FluentCRM to HubSpot
Self-hosted WordPress plugin for CRM, email marketing and automation. Data lives in the site's WordPress database.
FluentCRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Contacts and Companies); 4 items need manual work and 2 do not move. Plan roughly 1-2 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for FluentCRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 6 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 contacts
CSV only, few automations.
Mid migration
10k-100k contacts
Tags to properties, company associations, dozens of automations.
Large migration
>100k contacts
API-based batches, notes, ecommerce data, extensive automation 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 FluentCRM: what you need to get in, what lands in HubSpot, and what will not.
REST (WordPress REST API)
API username and API password generated for a WordPress user on the site.
FluentCRM capabilities such as fcrm_read_contacts and fcrm_manage_contacts_export, usually held by a WordPress admin.
Choose your route
How will you move the data?
No native connector was found.
- You need: API username and API password generated for a WordPress user on the site.
- Permission: FluentCRM capabilities such as fcrm_read_contacts and fcrm_manage_contacts_export, usually held by a WordPress admin.
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.
- Contacts CSV export with optional related data, limit and offset
- Companies CSV export
- Lists export as CSV
- Contact notes, segments, campaigns and sequences export (Pro)
- System logs CSV export
- REST API contacts endpoints with pagination
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: 6-12 weeks, usually phased.
Talk to a partnerWhere each object lands
In FluentCRM
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 or API. Contact records carry owner, company_id, tags and lists. |
| Companies | Companies | yes | Separate company CSV export. Contact-to-company link relies on company_id, so check that the export includes it. |
| Contact notes | Notes | partial | Notes export is a Pro endpoint. Association back to contacts must be rebuilt. |
| Tags and Lists | Contacts | partial | Map to custom properties or HubSpot lists. Lists export as CSV. |
| Contact owner | Contacts | partial | The API shows a contact_owner field. Map it to HubSpot owner by email. |
| Deals / pipelines | Deals | no | No deal or pipeline export was found in the docs reviewed. Confirm what the instance holds. |
| Email activity (campaigns, sequences) | Emails | manual | Campaign, sequence and template exports are available. HubSpot has no matching import for per-contact send history. |
What to expect
Can be exported only between FluentCRM sites. Must be rebuilt as HubSpot workflows.
No documented bulk export of opens and clicks into HubSpot.
Different trigger and action models.
Segment definitions are export-only within FluentCRM.
FluentCRM uses WordPress roles and capabilities, which have no HubSpot equivalent.
Template exports are FluentCRM-format only.
Export with company_id and use a shared key such as email or domain to associate in HubSpot.
Import status, then map to HubSpot marketing contact status and opt-out properties.
Confirm the license tier before planning.
Use the limit and offset options or paged API calls.
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 REST API are backed by vendor docs. Object mapping to HubSpot, deals/pipelines absence, rate limits, residency and certifications rest on category-level knowledge or are unknown.
Sources
Related migrations
Frequently asked questions
How do I migrate FluentCRM to HubSpot?
1. Confirm whether FluentCRM Pro is licensed for the notes, companies and segment exports. 2. Inventory tags, lists, custom fields, companies and automations. 3. Create an API user and application password for the WordPress site. 4. Create matching HubSpot custom properties for tags, lists and status.
What data can move from FluentCRM to HubSpot?
These objects move directly: Contacts and Companies. Check the mapping table for partial and manual items.
What does not move from FluentCRM to HubSpot?
Automations (funnels) and Per-contact email engagement history. Plan to rebuild or retire these.
How long does a FluentCRM to HubSpot migration take?
Small (<10k contacts): 1-2 weeks. Mid (10k-100k contacts): 3-6 weeks. Large (>100k contacts): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from FluentCRM?
API username and API password generated for a WordPress user on the site. FluentCRM capabilities such as fcrm_read_contacts and fcrm_manage_contacts_export, usually held by a WordPress admin.
Is there a native HubSpot connector for FluentCRM?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving FluentCRM data?
Check: Possible health, education or membership data via WordPress integrations and Minors' data possible on LMS or membership sites. Agree consent, retention and access rules before exporting.
Moving FluentCRM into HubSpot?
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