Elead CRM to HubSpot
Automotive dealership CRM for sales, BDC and service, now part of CDK Global.
Elead CRM data can move into HubSpot, landing mainly in Sales Hub. 2 of 6 mapped objects move directly (Sales Customers (prospects/customers) and Sales Opportunities (leads/deals)); 4 items need manual work and 2 do not move. Plan roughly 3-5 weeks for a small move and 10-18 weeks for a large one.
Migration checklist for Elead 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
up to 25k contacts, single store
Assumes a CDK-supplied extract.
Mid migration
25k-250k contacts, a few stores
Large migration
250k+ contacts, dealer group
Multi-store, with a retained DMS and OEM integrations.
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 Elead CRM: what you need to get in, what lands in HubSpot, and what will not.
REST over HTTPS, partner-gated, via the CDK Fortellis exchange
A Fortellis solution (client_id and client_secret) plus a dealer-activated subscription against the Elead instance.
The dealership must activate the subscription. Beyond that, admin rights are unconfirmed.
Choose your route
How will you move the data?
No native connector was found.
- You need: A Fortellis solution (client_id and client_secret) plus a dealer-activated subscription against the Elead instance.
- Permission: The dealership must activate the subscription. Beyond that, admin rights are unconfirmed.
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.
- Fortellis Get and History Setup endpoints for bulk historical records
- Async endpoints for real-time record updates
- Dealer-side CRM reports and CSV exports (unconfirmed, ask the CDK rep)
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: 10-18 weeks, usually phased.
Talk to a partnerWhere each object lands
In Elead CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Sales Customers (prospects/customers) | Contacts | yes | The Sales Customer API manages prospect and customer data. |
| Sales Opportunities (leads/deals) | Deals | yes | Opportunities carry source, vehicle of interest, trade-in and sales team details. Vehicle and trade-in fields need custom properties. |
| Sales Activities (tasks, emails, outcomes) | Tasks | partial | Activity history is retrievable and could map to Tasks, Notes and Emails. Fidelity is unverified. |
| Appointments | Meetings | partial | Appointments are probably held as activities. This is unconfirmed. |
| Vehicles of interest / trade-ins | Custom objects | partial | Exposed through the Opportunities API. Model as custom objects or deal properties. |
| Product Reference Data | Products | partial | Reference data only. Inventory stays in the DMS. |
What to expect
Outside the Elead CRM scope. Retain these systems.
Not exposed as data. They must be rebuilt as HubSpot pipelines and workflows.
Stage configuration is not an API object.
ADF/XML via email is the standard intake path into Elead.
The API is certification-gated.
These are partner-gated integrations.
Start the CDK/Fortellis request early, or negotiate a bulk export with CDK.
Run a discovery extract on a sample dealer subscription.
Dedupe before import and keep the Elead customer ID as a custom property.
Retain the DMS and map the integration touchpoints.
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 model and object families are sourced from CDK and third-party API profiles. No HubSpot-specific Elead migration doc was found. The object mapping to HubSpot, the export options and the governance details rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Elead CRM to HubSpot?
1. Ask the CDK rep to confirm Fortellis access or a bulk export route. 2. Register a Fortellis solution and have the dealer activate a subscription. 3. Inventory the lead sources that deliver ADF/XML into Elead. 4. List the custom fields for vehicles of interest and trade-ins.
What data can move from Elead CRM to HubSpot?
These objects move directly: Sales Customers (prospects/customers) and Sales Opportunities (leads/deals). Check the mapping table for partial and manual items.
What does not move from Elead CRM to HubSpot?
Dealership inventory, DMS accounting and service scheduling and Native sales-stage and workflow automations, and Virtual BDC task cadences. Plan to rebuild or retire these.
How long does a Elead CRM to HubSpot migration take?
Small (up to 25k contacts, single store): 3-5 weeks. Mid (25k-250k contacts, a few stores): 6-10 weeks. Large (250k+ contacts, dealer group): 10-18 weeks. These are planning estimates, not a quote.
What access do I need to export from Elead CRM?
A Fortellis solution (client_id and client_secret) plus a dealer-activated subscription against the Elead instance. The dealership must activate the subscription. Beyond that, admin rights are unconfirmed.
What compliance issues apply when moving Elead CRM data?
Check: Possible financial data (credit applications, trade-in values), Driver's licence data if captured and Consumer privacy law obligations (CCPA, TCPA) for texting and calling. Agree consent, retention and access rules before exporting.
Moving Elead CRM into HubSpot?
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