Move HubSpot to Freshsales, with the CRM history

From HubSpot

Each record type, and where it lands:

• ✓Companies · become accounts, with industry, size, revenue, address, phone and website
• ✓Contacts · linked to their account, with job title, phone, mobile, address, lifecycle stage and contact status
• ✓Leads · as contacts in the Lead lifecycle stage, with their status and source
• ✓Products · as products with SKU, product code, description and price
• ✓Deals · in the matching pipeline and stage, with amount, currency, close date, contacts, account and products; won and lost kept
• ✓Quotes · on their deal and contact, with their products, stage and expiry date
• ✓Tasks, calls and meetings · as tasks, call logs and appointments with their attendees, on the deal or contact they belong to
• ✓Notes · on the deal, contact or account they belong to

A contact whose email is already in Freshsales, an account whose name is, and a product with the same name and SKU are linked and left as they are, so running the migration again doesn't make copies.

Matched to your account

StoreCopy uses your Freshsales setup as it is and changes none of it:

• ✓Pipelines and deal stages · a deal goes to the stage of the same name, else the closest one (Closed Won → Won, Proposal Made → Proposal), else a stage of the same probability
• ✓Choices · industry, business type, lifecycle stage, contact status, lead source, deal type, lost reason, task type and outcome are matched by name; a value your account doesn’t have is left empty
• ✓Owners · a record goes to the Freshsales user with the owner’s email, else to the user whose API key you connected
• ✓Currencies · amounts in a currency your account hasn’t activated go in its base currency