CRM migration
Field-level mapping, validation, and rollback between Selligent by Marigold and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Selligent by Marigold
Source
HubSpot
Destination
Compatibility
11 of 11
objects map 1:1 between Selligent by Marigold and HubSpot.
Complexity
BStandard
Timeline
3–7 days
Overview
Selligent by Marigold stores contacts as profiles with standard fields (name, email, phone, address) plus unlimited custom fields, behavioral tracking events, campaign membership, and journey/automation rules. It has no native Company or Account object — organizations are profile properties or inferred from email domain. HubSpot's CRM model is built around Contacts, Companies, Deals, and Activities. FlitStack AI maps every Selligent profile to a HubSpot Contact, every Selligent organization reference to a HubSpot Company (created from domain where no explicit org exists), and every custom profile field to a HubSpot custom contact property. Behavioral metrics (opens, clicks, engagement scores) land as numeric custom properties on the contact. Selligent campaign and journey names migrate as reference tags preserved on the contact record, not as live HubSpot Sequences or workflows. Marketing lists migrate as HubSpot static lists; dynamic segment logic requires manual rebuild as HubSpot list filters. We extract via the Selligent REST API and bulk-import into HubSpot via HubSpot's Contacts API and CRM Imports API, respecting both platforms' rate limits. The result is a clean HubSpot CRM with full contact history intact — ready for sales, service, and marketing ops on day one.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Selligent by Marigold object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Selligent by Marigold
Contact Profile
HubSpot
Contact
1:1Selligent contact profiles map 1:1 to HubSpot Contacts. Every profile property becomes a HubSpot contact property. The Selligent profile ID is stored as Source_System_ID__c for traceability and delta-run de-duplication.
Selligent by Marigold
Organization / Company Data
HubSpot
Company
1:1Selligent has no dedicated Company or Account object. Organizations are stored as profile properties or inferred from email domain. We create HubSpot Companies from domain extraction or explicit org_name fields and link them to contacts via the primary company association.
Selligent by Marigold
Standard Profile Fields (firstname, lastname, email, phone)
HubSpot
Contact Standard Properties
1:1Selligent's standard profile fields map directly to HubSpot's built-in contact properties: firstname → First Name, lastname → Last Name, email → Email, phone → Phone Number. These require no custom property creation.
Selligent by Marigold
Custom Profile Fields
HubSpot
Contact Custom Properties
1:1Every Selligent custom profile field maps to a HubSpot custom contact property. We create the property in HubSpot before migration, matching the source field's data type (text, number, date, picklist). Field labels are preserved for audit continuity.
Selligent by Marigold
Behavioral Event History (opens, clicks, page views)
HubSpot
Contact Custom Properties
1:1Selligent stores per-contact behavioral events. We aggregate key metrics (total opens, total clicks, last engagement date) and write them as numeric or date custom properties on the HubSpot Contact. Full event-level history is preserved as a reference note attachment.
Selligent by Marigold
Campaign Membership
HubSpot
Contact Custom Properties + Tags
1:1Campaign names from Selligent migrate as contact property values or tags on the HubSpot Contact record. This preserves which campaigns each contact was in but does not recreate campaign configuration.
Selligent by Marigold
Static Lists
HubSpot
HubSpot Static Lists
1:1Selligent static lists map directly to HubSpot static lists. We export the list membership, create matching HubSpot lists, and associate contacts by email address match. List names are preserved verbatim.
Selligent by Marigold
Dynamic Segments
HubSpot
HubSpot Dynamic Lists (rebuild required)
1:1Selligent dynamic segments with rule-based membership logic have no HubSpot equivalent at the data level. We export the segment definitions as a reference document for your HubSpot admin to recreate using HubSpot list filters and smart lists.
Selligent by Marigold
Journeys and Automation Rules
HubSpot
Not Migrated
1:1Selligent journeys and automation rules are marketing automation logic with no HubSpot CRM equivalent. They cannot migrate. FlitStack AI exports the journey definitions as a human-readable rebuild reference, and your team rebuilds them in HubSpot Workflows.
Selligent by Marigold
Selligent User / Owner Data
HubSpot
Contact Custom Properties
1:1If your Selligent instance tracks sales owners or campaign managers as profile fields, we migrate those as HubSpot contact properties. HubSpot native Owner assignment requires a matching HubSpot user email.
Selligent by Marigold
Profile Timestamps
HubSpot
Contact Custom Properties
1:1Selligent profile create and update timestamps do not map to HubSpot system timestamps. We preserve them as Original_Create_Date__c and Original_Update_Date__c custom date fields for reporting continuity.
| Selligent by Marigold | HubSpot | Compatibility | |
|---|---|---|---|
| Contact Profile | Contact1:1 | Fully supported | |
| Organization / Company Data | Company1:1 | Fully supported | |
| Standard Profile Fields (firstname, lastname, email, phone) | Contact Standard Properties1:1 | Fully supported | |
| Custom Profile Fields | Contact Custom Properties1:1 | Fully supported | |
| Behavioral Event History (opens, clicks, page views) | Contact Custom Properties1:1 | Fully supported | |
| Campaign Membership | Contact Custom Properties + Tags1:1 | Fully supported | |
| Static Lists | HubSpot Static Lists1:1 | Fully supported | |
| Dynamic Segments | HubSpot Dynamic Lists (rebuild required)1:1 | Mapping required | |
| Journeys and Automation Rules | Not Migrated1:1 | Fully supported | |
| Selligent User / Owner Data | Contact Custom Properties1:1 | Fully supported | |
| Profile Timestamps | Contact Custom Properties1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Selligent by Marigold gotchas
API rate limits are documented but not fully quantified publicly
Enterprise contracts are non-cancelable with no refunds mid-term
Journeys and campaign templates are not API-exportable
SDC bulk message limit of 100 per request caps throughput
Custom field schema must be pre-created at destination before import
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit Selligent data model and export plan
FlitStack AI connects to your Selligent instance via the REST API and documents every active profile field, list, segment, and campaign tag. We identify standard fields, custom profile fields, and behavioral event types. We also confirm your Selligent API credentials have sufficient read permissions and assess your current plan tier's export limits. This produces a data inventory document that becomes the field mapping specification.
Design HubSpot property schema and create custom properties
Before any data moves, FlitStack AI creates all required HubSpot custom contact and company properties to match the Selligent data model. We create custom properties for engagement metrics, campaign membership, original timestamps, and any Selligent custom fields that lack a HubSpot native equivalent. We validate property creation against your HubSpot plan's property count limit and flag any consolidation needed.
Extract Selligent profiles, companies, and behavioral data in sequence
We export Selligent contact profiles in batches respecting the API's 2500-request window and Campaign API's 100-record-per-request limit. Organization data is extracted separately and deduplicated by domain. Behavioral event history is aggregated into per-contact summary metrics. Campaign membership tags are extracted as separate datasets. Each export run is checksummed to verify completeness before the next phase begins.
Resolve owner and user mapping by email
Selligent owner or campaign manager fields are resolved by email address match against existing HubSpot users. Unmatched owners are flagged with a pre-migration report — your team either invites them to HubSpot or assigns their records to a fallback HubSpot user before the import phase runs. No contact lands in HubSpot without a resolved owner or an explicit fallback assignment.
Run sample migration with field-level diff
A representative slice of 200–500 Selligent profiles migrates to HubSpot first, including contacts from multiple segments, contacts with custom fields, and contacts with behavioral data. We generate a field-level diff report comparing source values against HubSpot values for every mapped property. You review the diff, confirm property mapping accuracy, and sign off before the full migration commits. This step surfaces any value mapping issues or property creation gaps before they affect the full dataset.
Execute full migration with delta-pickup cutover
The full Selligent dataset migrates to HubSpot in sequenced batches via the HubSpot Contacts API and CRM Imports API. A delta-pickup window of 24–48 hours after the primary migration captures any Selligent records created or updated during the cutover. An audit log records every import operation. One-click rollback is available if post-migration reconciliation identifies missing records or property mapping errors.
Platform deep dives
Selligent by Marigold
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Selligent by Marigold and HubSpot.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Selligent by Marigold: Not publicly quantified; connector documentation shows batched behavior at 2500 requests or 10-minute windows.
Data volume sensitivity
Selligent by Marigold exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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