ClientLook to HubSpot
Cloud CRM for commercial real estate brokers. It covers contacts, companies, properties, listings, deals, comps and tasks, and integrates with LightBox property data.
ClientLook data can move into HubSpot, landing mainly in Sales Hub. 2 of 6 mapped objects move directly (Contacts and Companies); 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for ClientLook
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
Contacts, companies and deals only.
Mid migration
10k-75k records
Adds the property custom object and associations.
Large migration
75k+ records
Multi-team setup, listings and comps, and a phased cutover.
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 ClientLook: what you need to get in, what lands in HubSpot, and what will not.
Admin login to ClientLook to run exports.
Choose your route
How will you move the data?
No native connector was found.
- You need: Admin login to ClientLook to run exports.
- 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.
- Export lists of contacts, companies or projects to Excel/CSV from list views
- Property exports that include property characteristics and related owner contact details
- Export of selected records after a search
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: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In ClientLook
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts | Contacts | yes | Export to CSV/Excel, then use HubSpot import. |
| Companies | Companies | yes | Exportable list module; associate to contacts by key in the import. |
| Deals | Deals | partial | The vendor lists deals as a module. Whether and how deals export was not confirmed, so check the export. Pipeline stages must be rebuilt in HubSpot. |
| Properties | Custom objects | partial | Property exports include the related owner contact. HubSpot needs a custom object for properties, plus associations. |
| Listings | Custom objects | manual | Listings are a separate module. Export support was not confirmed. |
| Tasks and interactions | Tasks | manual | No documented export path. Check with the vendor. |
What to expect
Licensed third-party data. It is not a HubSpot object, and the licence may restrict reuse.
No HubSpot equivalent. Keep them in ClientLook or rebuild them as a custom object.
Custom fields and pipelines do not carry over in a CSV.
HubSpot has no native property object.
ClientLook groups can span contacts, companies, deals and properties.
Ask ClientLook support about bulk or full-database export and API access.
Export properties with owner details and keep source IDs in a custom property.
Check the data licence before moving any property data.
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 and blog confirm CSV/Excel export and import and the main modules. No public API documentation, auth method, rate limits or HubSpot connector was found, so access details rest on category-level knowledge. The analyst scope note assumes residential-style objects, but ClientLook is a commercial real estate (CRE) CRM.
Sources
Related migrations
Frequently asked questions
How do I migrate ClientLook to HubSpot?
1. Inventory the modules in use: contacts, companies, properties, listings, deals and groups. 2. Ask ClientLook support for full exports and whether API access is enabled on the account. 3. Document custom fields and map each one to a HubSpot property. 4. Decide which property and comp data stays in ClientLook or other systems.
What data can move from ClientLook to HubSpot?
These objects move directly: Contacts and Companies. Check the mapping table for partial and manual items.
What does not move from ClientLook to HubSpot?
LightBox property data feed and Comps and sale/lease comp reports. Plan to rebuild or retire these.
How long does a ClientLook to HubSpot migration take?
Small (<10k records): 2-4 weeks. Mid (10k-75k records): 4-8 weeks. Large (75k+ records): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from ClientLook?
Admin login to ClientLook to run exports.
What compliance issues apply when moving ClientLook data?
Check: Property owner personal data, which may fall under privacy law (GDPR/CCPA). Agree consent, retention and access rules before exporting.
Moving ClientLook 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.
Talk to a partner