Migrate from Salesboom to HubSpot

Salesboom Leads map to HubSpot Contacts. HubSpot's lifecycle_stage property tracks progression from stranger to customer, replacing Salesboom's separate Lead/Contact split. We preserve the original Salesboom Lead creation date and source attribution ensuring historical data continuity and accurate reporting from day one in HubSpot.

Salesboom Accounts map 1:1 to HubSpot Companies. AccountName becomes Company Name, domain becomes Website, industry maps via value mapping against HubSpot's industry picklist. Parent-child account hierarchies map to HubSpot's parent company association. This ensures that all related records, such as contacts and deals, inherit the correct company context in HubSpot.

Salesboom Contacts map directly to HubSpot Contacts. In HubSpot the contact and company association is handled via the Associated Company label rather than a foreign-key constraint. Multi-company associations in Salesboom are preserved as additional company associations in HubSpot. This approach maintains data integrity and reporting accuracy.

Salesboom Opportunities map to HubSpot Deals. Stage name, amount, probability, and close date transfer directly. Each Salesboom pipeline maps to a named HubSpot Deal Pipeline. Deals without a primary contact association are linked to the primary Contact on the associated Account.

Salesboom opportunity stage names map to HubSpot pipeline stage values. Stage sequence order is preserved. If Salesboom uses custom stage names, we build a value-mapping table for each pipeline before the migration runs. We also validate that stage probabilities align with your forecast categories for accurate deal tracking.

Salesboom Tasks map to HubSpot Engagements of type 'task'. Original due date, owner, priority, and subject transfer. Task status (open/complete) maps to HubSpot's engagementState field. Uncompleted tasks land as open tasks on the respective contact or deal timeline. This preserves all task history for auditing and follow-up.

Salesboom Notes map to HubSpot Notes attached to the relevant Contact or Company record. Note body text and original author transfer. Notes are associated to the record they were attached to in Salesboom, preserving the audit trail and ensure continuity of communications across platforms.

Salesboom Cases map to HubSpot Tickets. Case status, priority, subject, and description transfer. HubSpot Tickets live within the Service Hub pipeline; we map Salesboom case status values to HubSpot ticket statuses (New, Open, Pending, Solved, Closed). The mapping ensures that support SLAs and queue assignments align with your existing case workflow.

Salesboom custom fields on any object become HubSpot custom properties on the corresponding object. We create the property in HubSpot before migration and apply the same data type (text, number, date, picklist, checkbox). Multi-select picklist values in Salesboom map to HubSpot radio-button or checkbox properties.

Salesboom bundles project management, HR tracking, expense reporting, and payroll in its Professional and Enterprise editions. HubSpot has no equivalent ERP modules. These records do not migrate; FlitStack exports the data to CSV for import into a dedicated ERP system post-migration.

Salesboom Enterprise includes Territory Management. HubSpot has no native territory management feature. Territory assignments are exported as a custom property on each Contact and Account for reference, but the routing logic must be rebuilt as HubSpot workflow rules or manual assignment rules.

Salesboom includes a built-in instant messaging service for team collaboration. HubSpot has no equivalent native IM feature. Message history does not migrate. We recommend adopting a dedicated communication tool (Slack, Teams) as part of the HubSpot onboarding to maintain real-time team interaction and preserve internal communication records.