Shape Software to HubSpot
AI-driven CRM with calling, texting, marketing, document collection and a built-in POS (borrower application). It is sold to mortgage, insurance, real estate, education and small-business teams.
Shape Software data can move into HubSpot, landing mainly in Sales Hub. 1 of 7 mapped objects move directly (Leads/prospects/contacts); 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Shape Software
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
Contacts and deals only.
Mid migration
10k-100k
Includes households, referral partners and integration rewiring.
Large migration
100k+
Multiple teams, LOS syncs 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 Shape Software: what you need to get in, what lands in HubSpot, and what will not.
REST (Shape Open API) with webhooks
A Shape account and an API Authorization Key from the API Integrations page.
Standard platform rate limits apply; the docs have a Rate Limits section, but the values were not captured.
Choose your route
How will you move the data?
No native connector was found.
- You need: A Shape account and an API Authorization Key from the API Integrations page.
- 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.
- Bulk Export Records API call
- Self-service in-platform exports in Shape's standard format
- Report export to CSV or PDF
- Search for Records API call
- Webhooks and Zapier/Make for incremental sync
Limits: Standard platform rate limits apply; the docs have a Rate Limits section, but the values were not captured.
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 Shape Software
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads/prospects/contacts | Contacts | yes | Records are retrievable through the API search and bulk export calls; field names are defined per marketing source. |
| Households | Companies | partial | The insurance page shows a households endpoint. HubSpot has no household object, so use Companies or a custom object. |
| Opportunities/loans/pipeline statuses | Deals | partial | The API reads statuses, but pipeline and stage mapping must be built by hand. |
| Advisers/assigned users | Contacts | manual | Assign Users is available through the API. Map users to HubSpot owners manually. |
| Referral partners | Custom objects | manual | A referral feature is listed on the vendor's insurance page. Its export shape was not verified. |
| Calendar events | Meetings | manual | The API can add events. Whether it can read them back was not confirmed. |
| Documents | Files | manual | The API lists Upload Documents. Bulk document download was not confirmed. |
What to expect
The terms say data Shape retains is not available for export and is not a system of record for the customer.
Per the analyst scope these stay in specialist systems and are not rebuilt in HubSpot.
Shape does not run exports for customers; the customer is responsible for running, verifying and retaining them.
Shape workflows and scheduled reports have no documented export.
Shape syncs with LOS tools such as Encompass and LendingPad and with lead vendors. These feeds must be reconnected to HubSpot or the LOS directly.
Take full exports and archive them before cancelling the subscription.
Export DNC and opt-out flags and load them as HubSpot properties or unsubscribes before any outreach.
Test Bulk Export Records on a sample to check field and activity coverage.
Capture notes and history through reports or the API where possible, and archive the rest.
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 API docs and terms confirm a REST API, bulk export and self-service exports. The object model, rate-limit values and HubSpot mapping are not detailed in the pages reviewed, so those parts rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Shape Software to HubSpot?
1. Confirm your plan includes Open API access and generate an API Authorization Key. 2. Export the field-name table from Settings → Marketing Sources → Campaign Source Post URL Instructions. 3. Inventory statuses, pipelines, households and referral sources. 4. Decide which loan, policy and regulated records stay in the LOS or specialist systems.
What data can move from Shape Software to HubSpot?
These objects move directly: Leads/prospects/contacts. Check the mapping table for partial and manual items.
What does not move from Shape Software to HubSpot?
Communication, activity and call/text history retained by Shape and Loan origination, underwriting and policy administration records. Plan to rebuild or retire these.
How long does a Shape Software to HubSpot migration take?
Small (<10k contacts): 2-4 weeks. Mid (10k-100k): 4-8 weeks. Large (100k+): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Shape Software?
A Shape account and an API Authorization Key from the API Integrations page.
What compliance issues apply when moving Shape Software data?
Check: Financial/lending data, Loan documents and Insurance data. Agree consent, retention and access rules before exporting.
Moving Shape Software into HubSpot?
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