Migrate from Sellsation CRM to HubSpot

Sellsation contacts migrate as HubSpot contacts. The primary company link (if set) maps to the HubSpot contact's associated company. Sellsation contacts without a company association land in HubSpot without a company link — flagged for manual review if you need company association.

Sellsation company records map to HubSpot company records 1:1 by name. Domain, industry, employee count, and annual revenue map to HubSpot standard company properties. Sellsation's corporate structures and multiple locations are preserved as a custom text property since HubSpot companies are flat.

Sellsation sales projects map to HubSpot deals. The deal name, amount, and close date migrate directly. The Sellsation stage name maps to a HubSpot deal pipeline stage — if you have custom stage names, we create matching HubSpot stages before import.

Sellsation stage names are mapped to HubSpot deal pipeline stage names value-by-value. If Sellsation uses custom stage labels (e.g., 'Negotiation', 'Offer Sent'), those get created as HubSpot stage names in your deal pipeline before the migration runs. Stage-entry timestamps are preserved as HubSpot custom date properties.

Sellsation logged calls and tasks migrate as HubSpot engagement calls. The original timestamp, duration, outcome, and owner are preserved. The engagement links back to the HubSpot contact or company record that was the subject of the call and provides a full call history for each contact.

Sellsation meetings migrate as HubSpot meeting engagements with original start/end times, location, title, and owner preserved. Meeting notes from Sellsation attach as a note on the HubSpot engagement record. This preserves the complete meeting history and allows your team to review details directly within HubSpot's timeline.

Sellsation logged emails migrate as HubSpot email engagements on the contact or company record. Subject line, body text, and timestamp are preserved. Sellsation email sequences sent from within the CRM map to HubSpot workflow enrollments that must be rebuilt. This ensures email history is available for reference in HubSpot.

Sellsation notes migrate as HubSpot notes on the associated contact or company. Rich-text formatting from Sellsation is preserved where possible. Notes attached to a specific sales project link to the corresponding HubSpot deal record. This maintains context and supports detailed activity tracking.

Sellsation multi-level campaigns — combining automated emails, stage shifts, task triggers, and conditional branches — have no HubSpot equivalent at the data level. We export the campaign definition as a structured document that your HubSpot admin uses to rebuild the logic in HubSpot workflows after migration.

Sellsation customer satisfaction survey responses are preserved as HubSpot notes or a custom object, linked to the original contact. The survey questions and answer values are stored as a text blob — they do not become native HubSpot survey responses.

Sellsation products linked to sales projects migrate to HubSpot products. Name, SKU, price, and description map to HubSpot product fields. Products are migrated before deals so line-item associations resolve correctly at import time. This ordering ensures product data is ready for deal linking and reporting.

Sellsation custom fields on contacts, companies, or deals become HubSpot custom properties. Each custom property is created in HubSpot before the migration run, typed to match the source (text, number, date, checkbox, or picklist). Picklist values are mapped value-by-value to HubSpot picklist options.