Whiteboard CRM to HubSpot
Cloud mortgage CRM for loan originators covering client records, referral partner communication, campaigns, tasks and pipeline.
Whiteboard CRM data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Clients / contacts (borrowers, prospects)); 3 items need manual work and 2 do not move. Plan roughly 2-3 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Whiteboard 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
<5k contacts
CSV exports only
Mid migration
5k-50k contacts, partners and deals
Merge exports; rebuild campaigns
Large migration
>50k, multi-team
API extraction and relationship mapping
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 Whiteboard CRM: what you need to get in, what lands in HubSpot, and what will not.
REST/JSON API (v1) with records, relationships, search, tasks and teams endpoints
An API auth token. How it is issued is not confirmed.
Export is limited to users with export permissions. The exact role name is not confirmed.
Choose your route
How will you move the data?
No native connector was found.
- You need: An API auth token. How it is issued is not confirmed.
- Permission: Export is limited to users with export permissions. The exact role name 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.
- Client export from Contacts > Clients with a field filter (excludes mortgage, partner and co-borrower data)
- Partner export from Contacts > Partners
- Pipeline export from Contacts > Pipeline
- REST API: records, relationships, tasks, teams
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 Whiteboard CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Clients / contacts (borrowers, prospects) | Contacts | yes | Client CSV export with selectable fields; co-borrower and mortgage data are excluded from it. |
| Partners (referral partners, e.g. realtors) | Companies | partial | Separate partner export; whether a partner maps to a Contact or a Company is a design choice. |
| Pipeline / loans (opportunities) | Deals | partial | A pipeline export exists. Its field set and stage history were not verified. |
| Tasks | Tasks | partial | The API exposes task endpoints. |
| Relationships (client-partner links) | Contacts | partial | Available via the API relationships endpoints; they would need association mapping in HubSpot. |
| Households / advisers | Custom objects | manual | Not found in the sources. Whiteboard is a mortgage CRM, so these are likely a modelling choice or not applicable. |
What to expect
The client export excludes these. They need separate exports or API pulls.
Per the analyst scope, these stay in specialist systems rather than moving to HubSpot.
The data comes out as three separate exports.
The sources show campaigns and templates in the product, but not an export format for them.
Needs mapping to HubSpot deal stages and users.
Keep regulated records in the specialist system and migrate only the relationship data.
Run the pipeline export or API pulls and merge the results.
Confirm contract terms and support timelines with the vendor.
Batch the API pulls and test them first.
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.
The vendor API reference at api.whiteboardcrm.com and a help-centre export article were found. The export article sits on support.whiteboard.software, and I could not confirm it is the same product. Object-level field detail, rate limits and HubSpot connector status are unconfirmed. Mapping to HubSpot objects is analyst judgement. Whiteboard CRM is a mortgage CRM, so the wealth and insurance scope (households, advisers) is not supported by sources.
Sources
Related migrations
Frequently asked questions
How do I migrate Whiteboard CRM to HubSpot?
1. Confirm the Whiteboard tenant and obtain an API auth token. 2. Check that export permissions are granted to the exporting user. 3. Inventory client, partner and pipeline custom fields. 4. Decide how partners map to Companies or Contacts.
What data can move from Whiteboard CRM to HubSpot?
These objects move directly: Clients / contacts (borrowers, prospects). Check the mapping table for partial and manual items.
What does not move from Whiteboard CRM to HubSpot?
Mortgage, partner and co-borrower data in the Client export and Loan origination, underwriting and regulated loan files. Plan to rebuild or retire these.
How long does a Whiteboard CRM to HubSpot migration take?
Small (<5k contacts): 2-3 weeks. Mid (5k-50k contacts, partners and deals): 4-8 weeks. Large (>50k, multi-team): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Whiteboard CRM?
An API auth token. How it is issued is not confirmed. Export is limited to users with export permissions. The exact role name is not confirmed.
What compliance issues apply when moving Whiteboard CRM data?
Check: Financial and loan data, Possible SSNs or income data in mortgage fields and Co-borrower data. Agree consent, retention and access rules before exporting.
Moving Whiteboard CRM into HubSpot?
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