Your custom properties, your history, your relationships. Not only the fields both apps happen to have in common.
Start free assessmentWe run HubSpot CRM to Close CRM migrations. The assessment is free and comes before any commitment.
HubSpot CRM
Close CRM
The graph survives. Deals stay attached to the right contacts and companies, activities stay on the record they belong to, and the links between them are rebuilt in Close CRM rather than left behind.
They are found in HubSpot CRM and created in Close CRM before a single record is written. Not flattened into a notes field.
Notes, calls and meetings arrive on the record they belong to, with their owners and timestamps intact.
Matched to your Close CRM users and stages rather than reset to a default.
Where a conversion is genuinely lossy, the original value comes across alongside the converted one, so you can always see what the data was before we touched it.
If Close CRM has no native place for something you use, we can create one for it rather than drop it.
This is the shape to understand before you move, and it is Close’s model rather than a choice we made. Close’s primary record is the lead, and a lead is a company. Its own reference says to think of one as both a lead and an account, and that contacts, tasks, opportunities and activities are all children of a lead. So a contact with no company is not a poorer record in Close, it is not a record. We carry your companies first for that reason, and anything that would arrive orphaned is named on your plan rather than written beside an invented company.
Every one of these says what you get instead, and the detail behind it carries the vendor's own documentation so you can check the claim yourself. You see how each applies to your data in the free assessment, before you commit to anything.
Everything in Close hangs off a company
Explain moreHide the detailClose's primary record is the lead, and a lead is a company. Its own reference says to think of one as both a lead and an account, and that contacts, tasks, opportunities and activities must be children of a lead. So your companies become leads and everything else arrives underneath the company it belongs to.
Verified against developer.close.comA record whose company did not come across has nowhere to be, which is why we bring the companies first and name anything orphaned before the run rather than during it.
A deal in Close has no name of its own
Explain moreHide the detailA Close opportunity is identified by the lead it sits on and shown by the company's name. There is no title field on it. So whatever you called each deal does not survive as a title, and the deal is known by its company and its pipeline instead.
Verified against developer.close.comThe value, the stage, the owner and the close date all come across.
Nobody owns a company in Close
Explain moreHide the detailA Close lead carries no owner or assigned user, only who created and last updated it. Ownership here sits on the opportunities and the tasks. So your HubSpot record owners travel on your deals and tasks, and on the company itself there is no field for one to land in.
Verified against developer.close.comYour record owners travel on your deals and tasks, and you say who takes the companies and the people in them.
A Close custom field has no true or false, and no currency
Explain moreHide the detailClose's custom field types are text, number, date, datetime, a list of choices, a user, a contact, a custom object, a long text area and a hidden value. There is no checkbox among them and no money type. So a yes or no field arrives as the text of the answer, and an amount keeps its figure and loses what it was denominated in.
Verified against developer.close.comWe show you which of your fields this affects in the free assessment.
An attachment cannot be taken back out
Explain moreHide the detailClose has no way to delete a file. Its files reference documents one operation, generating a signed upload, and nothing that removes a file, so a file this migration attached stays attached even if you undo everything else. The undo tells you which ones it had to leave rather than passing over them quietly.
Verified against developer.close.comEverything else we wrote comes back out.
Your meetings stay in HubSpot CRM
Explain moreHide the detailClose builds a meeting from a calendar event synced out of Google Calendar or Outlook. Its API lists no way to create a meeting activity, only to search, read, update and delete the ones that sync made. So a meeting has nowhere to be written.
Verified against developer.close.comYour calls, emails, notes and tasks all come across as activities on the lead.
Every write into Close CRM is recorded, so one action takes the records we wrote back out again, in reverse. If it is not what you expected, restore and retry.
A stop, an error or an API limit pauses the run at its last checkpoint rather than killing it. Nothing is lost and nothing is written twice.
Nothing is ever written back into HubSpot CRM. It is the system you are leaving, and we only read it.
After the main load, one action brings across everything that changed in HubSpot CRM since, so you can verify with both systems live and then switch over.
In Close CRM after the migration
After you undo
That covers up to 20,000 records. The price steps up with volume and it is for the migration, not a subscription. Nothing recurs.
It reads HubSpot CRM and reports what is actually in it, so your price comes from your real record count rather than a sales call. You see it before you commit to anything.
Ask for a refund within 30 days of your migration being marked complete. We reverse the migrated data out of Close CRM and refund you.
Every record ends up under a company. Close's primary record is the lead, which is a company, and contacts, opportunities, tasks and activities are all children of one. Your companies become leads, and everything else arrives underneath the company it belongs to. It reads differently from HubSpot and it is the thing to look at first in the free assessment.
Yes, and this is where Close is generous. Close keeps named pipelines with ordered statuses, so your funnel is built in Close as it stands rather than flattened onto one list. A status that means won or lost in HubSpot is created as one that means won or lost in Close, so your reports add up without anybody re-marking the closing stages by hand.
Yes. The free assessment finds them, and they are created as Close custom fields on the lead, contact or opportunity they belong to before a single record is written.
They are logged as history, never sent. Every email we write into Close is written as one that has already been sent, so nothing reaches your customers and nobody is emailed twice. This is the single thing on this page we test on its own, because the failure worth being paranoid about is sending somebody's whole email archive to their own leads.
Your meetings, because Close builds a meeting from a synced calendar event and publishes no way to create one. And your product catalogue, because Close prices an opportunity as a single value on the deal rather than from a list of priced lines, so there is no catalogue for yours to become. You see all of it on your plan before you pay rather than after the run.
No. The mapping is written for this one direction and shown to you before anything runs, so your part is reviewing it rather than assembling it. A HubSpot field with no native home in Close can be brought along as a new custom field instead of being left behind.
You create an account and connect HubSpot, and the free assessment tells you what is in it and what it costs. Close is connected next, so we can check it against what your organization can hold. I run the migration itself and stay reachable while it does. Nothing moves until you ask for it.
Yes. Nothing is ever written back into HubSpot, we only read it. After the main load, one action brings across everything that changed in HubSpot since, so you can verify with both systems live and switch over when you are ready.
Every write into Close is recorded, so one action takes the records we wrote back out again. You can sort out what was wrong and run it again.
One price, one time, based on how many records the migration moves. The free assessment counts them in your HubSpot and gives you the exact price before you commit to anything. There is no subscription and no card form.
Next step
Create an account, connect HubSpot CRM, and get your real record count and your price before you commit to anything. Nothing moves until you ask for it.
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