Migrate from HubSpot

    Move your HubSpot workspace to Lumenbase

    Scan pipelines, contacts, companies, deals, and notes. Preview the result, then import in the background.

    • Read-only access to HubSpot
    • Preview before anything imports
    • One-click rollback

    See your move before you commit

    Estimate your move

    ≈ 25 minfor 6,300 records, rough estimate
    • Deal pipelines & stages
    • Companies
    • Contacts, linked to their companies
    • More data types and one-click rollback.
    Migrate from HubSpot

    Comes over from HubSpot

    • Deal pipelines & stages
    • Companies
    • Contacts, linked to their companies
    • Deals with amount, currency, stage, owner, and status
    • Notes on the timeline
    • Owners mapped to your Lumenbase team members

    How it works

    1. Scan

      Portage reads your old CRM and counts what is there. Nothing is written yet.

    2. Choose

      Pick what to bring over and match your old users to your new team.

    3. Preview

      Check counts, field mappings and warnings before a single record lands.

    4. Import

      The import runs in the background. Close the tab and keep working.

    5. Review or roll back

      See what came over. Not happy? Remove the imported records in one click.

    Built to be safe to try

    Read-only access to HubSpot

    Portage only reads from HubSpot. Nothing in your source CRM is changed, moved, or deleted at any point in the migration.

    One-click rollback

    Not happy with the result? Roll the migration back in one click and every record it created is removed. Records you edited after the import, or that were merged into records you already had, are kept.

    Preview before anything imports

    A preview shows exact record counts, field mappings, and warnings (unmapped owners, missing links) before a single record is written.

    Runs in the background, resumes if interrupted

    Large workspaces move over gradually and pick up where they left off if interrupted. Your team keeps working in both tools while it runs.

    Credentials stay encrypted

    Your API key for HubSpot is stored encrypted in this workspace's vault. Disconnect it anytime.

    Migrate in passes without duplicates

    Run Portage again whenever you like; already-imported records are detected and skipped, so re-runs never create duplicates.

    Field-by-field mapping

    Exactly which source field lands where. Open a record type to see it.

    Lumenbase fieldDeal pipeline
    Namelabel
    OrderdisplayOrder

    Lumenbase fieldPipeline stage
    Namelabel
    OrderdisplayOrder
    PipelinepipelineId

    Lumenbase fieldCompany
    Nameproperties.name
    Websiteproperties.website | domain
    Phoneproperties.phone
    Addressproperties.address
    Ownerproperties.hubspot_owner_id

    Lumenbase fieldContact
    First nameproperties.firstname
    Last nameproperties.lastname
    Emailproperties.email
    Phoneproperties.phone | mobilephone
    Companyproperties.associatedcompanyid
    Ownerproperties.hubspot_owner_id

    Lumenbase fieldDeal
    Titleproperties.dealname
    Amountproperties.amount
    Currencyproperties.deal_currency_code
    Close dateproperties.closedate
    Stageproperties.dealstage
    Pipelineproperties.pipeline
    Ownerproperties.hubspot_owner_id

    Lumenbase fieldNote
    Bodyproperties.hs_note_body
    Dateproperties.hs_timestamp
    Ownerproperties.hubspot_owner_id
    Activity typeAlways note

    Rather not do it yourself?

    Messy data, an unusual setup, or no time for it. We can run the migration with you, free.

    Try the full workspace free for 30 days. No credit card required.