Migrate from PromoXcrm to HubSpot

PromoXcrm contact records map directly to HubSpot contacts. The HubSpot contact record inherits PromoXcrm's standard fields (name, email, phone, job title, address) plus custom properties. PromoXcrm's lead status property maps to HubSpot's lifecyclestage property using value mapping for each status label.

PromoXcrm company records map to HubSpot companies. Company name, domain/website, industry, employee count, and annual revenue map directly. PromoXcrm's parent-company hierarchy maps to HubSpot's parent company association. Multi-contact companies in PromoXcrm maintain their associations in HubSpot. All associations between company records and their linked contacts, deals, and tasks are preserved during migration.

PromoXcrm deals map to HubSpot deals. Deal name, amount, close date, owner, and pipeline stage transfer directly. PromoXcrm's deal-level custom properties (promotional product references, commission tier data, supplier links) migrate as HubSpot custom properties on the deal record. Deal associations with contacts and companies are preserved in HubSpot using HubSpot's association API.

Each PromoXcrm pipeline becomes a HubSpot deal pipeline. Pipeline stage names map to HubSpot deal stage names. Probability and forecast category are applied per stage based on the migration plan. PromoXcrm's stage order is preserved in HubSpot's pipeline configuration. Custom properties attached to pipeline stages are migrated as deal custom properties.

PromoXcrm tasks map to HubSpot tasks. Subject, description, due date, completion status, and owner transfer. Tasks associated with contacts, companies, or deals maintain their association links in HubSpot. PromoXcrm's automated task workflows do not transfer — they must be rebuilt as HubSpot workflows.

PromoXcrm notes map to HubSpot notes. The note body, associated record (contact, company, or deal), and original create timestamp are preserved. Rich-text formatting is maintained where PromoXcrm supports it. Notes without an associated record are linked to the primary contact on the deal.

PromoXcrm file attachments associated with contacts, companies, or deals are extracted and re-uploaded to HubSpot Files. Files are linked to their originating record using HubSpot's file associations. Maximum file size follows HubSpot's upload limits per subscription tier. Original file names and MIME types are preserved for downstream retrieval and compatibility.

PromoXcrm user records resolve to HubSpot users by email address match. Unmatched PromoXcrm owners are flagged in the migration plan — either invite those users to HubSpot before migration or reassign their records to a designated fallback owner. Owner resolution logs are included in the migration audit report for traceability.

PromoXcrm's promotional-industry custom fields (supplier references, commission calculation data, product catalog links) have no native HubSpot equivalent. We create HubSpot custom properties for each, preserve the PromoXcrm values, and document the field list so your HubSpot admin can design rebuild logic using HubSpot's custom property types.

PromoXcrm's client portal settings (branded access for distributors' clients to track order status and proof approvals) have no HubSpot CRM equivalent. We export the configuration data as a structured reference file for your team to evaluate HubSpot's customer portal options (Sales Hub Enterprise client portal or a third-party solution).

PromoXcrm stores commission tiers and calculation rules per rep or deal. This migrates as read-only custom properties in HubSpot for reference. Rebuilding commission logic in HubSpot requires Salesforce CPQ-style quoting or a third-party compensation management tool. Commission data is preserved in its original PromoXcrm format for historical reporting purposes.