statuses not found are logged for review and may be mapped to the nearest standard value or added as custom options.

Promio records call duration, timestamp, and outcome per lead. These map to HubSpot engagement call activities attached to the contact record, preserving original call timestamp and owner so call history is visible in HubSpot's activity timeline. Call disposition values (answered, missed, voicemail) are translated to HubSpot's call direction pick-list, and any call recordings stored in Promio are linked via a custom property pointing to the recording URL.

Promio tracks which emails a lead opened or clicked from drip sequences. These map to HubSpot email activities attached to the contact record, preserving engagement timestamp and the associated Promio campaign name. Email open and click events are stored as HubSpot engagement records with a custom property for campaign attribution, allowing you to analyze email performance directly within the CRM's reporting tools.

Promio captures review-site ratings and sentiment as part of its reputation management module. HubSpot has no native reputation property — these values migrate to custom properties on the company record for reference and reporting. The custom fields include a numeric rating score, a text field for sentiment keywords, and a date stamp of the last review sync, enabling trend analysis over time within HubSpot dashboards.

Promio's advertising module records spend per campaign, channel, and date range. These numeric values translate to custom number properties on the associated HubSpot deal or a custom object when Enterprise is available, enabling HubSpot-side ROI reporting. Each metric is stored as a separate property (ad_spend, impressions, clicks, leads_generated, roi_percent) to allow granular analysis and filtering within HubSpot's deal and revenue reports.