Membrain to HubSpot
B2B sales execution CRM with customizable sales processes, account growth projects, quotes, orders and dashboards.
Membrain data can move into HubSpot, landing mainly in Sales Hub. 3 of 7 mapped objects move directly (Companies, Contacts and Products); 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 Membrain
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
<10k records
List-view exports are sufficient.
Mid migration
10k-100k records
Needs API work and a pipeline rebuild.
Large migration
>100k records plus many documents
Activity association and document handling dominate.
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 Membrain: what you need to get in, what lands in HubSpot, and what will not.
REST (Membrain API; docs gated)
Developer portal login is required to view API docs; the credential type is not confirmed.
The Export option only appears for users with the appropriate permissions.
Choose your route
How will you move the data?
No native connector was found.
- You need: Developer portal login is required to view API docs; the credential type is not confirmed.
- Permission: The Export option only appears for users with the appropriate permissions.
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 from any list view (Actions > Export) with filters and field selection
- Per-company Export Activities
- Contact GDPR export to .xls (contact fields plus related activities)
- GET documents/id API endpoint for single-document download
- Zapier integration
- Membrain API
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 Membrain
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Companies | Companies | yes | Exportable from the Companies list view; External Identifier can be included as a field. |
| Contacts | Contacts | yes | Exportable from the Contacts list view with custom fields. |
| Activities (Appointments, Tasks, Notes, Calls, Emails) | Notes, Calls, Emails, Meetings, Tasks | partial | Exportable, but only items saved in Membrain; association to contact and company must be verified in the export. |
| Sales Projects / Account Growth Projects | Deals | manual | Not listed on the export page; confirm export or API coverage and stage mapping. |
| Products | Products | yes | Listed as exportable. |
| Documents | Files | manual | Single-file download only, with no bulk export. |
| Dashboards and Processes | Custom objects | no | Exportable, but there is no equivalent HubSpot structure, so rebuild them as reports and pipelines. |
What to expect
These are platform-specific rules and must be rebuilt as HubSpot workflows.
Rich Text exports as plain text only.
Membrain-specific constructs with no HubSpot equivalent.
There is no bulk download or export of documents.
Membrain processes are customizable and differ from HubSpot pipelines.
These are not exported as configuration.
Owner appears as an export field, but user matching is required.
Test the export of activities per company and per contact, and keep External Identifiers as join keys.
Request developer portal access early and confirm the endpoint list.
Script the single-document endpoint or download files manually.
Accept plain text, or store in a HubSpot long text property.
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.
Export paths and object coverage are backed by Membrain help docs. The API docs are gated behind a developer-portal login, so auth, rate limits and endpoint coverage are unverified. Deals (Sales Projects), pipelines and owners are not explicitly listed in the export page, so they rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Membrain to HubSpot?
1. Confirm an admin user has export permission on every list view. 2. Request Membrain developer portal access and review the API endpoints. 3. Inventory custom fields by type (Company, Contact, Project) and note any Rich Text fields. 4. Inventory documents and their Related Type to estimate the manual download volume.
What data can move from Membrain to HubSpot?
These objects move directly: Companies, Contacts and Products. Check the mapping table for partial and manual items.
What does not move from Membrain to HubSpot?
Automation (Automated Events and Customizable Rules), Rich Text custom field formatting and Dashboards, score cards and influence/attitude maps. Plan to rebuild or retire these.
How long does a Membrain to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-100k records): 4-8 weeks. Large (>100k records plus many documents): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Membrain?
Developer portal login is required to view API docs; the credential type is not confirmed. The Export option only appears for users with the appropriate permissions.
What compliance issues apply when moving Membrain data?
Check: Free-text notes may contain sensitive data; review before import.. Agree consent, retention and access rules before exporting.
Moving Membrain into HubSpot?
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