Industries

Your industry, your migration

Each industry has a typical source stack and boundaries that stay outside HubSpot.

Playbooks

Choose your industry

B2B SaaS & technology

Start with CRM + lifecycle; integrate subscription and product data.

Sales; Marketing; Service; Agent→

Professional services & agencies

Move acquisition and client communication; retain delivery systems as needed.

Sales; Revenue; Marketing; Service→

Real estate & property

Model property relationships and transaction pipelines.

Sales; Marketing; Service→

Banking, lending & fintech

Keep regulated decisions and system of record boundaries explicit.

Sales; Marketing; Service; Data→

Insurance & wealth

Map households and advisory relationships before import.

Sales; Marketing; Service→

Healthcare & life sciences

Limit scope to approved customer engagement data and permissions.

Sales; Marketing; Service→

Education & edtech

Separate applicant acquisition from student record management.

Sales; Marketing; Service; Content→

Retail, ecommerce & D2C

Integrate order events; replace suitable engagement tools.

Marketing; Service; Content; Data→

Manufacturing & distribution

Validate CPQ complexity and ERP handoffs before consolidation.

Sales; Revenue; Service; Data→

Construction & home services

Move front-office pipeline; retain operational execution where needed.

Sales; Marketing; Service; Revenue→

Hospitality, travel & events

Connect booking context without replacing reservation infrastructure.

Marketing; Sales; Service→

Staffing & recruitment

Define candidate and client object relationships separately.

Sales; Marketing; Service→

Nonprofits & associations

Assess gift and household models; preserve receipt and accounting integrity.

Sales; Marketing; Service; Revenue→

Legal & accounting

Move intake and relationship management; define protected records scope.

Sales; Marketing; Revenue; Service→

Fitness, wellness & beauty

Integrate bookings and member status; preserve operations system.

Sales; Marketing; Service→

IT services & MSPs

Separate customer support from IT infrastructure operations.

Sales; Service; Marketing; Data→

Media, publishing & communities

Validate content structure, URL migration and subscription handling.

Content; Marketing; Revenue; Service→

Logistics, transport & automotive

Move customer engagement; integrate operational status events.

Sales; Service; Marketing; Data→
Quick answers

Frequently asked questions

Does industry change a HubSpot migration?

Yes. Regulated records, trust accounts and operational systems often stay in place and integrate with HubSpot.

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