Apptivo CRM to HubSpot
Apptivo is a modular horizontal CRM and business suite. Its apps include Leads, Contacts, Customers, Targets and Custom apps.
Apptivo CRM data can move into HubSpot, landing mainly in Sales Hub. 3 of 7 mapped objects move directly (Customers, Contacts and Leads); 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Apptivo 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-led move of contacts, companies and deals.
Mid migration
10k-100k records
Adds activity history and pipeline and automation rebuild.
Large migration
>100k records
Custom apps, API extraction and permission redesign.
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 Apptivo CRM: what you need to get in, what lands in HubSpot, and what will not.
REST-style JSON developer API (per-app endpoints, e.g. Customers API)
Apptivo business account API key and access key.
Export is a privilege-controlled action per app, so the exporting user needs the Export privilege or admin rights.
Choose your route
How will you move the data?
No native connector was found.
- You need: Apptivo business account API key and access key.
- Permission: Export is a privilege-controlled action per app, so the exporting user needs the Export privilege or admin rights.
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.
- Bulk Actions > Export to CSV (All Fields or Current View) in Customers, Leads and Contacts
- Contacts export also supports XLS
- Targets list export to CSV
- API retrieval per app
- Audit logs reportedly exportable (third-party review)
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 Apptivo CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Customers | Companies | yes | Customers export to CSV with All Fields. Import to HubSpot using the CSV importer. |
| Contacts | Contacts | yes | CSV and XLS export. Contacts link to customers by name, so use that as the match key. |
| Leads | Contacts | yes | Leads export to CSV. Map to Contacts with a lead status. |
| Opportunities | Deals | partial | The Opportunities app was not confirmed in the sources. Expect a CSV export, and the pipeline and stage mapping must be rebuilt. |
| Activities (tasks, calls, events, notes) | Tasks | manual | Export coverage is unconfirmed. A Customers activities report exists. Test whether each app's activities and associations are exported. |
| Employees (owners) | Contacts | manual | Map Apptivo employees to HubSpot users or owners by email. |
| Custom apps | Custom objects | partial | Custom apps support CSV import. Their export and association coverage is unconfirmed. |
What to expect
Configuration is not exported as data. Rebuild it in HubSpot workflows.
Per-app privileges are configuration. Recreate them as HubSpot permission sets and teams.
Rebuild them in HubSpot reporting.
Define HubSpot deal pipelines first, then map stage values.
Apptivo's own import matches by customer name, so use a unique key before the HubSpot import.
Exports are per app, so check that history and cross-app links are present.
No portable export of automation or report definitions was found.
Test an API pull for engagement history before cutover.
Add record IDs to exports and reconcile counts in a sandbox.
Dedupe company names before import.
Run the export as an admin.
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.
Apptivo's CSV/XLS export paths and its developer API (API key and access key) are documented by the vendor. I found no HubSpot-side doc for Apptivo. Opportunities, activities, rate limits, auth details and certifications were not confirmed. Those sections rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Apptivo CRM to HubSpot?
1. Inventory the Apptivo apps in use (Leads, Contacts, Customers, Opportunities, Custom apps) and their custom fields. 2. Confirm which user has the Export privilege in each app's Settings > Security > Actions. 3. Retrieve the business account API key and access key for API pulls. 4. List the workflows, roles and reports to rebuild in HubSpot.
What data can move from Apptivo CRM to HubSpot?
These objects move directly: Customers, Contacts and Leads. Check the mapping table for partial and manual items.
What does not move from Apptivo CRM to HubSpot?
Workflows and automation rules, Roles, privileges and security settings and Reports and dashboards. Plan to rebuild or retire these.
How long does a Apptivo CRM to HubSpot migration take?
Small (<10k records): 2-4 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 Apptivo CRM?
Apptivo business account API key and access key. Export is a privilege-controlled action per app, so the exporting user needs the Export privilege or admin rights.
What compliance issues apply when moving Apptivo CRM data?
Check: Possible financial data on invoices and estimates in Apptivo's wider suite and Confirm whether health data or data on minors is held. Agree consent, retention and access rules before exporting.
Moving Apptivo CRM into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner