YellowBox CRM to HubSpot
French SaaS CRM for SMEs covering companies, contacts, actions, deals, tenders, tickets, marketing campaigns and documents, with admin-configurable tables, fields and rules.
YellowBox CRM data can move into HubSpot, landing mainly in Sales Hub. 0 of 9 mapped objects move directly; 4 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 10-16 weeks for a large one.
Migration checklist for YellowBox 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
<20k records
Standard modules via CSV.
Mid migration
20k-200k records
Activities, tickets and some custom tables.
Large migration
>200k records
Heavy customisation, documents, and automation rebuild.
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 YellowBox CRM: what you need to get in, what lands in HubSpot, and what will not.
Vendor-provided API (type not documented publicly)
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- 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.
- Admin-side export/import of data for use with third-party tools (per app listing)
- API (per app listing; details not public)
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: 10-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In YellowBox CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Companies | Companies | partial | Listed as a core module; export format and field coverage unverified. |
| Contacts | Contacts | partial | Core module; export format and field coverage unverified. |
| Deals (affaires/business) | Deals | partial | Business and lead tracking exist; pipeline and stage export unverified. |
| Actions, appointments, visit reports | Tasks | manual | Map to Tasks, Meetings, Calls or Notes by action type; association export coverage must be audited. |
| Customer tickets / SAV | Tickets | partial | Ticket module exists; export unverified. |
| Product catalogue | Products | partial | Catalogue exists; export unverified. |
| Tenders and offers | Custom objects | manual | No native HubSpot equivalent; Quotes or Deals may fit offers. |
| Documents | Files | manual | Document export path unverified. |
| Integrated webmail archive | Emails | manual | Mail is archived against contacts; extraction method unverified. |
What to expect
Admin-configured logic does not export to HubSpot; it must be rebuilt as workflows.
Source uses its own advanced access management; it must be recreated in HubSpot teams and permissions.
Source uses its own configured dashboards.
Admins can create arbitrary tables and fields, so the schema is client-specific.
Owner and pipeline definitions are tenant-specific.
Campaign module exists with budget and targeting.
Run a schema audit and export a data dictionary before mapping.
Test export of actions, emails and links between records on a sample.
Request API docs and export support from DIMO Software.
Choose a HubSpot data hosting region and document the legal basis.
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.
Product and its generic export/import and API capability are confirmed. No public API docs, rate limits, auth methods or object-level export details were found, so mapping rests on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate YellowBox CRM to HubSpot?
1. Ask DIMO Software for API documentation, credentials and export rights. 2. Inventory tables, custom fields, and rules or processes configured by admins. 3. Export a data dictionary and record counts per module. 4. Test whether actions, emails and documents export with their links to records.
What does not move from YellowBox CRM to HubSpot?
Automations, business rules (including SQL rules) and processes and Access rights and permission model. Plan to rebuild or retire these.
How long does a YellowBox CRM to HubSpot migration take?
Small (<20k records): 3-5 weeks. Mid (20k-200k records): 6-10 weeks. Large (>200k records): 10-16 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving YellowBox CRM data?
Check: Donor and member data for nonprofits and EU personal data under GDPR. Agree consent, retention and access rules before exporting.
Moving YellowBox CRM 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.
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