Migrate from Sales Flow Technologies to HubSpot

Sales Flow Technologies stores contact records with name, email, phone, LinkedIn URL, and company association. These map 1:1 to HubSpot contacts, preserving the original create date and owner assignment. Additional fields such as job title and primary company link are migrated as standard HubSpot properties, while engagement metrics (total sequences, replies, connection status) are stored as custom properties on the HubSpot contact for reporting and segmentation.

Sales Flow Technologies captures LinkedIn profile URLs, connection status, and InMail open timestamps per contact. HubSpot lacks a native LinkedIn profile field, so we create custom text properties (LinkedIn_URL__c, Last_InMail_Sent__c, Connection_Status__c) on the Contact object. These properties preserve the original LinkedIn engagement data, enable reporting on outreach activity, and support segmentation based on connection stage or InMail interaction history.

Sales Flow Technologies company records (name, domain, industry) map directly to HubSpot company records, preserving the original createdate and owner assignment. Additional fields such as employee count, annual revenue, phone, city, and country migrate as standard HubSpot properties. Industry pick-list values are mapped value-by-value to HubSpot's industry taxonomy; any values not present in HubSpot's list are stored as custom text properties to retain full data fidelity.

Sales Flow Technologies email sequences (step number, template name, send timestamp, open/click/reply status) are decomposed into HubSpot email activity logs and a custom sequence tracker object. Each step becomes an individual engagement record; sequence membership is stored on the contact as a multi-select property for segmentation.

Sales Flow Technologies InMail sends, opens, and replies map to HubSpot tasks of type 'LinkedIn Message.' Each task records the message subject, send timestamp, and engagement outcome (opened, replied, connection_accepted). Original InMail body is stored as a note attachment for audit continuity.

LinkedIn connection requests in Sales Flow Technologies (sent date, accepted date, declined) migrate as HubSpot tasks of type 'LinkedIn Connection' with status set to 'Completed' on acceptance or 'Deferred' on decline. Accepted connection timestamp is preserved in a custom datetime property.

Whether a contact is actively enrolled in a sequence, their current step number, and sequence completion status migrate as custom properties (Active_Sequence__c, Sequence_Step__c, Sequence_Completed__c). Additionally, the sequence name and enrollment timestamp are stored as custom properties (Sequence_Name__c, Enrollment_Date__c) so HubSpot workflows can reference the full enrollment context. This enables sales reps to resume outreach at the correct step or trigger follow-up actions based on the contact's position in the original sequence.

Reply events from email sequences and InMail replies in Sales Flow Technologies map to HubSpot engagement timeline entries on the contact record. Each reply records the reply address, timestamp, and associated sequence step so sales reps see the full engagement context.

Sales Flow Technologies user accounts (name, email, seat tier) map to HubSpot user accounts, preserving the user’s display name, email address, and role. Owner resolution matches by email address to link contacts to the correct HubSpot owner. Unmatched users are flagged before migration, giving your team the opportunity to create HubSpot accounts or reassign records to a fallback owner. The original seat tier is stored as a custom property for license cost analysis post-migration.

Sales Flow Technologies sequence template definitions (step count, step types, delay days, message templates) have no direct HubSpot equivalent. We create a custom object 'Sequence_Template__c' in HubSpot to preserve the original template metadata, including template name, description, step count, step types, and delay configuration. This custom object serves as a reference for your HubSpot admin to rebuild outreach sequences and workflows with the same logic and ordering post-migration.

Documents attached to Sales Flow Technologies sequence templates or contact records are downloaded and re-uploaded to HubSpot Files, preserving the original file name, creation timestamp, and folder hierarchy when available. HubSpot's file size limit of 25MB per file is enforced during upload; any file exceeding this threshold is flagged for manual review and can be uploaded manually or split into smaller parts. This ensures audit continuity and retains all reference materials within HubSpot's file manager post-migration.