Migrate from Real Intelligence to HubSpot

Direct map. Real Intelligence accounts become HubSpot companies. The account name, domain, industry, employee count, and revenue fields map to HubSpot Company properties, preserving original values. Parent-account hierarchies in Real Intelligence map to HubSpot's parent company relationship, and any custom fields on the account are transferred as HubSpot custom properties. All mappings are validated for data type compatibility before migration.

Direct map. Real Intelligence contacts map to HubSpot contacts with all standard fields (name, email, phone, job title, address) preserved. Owner assignment resolves by email match against HubSpot users, and any unmatched owners are flagged for manual assignment. Contacts without a primary account land as unassociated contacts in HubSpot, and custom fields on contacts are migrated as HubSpot custom properties.

Direct map. Real Intelligence deals map to HubSpot deals. The deal name, amount, close date, and stage fields translate to HubSpot deal properties, and any custom deal fields are migrated as HubSpot custom properties. HubSpot deal pipelines must be configured before migration so stage values map value-by-value, and deal owner assignment resolves by email match against HubSpot users. Probability values are preserved where applicable.

Direct map. Real Intelligence deal pipelines map to HubSpot deal pipelines. Each pipeline in Real Intelligence becomes a separate pipeline in HubSpot, preserving the original pipeline name and any custom fields. Pipeline stage names require value-by-value mapping against HubSpot stage pick-list values, and stage order is retained to maintain deal progression logic. Any stage-level probability settings are also transferred.

Direct map. Real Intelligence logged calls, emails, and meetings migrate as HubSpot engagements with original timestamps, owners, and parent record associations preserved. Note content maps to HubSpot engagement notes, and any custom activity fields are transferred as HubSpot custom properties. The migration maintains the chronological timeline of interactions and ensures that engagement links to the correct Contact, Company, or Deal record in HubSpot.

Real Intelligence stores competitor profiles, market positioning, and threat assessments in custom objects. These map to HubSpot custom objects with properties preserved as HubSpot custom properties. The relationship to the primary account is migrated as a custom association, and any historical notes or attachments linked to the intelligence record are also transferred. This ensures that competitive insights remain linked to the correct Company record in HubSpot.

Real Intelligence's proprietary scoring algorithm generates numerical ratings stored in custom fields. These migrate as HubSpot custom number properties as static values, preserving historical scoring data for reference. HubSpot's predictive lead scoring or Breeze scoring replaces this functionality post-migration, allowing teams to define new criteria and thresholds that align with their current sales process. The original score definitions are exported as a rebuild guide.

Real Intelligence tracks intelligence lifecycle stages (New, Analyzing, Disseminated, Archived) for market research workflows. There is no HubSpot native equivalent, so we create a HubSpot custom picklist property to preserve the original stage values for reference. This custom picklist can be used for segmentation, filtering, and reporting on intelligence records within HubSpot, and any stage-change history is retained as part of the record's audit trail.

Real Intelligence workflow definitions, scoring rules, and trigger-based sequences do not execute in HubSpot. We export workflow definitions as a structured reference document your HubSpot admin uses to rebuild rules in HubSpot's workflow builder. The export includes trigger conditions, action steps, timing logic, and any conditional branches, providing a complete blueprint for recreating the original automation logic in HubSpot.

Real Intelligence competitive intelligence reports and dashboards are built on its analytics engine. The underlying data migrates to HubSpot but reports must be rebuilt using HubSpot's reporting tools and Breeze Analytics. We provide a report-structure reference from the source system.

Files attached to accounts, contacts, or deals in Real Intelligence are downloaded and re-uploaded as HubSpot file attachments, preserving original file names and metadata. File size limits apply per HubSpot's upload constraints, and any files exceeding the limit are flagged for manual handling. Inline images in notes are extracted and rehosted as separate HubSpot files, ensuring visual content remains accessible within the record.

Real Intelligence allows N:N account-to-contact associations. HubSpot associates each contact with one primary company and supports secondary company associations. The primary account maps by most-recent engagement or your specified rule; secondary associations are preserved in HubSpot's additional company relationships. FlitStack generates a mapping report that details which account was selected as primary for each contact, helping you validate the association logic before final migration.