Migrate from Thryv to HubSpot

Thryv Clients migrate directly to HubSpot Contacts. Thryv stores client name, email, phone, address, and job title as standard fields that map to HubSpot's corresponding standard contact properties. Owner resolution happens by email match against HubSpot users. If multiple contacts share the same email address, we apply a deduplication rule that preserves the most recently updated record while archiving the older entry.

Thryv links a Client to a Company as a primary relationship. In HubSpot, we resolve the company first, then associate the contact using HubSpot's primary company association field. Secondary company links become HubSpot association records if multiple companies are present per client.

Thryv Companies map 1:1 to HubSpot Companies. Company name, domain/website, industry, phone, address, and employee count fields migrate to their HubSpot equivalents. Parent-company hierarchies in Thryv map to HubSpot's parent company field. We also preserve the original Thryv company ID in a custom property for traceability, and we flag any duplicate company names to prevent overwriting during import.

Thryv Opportunities (deals) map to HubSpot Deals with deal name, amount, stage, and expected close date transferred directly. Thryv stage names are mapped to HubSpot pipeline stages value-by-value during migration. We also capture the original Thryv opportunity ID and store it as a custom property, enabling audit trails and preventing duplicate deal creation on subsequent delta imports.

Thryv pipelines map to HubSpot deal pipelines. Each Thryv pipeline with its stage set becomes a HubSpot pipeline in HubSpot. We replicate stage order, stage labels, and stage probability values as HubSpot stage metadata. If a Thryv pipeline contains custom stage probability overrides, we record those values in a dedicated custom property to preserve the original weighting logic.

Thryv appointments map to HubSpot Meetings when they include a scheduled date and time. Thryv tasks without a specific scheduled time map to HubSpot Tasks. Both preserve the original created date, owner, and linked client/company record. Any appointment location details are transferred to the HubSpot Meeting location field, and task priority flags map to HubSpot's task priority property when present.

Thryv email and SMS communication logs migrate as HubSpot engagement records on the Contact timeline. Each log preserves the original sent/received timestamp, direction (sent/received), subject or preview text, and the owning user. If the original message body exceeds HubSpot's character limit for engagement notes, we attach the full content as a file on the contact record for complete reference.

Thryv stores tags as comma-separated label strings per client. We split those into individual values and map them to a HubSpot multi-select custom property so tags function natively in HubSpot's filtering, segmentation, and workflow triggers. If the original tag set includes non-standard delimiters, we detect and normalize them before writing to HubSpot to ensure consistent property values.

Thryv custom fields up to 150 per object (Keap Max) require pre-creation as HubSpot custom properties before migration. We map field types: Thryv text, number, date, and pick-list fields translate to their HubSpot equivalents. Multi-select and checkbox fields map to HubSpot multi-checkbox properties.

Thryv's built-in payment processing (ThryvPay) has no direct HubSpot equivalent. We migrate invoice line-item data as deal line items or as notes on the deal record. Payment status and transaction history are preserved for reference but require separate reconciliation in HubSpot's billing workflow.

Thryv Automation Builder workflows do not export via API. We document the workflow triggers, conditions, and actions from Thryv's automation definitions so your HubSpot admin can rebuild them in HubSpot Workflows or Sequences. We cannot migrate these automatically. We also provide a step-by-step rebuild guide and sample workflow templates to accelerate the recreation process.

Thryv integrations (booking widgets, payment processors, legacy telephony) have no HubSpot equivalents at the data level. We flag each active integration so your team can research HubSpot App Marketplace alternatives or rebuild the connection via HubSpot's API. We also provide a compatibility checklist and recommended third-party apps that can replicate the functionality previously handled by each Thryv integration.