Aptean Pivotal CRM to HubSpot
Pivotal CRM, now called Aptean CRM, covers sales force automation, marketing automation, lead management and customer service. It can be deployed on-premises or in the cloud.
Aptean Pivotal CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 7 mapped objects move directly (Accounts/Companies, Contacts and Opportunities); 4 items need manual work and 3 do not move. Plan roughly 4-8 weeks for a small move and 16-30 weeks for a large one.
Migration checklist for Aptean Pivotal CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<50k records
Mostly core objects.
Mid migration
50k-500k records
Custom tables and activity history.
Large migration
>500k records
Multiple business units and ERP integrations.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Aptean Pivotal CRM: what you need to get in, what lands in HubSpot, and what will not.
Likely a database or admin account for the on-premises or hosted instance. Not confirmed in docs.
Choose your route
How will you move the data?
No native connector was found.
- You need: Likely a database or admin account for the on-premises or hosted instance. Not confirmed in docs.
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Export to Excel or Word from the application
- Middleware integration (BizTalk Server, Pervasive Data Integrator, SSIS Connector)
- Direct database extraction for on-premises or hosted deployments
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 16-30 weeks, usually phased.
Talk to a partnerWhere each object lands
In Aptean Pivotal CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Accounts/Companies | Companies | yes | Account and contact management is core to the product. Field-level schema is not documented in the sources. |
| Contacts | Contacts | yes | Export via Excel or database extraction. Deduplicate before import. |
| Opportunities | Deals | yes | Pipelines and stages must be rebuilt in HubSpot. |
| Activities (tasks, calls, appointments, emails) | Tasks | partial | Activities could map to Tasks, Calls, Meetings, Notes or Emails. Export coverage must be audited, and email logging depends on how emails were captured. |
| Service cases | Tickets | partial | Customer service automation exists in the product. The case schema is not sourced. |
| Campaigns/campaign membership | Custom objects | manual | Campaign history has no direct HubSpot equivalent. Consider custom properties or lists. |
| Users/owners | Contacts | manual | Owners are mapped by email to HubSpot users. The owner is a property on the record. |
What to expect
They must be rebuilt as HubSpot workflows. There is no automatic conversion.
Rebuild as HubSpot permission sets and teams.
Rebuild as HubSpot reports.
The data model is extensible with custom fields and tables.
Product features are not portable.
There is no documented bulk export for relationships or history.
Needed for GDPR-aligned marketing in HubSpot.
Obtain read access to the database or build an SSIS extract. Confirm the version and hosting with the customer.
Export key IDs and rebuild associations with a unique ID property.
Confirm the installed version and support contract before planning.
Move a minimal data shape first and add the rest in batches.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Product identity and category-level export paths (Excel/Word export, middleware connectors, SQL-based data) are sourced. No vendor or HubSpot docs on the API, auth, limits or object schema were found, so object mapping rests on analyst knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Aptean Pivotal CRM to HubSpot?
1. Confirm the Pivotal version and whether it is on-premises, hosted or cloud. 2. Inventory custom fields, custom tables, workflows and security roles. 3. Get read access to the database or an SSIS/middleware extract path. 4. Define the target HubSpot pipelines, owners and properties.
What data can move from Aptean Pivotal CRM to HubSpot?
These objects move directly: Accounts/Companies, Contacts and Opportunities. Check the mapping table for partial and manual items.
What does not move from Aptean Pivotal CRM to HubSpot?
Workflow/business process definitions, Security roles and permissions and Analytics dashboards and reports. Plan to rebuild or retire these.
How long does a Aptean Pivotal CRM to HubSpot migration take?
Small (<50k records): 4-8 weeks. Mid (50k-500k records): 8-16 weeks. Large (>500k records): 16-30 weeks. These are planning estimates, not a quote.
What access do I need to export from Aptean Pivotal CRM?
Likely a database or admin account for the on-premises or hosted instance. Not confirmed in docs.
What compliance issues apply when moving Aptean Pivotal CRM data?
Check: Financial services use (an Aptean Analytics for Financial Services edition exists) and Possible health or minors' data depending on the customer. Agree consent, retention and access rules before exporting.
Moving Aptean Pivotal CRM into HubSpot?
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