Migrate from Sales Mantra to HubSpot

Sales Mantra contacts map directly to HubSpot contacts. The primary company association migrates as a HubSpot company association. Contacts without a primary company land in HubSpot without a company link and can be associated manually or via a post-migration cleanup rule.

Sales Mantra's contact classification labels (e.g., prospect tier, lead type, priority level) translate to HubSpot lifecycle_stage values. We map each Sales Mantra classification label to the closest HubSpot lifecycle stage and preserve the original classification value as a custom property for reporting continuity.

Sales Mantra companies map directly to HubSpot companies. Standard fields such as company name, domain/website URL, industry classification, number of employees, and annual revenue translate to HubSpot's matching company properties. Additional address components (city, state, country, postal code) are migrated as HubSpot address fields. Parent‑child hierarchies in Sales Mantra are transferred using HubSpot's parent company association, preserving corporate structures across the new CRM.

Sales Mantra deals map to HubSpot deals, transferring fields such as deal name, amount, stage, close date, owner, and linked contact/company records. Deal amounts are validated for numeric format and currency alignment before loading. Pipeline and stage assignment in HubSpot mirrors Sales Mantra's workflow, with probability weights reapplied per pipeline configuration. All deal‑contact and deal‑company associations are recreated using HubSpot's association API, ensuring full relationship history is intact.

Sales Mantra deal stages map to HubSpot pipeline stages. Each Sales Mantra stage value gets a value-by-value mapping to the corresponding HubSpot stage within the target pipeline. Stage probability weights are applied per HubSpot's stage configuration. If Sales Mantra uses a single pipeline, it maps to HubSpot's default pipeline; additional pipelines require HubSpot-side configuration before mapping.

Sales Mantra activity records — calls, emails, tasks, and notes — map to HubSpot engagements, preserving the original timestamp, owner, linked contact or company, and body or content. The engagement type (call, email, meeting) aligns with HubSpot's engagement type enumeration, and any call duration or meeting location metadata is retained as engagement metadata. Attachments associated with an activity are stored in HubSpot Files and linked back to the engagement record.

Sales Mantra owner names are resolved against HubSpot users by email match. Unmatched owners are flagged before migration — your team either creates HubSpot user accounts for them or assigns their records to a fallback owner. No record lands in HubSpot without a valid owner assignment.

Sales Mantra custom contact properties that have no direct HubSpot equivalent become HubSpot custom contact properties. HubSpot requires each custom property to be created before data loads — we deliver a custom property creation plan based on the Sales Mantra field inventory.

Sales Mantra custom deal properties migrate as HubSpot deal custom properties. Each property is created in HubSpot with the correct data type before the load, and pick‑list values are value‑mapped to HubSpot enumeration options. Numeric, date, and text fields are validated for format and length; violations are quarantined and reported for resolution. The original Sales Mantra property name is kept as a reference label.

Sales Mantra file attachments linked to contacts, companies, or deals are downloaded and re‑uploaded to HubSpot Files, preserving original file names and metadata. Each file is then associated with its parent record using HubSpot's association API, and any file exceeding HubSpot's 25 MB limit is flagged for splitting or alternative storage. Supported file types are uploaded directly; unsupported formats are noted in the migration report for manual handling.

If Sales Mantra separates leads from contacts, both record types map to HubSpot contacts with lifecycle_stage used to route them — Sales Mantra leads with early classification stages route to HubSpot 'lead' or 'MQL' lifecycle stage, while Sales Mantra customers route to 'customer'. The split preserves the original record type as a custom property.