Migrate from Prospect CRM to HubSpot

Prospect CRM contacts map directly to HubSpot contacts. The contact's primary company link becomes HubSpot's company association. Original Prospect owner ID resolves by email match against HubSpot users. All standard contact properties migrate as HubSpot properties in the contacts properties bag.

Prospect CRM companies map directly to HubSpot companies. Company hierarchies (parent/child) in Prospect CRM map to HubSpot's parent company association feature, which supports multi-level nesting. Industry, employee count, annual revenue, and domain fields map to their HubSpot equivalents. Multi-contact companies maintain all associated contacts, ensuring that every relationship stored in Prospect CRM is preserved under the corresponding HubSpot company record.

Prospect CRM deals map directly to HubSpot deals. The deal name, amount, close date, owner, and stage all transfer. Prospect deal stage values map to HubSpot deal pipeline stage values — value-by-value mapping required for each stage name. The Prospect deal priority property migrates as a HubSpot custom deal property.

Prospect CRM's pipeline concept maps to HubSpot's deal pipeline model. Each Prospect pipeline becomes a HubSpot deal pipeline with its own stages. If Prospect uses multiple pipelines (e.g., one per product category), each maps to a separate HubSpot pipeline with distinct stage sets. Stage probability values are preserved as custom properties for reporting continuity.

Prospect CRM activity logs (calls, emails, meetings, notes) map to HubSpot engagements and tasks. Each activity type maps to its HubSpot engagement type. Original timestamps, owners, and parent-record links (contact, company, deal) are preserved. Note body content migrates as HubSpot notes.

Prospect CRM's Problem Tracking module — with Problem Pipelines, Statuses, and Outcomes — maps to HubSpot Tickets. Each Prospect Problem Pipeline becomes a HubSpot Ticket pipeline. Status and Outcome values map to HubSpot Ticket pipeline stages via value mapping. Original problem create date and assigned owner are preserved on the HubSpot Ticket.

Prospect CRM's native RFM (Recency, Frequency, Monetary) segmentation scores do not have a HubSpot equivalent. All three score dimensions migrate as custom number properties on the HubSpot company record (RFM_Recency_Score__c, RFM_Frequency_Score__c, RFM_Monetary_Score__c). Dynamic segmentation logic must be rebuilt using HubSpot lists or workflow criteria.

Prospect CRM's live inventory-referenced quotes cannot be recreated in HubSpot because HubSpot has no native stock-aware quoting. Product availability references, inventory-linked pricing rules, and back-office stock flags from Prospect export as read-only custom text/number properties on HubSpot deals. A separate inventory integration (e.g., via Unleashed, Katana, or Cin7) must be set up in HubSpot post-migration to restore live quoting.

Prospect CRM contact custom fields map to HubSpot custom contact properties. Each custom field in Prospect CRM is evaluated: text fields become HubSpot single-line text properties; pick-list fields become HubSpot drop-down select properties with value mapping; date fields become HubSpot date properties. New HubSpot properties are created before the migration run.

Prospect CRM deal custom fields map to HubSpot custom deal properties using the same type-aware logic as contact custom fields. Pick-list values on deal custom fields are mapped value-by-value to HubSpot deal property options. Any Prospect deal custom fields that reference stock or inventory data are flagged as no-equivalent and stored as read-only text for reference.

Prospect CRM products map to HubSpot products. Product name, SKU, description, and price migrate directly. Products associated with deals in Prospect CRM link to HubSpot line items on the corresponding deals. Inventory quantity data from Prospect's back-office integration does not transfer — it must be sourced from a HubSpot-native inventory tool post-migration.

Prospect CRM users are matched to HubSpot owners by email address. Any Prospect owner whose email does not resolve to a HubSpot user is flagged before migration. Unmatched owners either get a HubSpot user account created first or their records are reassigned to a designated fallback owner during migration. Active/inactive status in Prospect CRM does not map — all resolved owners land as active in HubSpot.

Prospect CRM file attachments on contacts, companies, deals, or notes are downloaded and re-uploaded to HubSpot Files. Each file is associated with its parent record in HubSpot. Files that exceed HubSpot's 25MB per-file limit are flagged and split where possible. Inline images embedded in Prospect CRM notes are extracted and re-hosted as HubSpot file attachments.

Prospect CRM quotes and pro forma documents store pricing, terms, and stock-linked line items. These do not map to any HubSpot native object because HubSpot's quoting requires a separate integration (or manual rebuild). Quote data migrates as read-only custom text properties on the associated HubSpot deal so the information is accessible to the sales team during the transition.

Prospect CRM's native integrations with back-office inventory systems (Unleashed, Katana) and accounting platforms (Xero, QuickBooks) cannot be migrated — they are destination-side configurations. We document each active Prospect integration so it can be recreated in HubSpot using HubSpot's native connectors, App Marketplace apps, or middleware (Zapier, Make) post-migration.