Migrate from Salesmate to HubSpot

Salesmate contacts map directly to HubSpot contacts. All standard properties (name, email, phone, address) transfer as HubSpot contact properties. Owner resolved by email match to HubSpot users. Contacts with no associated company land in HubSpot as standalone contacts with company association added if a match exists.

Salesmate companies map 1:1 to HubSpot companies. Domain, industry, employee count, and revenue transfer as HubSpot company properties. Parent-company hierarchies map to HubSpot's parent company association. Multi-company contacts collapse to one primary association with additional associations preserved as HubSpot company-contact links.

Salesmate deals map to HubSpot deals with pipeline and stage mapping. Each Salesmate pipeline becomes a HubSpot deal pipeline with stage order and probability percentages preserved. Deal owner resolves by email match to HubSpot users. Line items, if present, migrate as deal associations to HubSpot products.

Salesmate call logs migrate as HubSpot engagements with type=call. Original call date, duration, owner, and associated contact/company links transfer. Call notes transfer as engagement metadata on the contact timeline in HubSpot. Call disposition, outcome (answered, missed), and recording URL (if stored) are also captured as custom properties where present.

Salesmate emails migrate as HubSpot engagements with type=email. Subject, body content, timestamp, and owner preserve on the contact timeline. Email associations to multiple contacts transfer as separate engagement records per contact. Email header fields such as CC, BCC, and thread ID are stored as custom properties to preserve conversation context and enable thread grouping in HubSpot.

Salesmate meetings map to HubSpot engagements with type=meeting. Start time, end time, location, title, and associated contacts transfer. Meeting body content attaches as engagement metadata with original owner preserved. Meeting invite links, calendar event IDs, and attendee response status are captured as custom properties when available, aiding post-migration calendar synchronization.

Salesmate notes migrate as HubSpot engagements with type=note. Note body text, creation timestamp, and owner transfer. Notes attached to deals link to the deal timeline in HubSpot alongside contact timeline associations. Internal tags or categories applied in Salesmate are preserved as note labels, and any linked files are re-attached to the corresponding engagement record.

Salesmate products map to HubSpot products with name, SKU, price, and description preserved. Products must exist in HubSpot before deal line items can reference them — we migrate products first and flag any orphaned line items for resolution. If a product name exceeds HubSpot's 40-character limit, we truncate and flag for admin review.

Salesmate custom fields on contacts, companies, and deals migrate as HubSpot custom properties. Field data type (text, number, date, pick-list) determines HubSpot property type. Pick-list custom fields require matching HubSpot pick-list values pre-created in HubSpot before migration runs. We also validate that multi-select pick-list values fit HubSpot's allowed set and flag any that exceed the maximum count.

Salesmate sequences — automated email cadence tools — have no native HubSpot equivalent. We export sequence enrollment data (which contacts were enrolled, at what step, when) as a custom property for rebuild reference. The automation logic itself must be reconstructed as HubSpot workflows.

Salesmate file attachments on records re-upload to HubSpot Files. Files attached to contacts, companies, or deals link to the corresponding HubSpot record. File size limits per HubSpot apply — large files flagged for re-upload by your team if needed.

Salesmate owner IDs resolve to HubSpot users by email address match. Active Salesmate users must have HubSpot user accounts created before migration. Unmatched owners flagged — you either create HubSpot accounts or reassign their records to a fallback owner before the full run.