Helpdesk migration

Migrate from DoneDone to HubSpot Service Hub

Field-level mapping, validation, and rollback between DoneDone and HubSpot Service Hub. We move data and schema; workflows are rebuilt natively in HubSpot Service Hub.

DoneDone logo

DoneDone

Source

HubSpot Service Hub

Destination

HubSpot Service Hub logo

Compatibility

58%

7 of 12

objects map 1:1 between DoneDone and HubSpot Service Hub.

Complexity

BStandard

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from DoneDone to HubSpot Service Hub is a shift from a lightweight shared-inbox issue tracker to a full customer service platform with native CRM context, SLA management, and built-in reporting. DoneDone Issues map to HubSpot Tickets, Projects map to Pipeline configurations, and DoneDone's flat tag system maps to HubSpot Labels or custom multi-select properties. We handle the structural mismatch between DoneDone's multi-watcher Issue model and HubSpot's single-assignee Ticket model by mapping the primary watcher to the standard Owner field and preserving the full watcher list as a custom contact-array property. Private comments on DoneDone Issues migrate to HubSpot internal Notes with visibility set to internal only. DoneDone's on-demand reporting data cannot be exported as structured records; we flag this during scoping and advise customers to export any required dashboards as PDFs before cutover. Workflows, Saved Replies, and automation rules do not migrate to HubSpot; we deliver a written inventory of every DoneDone Workflow and Saved Reply for the customer's admin to rebuild using Service Hub's automation builder.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

DoneDone logo

DoneDone

What's pushing teams away

  • DoneDone lacks the advanced reporting and analytics that growing teams need to demonstrate team velocity, SLA compliance, or trends over time, pushing them toward platforms with built-in dashboards.
  • The flexible project structure, while useful initially, can cause projects to diverge organically — teams find themselves with inconsistent workflows across projects as the team grows.
  • Scaling limitations become apparent for larger organizations: fewer administrative controls, no enterprise SSO options documented, and pricing per-seat that grows unfavorably against platforms with volume discounts.
  • Custom automation capabilities are limited compared to modern helpdesk tools — teams that rely on complex routing, SLAs, or auto-escalation find DoneDone cannot support those workflows.

Choosing

HubSpot Service Hub logo

HubSpot Service Hub

What's pulling them in

  • Unified CRM context means every support ticket links directly to the Contact and Company record without a separate integration
  • Free tier provides unlimited support seat access with basic ticketing and a shared inbox for small teams to validate fit before committing
  • Omnichannel routing consolidates email, live chat, Facebook Messenger, WhatsApp, and Instagram DM into one queue
  • Built-in customer success workspace gives health scores and portfolio views that other standalone helpdesks cannot match
  • AI-powered Breeze agent automates common resolutions and surfaces knowledge base articles without agent intervention

Object mapping

How DoneDone objects map to HubSpot Service Hub

Each row shows how a DoneDone object lands in HubSpot Service Hub, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

DoneDone

Issue

maps to

HubSpot Service Hub

Ticket

1:1
Fully supported

DoneDone Issues map directly to HubSpot Tickets. The DoneDone Issue title maps to Ticket subject, description maps to Ticket body, status maps to Ticket status within the selected Pipeline, priority maps to Ticket priority, and due date maps to Ticket due date. We preserve the full Issue edit history as internal Notes on the Ticket, and map private comments on DoneDone to HubSpot Notes with the internal-only visibility flag. Assignee maps to Ticket owner by email resolution. The DoneDone issue ID is preserved in a custom HubSpot property donedone_issue_id__c for cross-reference.

DoneDone

Project

maps to

HubSpot Service Hub

Pipeline

lossy
Fully supported

Each unique DoneDone Project becomes a HubSpot Service Hub Pipeline. DoneDone's custom Workflow (status set and transition rules) for each Project maps to a corresponding Pipeline with custom stage values. Teams with divergent Workflows across Projects will have multiple Pipelines in HubSpot, each with their own stage configuration. We enumerate every distinct Workflow during scoping and confirm the Pipeline-stage mapping with the customer before migration begins.

DoneDone

Workflow

maps to

HubSpot Service Hub

Pipeline Stage Configuration

lossy
Fully supported

DoneDone Workflows define ordered Status values and permitted transitions. We map each Workflow's status sequence to HubSpot Pipeline stages in the same ordinal order, preserving status names and color assignments where possible. Transition rules (what statuses can follow which) have no direct HubSpot equivalent and are documented in the Workflow inventory for the admin to rebuild in Service Automation if Professional or Enterprise tier is purchased.

DoneDone

Tag

maps to

HubSpot Service Hub

Label or Custom Multi-Select Property

lossy
Fully supported

DoneDone Tags are flat labels applied across Issues. We map Tags to HubSpot Labels on Tickets, which are available from Starter tier. If the customer uses Tags as a classification system for routing or reporting, we may recommend a custom multi-select property on the Ticket object to preserve Tag values as a structured filterable field rather than a plain label.

DoneDone

Saved Reply

maps to

HubSpot Service Hub

Canned Snippet (Professional+)

1:1
Fully supported

DoneDone Saved Replies are agent template snippets. HubSpot Service Hub Starter+ includes Canned Snippets with variable support. We migrate Saved Replies as Canned Snippets in HubSpot Snippets, with the DoneDone Saved Reply title preserved as the Snippet name and the body preserved as content. If the customer is on the Free tier (which does not include Canned Snippets), we flag this and recommend upgrading or documenting Saved Replies for manual rebuild.

DoneDone

Private Comment

maps to

HubSpot Service Hub

Internal Note

1:1
Fully supported

DoneDone private comments (visible only to internal team members) map to HubSpot internal Notes attached to the Ticket. We apply the internal-only visibility flag on import. Failure to preserve this distinction risks exposing internal team discussions to end customers viewing the Ticket thread. This mapping is applied by default and confirmed with the customer during scoping.

DoneDone

Assignee and Watcher

maps to

HubSpot Service Hub

Ticket Owner and Custom Contact Array

1:many
Fully supported

DoneDone Issues support multiple watchers in addition to a primary assignee. HubSpot Tickets support a single owner. We map the primary DoneDone assignee to Ticket owner by email resolution. The full watcher list is preserved as a custom contact-array property donedone_watchers__c on the Ticket so that all original stakeholders are traceable. Customers should verify whether their SLA or routing rules depend on single-assignee semantics before cutover.

DoneDone

Attachment

maps to

HubSpot Service Hub

File Attachment

1:1
Fully supported

DoneDone attachments on Issues reference files stored via Google Drive integration. We download each attachment by URL, preserving file name, size, and uploader metadata, and re-upload to HubSpot's file storage attached to the corresponding Ticket. Files exceeding HubSpot's storage limits per tier are flagged for the customer to resolve before migration. The attachment uploader's email maps to the HubSpot Contact who uploaded it if a matching Contact record exists.

DoneDone

Linked Task (Issue-to-Issue)

maps to

HubSpot Service Hub

Related Ticket or Custom Property

1:1
Fully supported

DoneDone Issues can reference other Issues as sub-tasks or related items with relationship semantics (parent-child, blocks, relates-to) that vary by project configuration. We preserve the raw linked-Issue IDs and target Issue IDs as a custom text property linked_issues__c on each migrated Ticket, and document the relationship types for the customer to rebuild using HubSpot's Ticket Associations or a custom association object in Service Hub Professional+.

DoneDone

Task History

maps to

HubSpot Service Hub

Internal Note Timeline

1:1
Fully supported

Every DoneDone Issue carries a timestamped history log of field changes (status transitions, assignee changes, priority changes, description edits). We export this as a chronological array of change events and replay it as internal Notes on the Ticket in the same temporal sequence. Each history entry is attributed to the DoneDone user who made the change if that user has a corresponding HubSpot Contact record.

DoneDone

Contact (Issue Reporter)

maps to

HubSpot Service Hub

Contact or Guest

1:1
Fully supported

DoneDone Issues are associated with a reporting Contact (name, email). We map this to a HubSpot Contact record. If the Contact email matches an existing HubSpot Contact, we link the Ticket to that Contact. If no match exists, we create a new Contact record or register the reporter as a Ticket contact depending on the customer's HubSpot tier and contact management preferences.

DoneDone

Reporting Data

maps to

HubSpot Service Hub

Not Migrated (Flagged)

lossy
Fully supported

DoneDone's Reports dashboard generates data on-demand from the issue history log and is not stored as a discrete exportable data object. We cannot migrate historical reporting snapshots, SLA compliance charts, or velocity metrics. We flag this during scoping and advise the customer to export any needed reports as PDFs or screenshots before migration cutover. Service Hub's native reporting replaces these capabilities post-migration.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

DoneDone logo

DoneDone gotchas

High

Reporting data cannot be exported as structured records

High

Private comments require explicit visibility handling

Medium

Flexible project structure causes workflow divergence over time

Medium

Multi-watcher Issue model requires flattening for most destinations

Low

API access is permission-gated to match application access

HubSpot Service Hub logo

HubSpot Service Hub gotchas

High

Rate limits throttle large migration API calls

High

Side conversations and Zendesk macros have no HubSpot equivalent

High

HubSpot stores ticket history as fragmented engagement objects

Medium

Custom Objects require Enterprise tier in HubSpot

Medium

Ticket pipeline stage probability values do not export cleanly

Pair-specific challenges

  • DoneDone reporting data is not exportable as records

    DoneDone's Reports dashboard generates SLA, velocity, and team performance data on-demand from issue history. This data is not stored as a discrete data object accessible via API or CSV export. We flag this limitation during scoping and advise customers to export needed reports as PDFs or screenshots before cutover. After migration, teams rebuild these views in HubSpot Service Hub's native reporting dashboard. Customers who rely heavily on historical trend analysis during the transition period should plan for a gap in reporting continuity.

  • Multi-watcher Issues require explicit owner resolution

    DoneDone Issues support multiple watchers alongside a primary assignee. HubSpot Tickets support one owner per Ticket. We map the primary watcher to the standard Ticket owner field and preserve the full watcher list in a custom contact-array property. Customers with routing or escalation rules that depend on a single assignee should verify that HubSpot's SLA or automation logic handles this model. SLA escalation triggers in HubSpot operate on Ticket owner and queue assignment, not on a multi-stakeholder list.

  • Project Workflow divergence requires per-project mapping

    DoneDone allows each Project to define its own Workflow independently. Over years of operation, Projects accumulate different status sets, transition rules, and naming conventions. We must enumerate every distinct Workflow across all Projects during scoping and map each to a HubSpot Pipeline with corresponding stages. Projects with non-standard workflows require manual confirmation from the customer to resolve ambiguities in status-to-stage mapping. Teams with more than 20 Projects should expect additional scoping time.

  • Private comments require explicit internal visibility flag

    DoneDone distinguishes public customer-visible comments from private internal comments. When migrating to HubSpot, private comments must be explicitly mapped to HubSpot internal Notes with the internal-only flag. Failure to set this flag exposes internal team discussions to end customers viewing the Ticket conversation thread. We apply this mapping by default and confirm the target field with the customer during the scoping call.

Migration approach

Six steps for a successful DoneDone to HubSpot Service Hub data migration

  1. Discovery and data audit

    We audit the DoneDone portal to enumerate all Projects, Workflows, Issues, Tags, Saved Replies, and attachment URLs. We extract the complete issue history log and identify any custom field configurations per Project. We confirm whether the DoneDone API credential belongs to an administrator with full data access (API access mirrors application-level permissions). We identify the count and storage profile of attachments (especially those linked via Google Drive) and flag the reporting data gap. The discovery output is a written migration scope document covering record counts, Pipeline count, tag taxonomy, and any per-Project mapping requirements requiring customer confirmation.

  2. Workflow inventory and Pipeline design

    We enumerate every distinct Workflow across all DoneDone Projects and map each to a HubSpot Pipeline with corresponding stage values. For each Pipeline, we document the source status sequence, color assignments, and transition rules that cannot map natively to HubSpot. We create Pipelines in HubSpot Service Hub before any data import. We also inventory all Saved Replies and map them to HubSpot Snippets, flagging any Free-tier accounts that lack Canned Snippet support. The Workflow inventory document (with transition rules requiring rebuild in Service Automation) is delivered to the customer's admin as part of the handoff package.

  3. Contact and owner reconciliation

    We extract every distinct user referenced in DoneDone Issues (as assignee, watcher, or comment author) and match by email against the HubSpot Contact database. We create any missing Contacts before Ticket import so that the owner resolution succeeds. DoneDone watcher lists are preserved in the custom contact-array property after Contact creation. If the customer uses a third-party identity provider for HubSpot SSO, we coordinate with their admin to ensure user provisioning aligns with the migration cutover.

  4. Sandbox migration and mapping validation

    We run a full migration into a HubSpot Sandbox or a shadow test account using a representative sample of Issues from each Project (at least 10% of total volume). The customer's support operations lead spot-checks 25-50 randomly selected Tickets against the DoneDone source, verifying subject accuracy, description integrity, private comment visibility, assignee resolution, tag preservation, and attachment presence. Any mapping corrections (especially per-Project status-to-stage mapping) are applied before production migration begins. This step prevents rework in the production environment.

  5. Production migration in dependency order

    We run production migration in this order: Contacts (DoneDone issue reporters), Pipelines and stage configurations, Tickets with owner resolution and private comment mapping, Tags as Labels or custom properties, Saved Replies as Snippets, Attachments re-uploaded to HubSpot file storage, and Issue history replayed as internal Notes in chronological sequence. The multi-watcher list is written as a custom contact-array property on each Ticket. We run row-count reconciliation at each phase before the next begins. API rate limits on both DoneDone (for data retrieval) and HubSpot (for Ticket creation and file upload) are managed with exponential backoff and batch chunking.

  6. Cutover, delta sync, and Workflow handoff

    We freeze DoneDone writes during the cutover window, run a final delta migration of any Issues created or modified since the last sync, then enable HubSpot Service Hub as the system of record. We deliver the Workflow inventory (with transition rule documentation for Service Automation rebuild), the Saved Replies inventory (with Snippet mapping), and the reporting gap advisory to the customer's admin team. We support a five-business-day hypercare window where we resolve any record-level issues surfaced by the support team. We do not rebuild DoneDone Workflows or Saved Replies as HubSpot automations or Snippets inside the migration scope; that work is separate.

Platform deep dives

Context on both ends of the pair

DoneDone logo

DoneDone

Source

Strengths

  • Clean, opinionated interface that non-technical stakeholders can navigate without training.
  • Built-in workflow templates get new projects configured correctly without requiring process design from scratch.
  • Shared inbox plus task tracking in one tool eliminates the context-switch between responding to customers and tracking work items.
  • Lightweight REST API exposes all core objects for integrations and programmatic access.
  • CSV and XLSX export available at the global or per-project issue list level.

Weaknesses

  • Limited reporting and analytics — no historical trend dashboards, no SLA reporting, no custom report builder built in.
  • No enterprise SSO documented in the public plan; organizations needing SAML or SCIM provisioning are not supported on standard tiers.
  • Flexible project structure means workflows and issue organization can drift across projects as teams grow without governance controls.
  • Automation is limited to auto-responders and workflow-based reassignment; there is no rule engine for complex routing or conditional actions.
  • Multi-watcher model on Issues does not map cleanly to platforms that support only a single assignee per ticket.
HubSpot Service Hub logo

HubSpot Service Hub

Destination

Strengths

  • Unified CRM object model means support context is always linked to sales and marketing data
  • Generous free tier with unlimited tickets and a shared inbox for small teams
  • Omnichannel inbox consolidates email, live chat, and major messaging platforms natively
  • Customer Success Workspace provides portfolio-level health scores without a separate tool
  • AI agent (Breeze) handles Tier-1 resolutions and knowledge base deflection automatically

Weaknesses

  • Per-seat pricing with mandatory onboarding fees inflates year-one cost significantly
  • Ticket history stored as fragmented engagement objects across APIs complicates export and migration
  • Custom Objects locked behind Enterprise tier limits portability for mid-market teams
  • Help desk depth—routing rules, SLA management, advanced reporting—trails dedicated tools like Zendesk
  • Setup and configuration requires real time investment; out-of-box defaults rarely fit existing workflows

Complexity grading

How hard is this migration?

Standard Helpdesk migration. 2 of 7 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across DoneDone and HubSpot Service Hub.

  • Object compatibility

    B

    2 of 7 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    7-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    DoneDone: Not publicly documented.

  • Data volume sensitivity

    A

    DoneDone exposes a bulk API — large-volume migrations stream efficiently.

Estimator

Estimate your DoneDone to HubSpot Service Hub migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about DoneDone to HubSpot Service Hub data migrations

Answers to the questions buyers ask most during DoneDone to HubSpot Service Hub migration scoping. Not seeing yours? Book a call.

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Small accounts under 2,000 Issues and fewer than 20 Projects typically complete in two to four weeks. Mid-size accounts with 2,000-10,000 Issues, multiple Project Workflows, and attachment-heavy records (over 20,000 files) extend to six to ten weeks because of per-Project mapping confirmation, watcher reconciliation, and attachment re-upload overhead. The timeline also depends on the customer's availability for Workflow inventory review and Sandbox sign-off before production migration.

Adjacent paths

Related migrations to explore

Ready when you are

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