Radiusbob to HubSpot
Insurance CRM and lead management tool (BOB = Book of Business) with a built-in VoIP dialer, aimed at life, health and Medicare agents.
Radiusbob data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Radiusbob
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 contacts
CSV import and basic pipeline.
Mid migration
10k-100k contacts
Households, partners, automations and lead feeds.
Large migration
>100k contacts or multi-agent agencies
Multiple agents, call history archive and compliance review.
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 Radiusbob: what you need to get in, what lands in HubSpot, and what will not.
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- 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.
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: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In Radiusbob
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads/prospects | Contacts | partial | Assumed to move by CSV import. Radiusbob's export format is not documented in the sources I found. |
| Clients/households | Contacts | manual | Households would need a Companies record or a custom object. The household model is unverified. |
| Advisers/agents and referral partners | Contacts | manual | Mapping would use a partner-type property or a custom object. |
| Opportunities/sales pipeline | Deals | manual | Whether Radiusbob has a pipeline object is unverified. |
| Call logs and recordings | Calls | manual | Radiusbob logs calls and records them through its built-in VoIP. Export of these is unverified. |
| Policies and commissions | Custom objects | no | Per the scope note, keep these in specialist systems. Policy tracking and commission tracking are listed as features. |
What to expect
Out of scope for HubSpot. The scope note says to keep these in specialist systems.
No documented export path.
Radiusbob includes marketing automation, and automations don't transfer.
The platform imports leads from 30+ lead vendors.
Radiusbob supports custom fields and segments.
The VoIP is built into Radiusbob.
Ask AgencyBloc or Radiusbob support in writing for a full export and any API access before scoping.
Migrate only the fields needed for sales, and restrict access to them in HubSpot.
Confirm the product's support status and contract terms.
Export DNC and opt-out flags and map them to HubSpot marketing contact status.
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.
Product identity and positioning are supported by third-party sources only. I found no vendor or HubSpot docs on export, API or object mapping, so access and mapping rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Radiusbob to HubSpot?
1. Ask Radiusbob support which export formats exist (CSV of leads and clients) and whether API access is offered. 2. Inventory custom fields, segments, lead statuses and lead-vendor feeds. 3. Decide which records stay in the policy admin system and which go to HubSpot. 4. Identify call recordings and notes that need archiving outside HubSpot.
What does not move from Radiusbob to HubSpot?
Policy administration, underwriting and commission accounting records and Twilio-based VoIP call history and recordings. Plan to rebuild or retire these.
How long does a Radiusbob to HubSpot migration take?
Small (<10k contacts): 2-4 weeks. Mid (10k-100k contacts): 4-8 weeks. Large (>100k contacts or multi-agent agencies): 8-14 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving Radiusbob data?
Check: Health and Medicare insurance data, Financial and insurance information and Telephone marketing consent. Agree consent, retention and access rules before exporting.
Moving Radiusbob into HubSpot?
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