Migrate from Wavity CRM to HubSpot

Wavity contacts migrate directly to HubSpot contacts. The Wavity contact's email address becomes the HubSpot Contact email, which drives deduplication. Owner resolution happens by email match against HubSpot users. Unmatched owners receive a placeholder assignment pending your HubSpot admin's user setup.

Wavity companies map 1:1 to HubSpot companies. The company name, domain, industry, employee count, and annual revenue fields map directly where present. HubSpot's company domain-based association auto-links new contacts to the matching company on import.

Wavity opportunities map to HubSpot deals. The deal name, amount, expected close date, owner, and pipeline association carry over. HubSpot's deal model uses a pipeline object that holds multiple stages — Wavity's pipeline reference becomes the HubSpot pipeline association.

Wavity's customizable pipeline model translates to HubSpot pipelines with stage definitions. Each Wavity pipeline stage name becomes a HubSpot deal stage value within the corresponding pipeline. Stage probability values are preserved as metadata for forecasting continuity.

Wavity's Lead Scoring and Opportunity Scoring values have no native HubSpot equivalent at the Contact level. FlitStack creates custom numeric properties (Lead_Score__c, Opportunity_Score__c) and migrates the raw numeric values. HubSpot's own lead scoring can be rebuilt on top of these values.

Wavity tasks migrate as HubSpot tasks with the original due date, owner, subject, and completion status preserved. Tasks associated with a specific contact, company, or deal carry their association record into HubSpot's association model.

Wavity appointment records with start time, end time, location, and attendees map to HubSpot meetings. The original meeting owner and associated contact/company/deal links are preserved. HubSpot's meeting link integration can be rebuilt post-migration.

Wavity's Proposal Management records migrate to HubSpot Quotes where the Quote feature is available on the Sales Hub Professional plan. Proposal line items map to HubSpot Line Items associated with the migrated deal. Proposal status (draft, sent, accepted, rejected) is preserved.

Wavity's Custom Product and Pricing Catalog maps to HubSpot Products and Line Items. Products hold the product name, SKU, and price. Line Items associate products with deals in HubSpot and carry quantity and discount information from Wavity's pricing rules.

Wavity's Custom Fields and Custom Forms map to HubSpot custom properties. Each Wavity custom field creates a corresponding HubSpot property in the correct object (Contact, Company, or Deal). Property type is inferred from Wavity's field type — text, number, date, pick-list, or currency.

Wavity's Custom Roles and Permissions map to HubSpot's user roles and team structure. We preserve the role hierarchy so your HubSpot admin can assign profiles and access levels post-migration. Permissions themselves require manual rebuild in HubSpot's account settings.

Wavity CRM-by-Phone call records migrate to HubSpot Calls with duration, call disposition, owner, and original timestamp. Call recordings, if accessible via Wavity's API, are flagged for manual re-upload to HubSpot's file storage since call recording files require separate file-migration handling.

Wavity Macros and Pre-defined Responses have no direct HubSpot equivalent. We export the macro definitions as a structured CSV reference document so your HubSpot admin can rebuild them as HubSpot Snippets or within workflow enrollment criteria.

Wavity's AI Sentiment Analysis scores have no native HubSpot counterpart. We preserve the scores as a custom numeric property on the Contact record. HubSpot's Breeze AI can be configured to regenerate sentiment insights on imported records.