Surefire CRM to HubSpot
Mortgage-focused CRM and marketing automation platform, with a content library and LOS/POS integrations.
Surefire CRM data can move into HubSpot, landing mainly in Sales Hub. 0 of 6 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Surefire 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
<10k contacts
A single loan officer or small team.
Mid migration
10k-100k contacts
Includes LOS integration and workflow rebuild.
Large migration
>100k contacts, multiple divisions
Enterprise lender with several divisions.
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 Surefire CRM: what you need to get in, what lands in HubSpot, and what will not.
Vendor API (open API, uploader API for loan data); API style not confirmed
API Key and Client Key; the Cyclr guide says to request API access from Top of Mind support.
Choose your route
How will you move the data?
No native connector was found.
- You need: API Key and Client Key; the Cyclr guide says to request API access from Top of Mind support.
- 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.
- Vendor says lenders can export data to a data warehouse or BI platform via APIs
- Zapier integration (reviewers say it mainly brings data in)
- Marketplace listings mention data import/export, but the mechanism is not documented in what I found
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 Surefire CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts / prospects / borrowers | Contacts | partial | The platform has a client database and contact management. The field schema is not documented in what I found, so field mapping needs confirming. |
| Households / relationships | Companies | manual | Whether households exist as an object is unconfirmed. If so, they would be rebuilt as Companies or custom objects and associated to Contacts. |
| Referral partners (realtors and others) | Contacts | manual | Needs a partner-type property and associations. Unconfirmed in the docs. |
| Loan pipeline / opportunities | Deals | partial | The vendor lists pipeline management, and loan data flows in from the LOS. The LOS remains the system of record. |
| Tasks and activities | Tasks | manual | Task management exists. Export availability is unconfirmed. |
| Documents | Files | manual | The vendor lists document management. Export route is unconfirmed. |
What to expect
Vendor-managed content and automation logic cannot be exported; rebuild it in HubSpot.
These stay in the LOS and pricing engine; Surefire only integrates with them.
Automation is platform-specific.
API access is obtained through the vendor.
Existing integrations feed Surefire.
Export unsubscribe, DNC and SMS consent flags and load them before any sends.
Ask Top of Mind for a full data extract or API scope in writing.
Define the system of record per field and re-point the LOS sync.
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.
Vendor pages confirm the product, an API and key-based access. No public export documentation or object schema was found. Object mapping and export paths rest on category-level knowledge of mortgage CRMs.
Sources
Related migrations
Frequently asked questions
How do I migrate Surefire CRM to HubSpot?
1. Contact Top of Mind support to obtain the API Key and Client Key. 2. Inventory which LOS/POS systems and Zapier flows write to Surefire. 3. Request a full database export, including custom fields, and confirm whether households and referral partners exist as separate objects. 4. Decide the system of record for loan data (LOS) versus relationship data (HubSpot).
What does not move from Surefire CRM to HubSpot?
Marketing automation workflows, drip campaigns and the Surefire content library and Loan origination, underwriting and pricing data. Plan to rebuild or retire these.
How long does a Surefire CRM to HubSpot migration take?
Small (<10k contacts): 2-4 weeks. Mid (10k-100k contacts): 4-8 weeks. Large (>100k contacts, multiple divisions): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Surefire CRM?
API Key and Client Key; the Cyclr guide says to request API access from Top of Mind support.
What compliance issues apply when moving Surefire CRM data?
Check: Financial/loan data, Possible SSN or credit data if present in notes or fields and TCPA/CAN-SPAM marketing consent. Agree consent, retention and access rules before exporting.
Moving Surefire CRM into HubSpot?
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