CRM migration
Field-level mapping, validation, and rollback between SoulCRM and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
SoulCRM
Source
HubSpot
Destination
Compatibility
10 of 10
objects map 1:1 between SoulCRM and HubSpot.
Complexity
BStandard
Timeline
48–72 hours
Overview
SoulCRM and HubSpot both organize data around contacts, companies, and deals, but the data models differ in meaningful ways that affect migration planning. SoulCRM typically structures records using module-based organization (sales, marketing, support) with properties stored as custom fields per module. HubSpot uses a unified object model with Contacts, Companies, Deals, and Tickets as standard objects, plus custom objects for Enterprise tiers. The most significant translation involves SoulCRM's deal/pipeline structure mapping to HubSpot's deal pipelines and associated dealstage values. HubSpot's lifecycle_stage property tracks prospect progression through subscriber, lead, MQL, SQL, customer, and evangelist stages — a concept SoulCRM may not mirror exactly, so FlitStack surfaces this as a custom field mapping decision point. We migrate all standard objects (contacts, companies, deals) with their properties, activity history (calls, emails, meetings, notes), and custom fields. Workflows, automations, and email templates do not migrate — those require manual rebuild in HubSpot's workflow builder. Our migration uses scoped read access on SoulCRM with a delta-pickup window capturing in-flight changes during cutover.
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 SoulCRM 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.
SoulCRM
Contact / Lead
HubSpot
Contact
1:1SoulCRM contacts and leads map directly to HubSpot Contacts. SoulCRM stores contact properties including name, email, phone, company association, and custom fields. HubSpot Contacts use the same basic structure; we preserve the original SoulCRM create date as Original_Create_Date__c since HubSpot sets CreatedDate at migration time.
SoulCRM
Company
HubSpot
Company
1:1SoulCRM companies map 1:1 to HubSpot Companies. HubSpot uses the same name, domain/website, industry, employee count, and annual revenue fields. SoulCRM company hierarchies (parent-child) map to HubSpot's parent company association using the parent_company_id reference, and we ensure that the hierarchical relationships are preserved in HubSpot's company associations, including maintaining any sub-company records under their parent.
SoulCRM
Deal / Quote
HubSpot
Deal
1:1SoulCRM deals and quotes map to HubSpot Deals. The key transformation involves mapping SoulCRM's deal stage names to HubSpot's pipeline stages. If SoulCRM uses multiple pipelines (one per sales team or product line), we create corresponding HubSpot deal pipelines and map each stage value explicitly.
SoulCRM
Pipeline
HubSpot
Deal Pipeline
1:1Each SoulCRM pipeline becomes a HubSpot Deal Pipeline. HubSpot allows multiple pipelines with distinct stage sets per pipeline. We map SoulCRM pipeline names to HubSpot pipeline names and translate stage names to HubSpot stage values, preserving stage order and probability weights.
SoulCRM
Activity (Call / Email / Meeting / Note)
HubSpot
Engagements (Calls, Emails, Meetings, Notes)
1:1SoulCRM activity logs map to HubSpot's engagement timeline. Calls become HubSpot calls, emails become email engagements, meetings become meeting engagements, and notes become HubSpot notes. Original timestamps, owners, and associated contacts/companies are preserved through the migration, and we verify that each activity type retains its original content and metadata in HubSpot's timeline.
SoulCRM
Ticket / Support Case
HubSpot
Ticket
1:1If SoulCRM has a support or ticket module, those cases map to HubSpot Tickets. HubSpot Tickets have subject, status, priority, and owner fields. We map SoulCRM ticket status values to HubSpot's ticket pipeline stages, preserving the original ticket create date and any associated contact or company links.
SoulCRM
Product / Item
HubSpot
Product (HubSpot line-item support required)
1:1SoulCRM products/items used in quotes map as reference data only. HubSpot Deals can have line items if the Professional or Enterprise tier is selected, but line items are optional. We flag this as a decision point: if quote-level product detail matters, HubSpot Professional/Enterprise with line items enabled is recommended.
SoulCRM
User / Owner
HubSpot
User (by email match)
1:1SoulCRM users and owners are resolved by email match against HubSpot users. Unmatched owners are flagged before migration — your team either creates HubSpot user accounts for them first or assigns their records to a fallback HubSpot user. No record lands without an owner.
SoulCRM
Attachment / File
HubSpot
Files
1:1SoulCRM file attachments on records re-upload to HubSpot Files. We preserve the association to the parent record (contact, company, deal) in HubSpot. File size limits apply per HubSpot's hosting constraints; large files are flagged if they exceed HubSpot's 250MB per-file limit.
SoulCRM
Custom Fields / Properties
HubSpot
Custom Properties on each object
1:1SoulCRM custom fields require HubSpot custom properties to be created before migration. We analyze SoulCRM's custom field schema, create matching HubSpot properties (with correct field types — text, number, date, picklist, etc.), and then map data field-by-field. SoulCRM picklist values map to HubSpot option sets.
| SoulCRM | HubSpot | Compatibility | |
|---|---|---|---|
| Contact / Lead | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal / Quote | Deal1:1 | Fully supported | |
| Pipeline | Deal Pipeline1:1 | Fully supported | |
| Activity (Call / Email / Meeting / Note) | Engagements (Calls, Emails, Meetings, Notes)1:1 | Fully supported | |
| Ticket / Support Case | Ticket1:1 | Fully supported | |
| Product / Item | Product (HubSpot line-item support required)1:1 | Fully supported | |
| User / Owner | User (by email match)1:1 | Fully supported | |
| Attachment / File | Files1:1 | Fully supported | |
| Custom Fields / Properties | Custom Properties on each object1:1 | 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.
SoulCRM gotchas
No public API documentation discovered in research
Minimum user requirements on paid tiers affect per-seat pricing
Absence from G2, Capterra, and TrustRadius review platforms
Limited documented integrations with third-party tools
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 SoulCRM schema and count objects across all modules
We connect via SoulCRM API with scoped read access to enumerate all object types (contacts, companies, deals, tickets, custom objects), count records per object, and list all custom fields and their data types. We also extract the SoulCRM pipeline and stage configurations. This audit produces a migration scope document with record counts, custom field inventory, and any API rate limit concerns flagged before planning begins.
Map SoulCRM objects to HubSpot objects and create HubSpot custom properties
Based on the audit, we map each SoulCRM object to its HubSpot equivalent. Custom SoulCRM fields are created as HubSpot custom properties with matching field types. For picklist fields, we extract SoulCRM option values and create corresponding HubSpot option sets. For lifecycle_stage, we present a mapping worksheet so your team decides which SoulCRM stage values map to which HubSpot lifecycle values before migration runs.
Resolve SoulCRM users to HubSpot users by email
We extract SoulCRM user and owner records and match them against HubSpot users by email address. Unmatched owners are flagged with their SoulCRM user ID and email so your team can create HubSpot accounts for them or reassign their records to a fallback owner. No record migrates without a confirmed HubSpot owner — this prevents orphaned records in HubSpot after migration.
Run sample migration with field-level diff
A representative slice migrates first — typically 100–500 records spanning contacts, companies, deals, and activities. We generate a field-level diff report comparing source values against destination values so you can verify lifecycle_stage mapping, pipeline-to-deal mapping, owner resolution, and custom field data before the full run commits. Sample migration catches mapping errors before they affect your full dataset and allows early alignment with your data governance rules.
Execute full migration with delta-pickup window
Full migration runs against HubSpot's API with records inserted in dependency order: companies first, then contacts, then deals, then tickets, then activities. A delta-pickup window (24–48 hours) captures any records created or modified in SoulCRM during the cutover period. Audit log tracks every operation. If reconciliation fails, one-click rollback reverts the HubSpot instance to its pre-migration state so your team can remap and retry without data loss.
Platform deep dives
SoulCRM
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 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 SoulCRM and HubSpot.
Object compatibility
3 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
SoulCRM: Not publicly documented.
Data volume sensitivity
SoulCRM 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 SoulCRM to HubSpot migration scoping. Not seeing yours? Book a call.
Walk through your SoulCRM to HubSpot migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
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