Switch from HubSpot
What you export from HubSpot, how companies, contacts, deals, activities and tasks arrive in Leadmode, which stages belong where and what does not come along.
This page belongs to the area Switch from another system. The process with your AI is described in Switch with your AI. The names below are typical terms from HubSpot. With your system they may differ.
What you export
The steps for exporting companies and contacts are in Leadmode at the import: there choose HubSpot under "Where does your data come from?". They have been checked, and HubSpot's help page is linked there. The important items are:
- Companies as CSV or XLSX, with all properties you still need.
- Contacts (persons) as a second export.
- Deals. The instructions in Leadmode do not describe deals. Export them if your HubSpot allows it, and give them to your AI as well.
- Notes, calls, emails, tasks and meetings. The instructions in Leadmode state: notes, calls and emails are not contained in the export. For the history your AI needs another route, for example the interface of HubSpot. Whether this works for you depends on plan and rights and is not checked by us.
In HubSpot you need the export right, otherwise the button is missing.
How HubSpot objects become Leadmode objects
| HubSpot | Leadmode | Note |
|---|---|---|
| Company | Company | address, channels, custom fields, owner |
| Contact | Contact person | link to the company via the company identifier |
| Deal | Opportunity | pipeline and stage become the stage, amount and closing date come along |
| Lifecycle stage, lead status | Stage or substage | see table below |
| Call | History (call) | with original time, duration, direction and author |
| Note | Note | with original time and author |
| History (text) | nothing is sent | |
| Task | Task | with due date, status and owner |
| Meeting | Appointment | also past ones |
| Owner | Owner | you assign owners to employees, also former ones |
| Custom property | Custom field | type is recognised |
| Original source | Origin and lead source | origin: cold, warm or website |
Typical stages and their assignment
Your pipelines are freely configurable. The table shows names from HubSpot's standard pipeline. Your AI suggests an assignment to the stages of your project, you confirm.
| HubSpot stage | Suggestion in Leadmode |
|---|---|
| Appointment scheduled | Stage Intro call |
| Qualified to buy | Stage Qualified |
| Presentation scheduled, decision maker bought-in | stage with quote meeting |
| Contract sent | stage with quote |
| Closed won | Opportunity Won |
| Closed lost | Opportunity Lost |
| HubSpot lead status | Suggestion in Leadmode |
|---|---|
| New, open | Stage New |
| Attempted to contact, in progress, connected | Stage Outreach, substage according to meaning |
| Unqualified | Stage Lost with a matching outcome |
Several pipelines in HubSpot become several projects or separate stages of one project. Decide this beforehand; the AI asks about it.
Pitfalls
- Names or identifiers. Exports contain stages sometimes as names, sometimes as internal identifiers. Check what your file contains and tell your AI.
- Linked records. Associated records appear as their own columns with identifiers in the file. These identifiers connect contacts with companies and deals.
- Several companies per contact. Leadmode knows one company per contact person. Your AI chooses the primary company and asks if it is unclear.
- Contact without company. In the switch every contact person belongs to a company. For people without a firm your AI needs a solution and asks you afterwards.
- The link expires. The download link comes by email and is valid for 30 days.
- The future. Calls and completed tasks in the future are rejected.
What does not come along
- Emails as a mailbox and attachments.
- Files and call recordings.
- Workflows, sequences, forms and reports of HubSpot.
Acceptance
- In HubSpot count the companies, contacts, deals and tasks you wanted to take along. Give your AI the numbers as "expected".
- Have the reconciliation report shown to you. Each difference must have a reason.
- Open three to five companies you know well. Check opportunities, history, tasks, owner and stage.
- Check that unsubscribed or blocked leads arrived as a block and that no email went out.
- Complete the order. If you do not like the result, take it back and start again.
See also
Switch from Close
What you export from Close, how leads, contacts, opportunities, activities and tasks arrive in Leadmode, which statuses belong where and what does not come along.
Switch from Pipedrive
What you export from Pipedrive, how organizations, persons, deals, activities and notes arrive in Leadmode, which stages belong where and what does not come along.