Creatio Sales to HubSpot
Low-code/no-code CRM platform with a Sales product, built on a configurable data model (Account, Contact, Opportunity and others).
Creatio Sales data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Contact and Account); 5 items need manual work and 3 do not move. Plan roughly 3-6 weeks for a small move and 12-24 weeks for a large one.
Migration checklist for Creatio Sales
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
under 25k
Standard objects; mostly CSV-style import.
Mid migration
25k-250k
Scripted OData extraction, activities, some custom objects.
Large migration
250k+
Heavy customisation, many processes, 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 Creatio Sales: what you need to get in, what lands in HubSpot, and what will not.
REST (OData 3/4) and DataService (JSON); no bulk export endpoint
A Creatio user login (forms auth), or an OAuth client ID and secret for client credentials. Needs the instance URL.
Not confirmed in docs; an admin-level or read-all-objects user is the practical choice for full extraction.
The guide says OData and DataService return at most 20,000 records per response or request, so exports need pagination. Official rate-limit figures were not found.
Choose your route
How will you move the data?
No native connector was found.
- You need: A Creatio user login (forms auth), or an OAuth client ID and secret for client credentials. Needs the instance URL.
- Permission: Not confirmed in docs; an admin-level or read-all-objects user is the practical choice for full extraction.
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.
- Export to Excel from section lists and details (reportedly capped at 20,000 rows)
- OData 4 paginated extraction with $expand for relations
- DataService query-driven extracts in JSON, XML or CSV
- Separate File API calls for attachments
- Package export for configuration metadata
Limits: The guide says OData and DataService return at most 20,000 records per response or request, so exports need pagination. Official rate-limit figures were not found.
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: 12-24 weeks, usually phased.
Talk to a partnerWhere each object lands
In Creatio Sales
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contact | Contacts | yes | Extract via OData Contact collection; Creatio Contact IDs (GUIDs) should be kept in a custom property. |
| Account | Companies | yes | Contact-to-Account link is exposed through the data model and can be expanded in OData. |
| Opportunity | Deals | partial | Pipeline and stage mapping needs manual design. A guide to the reverse HubSpot-to-Creatio move maps Deal to Opportunity. |
| Activity (tasks, calls, emails, meetings) | Tasks | partial | Activities sit in a shared Activity object; split by type into Tasks, Calls, Emails and Meetings and associate them. Export coverage needs auditing. |
| Attachments / files | Files | partial | Need separate File API extraction; the DataService has no file stream. |
| Users / owners | Contacts | manual | Map Creatio users to HubSpot owners by email; users are not records and must exist in HubSpot first. |
| Case | Tickets | partial | Only if Creatio Service is also in use. |
What to expect
Must be rebuilt in HubSpot Workflows; the configuration is not portable.
Creatio object and record-level rights have no direct HubSpot equivalent.
Rebuilt in HubSpot reporting.
Process logic cannot be imported; the reverse migration guide says the same.
Creatio's role model differs from HubSpot's.
Reports do not export as definitions.
Creatio is highly customised and each org's data model differs.
Source relations are GUID lookups that must be resolved to HubSpot IDs.
Use paginated OData 4 with $top/$skip and reconcile counts per object.
Use OAuth client credentials or add re-authentication to scripts.
List the schema through the OData root and SysSchema before mapping.
Script File API downloads and upload them to the HubSpot Files tool.
Audit coverage against Creatio counts before cutover.
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 access and auth are backed by Creatio docs. The 20,000-row export limit comes from a third-party migration guide. Object mapping to HubSpot, governance and HubSpot import specifics rest on category-level knowledge and were not verified in HubSpot docs.
Sources
Related migrations
Frequently asked questions
How do I migrate Creatio Sales to HubSpot?
1. Inventory the Creatio objects and custom columns in use via the OData root listing. 2. Create an API user or OAuth client credentials in Creatio. 3. Decide the HubSpot custom properties that will store Creatio GUIDs. 4. Count records per object (Contact, Account, Opportunity, Activity) as a baseline.
What data can move from Creatio Sales to HubSpot?
These objects move directly: Contact and Account. Check the mapping table for partial and manual items.
What does not move from Creatio Sales to HubSpot?
Business processes and automation, Roles, permissions and access rights and Dashboards and reports. Plan to rebuild or retire these.
How long does a Creatio Sales to HubSpot migration take?
Small (under 25k): 3-6 weeks. Mid (25k-250k): 6-12 weeks. Large (250k+): 12-24 weeks. These are planning estimates, not a quote.
What access do I need to export from Creatio Sales?
A Creatio user login (forms auth), or an OAuth client ID and secret for client credentials. Needs the instance URL. Not confirmed in docs; an admin-level or read-all-objects user is the practical choice for full extraction.
What compliance issues apply when moving Creatio Sales data?
Check: Possible health or financial data in custom fields, depending on the customer's use. Agree consent, retention and access rules before exporting.
Moving Creatio Sales 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