Migrate from Teleforce CRM to HubSpot

Teleforce contacts map directly to HubSpot contacts. Each Teleforce contact lands as a HubSpot contact record with all standard properties (name, email, phone, jobtitle) preserved. The contact's HubSpot lifecycle_stage property is initialized based on Teleforce workflow-state flags if present, otherwise left at the default 'subscriber' value for manual classification.

Teleforce stores owner as a user reference on the contact. HubSpot contacts have an owner_id field pointing to a HubSpot user. Resolution happens by matching the Teleforce owner email to a HubSpot user email — if no match exists, the contact lands unassigned and is flagged for manual owner assignment before go-live.

Teleforce company records map to HubSpot company records. Name, domain, industry, employee count, and annual revenue transfer as HubSpot standard properties. Teleforce parent-company associations map to HubSpot's parent-company field if Teleforce stores that hierarchy — circular parent links are flagged and resolved before the import.

Teleforce's one-primary-company-per-contact model maps directly to HubSpot's primary company association. If Teleforce stores multiple company associations per contact, the additional companies are imported as secondary HubSpot company associations via HubSpot's associations API, preserving the full relationship graph. During the pre-migration audit, FlitStack verifies whether Teleforce exposes multiple company associations in its API and flags any contacts with secondary company relationships that may require manual review if Teleforce does not surface the full association data.

Teleforce deals migrate to HubSpot deals. Each deal lands with its name, amount, close date, and stage value preserved. The Teleforce deal owner resolves the same way as contact owner — email match to HubSpot users. If Teleforce deal stages have custom names not matching any existing HubSpot pipeline stage, they are mapped to the nearest HubSpot stage and flagged for review.

Teleforce's named deal pipelines map to HubSpot deal pipelines. FlitStack creates the corresponding HubSpot pipeline before the migration run if it does not already exist. Stage-to-stage mapping is value-by-value: each Teleforce stage name maps to a named HubSpot stage within the target pipeline, with stage order and probability applied per your HubSpot pipeline configuration.

Teleforce's built-in call logs migrate as HubSpot call engagements. The original call timestamp, duration, direction (inbound/outbound), and outcome notes are stored in HubSpot's engagement properties on the associated contact. Call recordings stored in Teleforce are downloaded and re-uploaded as HubSpot file attachments linked to the engagement record.

Teleforce email and SMS activity logs migrate as HubSpot email engagements attached to the relevant contact. The original send timestamp, subject, and body content transfer as HubSpot engagement metadata. HubSpot does not replay the emails — it creates engagement records that populate the contact's activity timeline.

Teleforce notes migrate as HubSpot note engagements linked to the parent contact, company, or deal. Rich-text formatting is preserved where Teleforce stores it as HTML. The original create date and author (resolved by email match) transfer as HubSpot engagement metadata for timeline continuity.

Every Teleforce custom property requires a corresponding HubSpot custom property to be created before the migration run. FlitStack delivers a pre-migration setup plan listing each Teleforce custom property, its data type, and the HubSpot property name to create. Boolean, number, date, and single-line text properties map cleanly; pick-list properties require value-by-value mapping if HubSpot's option labels differ.

The original Teleforce record ID is stored on every migrated record as a HubSpot custom string property named Source_System_ID__c. This enables delta-run de-duplication, prevents record duplication on re-migration, and allows your team to cross-reference records back to the source Teleforce account during the parallel-run window.

HubSpot sets Createdate at migration time, overwriting the original Teleforce creation timestamp. FlitStack preserves the original Teleforce createdate as a HubSpot custom datetime property so reporting reflects the true customer lifecycle from day one of Teleforce usage. This preservation is critical for accurate customer tenure reporting, churn analysis, and historical trend reporting that depends on knowing when a record was originally created in Teleforce rather than when it landed in HubSpot.