Migrate from Wintouch CRM to HubSpot

Wintouch contacts map directly to HubSpot Contacts. All standard properties — name, email, phone, job title, address fields — migrate as HubSpot native properties. Contacts without a primary company get a placeholder association in HubSpot and can be linked to a company record manually post-migration.

Wintouch company records map to HubSpot Companies. HubSpot's single-company-per-contact model means Wintouch contacts associated with multiple companies get their primary company link migrated and secondary associations noted as a custom property for manual reconciliation. Additional company fields such as industry, annual revenue, and address are also transferred to HubSpot native properties, preserving the original data for downstream reporting.

Wintouch deals and their associated pipeline stages migrate to HubSpot Deals. Pipeline stage names are mapped value-by-value to HubSpot Deal pipeline stages. Amount fields, close dates, deal owners, and deal names transfer as HubSpot Deal properties, preserving original timestamps and ensuring that historical stage transitions are retained for reporting continuity.

Wintouch stage names (e.g., Prospecting, Proposal, Negotiation) are mapped to HubSpot Deal stage pick-list values on a one-to-one basis. Stage order and probability weights are preserved as HubSpot deal properties for forecasting continuity, allowing sales managers to maintain accurate pipeline reporting without manual reconfiguration after migration.

Every Wintouch custom field identified in the pre-migration audit is created as a HubSpot custom property before data lands. Field type matching is applied: single-line text → single-line text, pick-list → pick-list, date → date. Fields with no HubSpot type equivalent are created as single-line text with the original value preserved.

Wintouch email log entries migrate to HubSpot engagements with the email subject, body, timestamp, and associated contact/company links preserved. Original owner is mapped to the HubSpot user by email match, and any emails lacking a valid owner are assigned to a designated fallback HubSpot user to ensure complete record attribution.

Wintouch call records migrate to HubSpot engagements with call direction (inbound/outbound), outcome, duration, and timestamp preserved. Each call is linked to the contact record in HubSpot via the engagement association model, ensuring that call history is visible on the contact timeline for sales reps reviewing past interactions.

Wintouch meeting and task records migrate to HubSpot engagements. Meeting title, start/end time, location, and outcome fields are mapped to HubSpot engagement properties. Owner is resolved by email match to HubSpot users, and any unmatched owners are flagged for manual assignment before the migration finalizes.

Wintouch notes migrate to HubSpot Notes with the original body text preserved. Attachments are downloaded from Wintouch and re-uploaded to HubSpot Files, then linked to the appropriate Contact, Company, or Deal record. The file URLs are stored as custom properties on the associated HubSpot record for quick access.

Wintouch owner records are matched to HubSpot users by email address. Unmatched owners are flagged as part of the migration plan so your team can either create HubSpot user accounts for them or assign their records to a fallback HubSpot owner before the migration runs.

Wintouch workflows and automation sequences do not have a migration path to HubSpot because the underlying trigger logic, condition trees, and action sequences are destination-specific. We export your Wintouch workflow definitions as a reference document for your HubSpot admin to rebuild using HubSpot's Workflows tool.

Wintouch report configurations and dashboards are not migrated. The underlying data (deals, activities, contacts) migrates cleanly, so the reports can be rebuilt in HubSpot Analytics with the same data available. We flag which HubSpot report types correspond to your existing Wintouch reports.

Wintouch supports multiple addresses per company or contact record. HubSpot stores a single primary address on each Company and Contact. We migrate the primary address and surface secondary addresses as a custom multi-line text property for manual review and entry post-migration.