Bloom to HubSpot
Bloom is an all-in-one CRM for freelancers and small service businesses. It covers leads, client communication, invoicing, projects, contracts, client portals and email automation.
Bloom data can move into HubSpot, landing mainly in Sales Hub. 1 of 5 mapped objects move directly (Contacts); 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 Bloom
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
<5k contacts
CSV import only.
Mid migration
5k-50k contacts plus invoices
Includes automation rebuild.
Large migration
50k+ records
Needs vendor support for the data extract.
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 Bloom: what you need to get in, what lands in HubSpot, and what will not.
Bloom account login to run the CSV exports. No API credentials were found.
Choose your route
How will you move the data?
No native connector was found.
- You need: Bloom account login to run the CSV exports. No API credentials were found.
- 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.
- Contacts CSV export from the Contacts view (vendor help)
- Transactions, invoices and contacts are the only export types, per a 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: 6-12 weeks, usually phased.
Talk to a partnerWhere each object lands
In Bloom
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 and import. Bloom's import requires email, first name and last name. |
| Invoices / transactions | Deals | partial | These export to CSV per a third-party review. Mapping to Deals or custom objects needs design. |
| Companies | Companies | manual | No company export was documented. Derive companies from contact data. |
| Projects / pipeline stages | Deals | manual | No export was documented. Rebuild pipelines in HubSpot. |
| Interactions / activities | Notes | manual | No activity export was documented. Check manually for coverage. |
What to expect
No export was documented, so rebuild them in HubSpot workflows.
No export was documented.
Bloom has built-in email triggers that can't be exported.
No export was documented for these.
Only three export types were documented, so confirm with Bloom support what else can be exported.
Reports aren't exportable.
Ask Bloom support for a full data dump and verify counts.
Check exports for linked records. Preserve history as notes or attachments if needed.
Keep a source ID column on every record.
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.
Bloom (bloom.io, a CRM for freelancers and creatives) has a vendor help page for CSV contact export. No public API or native HubSpot connector was found. Object coverage beyond contacts, transactions and invoices is unverified, and the sources used are mostly third-party reviews.
Sources
Related migrations
Frequently asked questions
How do I migrate Bloom to HubSpot?
1. Export contacts, transactions and invoices from Bloom to CSV and archive them. 2. Ask Bloom support whether projects, interactions and notes can be exported. 3. Inventory Bloom automations, email templates and triggers for rebuilding. 4. Define HubSpot properties, pipelines and owners to match Bloom fields.
What data can move from Bloom to HubSpot?
These objects move directly: Contacts. Check the mapping table for partial and manual items.
What does not move from Bloom to HubSpot?
Automations, email templates and triggers and Client portals, contracts and permissions. Plan to rebuild or retire these.
How long does a Bloom to HubSpot migration take?
Small (<5k contacts): 1-2 weeks. Mid (5k-50k contacts plus invoices): 3-6 weeks. Large (50k+ records): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from Bloom?
Bloom account login to run the CSV exports. No API credentials were found.
What compliance issues apply when moving Bloom data?
Check: Financial (invoices and transactions). Agree consent, retention and access rules before exporting.
Moving Bloom 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.
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