HubSpot to Attio migration

HubSpot can associate contacts with companies by matching email domains. Attio also creates or matches companies by domain, and domain is the main key used for company deduplication.

We bring HubSpot custom properties over as Attio attributes. Attio's domain matching and native enrichment replace much of the manual upkeep, or the third-party enrichment work, that teams often maintained around HubSpot company records.

HubSpot contact records often include Lifecycle stage and Lead status as standard operating fields. Multi-company relationships are usually limited to one primary company association.

We migrate contact properties as Attio attributes. Lifecycle tracking becomes a status attribute or list membership in Attio. When people genuinely span multiple companies, we model those relationships with reference attributes.

HubSpot and Attio both support deal records with pipeline stages, values, and associated contacts and companies. Both platforms can represent multiple pipelines.

We migrate deal stages, values, and record associations directly. Pipeline structure maps cleanly into Attio when the source pipeline is already well-defined.

HubSpot records notes, tasks, and activities against contacts and companies. Attio supports notes and tasks with record associations, and email and calendar activity flows in from connected accounts.

For notes that touch several records, we usually attach the note to the company and include the related participants in the body. We preserve the original created date where possible. Because Attio's API does not allow the original creator field to be set, we include the original creator name in the note text.

HubSpot email tracking depends on connected inboxes and plan capabilities. Attio's native inbox and calendar sync can pull existing history once users connect their accounts.

Active users' history reappears after they connect their inboxes and calendars. Departed-user mailboxes that have been deprovisioned cannot be backfilled through sync. When needed, we preserve departed-user email metadata in a custom Interaction object.

HubSpot includes Workflows and Sequences, with availability varying by tier. Attio also includes native automation and sequencing, but workflow definitions cannot be migrated between the platforms through an API.

We use the migration to identify workflows that still matter and retire the ones the team no longer uses. The remaining workflows are rebuilt manually in Attio. Teams that rely on advanced outbound sequencing may keep a dedicated sequencing tool alongside Attio.

HubSpot has a centralized file manager. Attio's Files tab supports uploads and linked cloud-storage folders from services such as Drive, OneDrive, Dropbox, and Box.

We export files from HubSpot, organize them by company in Drive or OneDrive, and link those folders to the Attio company records. Going forward, file management usually moves to the linked storage system.

HubSpot enrichment depends on tier, and many teams supplement with providers such as ZoomInfo, Clearbit, or Apollo. Attio provides native enrichment that continues to update inside Attio.

We do not migrate third-party enrichment values as durable source data, because they can become stale once the vendor relationship changes. We use Attio's built-in enrichment as the baseline and add Apollo, Clay, or People Data Labs where deeper coverage is needed.

HubSpot Professional and Enterprise include custom reporting with Insight, Funnel, and Historical-values reports. Attio's native reporting covers the common operating views but does not replace every advanced reporting workflow.

We cover day-to-day visibility with Attio views and dashboards. Multi-axis reporting, scheduled reporting, or external-stakeholder reporting is better handled through a data warehouse paired with Metabase, Hex, or Looker.

HubSpot includes marketing features such as email marketing, landing pages, forms, blog hosting, and ad management. Attio is not designed to replace those marketing modules.

We keep a dedicated marketing or email tool connected to Attio. For form submissions, we recommend Fillout because it gives most teams the right balance of cost and Attio compatibility.