Migrate from Sales Infinite to HubSpot

Sales Infinite contacts map directly to HubSpot contacts using a field-by-field correspondence. Owner resolution occurs via email match against HubSpot user records. Contacts that lack an associated company in Sales Infinite land as standalone HubSpot contacts without a company link. Contacts with an associated company create a primary company association on the HubSpot contact record during migration.

Sales Infinite leads and contacts collapse into HubSpot's single Contact object model. Unconverted Sales Infinite leads land in HubSpot as contacts with lifecycle_stage set to 'lead'. Leads that have already been converted and have a corresponding Contact record are matched by email address to prevent duplicate contact creation during the migration run.

Sales Infinite accounts map to HubSpot companies on a one-to-one basis. Parent-account hierarchies in Sales Infinite are translated to use HubSpot's company association model for hierarchical relationships. Contacts associated with multiple Sales Infinite accounts are represented with a primary company plus associated secondary companies on the contact record.

Sales Infinite opportunities map to HubSpot deals with a direct field correspondence. The Account lookup field on the opportunity becomes the primary company association on the HubSpot deal. Close date, deal amount, and stage name all transfer with value-level mapping for stage names to match the target pipeline configuration.

Each Sales Infinite Sales Process that is tied to a record type maps to a corresponding HubSpot pipeline. Stage pick-list values from Sales Infinite are mapped one-by-one per pipeline. Stage probability percentages are recorded as HubSpot custom properties since HubSpot calculates stage probability from closed-won deal counts rather than a configurable percentage.

Sales Infinite tasks and events migrate to HubSpot engagements logged on the contact, company, or deal timeline as applicable. Original timestamps and owner assignments are preserved throughout the migration. Call and email type tasks map to HubSpot's native call and email activity types for consistent timeline display.

Sales Infinite file attachments are downloaded from the source environment and re-uploaded to HubSpot Files. Files are associated to the matching HubSpot record by ID to maintain the relationship. File size limits follow HubSpot's per-plan thresholds; files that exceed the limit are chunked into smaller uploads or linked if the platform supports external file references.

Sales Infinite custom objects migrate one-to-one to HubSpot custom objects where available on Enterprise tiers. Custom object associations that use N:N relationships in Sales Infinite require HubSpot junction objects to replicate the relationship, and these junction objects must be configured in HubSpot before the migration run executes.

Sales Infinite users are resolved by email address matching to HubSpot user records. Active Sales Infinite users who do not have a corresponding HubSpot user are flagged before migration and assigned to a designated fallback owner. Inactive Sales Infinite users are archived and do not receive a HubSpot user account.

Automation definitions are exported from Sales Infinite as JSON and PDF artifacts for your HubSpot admin to reference during the rebuild phase. FlitStack does not convert Salesforce Flow XML to HubSpot workflow logic because the automation architectures are fundamentally incompatible and require manual reconstruction.

Sharing rules, role hierarchy, and field-level security configurations are destination-side HubSpot settings that must be configured post-migration. FlitStack surfaces the original Sales Infinite sharing model in a setup reference document so your HubSpot admin can implement equivalent visibility controls in HubSpot using native sharing mechanisms.

Sales Infinite notes migrate to HubSpot engagement notes on the associated record. Rich-text formatting is preserved during the transfer. If a note in Sales Infinite is associated to multiple records, it is migrated to the primary record and a cross-reference is preserved in a custom property on the secondary record.