CRM migration

Migrate from SimplyConvert to HubSpot

Field-level mapping, validation, and rollback between SimplyConvert and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.

Get a quote See object mapping
SimplyConvert logo

SimplyConvert

Source

HubSpot

Destination

HubSpot logo

Compatibility

100%

13 of 13

objects map 1:1 between SimplyConvert and HubSpot.

Complexity

BStandard

Timeline

24–48 hours of clock time

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

SimplyConvert is a legal-tech intake and case-management platform built for mass-tort and personal-injury law firms — it tracks Cases, Contacts, Companies, and Documents through an API with 300-list-cases-per-minute and 2,000-get-create-case-per-minute rate limits. HubSpot is a general-purpose B2B CRM that organizes data around Contacts, Companies, Deals (Opportunities), and a flexible custom-property model. The fundamental model difference is that SimplyConvert's entire worldview orbits the Case object, while HubSpot's world orbits the Contact — cases become Deals, but the surrounding data model and pipeline stages must be rebuilt around HubSpot's contact-based associations and deal-stage pick-lists. FlitStack AI extracts Cases, Contacts, Companies, and Documents via the SimplyConvert REST API, resolves attorney email addresses against HubSpot users for deal ownership, maps SimplyConvert pipeline stages to a custom HubSpot legal case pipeline with stages like Evaluation, Qualified, Filed, Litigation, Settlement, and Closed, and creates HubSpot custom properties for case-specific fields that have no native equivalent (defendant, court jurisdiction, statute of limitations, case type). A sample migration with field-level diff runs first; a 24–48-hour delta-pickup window captures in-flight changes during cutover. Workflows, automations, intake bots, and referral-platform logic do not migrate — those must be rebuilt in HubSpot's automation tools or documented for rebuild scoping.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

SimplyConvert logo

Source platform

SimplyConvert platform overview

Scorecard, SWOT, gotchas, and pricing for SimplyConvert.
HubSpot logo

Destination platform

HubSpot platform overview

Scorecard, SWOT, gotchas, and pricing for HubSpot.

Data migration guide

The complete HubSpot migration guide

Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.

Destination checklist

HubSpot migration checklist

Pre- and post-cutover tasks for moving onto HubSpot.

Why teams make this switch

Two sides of the same decision

Leaving

SimplyConvert logo

SimplyConvert

What's pushing teams away

  • Per-conversion pricing model creates unpredictable and escalating costs as claimant volume grows in active litigations
  • Narrow focus on mass tort intake makes the platform unsuitable for firms with diverse practice areas requiring broader case management
  • Small vendor footprint with 23 employees and ~$1M revenue raises long-term support and platform stability concerns
  • Limited third-party integrations beyond native API constrains how SimplyConvert data connects to downstream accounting, e-billing, or e-discovery tools
  • Custom reporting insufficient for firms managing multiple simultaneous litigations needing cross-case analytics and settlement benchmarking

Choosing

HubSpot logo

HubSpot

What's pulling them in

  • Lowest barrier to entry of any major CRM — the free tier with unlimited contacts lets teams validate fit before committing to a paid plan, according to G2 and Capterra reviewers.
  • Native integration between the CRM and sales engagement tools (sequences, email tracking, dialer) means no separate sync configuration, a theme across G2 Sales Hub reviews.
  • Pipeline visualization, deal tracking, and automated workflows are consistently praised as intuitive and easy to set up without developer involvement.
  • Strong onboarding for new team members — reviewers on Capterra and G2 highlight how quickly new reps become productive without formal training.
  • The HubSpot platform ecosystem (Marketing, Sales, Service, CMS hubs) allows growing companies to consolidate tools without building new integrations.

Object mapping

How SimplyConvert objects map to HubSpot

Each row shows how a SimplyConvert 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.

SimplyConvert

Case

maps to

HubSpot

Deal

1:1
Fully supported

SimplyConvert's Case object maps directly to HubSpot Deal (Opportunity). The Case record carries case_number, case_type, damages_amount, defendant, court, incident_date, and statute_of_limitations — all of which migrate as HubSpot custom deal properties. The case's SimplyConvert status value maps to a HubSpot deal-stage value within a custom legal pipeline.

SimplyConvert

Contact

maps to

HubSpot

Contact

1:1
Fully supported

SimplyConvert Contact maps 1:1 to HubSpot Contact — firstname, lastname, email, phone, address, and role_in_case all map to HubSpot's standard contact properties. Custom contact properties like referral_source and intake_channel migrate as HubSpot custom contact properties. The Contact's associated Case record links via a HubSpot deal-contact association after the deal is created.

SimplyConvert

Company

maps to

HubSpot

Company

1:1
Fully supported

SimplyConvert Company maps to HubSpot Company with direct field correspondence for core business identifiers. Company name, domain, industry classification, and number_of_employees map directly to HubSpot's standard company properties. When SimplyConvert stores a parent company and subsidiary hierarchy, HubSpot's dedicated Parent Company field preserves the organizational relationship during migration, maintaining the corporate structure in the destination CRM.

SimplyConvert

Case pipeline / status

maps to

HubSpot

Deal pipeline + stage

1:1
Fully supported

SimplyConvert's case-status values (e.g., Under Evaluation, Qualified, Filed, In Litigation, Settlement, Closed) map to HubSpot deal-stage names within a custom 'Legal Cases' pipeline. Each SimplyConvert status value requires a value-mapping entry to the corresponding HubSpot stage. Probability and forecast-category values are assigned per stage in HubSpot.

SimplyConvert

Document

maps to

HubSpot

HubSpot Files

1:1
Fully supported

SimplyConvert Document records (file name, file type, uploaded_by, upload_date) map to HubSpot Files attached to the corresponding Deal record. The SimplyConvert document binary is downloaded via the document download endpoint and re-uploaded to HubSpot's file storage, then associated to the migrated deal by case_id linkage.

SimplyConvert

Case custom fields (case_type, defendant, court, statute_of_limitations)

maps to

HubSpot

Deal custom properties

1:1
Fully supported

SimplyConvert stores case_type, defendant, court_jurisdiction, and statute_of_limitations as custom case fields with no direct HubSpot equivalent. FlitStack creates HubSpot deal custom properties (case_type__c, defendant__c, court_jurisdiction__c, statute_of_limitations__c) before migration begins. Each field value maps directly from SimplyConvert to the corresponding custom property on the HubSpot deal record.

SimplyConvert

Contact custom properties (referral_source, intake_channel, role_in_case)

maps to

HubSpot

Contact custom properties

1:1
Fully supported

SimplyConvert contact records carry referral_source, intake_channel, and role_in_case properties that have no standard HubSpot equivalent. These migrate as HubSpot custom contact properties (referral_source__c, intake_channel__c, role_in_case__c) so referral attribution and intake source tracking survive the migration intact.

SimplyConvert

Attorney / user (owner)

maps to

HubSpot

HubSpot User (deal owner)

1:1
Fully supported

SimplyConvert assigns an attorney or intake specialist to each Case as an owner reference. FlitStack resolves each SimplyConvert owner email against the HubSpot user list by email match. Unmatched owners are flagged before migration runs — the firm either invites them to HubSpot or assigns their cases to a fallback owner.

SimplyConvert

Referral / referring attorney

maps to

HubSpot

Contact + custom property

1:1
Fully supported

SimplyConvert's referral-platform tracks referring attorneys and referral sources per case. This data migrates as HubSpot contacts for referring attorneys linked to the deal, and as referral_source__c and referring_attorney__c custom deal properties for comprehensive source attribution on the case record.

SimplyConvert

SimplyConvert internal ID

maps to

HubSpot

Source_System_ID__c custom property

1:1
Fully supported

The SimplyConvert case ID and contact ID are stored as custom properties on the migrated HubSpot records (Source_System_ID__c, Source_Contact_ID__c) for full traceability throughout the migration lifecycle. These properties enable delta-run de-duplication and maintain audit trail integrity for compliance purposes.

SimplyConvert

Intake bot / qualification workflow

maps to

HubSpot

No equivalent

1:1
Fully supported

SimplyConvert's criteria-based qualification bots and automated client follow-up sequences are legal-intake automation with no HubSpot CRM equivalent. These must be rebuilt using HubSpot's workflow automation tool (available in Professional and Enterprise tiers) or documented for rebuild by the firm's operations team.

SimplyConvert

Embedded contracting / e-signature

maps to

HubSpot

No equivalent

1:1
Fully supported

SimplyConvert's embedded contracting feature allows clients to sign engagement agreements directly within the intake flow. HubSpot CRM has no native e-signature or contract-embedding capability. Firms should evaluate and implement HubSpot integrations with DocuSign, HelloSign, or similar e-signature tools as part of post-migration setup.

SimplyConvert

Reporting dashboard (case analytics)

maps to

HubSpot

HubSpot Reports

1:1
Fully supported

SimplyConvert's reporting dashboard provides case-volume analytics, intake funnel metrics, and referral-source reporting specific to legal intake. HubSpot's native reports cover deal pipeline and contact activity but do not replicate legal-case metrics. Firms should plan to rebuild key case reports in HubSpot's reporting tool or connect a BI tool like Tableau or Power BI.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

SimplyConvert logo

SimplyConvert gotchas

High

Per-conversion billing requires conversion-status audit before migration

High

No bulk export endpoint forces pagination under strict rate limits

Medium

No standalone Contact object requires structural flattening

Medium

API key generation requires direct vendor contact

Low

Named litigation groupings not exposed as filterable objects

HubSpot logo

HubSpot gotchas

High

Marketing Contacts billing model is migration-critical

High

Feature tier gating is not visible until onboarding

Medium

Mandatory onboarding fees inflate year-one cost

Medium

HubSpot CSV importer cannot migrate engagements or attachments

Medium

Custom objects require Enterprise and a pre-existing schema

Pair-specific challenges

  • SimplyConvert pipeline stages have no native HubSpot equivalent — custom legal pipeline required

    SimplyConvert case-status values (Under Evaluation, Qualified, Filed, In Litigation, Settlement, Closed) exist as freeform custom values in the SimplyConvert data model. HubSpot's dealstage field is pick-list based and tied to a specific pipeline object. To preserve case-status semantics in HubSpot, FlitStack creates a custom 'Legal Cases' pipeline with stages that map to the firm's actual SimplyConvert statuses, and maps each status value through a value-mapping table. Probability and forecast-category values must be assigned per stage. This mapping is planned before migration and validated during the sample-run phase.

  • SimplyConvert attorney/owner emails must resolve to HubSpot users before migration

    SimplyConvert associates an attorney or intake specialist as the Case owner via email reference. HubSpot deals require an OwnerId pointing to an existing HubSpot user. If a SimplyConvert owner email does not match any user in the destination HubSpot portal, the deal lands without an owner and surfaces in 'Unassigned' views. FlitStack inventories all SimplyConvert owner emails against HubSpot users before migration runs and flags unmatched attorneys so the firm can either invite them to HubSpot or reassign their cases to a fallback owner.

  • Documents migrate as HubSpot Files but lose SimplyConvert's case-document association metadata

    SimplyConvert's document object stores file_name, file_type, uploaded_by, upload_date, and an association to the parent Case. HubSpot Files attach to CRM records but have no native document-type or case-association metadata beyond the record they're attached to. FlitStack re-uploads document binaries to HubSpot and attaches them to the corresponding migrated deal, preserving file_name, type, and upload_date as file metadata. However, custom document categorization (e.g., 'Medical Records', 'Court Filing') stored in SimplyConvert's document properties must migrate as custom HubSpot file properties or be preserved as deal notes.

  • HubSpot has no native legal-intake or case-management features — workflows and bots do not transfer

    SimplyConvert's core value proposition includes criteria-based qualification bots, automated client follow-up sequences, embedded contracting, and referral management — all purpose-built for legal intake. HubSpot CRM has no native equivalent to any of these features. Automations, intake workflows, and referral sequences must be rebuilt in HubSpot's workflow automation tool (Professional/Enterprise tier) or documented for rebuild scoping. Engagement and sequence data associated with contacts in SimplyConvert also does not migrate and must be rebuilt or sourced from SimplyConvert's export before cutover.

  • SimplyConvert's per-case pricing model creates a billing shock if case volume spikes during migration

    SimplyConvert charges per signed-client case, which means a firm mid-migration that experiences a case-volume spike — common in high-profile mass-tort periods — faces unexpected per-case charges while simultaneously paying migration costs. HubSpot's subscription model decouples billing from case volume, which eliminates this particular risk, but the firm should confirm its HubSpot tier accommodates peak case loads before committing to the migration timeline. FlitStack flags SimplyConvert accounts with irregular case-volume patterns during the discovery phase.

Migration approach

Six steps for a successful SimplyConvert to HubSpot data migration

  1. Extract SimplyConvert data via REST API with rate-limit awareness

    FlitStack connects to the SimplyConvert REST API using the firm's API key (retrieved from Integration Settings) and pulls all Cases, Contacts, Companies, and Document metadata via the /api/v2/cases, /api/v2/contacts, and /api/v2/companies endpoints. API calls are throttled to respect SimplyConvert's limits: 300 requests per minute on List Cases, 2,000 per minute on Get/Create Case, and 200 per minute on document operations. Document binaries are downloaded separately and queued for HubSpot re-upload. All raw records are staged in FlitStack's migration environment with checksums for integrity validation before transformation begins.

  2. Build custom HubSpot legal pipeline and custom properties

    Before any data is written to HubSpot, FlitStack creates the 'Legal Cases' deal pipeline with stages mapped from the firm's SimplyConvert case-status values (e.g., Evaluation, Qualified, Filed, Litigation, Settlement, Closed). Custom deal properties are created for case_number__c, case_type__c, defendant__c, court_jurisdiction__c, statute_of_limitations__c, and Source_System_ID__c. Custom contact properties are created for role_in_case__c, referral_source__c, intake_channel__c, and Source_Contact_ID__c. FlitStack delivers a pre-migration schema setup plan so the firm's HubSpot admin can review and approve the custom field names and pick-list values before data lands.

  3. Inventory and resolve attorney owners by email match

    FlitStack extracts all unique owner email addresses from the SimplyConvert case records and cross-references them against the HubSpot user list. Each SimplyConvert owner email that matches a HubSpot user by email is mapped to the corresponding HubSpot OwnerId. Owner email addresses with no HubSpot user match are flagged in a pre-migration report with the count of cases affected — the firm resolves these before the migration runs by inviting the attorney to HubSpot or reassigning their cases to a designated fallback owner.

  4. Run sample migration with field-level diff

    A representative slice of records — typically 100–300 cases spanning the full range of SimplyConvert statuses, case types, and owner assignments — is migrated first into the firm's HubSpot sandbox or a designated test portal. FlitStack generates a field-level diff comparing source and destination values for every mapped field so the firm can verify case_status-to-dealstage mapping, custom property population, document attachment, and owner assignment before the full run commits. Discrepancies are corrected in the mapping configuration and the sample re-run until validation passes.

  5. Execute full migration with delta-pickup window and audit log

    The full migration runs against the production HubSpot portal. FlitStack sequences writes in dependency order: Companies first, then Contacts, then Deals with owner resolution and pipeline mapping, then document re-uploads attached to deals. A delta-pickup window (typically 24–48 hours after the main run completes) captures any new cases or updates made in SimplyConvert during the cutover. Every operation is logged to FlitStack's audit trail. One-click rollback is available if post-migration reconciliation reveals data integrity issues.

Platform deep dives

Context on both ends of the pair

SimplyConvert logo

SimplyConvert

Source

Strengths

  • Purpose-built for mass tort claimant intake with chatbot, TDP scoring, and claim form population in a single workflow
  • ABA-recognized legal tech innovator with lawyer-founded development team understands litigation-specific data requirements
  • Integrated referral platform and CaseHQ client portal consolidate intake and client-facing communication
  • Real-time case notifications and lead ranking directly support settlement-focused case management priorities
  • Per-conversion pricing aligns cost with firm revenue for high-volume litigations with clear intake-to-contract conversion

Weaknesses

  • Pay-per-conversion billing creates unpredictable and escalating costs as claimant volume grows across active litigations
  • Narrow mass tort specialization unsuitable for firms managing diverse practice areas beyond claimant intake
  • Small vendor footprint (23 employees, ~$1M revenue) raises long-term stability and support-capacity concerns
  • No dedicated bulk export API; large case histories require pagination through the 300 req/min List Cases endpoint
  • Limited documented API coverage for non-Case objects including Contacts, Users, and custom objects
HubSpot logo

HubSpot

Destination

Strengths

  • Genuinely useful free CRM tier with no seat limit on contact records.
  • All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration.
  • Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews.
  • Workflow automation triggers across contacts, deals, and tickets with a visual builder.
  • API coverage for all standard objects including custom objects at Enterprise tier.

Weaknesses

  • Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×.
  • Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation.
  • Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page.
  • API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing.
  • Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across SimplyConvert and HubSpot.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    SimplyConvert: 300 req/min for List Cases; 2000 req/min for Get Case and Create Case; 200 req/min for Upload Documents and Download Documents; 2000 req/min for all unspecified endpoints.

  • Data volume sensitivity

    B

    SimplyConvert doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your SimplyConvert to HubSpot migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about SimplyConvert to HubSpot data migrations

Answers to the questions buyers ask most during SimplyConvert to HubSpot migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your SimplyConvert to HubSpot migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most SimplyConvert-to-HubSpot migrations complete in 24–48 hours of clock time for under 10,000 records. The planning and schema-setup phase — building the custom legal pipeline, creating custom properties for case_number, defendant, court jurisdiction, and statute_of_limitations, and resolving attorney owner email addresses — typically takes 3–7 days before the migration run begins. Firms with 50,000+ records or multiple case-type pipelines should plan for 5–10 days total from kickoff to go-live.

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