Corteza CRM to HubSpot
Open-source low-code platform whose CRM app is built on configurable modules, records, workflows and roles.
Corteza CRM data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Corteza 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
<25k
A few standard modules.
Mid migration
25k-250k
Custom modules plus workflow rebuild.
Large migration
>250k
Many namespaces, integrations and attachments.
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 Corteza CRM: what you need to get in, what lands in HubSpot, and what will not.
REST (system, compose and automation APIs; OpenAPI definitions)
An auth client (client id and secret) plus a dedicated user with sufficient roles; the instance URL.
Admin rights to create auth clients and roles. The API user needs read access to the relevant modules and records.
Choose your route
How will you move the data?
No native connector was found.
- You need: An auth client (client id and secret) plus a dedicated user with sufficient roles; the instance URL.
- Permission: Admin rights to create auth clients and roles. The API user needs read access to the relevant modules and records.
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.
- Record list export from the UI, if 'Allow records export' is enabled on the block
- Compose REST API record listing as JSON, paged by limit
- Config export (modules, pages, charts, permissions) via CLI
- Admin Action Log for audit
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: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Corteza CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contact module | Contacts | partial | Module names and fields are configurable, so export per module and map manually. |
| Account module | Companies | partial | Export through the API or UI. The forum reports that UI export lacks related-module fields. |
| Opportunity module | Deals | partial | Stages and pipelines are module field values or config, so they must be rebuilt in HubSpot. |
| Activities/tasks/notes (custom modules) | Notes, Tasks, Calls, Meetings | manual | There is no fixed activity model. Check whether each is a module and how its relations are stored. |
| Users and roles | Owners (users) | partial | Users can be exported through the system API. Roles and permissions must be rebuilt in HubSpot. |
| Attachments | Files | manual | Attachments are served via signed endpoints and need scripted download. |
What to expect
Corteza exports its own workflow config, but HubSpot cannot import it.
The Corteza security model differs from HubSpot's permission sets.
Low-code UI configuration has no HubSpot equivalent for import.
Corteza workflows are BPMN-based.
Roles, contextual roles and per-record rules differ from HubSpot's model.
Charts are Corteza-specific.
The UI export omits related-module fields, so use the API or scripts.
Pull records through the API and rebuild associations from reference field IDs.
Document modules and fields, then map them to HubSpot properties.
Confirm the version and throttle requests.
Refresh tokens in the script and treat them as credentials.
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.
Access, auth and export paths are backed by Corteza docs. Object mapping to HubSpot, limits, residency and certifications are not sourced. Corteza CRM modules are configurable low-code modules, so mappings are category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Corteza CRM to HubSpot?
1. Confirm the Corteza version and read the matching REST API docs. 2. Create a dedicated export user with read-only roles and an OAuth2 auth client. 3. Inventory modules, fields, reference fields and workflows in each namespace. 4. Check the Action Log for recent activity and identify active users.
What does not move from Corteza CRM to HubSpot?
Workflows (BPMN) and automation scripts, Roles and permissions and Pages, charts and reports. Plan to rebuild or retire these.
How long does a Corteza CRM to HubSpot migration take?
Small (<25k): 2-4 weeks. Mid (25k-250k): 4-8 weeks. Large (>250k): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Corteza CRM?
An auth client (client id and secret) plus a dedicated user with sufficient roles; the instance URL. Admin rights to create auth clients and roles. The API user needs read access to the relevant modules and records.
Is there a native HubSpot connector for Corteza CRM?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving Corteza CRM data?
Check: Depends on use: health, financial or minors' data may be present in custom modules. Agree consent, retention and access rules before exporting.
Moving Corteza CRM into HubSpot?
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