Migrate from Prospects CRM to HubSpot

Prospects CRM contacts migrate directly to HubSpot contacts. Email address, phone number, name, and job title fields map to HubSpot's standard contact properties. Owner is resolved by email match against HubSpot users. Custom fields on the contact record migrate as HubSpot custom properties after pre-creation in your HubSpot portal.

Prospects CRM companies map 1:1 to HubSpot companies. Company name, domain/website, industry classification, and employee count map to HubSpot's standard company properties. Parent-child hierarchies in Prospects CRM map to HubSpot's parent_company_id field — however, HubSpot supports only one parent level, so multi-level hierarchies collapse during migration and grandparent links require manual review post-migration.

Prospects CRM deals migrate to HubSpot deals preserving deal name, amount, close date, and owner. The deal's associated company resolves to a HubSpot company lookup. Stage mapping requires a value-by-value mapping from Prospects CRM stage names to HubSpot pipeline stage names. Inventory-linked properties migrate as HubSpot custom properties requiring pre-creation.

Prospects CRM deal stages map to HubSpot pipeline stages. If Prospects CRM uses a single pipeline, we create one HubSpot pipeline with matching stage names. Stage order and probability values are mapped per stage so HubSpot forecasting reflects the original deal lifecycle. Multi-pipeline setups create one HubSpot pipeline per source pipeline.

Prospects CRM call logs migrate as HubSpot engagement calls with original timestamp, call duration, and owner preserved. Call associations link to the corresponding contact or deal record in HubSpot. Body text and outcome information migrate as engagement notes attached to the call record.

Email activity records from Prospects CRM migrate as HubSpot email engagements. Subject line maps to engagement subject; body text, timestamp, and owner are preserved during migration. Associations link the email to the related contact or deal record in HubSpot's CRM.

Prospects CRM meeting records migrate as HubSpot meeting engagements with start time, duration, and attendee information preserved. Prospects CRM notes migrate as HubSpot notes attached to the relevant contact, company, or deal record. All activity timestamps retain their original values for accurate historical reporting.

Prospects CRM's lead status field (New, Contacted, Qualified) maps into HubSpot's lifecycle_stage property. 'New' maps to 'Lead'; 'Contacted' maps to 'Subscriber'; 'Qualified' maps to 'MQL' or 'SQL' based on your specified mapping table. Custom lead statuses in Prospects CRM require value-by-value mapping against HubSpot's pick-list options.

Prospects CRM custom fields that track inventory data (stock status, SKU, last received date) map to HubSpot custom properties. HubSpot requires these to be created as custom properties before import — we deliver a setup plan listing each field name, data type, and pick-list options for your HubSpot admin to pre-create before migration runs.

Prospects CRM contact-company relationships map to HubSpot's contact-company associations. HubSpot supports multiple company associations per contact — we migrate the primary association and surface additional company links as secondary associations. Your team configures the representation of the full N:N relationship post-migration.

Prospects CRM users are matched to HubSpot users by email address. Unmatched owners are flagged before migration — your team either creates HubSpot users or assigns their records to a designated fallback owner. All migrated records carry the correct HubSpot OwnerId after resolution completes.

Prospects CRM's native integrations with inventory platforms (Unleashed, Katana, Cin7) and accounting tools (Xero, Sage) have no direct HubSpot equivalent. These integrations must be rebuilt using HubSpot's App Marketplace connections or Zapier/Make for custom flows. We document the complete integration list for your team to rebuild post-migration.