Wise Agent to HubSpot
Real estate CRM for agents and teams. It covers contacts, calendar, properties, transactions and marketing programs.
Wise Agent data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Contacts (leads, buyers, sellers, clients)); 3 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 Wise Agent
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, no transactions
CSV only.
Mid migration
5k-30k contacts plus deals and properties
Includes API or support extraction.
Large migration
30k+ contacts, team accounts, multiple pipelines
Includes automation rebuild and compliance boundaries.
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 Wise Agent: what you need to get in, what lands in HubSpot, and what will not.
REST-style HTTP API (webconnect.asp request types) with OAuth 2.0
OAuth client access approved by Wise Agent, plus the user's authorization. Scopes include profile, team, marketing and contacts.
Choose your route
How will you move the data?
No native connector was found.
- You need: OAuth client access approved by Wise Agent, plus the user's authorization. Scopes include profile, team, marketing and contacts.
- 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 > Import/Export > Export (Wise Agent/Outlook CSV), with an option to include contact notes
- Mailing List CSV export (names and addresses only)
- Vendor list export
- API read of contacts (getSingleContact, getContactsCount, filterable by updated date)
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 Wise Agent
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (leads, buyers, sellers, clients) | Contacts | yes | CSV export with categories and source; the client ID can be kept in a custom property. |
| Contact notes | Notes | partial | Notes export only when the include-notes option is ticked; they arrive as text in the CSV and need to be mapped to Notes. |
| Vendors | Companies | partial | The vendor list exports separately; vendor IDs carry a V prefix in the API. |
| Properties | Custom objects | manual | The API lists properties as a managed object, but no bulk export path was confirmed. |
| Transactions | Deals | manual | The API lists transactions, but no bulk export path was confirmed. Stage mapping is needed. |
| Calendar events (viewings) | Meetings | manual | The API manages calendar events. Attendees are ClientIDs prefixed C or V. |
What to expect
The API manages them but they don't map one-to-one to HubSpot workflows, so rebuild them.
Out of scope per analyst note; keep these in their existing systems.
Automation does not export.
Wise Agent holds these fields and they need matching HubSpot properties.
The public docs found cover contacts only.
Pull them via the API where scopes allow, or ask Wise Agent support for extracts.
Tick the option and spot-check the export.
Dedupe on email in HubSpot before import.
Disable the sync before the final export.
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.
Contact export and the vendor API are documented. Export paths for transactions, properties, deals and activity history, the HubSpot connector status, rate limits and governance (certifications, residency) were not confirmed. Those sections rest on category-level knowledge or are left null.
Sources
Related migrations
Frequently asked questions
How do I migrate Wise Agent to HubSpot?
1. Audit contact categories, sources and custom fields in Wise Agent. 2. Decide which transactions and properties move and which stay in the compliance system. 3. Request API OAuth access from Wise Agent if bulk extraction is needed. 4. Turn off the Google Contacts two-way sync.
What data can move from Wise Agent to HubSpot?
These objects move directly: Contacts (leads, buyers, sellers, clients). Check the mapping table for partial and manual items.
What does not move from Wise Agent to HubSpot?
Marketing programs / drip campaigns automation logic and MLS feeds, listing syndication, trust accounting and transaction compliance records. Plan to rebuild or retire these.
How long does a Wise Agent to HubSpot migration take?
Small (<5k contacts, no transactions): 1-2 weeks. Mid (5k-30k contacts plus deals and properties): 3-6 weeks. Large (30k+ contacts, team accounts, multiple pipelines): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from Wise Agent?
OAuth client access approved by Wise Agent, plus the user's authorization. Scopes include profile, team, marketing and contacts.
What compliance issues apply when moving Wise Agent data?
Check: Financial information in real estate transactions, Children's names stored on contact records and Trust accounting and brokerage compliance records stay outside HubSpot. Agree consent, retention and access rules before exporting.
Moving Wise Agent 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.
Talk to a partner