Salesmate to HubSpot
Salesmate is an all-in-one sales CRM with automation and sales acceleration tools.
Salesmate data can move into HubSpot, landing mainly in Sales Hub. 3 of 7 mapped objects move directly (Contacts, Companies and Deals); 4 items need manual work and 2 do not move. Plan roughly 1-3 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Salesmate
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 6 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
<10k records
CSV-based.
Mid migration
10k-100k records
Some API extraction and automation rebuild.
Large migration
100k+ records
API extraction, custom objects and heavy rebuild.
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 Salesmate: what you need to get in, what lands in HubSpot, and what will not.
REST API (750+ endpoints per vendor)
Access key from My Account > Access Key, plus the account subdomain (x-linkname).
Export permission is needed for UI exports. Export Forms and Export Surveys permissions are needed for forms and surveys.
Rate limits exist but I found no published thresholds.
Choose your route
How will you move the data?
No native connector was found.
- You need: Access key from My Account > Access Key, plus the account subdomain (x-linkname).
- Permission: Export permission is needed for UI exports. Export Forms and Export Surveys permissions are needed for forms and surveys.
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.
- List view export of selected or filtered records, with fields combined across Company, Contact, Deals and Activities
- Setup > Manage Data > Export Data for Deals, Activities, Companies, Contacts and custom modules
- Form data export to CSV by email link
- Survey responses export to CSV, capped at 10,000 responses or 50MB
- REST API extraction
Limits: Rate limits exist but I found no published thresholds.
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: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Salesmate
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | CSV export is re-importable. Owner is exported and must be mapped to HubSpot users. |
| Companies | Companies | yes | Exported by module. Contact-company links need a check. |
| Deals | Deals | yes | Pipelines and stages must be created in HubSpot first. |
| Activities (calls, meetings, tasks, etc.) | Calls, Meetings, Tasks, Notes, Emails | partial | Activities export as one module. They must be split by type and associated in HubSpot. Association coverage in the export is unverified. |
| Custom modules | Custom objects | partial | Custom modules export to CSV. Schemas must be recreated in HubSpot. |
| Users (owners) | Owners (users) | manual | Owners appear in exports by email. Users must exist in HubSpot first. |
| Forms and survey responses | Forms submissions / Service surveys | manual | CSV only. Survey responses are static snapshots. |
What to expect
No export path found. They must be rebuilt in HubSpot.
Not part of data export. They must be reconfigured in HubSpot.
Webhooks are configured through workflow actions, not a webhooks API.
Needed so owner and stage values map on import.
Reports are not covered by the data exports.
Association coverage in the export is unverified.
Use the API or list-view exports that include related-module columns, and test a sample.
Throttle requests and confirm limits with Salesmate support.
Create users first and map by email.
Download and store files promptly.
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.
Export paths and API auth are backed by Salesmate help pages and third-party sources. I found no HubSpot-specific doc for Salesmate and no published rate limits. Object mapping to HubSpot, governance and certifications rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Salesmate to HubSpot?
1. Confirm the exporting user has Export permission in Salesmate. 2. Generate the access key and x-linkname from My Account > Access Key. 3. Inventory modules, custom fields, pipelines and custom modules. 4. Create HubSpot users, pipelines, stages and custom properties.
What data can move from Salesmate to HubSpot?
These objects move directly: Contacts, Companies and Deals. Check the mapping table for partial and manual items.
What does not move from Salesmate to HubSpot?
Workflow automations and Permissions and roles. Plan to rebuild or retire these.
How long does a Salesmate to HubSpot migration take?
Small (<10k records): 1-3 weeks. Mid (10k-100k records): 3-8 weeks. Large (100k+ records): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Salesmate?
Access key from My Account > Access Key, plus the account subdomain (x-linkname). Export permission is needed for UI exports. Export Forms and Export Surveys permissions are needed for forms and surveys.
What compliance issues apply when moving Salesmate data?
Check: Cross-industry. Review for health, financial or minors' data in notes and custom fields.. Agree consent, retention and access rules before exporting.
Moving Salesmate into HubSpot?
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