FreeAgent CRM to HubSpot
Horizontal CRM with work management and no-code customization. Supports custom objects (called Apps), fields, rules, workflows, roles and sandbox environments.
FreeAgent CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Accounts and Leads); 4 items need manual work and 3 do not move. Plan roughly 2-3 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for FreeAgent 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
<10k records
CSV-based, standard objects.
Mid migration
10k-100k records
Chunked exports, some custom objects, workflow rebuild.
Large migration
>100k records
API-driven extraction, heavy customization.
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 FreeAgent CRM: what you need to get in, what lands in HubSpot, and what will not.
GraphQL (endpoint shown in vendor docs as freeagent.network/api/graphql)
Bearer token for the GraphQL API; how it is issued is not documented in the sources I found.
Role-based restrictions apply to import and export; the exact role needed is not confirmed.
Choose your route
How will you move the data?
No native connector was found.
- You need: Bearer token for the GraphQL API; how it is issued is not documented in the sources I found.
- Permission: Role-based restrictions apply to import and export; the exact role needed is not confirmed.
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.
- Per-module 'Export CSV' via 'Things You Can Do' (Leads, Accounts), honouring filters and list configuration
- Leads CSV export was documented with a 5,000-record limit per file (older article; verify current limit)
- GraphQL API for programmatic reads (query coverage not verified)
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: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In FreeAgent CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Accounts | Companies | yes | CSV export honours filters and list configuration; custom fields can be added to the export view. |
| Leads | Contacts | yes | CSV export, with the documented per-file record cap; lead-versus-contact modelling should be confirmed. |
| Contacts | Contacts | partial | Contacts can be imported via API/CSV; an export path was not confirmed in the sources I found. |
| Deals/Opportunities and pipelines | Deals | partial | The product has opportunity and pipeline management; I found no export documentation for it. |
| Tasks/Activities | Tasks | manual | Activity export coverage is unverified and needs an audit, including calls, emails, meetings and notes. |
| Custom Apps (custom objects) | Custom objects | partial | Custom objects are supported in the source; export and association coverage is unverified. |
| Users/owners | Contacts | manual | Owners must be recreated as HubSpot users and mapped by email. |
What to expect
No evidence of export; these must be rebuilt in HubSpot workflows.
No export evidence; rebuild as HubSpot teams and permission sets.
No export evidence; rebuild in HubSpot reporting.
CSV exports may not include related-record IDs.
Rules and roles are configuration, not data.
Exports are per-module and capped per file.
Fields must be configured before they appear in export templates.
Test an export of each module and, if available, query via the GraphQL API.
Split exports by filter or date and reconcile row counts.
Ask the vendor for API read docs and token issuance steps.
Use only freeagentcrm.com support content.
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.
Vendor help-centre articles confirm CSV export for Leads and Accounts and a GraphQL import API. I found no vendor docs on the API's read/export side, auth details, rate limits, an object-level export for Deals, Activities or Contacts, or association export. Those sections rest on category-level knowledge. The product is unrelated to FreeAgent accounting software (freeagent.com).
Sources
Related migrations
Frequently asked questions
How do I migrate FreeAgent CRM to HubSpot?
1. Inventory modules, Apps and custom fields in the FreeAgent CRM admin. 2. Confirm the admin role can export and obtain an API bearer token. 3. Clear all filters and saved views before each full CSV export. 4. Add custom fields to List Configuration so they appear in the export.
What data can move from FreeAgent CRM to HubSpot?
These objects move directly: Accounts and Leads. Check the mapping table for partial and manual items.
What does not move from FreeAgent CRM to HubSpot?
Workflows, rules and automations, Roles and permissions and Reports and dashboards. Plan to rebuild or retire these.
How long does a FreeAgent CRM to HubSpot migration take?
Small (<10k records): 2-3 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from FreeAgent CRM?
Bearer token for the GraphQL API; how it is issued is not documented in the sources I found. Role-based restrictions apply to import and export; the exact role needed is not confirmed.
What compliance issues apply when moving FreeAgent CRM data?
Check: Cross-industry; check custom fields for health, financial or minors' data. Agree consent, retention and access rules before exporting.
Moving FreeAgent CRM into HubSpot?
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