Migrate from Right On Interactive to HubSpot

Right On Interactive contacts migrate 1:1 to HubSpot contacts. Core fields including primary email, name, phone, job title, and address map directly to HubSpot's standard contact properties. The contact's associated lifecycle stage and all 3D score components (behavioral, demographic, and firmographic) are stored as custom HubSpot properties, preserving the complete scoring profile in your new CRM environment.

Right On Interactive's configurable lifecycle stages map to HubSpot's lifecycle_stage pick-list values. We preserve the source-stage label and apply a HubSpot lifecycle_stage value based on the closest semantic match. If Right On Interactive stages don't map cleanly to HubSpot's eight standard values, we create a custom lifecycle_stage mapping and store the original stage name in a reference field.

Right On Interactive's 3D score is a composite of behavioral, demographic, and firmographic sub-scores. We split each component into a separate HubSpot custom number property: ROI_Behavioral_Score__c, ROI_Demographic_Score__c, and ROI_Firmographic_Score__c. The composite score is stored as ROI_3D_Score__c. Each property is mapped explicitly so teams can rebuild HubSpot lead scoring using the same inputs.

Right On Interactive accounts map to HubSpot companies with full fidelity. The account name, domain/website, industry, employee count, and annual revenue migrate as standard HubSpot Company properties. Parent-child account hierarchies in Right On Interactive are mapped to HubSpot's parent company field, preserving organizational structures across both platforms.

Right On Interactive role labels attached to the contact-account relationship (Decision Maker, Influencer, Champion) are mapped to HubSpot's association labels on the contact-to-company link. This preserves role context at the relationship level in HubSpot, maintaining the organizational context that existed in Right On Interactive.

Right On Interactive deals map to HubSpot deals. Deal name, amount, close date, owner, and stage migrate. Right On Interactive's deal stage labels map to HubSpot pipeline stage values. If multiple pipelines exist in Right On Interactive, each pipeline's stages are mapped to a corresponding HubSpot deal pipeline.

Right On Interactive engagement events are ingested as HubSpot engagement records linked to the contact. Each event type (email_open, page_view, form_submit) is recorded with the original timestamp, source campaign, and engagement source. HubSpot's engagement timeline renders these as a chronological activity feed on the contact record.

Right On Interactive tasks and logged activities (calls, notes) migrate as HubSpot tasks with the original owner assigned by email match. Task subject, body, due date, and completion status are preserved. Completed tasks are migrated as closed tasks in HubSpot.

Any custom fields defined in Right On Interactive that don't map to a standard HubSpot property are created as HubSpot custom properties on the matching object (Contact, Company, or Deal). Custom property types (text, number, date, pick-list) are mapped type-for-type. Pick-list values are mapped value-by-value.

Right On Interactive owner records are matched to HubSpot users by email address. Unmatched owners are flagged before migration — either the user is invited to HubSpot first, or their records are assigned to a designated fallback owner. No record migrates without a resolved HubSpot owner.

Right On Interactive workflows, sequences, and lifecycle-triggered automations have no equivalent in HubSpot's data model. We export the workflow definitions as a reference document for your HubSpot admin to rebuild using HubSpot's Automation and Sequences tools. The exported workflow map includes trigger conditions, enrollment criteria, and action steps.