CRM migration
Field-level mapping, validation, and rollback between Sentia and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Sentia
Source
HubSpot
Destination
Compatibility
10 of 10
objects map 1:1 between Sentia and HubSpot.
Complexity
CModerate
Timeline
48–72 hours
Overview
Sentia stores CRM data in a standard object model (contacts, companies, opportunities, tasks) accessible via API. HubSpot represents the same business entities using a property-based schema where every field is a property on an object — contacts have firstname, email, phone, and any number of custom properties. We extract Sentia records via API, map each object and field to its HubSpot equivalent, and load through HubSpot's CRM API or bulk import. Sentia's custom objects, if present, translate to HubSpot custom objects (Enterprise tier). Workflows, automations, and email templates are not migrated — those must be rebuilt in HubSpot's workflow builder using your Sentia workflow definitions as a reference. The migration carries all data you can export from Sentia: contacts, companies, deals, activities, notes, attachments, and custom fields. Operations in Sentia continue uninterrupted during the migration window, with a 24–48 hour delta pickup capturing any changes made during cutover. During extraction, we perform a preliminary data audit to flag duplicate email addresses, missing required fields, and orphaned foreign keys. The mapping phase creates HubSpot custom properties for any Sentia custom fields, preserving original field labels as property descriptions. After loading, a reconciliation report compares record counts and field-level integrity against the Sentia source export, highlighting any discrepancies for immediate correction.
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 Sentia 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.
Sentia
Contact
HubSpot
Contact
1:1Sentia Contact maps directly to HubSpot Contact. HubSpot requires a primary Company association — contacts without a linked company in Sentia are flagged for manual company assignment or receive a default placeholder. Email-based owner resolution assigns HubSpot users to records based on matching email addresses.
Sentia
Company
HubSpot
Company
1:1Sentia Company maps to HubSpot Company. HubSpot Company supports parent-child hierarchies via the parent_company_id property. Multi-company associations on Sentia contacts translate to HubSpot Company Associations — one primary company is set on the contact record and additional associations are added via the association API.
Sentia
Opportunity / Deal
HubSpot
Deal
1:1Sentia Opportunity maps to HubSpot Deal. The Sentia deal name, amount, close date, and stage all transfer directly. Sentia's pipeline stage values map to HubSpot dealstage property values — we create a HubSpot Pipeline with matching stage names before migration so stage pick-lists resolve correctly.
Sentia
Task / Activity
HubSpot
Engagement (Task / Note)
1:1Sentia tasks and activities map to HubSpot Engagements. Calls and emails become HubSpot calls and emails (logged as engagements with subject, body, timestamp, and owner). Meetings map to HubSpot meetings. Notes migrate as HubSpot notes attached to the relevant contact, company, or deal record.
Sentia
Ticket
HubSpot
Ticket
1:1Sentia support tickets map to HubSpot Tickets. Subject, description, status, priority, and assigned owner all transfer. Custom ticket fields in Sentia become HubSpot custom properties on the Ticket object. Pipeline and stage mapping follows the same approach as deal pipelines.
Sentia
Custom Object
HubSpot
Custom Object
1:1Sentia custom objects (if present in your plan) map 1:1 to HubSpot custom objects. Custom object schema must be reviewed to determine HubSpot Enterprise tier requirement — HubSpot's custom objects are available on Enterprise plans only. We flag this during the planning phase so your HubSpot licensing is confirmed before migration.
Sentia
Contact.lead_status
HubSpot
Contact.lifecycle_stage
1:1Sentia lead_status values (New, In Progress, Qualified) do not map 1:1 to HubSpot lifecycle_stage values (Subscriber, Lead, MQL, SQL, etc.). We map Sentia values to the closest HubSpot equivalent based on your defined workflow: New → Subscriber, In Progress → Lead, Qualified → MQL or SQL depending on your sales process definition.
Sentia
Contact.created_at
HubSpot
Contact hs_create_date
1:1HubSpot's CreatedDate is set at import time and cannot be backdated. To preserve Sentia's original record creation timestamp, we create a custom property (original_create_date) and store the Sentia created_at value. This maintains reporting continuity for historical records. The custom property is exposed in HubSpot reports, allowing you to filter and group by the original creation date for trend analysis.
Sentia
Sentia owner_id
HubSpot
HubSpot Contact.owner_id / Deal.owner_id
1:1Owner resolution happens by email match — Sentia owner email addresses are matched against HubSpot user email addresses. Unmatched owners are flagged before migration so your team can either invite them to HubSpot or reassign records to a fallback owner. No record lands in HubSpot without a resolved owner.
Sentia
Attachment / File
HubSpot
HubSpot Files
1:1Sentia file attachments on records are downloaded and re-uploaded to HubSpot Files, then attached to the corresponding contact, company, or deal record. File size limits apply — HubSpot supports files up to 25MB. Inline images in notes are extracted and rehosted as HubSpot file attachments.
| Sentia | HubSpot | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Opportunity / Deal | Deal1:1 | Fully supported | |
| Task / Activity | Engagement (Task / Note)1:1 | Fully supported | |
| Ticket | Ticket1:1 | Fully supported | |
| Custom Object | Custom Object1:1 | Fully supported | |
| Contact.lead_status | Contact.lifecycle_stage1:1 | Fully supported | |
| Contact.created_at | Contact hs_create_date1:1 | Fully supported | |
| Sentia owner_id | HubSpot Contact.owner_id / Deal.owner_id1:1 | Fully supported | |
| Attachment / File | HubSpot Files1:1 | 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.
Sentia gotchas
Multiple unrelated entities share the Sentia brand
Tier-gated API surface affects migration completeness
Voice workflow configurations are not portable
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
Extract Sentia data via API with staged sequencing
We connect to Sentia via API using your provided credentials. Data extraction follows a dependency order: Companies first (to resolve company_id foreign keys), then Contacts, then Deals and Tickets, then Activities and Attachments. We capture created_at, updated_at, and owner_id for every record. A preliminary data audit flags duplicates, missing required fields, and orphaned records before mapping begins. The API calls include pagination handling and retry logic to ensure reliable data retrieval under varying network conditions.
Design HubSpot schema: properties, pipelines, and custom objects
Before importing, we create the HubSpot properties that don't exist by default (original_create_date, source_system_id, etc.), configure the Deal pipeline and stages to match Sentia's pipeline structure, and create any custom objects required. If your Sentia setup includes Enterprise-tier custom objects, we confirm your HubSpot licensing supports them before proceeding. We also define custom pick-list values for any enumerated fields in Sentia, ensuring that stage names and status codes map correctly during import.
Run sample migration with field-level diff
A representative slice of 100–500 records migrates first — covering contacts across different lead statuses, deals in various stages, and a sample of activities. We generate a field-level diff comparing Sentia source values against HubSpot destination values so you can verify mapping accuracy before committing to the full run. Any mapping corrections happen at this stage. The sample set also includes records with attachments to verify file re-hosting and association integrity before the full dataset is processed.
Execute full migration with delta-pickup window
The full dataset migrates to HubSpot via API or bulk import depending on record count. A delta-pickup window (24–48 hours) captures any records created or modified in Sentia during the cutover period. All operations are logged in an audit trail. If reconciliation fails, one-click rollback reverts the HubSpot instance to its pre-migration state. We also monitor API rate limits and adjust import speed dynamically to avoid throttling while maximizing throughput.
Deliver export-for-rebuild reference and post-migration handoff
We deliver a structured export of your Sentia workflow definitions for your HubSpot admin to use as a rebuild reference, along with a field-mapping summary and a list of any Sentia data that could not migrate (with reasons). Post-migration, we verify record counts, spot-check associations, and confirm owner resolution before sign-off. The handoff package also includes a record-level change log and recommendations for ongoing data quality monitoring in HubSpot.
Platform deep dives
Sentia
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 4 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Sentia and HubSpot.
Object compatibility
4 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
Sentia: Not publicly documented — confirmed during scoping. Effective limits are bounded by the underlying CRM's published rate quotas since Sentia reads/writes through that platform's API..
Data volume sensitivity
Sentia doesn't expose a bulk API — REST + parallelization used for high-volume runs.
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
Answers to the questions buyers ask most during Sentia to HubSpot migration scoping. Not seeing yours? Book a call.
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