Migrate from Sharp CRM to HubSpot

Sharp CRM custom fields with non-standard data types require manual HubSpot property creation before migration

Sharp CRM supports some data types — formatted phone numbers, currency fields with locale formatting, multi-select text — that don't map directly to HubSpot's standard property types. When Sharp CRM stores a currency field with a locale-specific symbol, we normalize the value to a decimal number and create a matching HubSpot number property. Multi-select text in Sharp CRM becomes a HubSpot text property with comma-separated values by default, or a custom multi-select property if your team specifies the preference. Either way, the HubSpot property must exist before the migration run, so our schema plan is finalized at least 48 hours before data moves. This adds a planning step that teams with extensive Sharp CRM custom field sets notice as the longest pre-migration task.

Sharp CRM workflows and automation rules do not migrate and must be rebuilt in HubSpot

Sharp CRM stores workflow definitions, enrollment triggers, and sequence logic in its own automation engine. Those definitions cannot be exported in a format that HubSpot's workflow builder can consume. FlitStack AI exports a human-readable summary of every Sharp CRM workflow — trigger conditions, action steps, and enrollment criteria — as a rebuild reference for your HubSpot admin. The rebuild itself is a separate task. Our migration plan delivers that workflow summary as part of the initial audit output so your team can prioritize the highest-impact automations to rebuild first. Teams underestimate this rebuild effort most often when Sharp CRM had complex multi-branch sequences driving sales follow-ups.

HubSpot's contact-company association model supports N:N relationships — Sharp CRM's may be 1:N

HubSpot allows each contact to associate with multiple companies natively. Sharp CRM's contact-to-company association model varies by account configuration — some setups are strictly one company per contact. When migrating from a 1:N Sharp CRM configuration, we map the single company to the primary HubSpot company association. If your Sharp CRM data happens to include contacts with multiple companies (via a multi-company add-on or import workaround), those secondary associations migrate to HubSpot contact-to-company links. We surface the actual association cardinality during the audit phase so there are no surprises at mapping time.

HubSpot's marketing contact billing model is distinct from Sharp CRM's contact counting

Sharp CRM typically counts all contacts for billing purposes without a marketing-specific sub-classification. HubSpot separates marketing contacts from CRM contacts on some paid tiers, and that distinction affects the cost of HubSpot's marketing tools. We flag all contacts that may have been part of Sharp CRM marketing or outreach campaigns so your team can decide how to classify them in HubSpot before the migration. We do not make that classification decision for you because it affects your HubSpot subscription tier and marketing tool costs. The source_system_id__c custom property we create on every contact lets you filter and re-classify marketing contacts post-migration if needed.

Sharp CRM's API rate limits may extend migration timeline for large datasets

Sharp CRM's API enforces per-minute or per-day rate limits that vary by account tier. For migrations exceeding 50,000 records, we paginate exports from Sharp CRM's API using exponential backoff to stay within rate limits without triggering temporary lockouts. The delta-pickup window at the end of migration is sized to accommodate any records modified during the cutover, but aggressive rate limiting in Sharp CRM can push large migrations from the 48-hour window to 5–7 days. We test API responsiveness during the audit phase and adjust the timeline estimate before the migration begins.