Intapp DealCloud to HubSpot
Intapp DealCloud is a configurable CRM and relationship-intelligence platform for deal, client and relationship management in professional and financial services firms.
Intapp DealCloud data can move into HubSpot, landing mainly in Sales Hub. 2 of 6 mapped objects move directly (Company (including clients) and Contact); 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 10-20 weeks for a large one.
Migration checklist for Intapp DealCloud
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 6 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
<25k records
Companies, Contacts and Deals only.
Mid migration
25k-250k records
Custom lists and some attachments.
Large migration
>250k records
Heavy customization, document migration and a coexistence period.
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 Intapp DealCloud: what you need to get in, what lands in HubSpot, and what will not.
REST (Data APIs with Rows and Cells endpoints, plus management and backup APIs)
Site URL, client ID and client secret, which are used to obtain a bearer token. The API capability must be enabled for the user in User Management.
The API capability must be enabled on the user in User Management. Admin rights are needed to generate backups and view the schema (not confirmed in docs).
Choose your route
How will you move the data?
No native connector was found.
- You need: Site URL, client ID and client secret, which are used to obtain a bearer token. The API capability must be enabled for the user in User Management.
- Permission: The API capability must be enabled on the user in User Management. Admin rights are needed to generate backups and view the schema (not confirmed in docs).
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.
- Data API: read entry/object records through the Rows and Cells endpoints, paginated
- Files API: download binary and attachment fields by entry ID and field ID
- Backups API: endpoints for generating backup exports
- UI exports from views and reports (the user activity API logs data exports)
- Python and C# SDKs that read objects as DataFrames or lists
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: 10-20 weeks, usually phased.
Talk to a partnerWhere each object lands
In Intapp DealCloud
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Company (including clients) | Companies | yes | Records are read via the Data API. HubSpot Companies are matched on domain or record ID. |
| Contact | Contacts | yes | HubSpot requires an email to create and de-duplicate contacts. Contacts without an email need handling. |
| Deal / Opportunity (and matters or projects as pipeline references) | Deals | partial | DealCloud's configurable deal types must be mapped to HubSpot pipelines and stages. Matters or projects can map to Deals or Custom objects. |
| Attachments / documents | Files | partial | Binaries can be downloaded through the Files API in two steps, then uploaded to HubSpot and associated. |
| Activities, notes and emails | Notes | partial | Activities are custom objects in the configurable schema and need mapping. HubSpot imports can create notes but cannot update existing ones. |
| Intake forms and other custom entry lists | Custom objects | manual | The schema is site-specific. Each list needs a mapping decision before it can be recreated. |
What to expect
This is DealCloud service output and has no HubSpot equivalent. This is an inference, not stated in the docs.
These are configuration, not data, and must be rebuilt in HubSpot. This is category-level knowledge.
Each site has its own schema, so there is no standard mapping.
Relationships between records are not carried over by a flat import.
This follows the analyst scope note: retain these systems where needed.
Export by internal ID, keep DealCloud IDs as HubSpot custom properties, and use the multi-object import.
Enable the API capability on the migration user in User Management.
Limit who sees the data in HubSpot and exclude confidential fields.
Test token generation before the run and use the current SDK.
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.
The REST API, file download and backup endpoints are backed by vendor docs, and HubSpot import is backed by HubSpot docs. The object mapping, rate limits, residency, certifications and the native-connector answer are not sourced. They rest on category-level knowledge or are left unknown.
Sources
Related migrations
Frequently asked questions
How do I migrate Intapp DealCloud to HubSpot?
1. Enable the API capability for a dedicated integration user in User Management. 2. Pull the schema (the SDK has get_schema) and list every object or entry list with its field IDs. 3. Decide which entry lists map to Companies, Contacts, Deals or Custom objects. 4. Identify attachment fields and the Attachment object for the Files API.
What data can move from Intapp DealCloud to HubSpot?
These objects move directly: Company (including clients) and Contact. Check the mapping table for partial and manual items.
What does not move from Intapp DealCloud to HubSpot?
Relationship Intelligence scores and email/meeting metadata analysis and DealCloud workflows, reports, dashboards and user permission model. Plan to rebuild or retire these.
How long does a Intapp DealCloud to HubSpot migration take?
Small (<25k records): 2-4 weeks. Mid (25k-250k records): 4-10 weeks. Large (>250k records): 10-20 weeks. These are planning estimates, not a quote.
What access do I need to export from Intapp DealCloud?
Site URL, client ID and client secret, which are used to obtain a bearer token. The API capability must be enabled for the user in User Management. The API capability must be enabled on the user in User Management. Admin rights are needed to generate backups and view the schema (not confirmed in docs).
What compliance issues apply when moving Intapp DealCloud data?
Check: Confidential client and deal information, Financial and investor data and Legal-client confidentiality where used by law firms. Agree consent, retention and access rules before exporting.
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