Clientjoy to HubSpot
Client lifecycle CRM for agencies and freelancers. It covers leads, pipelines, proposals, invoicing and a white-label client portal.
Clientjoy data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Leads/Customers (contacts)); 3 items need manual work and 2 do not move. Plan roughly 1-2 weeks for a small move and 6-10 weeks for a large one.
Migration checklist for Clientjoy
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 doneDuring
0 of 6 doneAfter
0 of 6 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-based import.
Mid migration
5k-50k
API extraction plus an activity audit.
Large migration
50k+
Custom ETL and invoice archive.
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 Clientjoy: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON, paginated, max 100 per page)
API key from Settings > API, or an OAuth app.
Choose your route
How will you move the data?
No native connector was found.
- You need: API key from Settings > API, or an OAuth app.
- 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.
- REST API extraction
- Zapier/Pabbly/Make/Integrately/SyncSpider automations
- Listed data import/export feature (CSV coverage not confirmed)
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: 6-10 weeks, usually phased.
Talk to a partnerWhere each object lands
In Clientjoy
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads/Customers (contacts) | Contacts | yes | The API docs introduced endpoints for Lead and Customer. Field-level mapping is unverified. |
| Companies/clients | Companies | partial | Client records exist, but whether they are separate from contacts in the API is unconfirmed. |
| Sales pipeline deals | Deals | partial | Custom pipelines and statuses exist. Deal endpoint coverage is unconfirmed. |
| Notes, call logs, tasks | Notes | partial | Call logging and tasks are listed as features. Export coverage is unverified and needs an audit. |
| Invoices, proposals | Quotes | manual | Invoice export is reportedly limited. These would likely load as Quotes, Custom objects or Files. |
| Users/owners | Contacts | manual | Owners must be mapped to HubSpot users manually. |
What to expect
These are configuration, not data, and are not exposed in any export I found. Rebuild them in HubSpot.
No HubSpot equivalent for an agency-branded portal. Replace it with the HubSpot customer portal or another tool.
Neither is exportable.
Docs I found cover lead and customer only.
Reviewers report limited invoice export.
Confirm service status and export rights with the vendor before starting.
Test the endpoints and fall back to CSV export.
Store the key securely and rotate it after migration.
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.
API existence, auth and product scope are sourced. The export object list, CSV export coverage and rate limits are not confirmed in vendor docs I read. One third-party blog says the product was absorbed into Synup, which I could not confirm.
Sources
Related migrations
Frequently asked questions
How do I migrate Clientjoy to HubSpot?
1. Confirm the product is still operating and the plan includes API access (API access is listed on the Agency plan). 2. Generate the API key under Settings > API. 3. Review the Postman API docs to list the available endpoints. 4. Export CSVs of leads and customers as a fallback.
What data can move from Clientjoy to HubSpot?
These objects move directly: Leads/Customers (contacts). Check the mapping table for partial and manual items.
What does not move from Clientjoy to HubSpot?
Automations, email sequences, workflows and White-label client portal. Plan to rebuild or retire these.
How long does a Clientjoy to HubSpot migration take?
Small (<5k contacts): 1-2 weeks. Mid (5k-50k): 3-6 weeks. Large (50k+): 6-10 weeks. These are planning estimates, not a quote.
What access do I need to export from Clientjoy?
API key from Settings > API, or an OAuth app.
What compliance issues apply when moving Clientjoy data?
Check: Financial (invoicing and payment data). Agree consent, retention and access rules before exporting.
Moving Clientjoy into HubSpot?
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