Migrate from UPilot to HubSpot

UPilot contacts map directly to HubSpot contacts. Every standard property (name, email, phone, job title, address) transfers as a HubSpot contact property. Owner resolution happens by email match against HubSpot users — unmatched owners are flagged before migration for team assignment.

UPilot companies map to HubSpot companies. HubSpot requires contacts to associate to a primary company via the Associated Company property. UPilot's company-to-contact associations translate to HubSpot's company-contact linking model with N:1 primary designation — each contact can link to one primary company, and companies can have many associated contacts. This preserves the relationship hierarchy while conforming to HubSpot's association architecture.

UPilot deals map to HubSpot deals. Each deal carries deal name, amount, stage, close date, owner, and associated contacts. HubSpot's deal object requires a pipeline assignment — the migration assigns deals to the default pipeline unless a pipeline mapping plan is defined during scoping.

UPilot deal stages map to HubSpot pipeline stages by value. Stage names are mapped one-by-one during the scoping phase. If UPilot uses 5+ stages and HubSpot will use multiple pipelines to separate business units or product lines, the migration plan documents which stages route to which pipeline before the migration run executes. This prevents deals from landing in the wrong pipeline with mismatched stage labels.

UPilot tasks migrate as HubSpot engagement tasks. Original timestamps, owners, and task subject lines transfer directly to the HubSpot engagement task properties. HubSpot's engagement timeline displays tasks chronologically against the associated contact, company, or deal record — your team sees the full task history in context without any manual recreation or data entry.

UPilot notes become HubSpot engagement notes. Rich-text formatting is preserved where UPilot supports it during export. Notes attach to the parent contact or company record and appear in HubSpot's activity timeline alongside calls, emails, and meetings — this keeps your full communication record intact and visible to anyone reviewing the contact or company in HubSpot.

UPilot call records (call type, duration, outcome) migrate to HubSpot calls. HubSpot's call property set includes Call Title, Body, Direction, Duration, and Disposition — the migration maps UPilot fields to the nearest HubSpot call properties, preserving the call record details so your team has complete call history available in HubSpot's engagement timeline.

UPilot email records migrate as HubSpot email engagements. Subject, body, and timestamp transfer completely. HubSpot tracks emails against the contact timeline and optionally logs against the deal if a deal association exists on the contact record — this ensures email history is visible wherever your team is working in HubSpot.

UPilot meetings map to HubSpot meetings. Start time, end time, location, and title transfer with full fidelity. HubSpot meetings attach to the contact record and appear in the engagement timeline alongside calls and emails, giving your team a complete picture of every customer interaction in one chronological view.

UPilot custom fields on contacts, companies, and deals require HubSpot custom property creation before migration. FlitStack delivers a property creation plan as part of the migration package — property names, types, and pick-list options are documented so HubSpot admins can pre-create the schema.

UPilot users and deal owners resolve to HubSpot users by email address. If a UPilot owner email has no matching HubSpot user, the record lands under a designated fallback owner — your team creates the HubSpot user or reassigns after migration.

UPilot role-based access configurations do not transfer to HubSpot. HubSpot's roles, permissions, and teams are destination-side schema that must be rebuilt post-migration. FlitStack exports UPilot's complete role definitions as a detailed rebuild reference document, listing each role, its associated permissions, and the users assigned. Your HubSpot admin uses this document as a step-by-step blueprint for reconstructing the permission hierarchy in HubSpot's Settings > Users & Teams.

UPilot file attachments on records re-upload to HubSpot Files. Files attach to the parent record (contact, company, or deal) in HubSpot's file manager. HubSpot's 115MB file size limit per file applies — any files exceeding this threshold are flagged in the pre-migration report so your team can decide whether to upload those files manually or exclude them from the migration run.