CRM migration
Field-level mapping, validation, and rollback between Zurple and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.
Zurple
Source
HubSpot
Destination
Compatibility
12 of 13
objects map 1:1 between Zurple and HubSpot.
Complexity
BStandard
Timeline
48–72 hours
Overview
Zurple structures its CRM around leads, contacts, companies, and real-estate-specific deal pipelines with automated nurturing sequences. HubSpot mirrors these concepts with Contacts, Companies, Deals, and lifecycle stages, but it uses a distinct object model — contact properties are flat key-value pairs, pipelines are named deal objects with stage pick-lists, and lifecycle stage is a HubSpot-specific contact property. We extract Zurple records via API and import them into HubSpot using HubSpot's native Contacts, Companies, and Deals APIs. Each Zurple lead becomes either a HubSpot contact or a lead routed by stage, companies map to HubSpot companies, and real-estate deals map to HubSpot deals with your existing pipeline stage names. Automated nurturing sequences, behavior-triggered conversation logs, and IDX/MLS listing associations do not migrate — these require rebuild in HubSpot workflows and are documented in our migration plan as rebuild reference exports. The migration uses a delta-pickup window during cutover to capture any records modified in Zurple while the full export runs.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Zurple object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Zurple
Contact
HubSpot
Contact
1:1Zurple contact records map directly to HubSpot contacts. Every standard property — name, email, phone, address — creates a matching HubSpot contact property. OrphanedZurp contacts without a primary company land in HubSpot as standalone contacts; your team can associate them with HubSpot companies after migration if needed.
Zurple
Contact (by lead status)
HubSpot
Lead / Contact
1:manyZurple's unified contact model must split across HubSpot's Lead and Contact objects. Contacts inZurp with a lifecycle or lead status indicating active buyer/seller intent route to HubSpot contacts. Early-stage leads not yet qualified map to HubSpot leads so your sales team can work the pipeline before contacts are created in HubSpot.
Zurple
Company
HubSpot
Company
1:1Zurple company records map to HubSpot companies. Company name, domain, industry, and address properties translate directly. Where Zurp stores a parent-company hierarchy, HubSpot's Parent Company field preserves the structure. Multi-contact companies collapse cleanly — each contact in HubSpot links to one primary company via the Company property.
Zurple
Deal
HubSpot
Deal
1:1Zurple real-estate deals map to HubSpot deals. Transaction amount, close date, deal owner, and deal stage all have direct property equivalents in HubSpot. Your existingZurp pipeline name becomes the HubSpot pipeline name; eachZurp stage maps to a corresponding stage in that pipeline. Deal names from Zurp carry forward so reports reflect the original transaction description.
Zurple
Pipeline
HubSpot
Pipeline
1:1If yourZurp account uses named deal pipelines, eachZurp pipeline creates a HubSpot pipeline with matching stage names. The mapping plan lists eachZurp stage and its destination HubSpot stage so your team can validate the translation before the full migration runs. Multi-pipelineZurp accounts generate multiple HubSpot pipelines in the same process.
Zurple
Lead Status
HubSpot
Lifecycle Stage
1:1Zurple's lead status pick-list values map to HubSpot's lifecycle_stage contact property values. We preserve the exactZurplabel in HubSpot's pick-list so reporting shows the same stage names. WhereZurplifecycle stages differ from HubSpot's defaults, we create custom lifecycle values to match yourZurphierarchy exactly before importing records.
Zurple
Lead Score
HubSpot
Custom Number Field
1:1Zurple's numeric lead score has no native HubSpot equivalent outside of HubSpot's premium predictive scoring add-on. We create a custom number field (Zurp_Lead_Score__c or the equivalent in HubSpot) and migrate the existingZurpscore so your team retains the historical signal. Rebuying or redefining scoring logic in HubSpot is a post-migration step we document in the rebuild plan.
Zurple
Task
HubSpot
Task
1:1Zurple task records — call logs, follow-up reminders, and to-do items — map to HubSpot tasks. Task subject, due date, completion status, and owner all migrate. Original timestamps are preserved in HubSpot's Created Date and Last Modified Date fields so activity history reflects when each action was recorded inZurp.
Zurple
Email Engagement
HubSpot
Engagement (email)
1:1Zurple tracks email opens and replies as engagement records on the contact. These become HubSpot engagement logs linked to the contact record. Subject lines, timestamps, and engagement type migrate so your HubSpot timeline shows the full email interaction history from theZurp period. HTML formatting fromZurp emails is preserved where possible.
Zurple
Conversation / Nurture Log
HubSpot
Engagement Note / Custom Property
1:1Zurple's Conversations feature stores behavior-triggered message history — the sequence of automated emails and SMS a lead received — as a structured log on the contact. HubSpot has no equivalent native object. We preserve the conversation summary as a custom multi-line text property on the HubSpot contact so your team can reference it manually. The rebuild plan documents theZurp sequence logic for reconstruction in HubSpot workflows.
Zurple
ML Listing Association
HubSpot
Custom Property on Contact
1:1Zurple links contacts to MLS listings via a listing-ID property that tracks which property a lead is associated with. HubSpot has no native listing association field. We create a custom text property (MLS_Listing_ID__c or similar) on the HubSpot contact and populate it fromZurp so the association is preserved for reference, though linking to a full HubSpot property database requires a separate rebuild.
Zurple
User / Owner
HubSpot
User
1:1Zurple user records map to HubSpot users by email address. The migration flags anyZurp owner without a corresponding HubSpot user so your team can create the HubSpot user first or assign their records to a fallback owner. Owner resolution happens before records land in HubSpot so no contact or deal is orphaned during the migration.
Zurple
Custom Property
HubSpot
Custom Property
1:1AnyZurp custom contact, company, or deal properties — beyondZurp's standard fields — require HubSpot custom property creation. We auditZurp's full property list during scoping, create the matching HubSpot custom properties before migration, and validate that all custom data lands in the correct fields. Custom property count is a primary driver of migration scope and price.
| Zurple | HubSpot | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Contact (by lead status) | Lead / Contact1:many | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Pipeline | Pipeline1:1 | Fully supported | |
| Lead Status | Lifecycle Stage1:1 | Fully supported | |
| Lead Score | Custom Number Field1:1 | Fully supported | |
| Task | Task1:1 | Fully supported | |
| Email Engagement | Engagement (email)1:1 | Fully supported | |
| Conversation / Nurture Log | Engagement Note / Custom Property1:1 | Fully supported | |
| ML Listing Association | Custom Property on Contact1:1 | Fully supported | |
| User / Owner | User1:1 | Fully supported | |
| Custom Property | Custom Property1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Zurple gotchas
No public API for bulk data export
Automated nurture sequences do not transfer
Data ownership after termination is ambiguous
Lead quality from paid advertising is inconsistent
HubSpot gotchas
Marketing Contacts billing model is migration-critical
Feature tier gating is not visible until onboarding
Mandatory onboarding fees inflate year-one cost
HubSpot CSV importer cannot migrate engagements or attachments
Custom objects require Enterprise and a pre-existing schema
Pair-specific challenges
Migration approach
Audit Zurple object model and map to HubSpot schema
We export a full property inventory from Zurple covering all standard and custom contact, company, deal, and activity fields. We compare this against HubSpot's native properties and identify gaps requiring custom property creation. The output is a field-mapping spreadsheet your team reviews before any data moves — confirming lifecycle-stage value mapping, pipeline names, and any custom fields that need HubSpot-side setup.
Resolve Zurple owners to HubSpot users
Zurple owner records are matched to HubSpot users by email address. Any Zurple owner without a corresponding HubSpot user is flagged in the mapping plan. Your team creates the HubSpot user or assigns records to a fallback owner before migration. No contact or deal lands without a resolved HubSpot owner. The matching process uses exact email string comparison, case-insensitive, to avoid missed links due to capitalization differences. If aZurpull address matches an existing HubSpot user, that user becomes the owner of the imported records. When no match exists, we leave the owner field blank and list theZurpull address in the exception report for manual resolution.
Pre-create HubSpot custom properties and pipelines
Based on the field-mapping plan, we pre-create all required HubSpot custom properties and named pipelines. Lifecycle stage custom values, lead-score fields, and listing-ID properties are established in HubSpot before any import operation runs. This ensuresZurprecords can be imported in a single pass without re-mapping or re-importing due to missing destination fields. Each property is created with the correct data type (text, number, date, picklist) and the appropriate visibility settings for sales, marketing, and service teams. We also configure any required picklist options, default values, and field-level security so downstream workflows and reports function from day one.
Run sample migration with field-level diff
A representative slice — typically 100 to 500 records spanning contacts, companies, deals, and a sample of activity history — migrates first. We generate a field-level diff comparing sourceZurpvalues against the destination HubSpot records so your team can verify lifecycle stage routing, pipeline mapping, owner resolution, and custom property population before the full migration commits. The diff highlights any missing values, mismatched data types, or truncated text caused by HubSpot field length limits. Your team reviews the output and approves the mapping adjustments before we proceed to the full data load. If discrepancies exceed acceptable thresholds, we adjust the mapping and re-run the sample.
Execute full migration with delta-pickup window
The full Zurple export runs against HubSpot's native import APIs. A delta-pickup window — typically 24 to 48 hours after the initial run — captures any records modified in Zurple during the cutover period. All operations are logged in an audit trail. If reconciliation reveals unexpected gaps, one-click rollback reverts the migration so your team can re-clean and re-run without data loss.
Deliver rebuild reference package for workflows and integrations
Zurple's automated sequences and conversation logs are exported as a structured reference document so your HubSpot admin can rebuild them in HubSpot workflows. We also surface whichZurp integrations — MLS feeds, lead providers, or third-party tools — have no direct HubSpot equivalent and document the recommended replacement from HubSpot's app marketplace or custom API build. The reference includes sequence name, trigger criteria, step order, email subject lines, SMS messages, wait durations, and goal actions. For integrations, we list each active connection, its purpose, and suggested HubSpot alternatives such as the native CMS, HubSpot Meetings, or marketplace apps. Any custom API work required is scoped separately in the plan.
Platform deep dives
Zurple
Source
Strengths
Weaknesses
HubSpot
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Zurple and HubSpot.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Zurple: Not publicly documented.
Data volume sensitivity
Zurple doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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