Supported apps for HubSpot Smart Transfer
Last updated: August 25, 2025
Available with any of the following subscriptions, except where noted:
All products and plans
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When using HubSpot Smart Transfer, the apps listed below are supported.
Each supported app has its own set of objects and engagements that can be transferred to HubSpot using HubSpot Smart Transfer's Data Sync. Each app also has specific data types that can't be transferred via Data Sync. For example, Attachments from Pipedrive or Lists and Tags from ActiveCampaign. These data types can be transferred to HubSpot with a one-time post-sync transfer.
- The data transferred through one-time post-sync transfers will not be part of an ongoing sync and therefore will not automatically stay up-to-date.
- The transfer of custom objects is not supported by HubSpot Smart Transfer.
Pipedrive
Data Sync Object Mappings
| Pipedrive | HubSpot |
| People | Contacts |
| Deals | Deals |
| Organizations | Companies |
| Email Activities (see note) | Email Activities |
| Meeting Activities | Meetings |
| Notes | Notes |
| Products | Products |
| Call Activities | Calls |
| Task Activities | Tasks |
Please note: HubSpot Smart Transfer will sync over email activities from Pipedrive, not logged emails. Learn more about the difference between email activities and logged emails in Pipedrive.
Via a one-time post-sync transfer
- Attachments
- Deal participants as contact associations
- Associated products on deals as deal line items
- Organization relationships as labeled associations
Workflows
The configuration for Pipedrive will create these workflows in HubSpot.
| Workflow |
Object |
Purpose |
Required fields |
| Pipedrive close date backfill workflow |
Deals |
Set the Close Date to match the source |
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| Pipedrive create date property backfill workflow |
Deals |
Set the Create Date to match the source |
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Zoho CRM
Data Sync Object Mappings
| Zoho CRM | HubSpot |
| Leads | Contacts |
| Contacts | Contacts |
| Deals | Deals |
| Accounts | Companies |
| Meetings | Meetings |
| Notes | Notes |
| Products | Products |
| Tasks | Tasks |
| Calls | Calls |
| Invoices | Invoices |
Via a one-time post-sync transfer
- Attachments
- Notes
Workflows
The configuration for Zoho CRM will create these workflows in HubSpot.
| Workflow |
Object |
Purpose |
Required fields |
| Zoho CRM create date property backfill workflow |
Deals |
Set the Create Date to match the source |
Created Time |
| Zoho deal record id property backfill workflow |
Deals |
Prepend “zcrm_” to the migrated ID property to use with imports |
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| Zoho contact record id property backfill workflow |
Contacts |
Prepend “zcrm_” to the migrated ID property to use with imports |
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| Zoho company record id property backfill workflow |
Companies |
Prepend “zcrm_” to the migrated ID property to use with imports |
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| Zoho deal pipeline backfill workflow |
Deals |
Compensates for a lack of multi-pipeline support in the Data Sync integration |
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Dynamics365
Data Sync Object Mappings
| Dynamics365 | HubSpot |
| Contacts | Contacts |
| Leads | Contacts |
| Opportunities | Deals |
| Emails | Email Activities |
| Appointments | Meetings |
| Notes | Notes |
| Accounts | Companies |
| Products | Products |
| Bundles | Bundles |
| Tasks | Tasks |
| Invoices | Invoices |
| Phone calls | Calls |
| Sales Orders | Orders |
Via a one-time post-sync transfer
- Products on opportunities as deal line items
Workflows
The configuration for Dynamics365 will create these workflows in HubSpot.
| Workflow |
Object |
Purpose |
Required fields |
| Dynamics365 create date property backfill workflow |
Deals |
Set the Create Date to match the source |
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| Dynamics365 close date backfill workflow |
Deals |
Set the Close Date to match the source |
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ActiveCampaign
Data Sync Object Mappings
| ActiveCampaign | HubSpot |
| Contacts | Contacts |
| Deals | Deals |
| Accounts | Companies |
Via a one-time post-sync transfer
- Lists
- Notes
- Tags on contacts to a custom contact property
Workflows
The configuration for ActiveCampaign will create these workflows in HubSpot.
| Workflow |
Object |
Purpose |
Required fields |
| ActiveCampaign create date property backfill workflow |
Deals |
Set the Create Date to match the source |
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Copper
Data Sync Object Mappings
| Copper | HubSpot |
| People | Contacts |
| Leads | Contacts |
| Opportunities | Deals |
| Companies | Companies |
| Notes | Notes |
| Phone Call Activities | Calls |
| Task | Tasks |
| Meeting Activities | Meetings |
Via a one-time post-sync transfer
- Additional associated contacts on deals
Workflows
The configuration for Copper will create these workflows in HubSpot.
| Workflow |
Object |
Purpose |
Required fields |
| Copper create date property backfill workflow |
Deals |
Set the Create Date to match the source |
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| Copper migrated_loss_reason_enumeration dropdown property backfill workflow |
Deals |
This takes the syncable Loss Reason text property and fills a drop-down so it matches the source configuration |
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| Copper migrated_source_enumeration dropdown property backfill workflow |
Deals |
Same as above but for Deal Source field |
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| Copper migrated_source_enumeration dropdown property backfill workflow |
Contacts |
Same as above but for Contact Source field |
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| Copper migrated_contact_type_enumeration dropdown property backfill workflow |
Contacts |
Same as above but for Contact Type field |
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Mailchimp
Data Sync Object Mappings
| Mailchimp | HubSpot |
| Contacts | Contacts |
Keap
Data Sync Object Mappings
| Keap | HubSpot |
| Contacts | Contacts |
| Opportunities | Deals |
| Companies | Companies |
| Notes | Notes |
| Products | Products |
| Calls | Calls |
| Tasks | Tasks |
Via a one-time post-sync transfer
- Tags on contacts to a custom contact property
Salesforce
Data Sync Object Mappings
| Salesforce | HubSpot |
| Accounts | Companies |
| Person Accounts | Contacts |
| Contacts | Contacts |
| Email Messages | Email Activities |
| Events | Meetings |
| Leads | Contacts |
| Notes | Notes |
| Opportunities | Deals |
| Tasks | Tasks |
| Cases | Tickets |
Associations
You can transfer the following Salesforce fields to HubSpot associations.
| Salesforce Object |
Salesforce Data |
HubSpot Association |
| Contact |
Account Name field |
Contact to Company |
| Opportunity |
Account Name field |
Deal to Company |
| Opportunity |
Contact Roles (All) |
Contact to Deal |
| Case |
Account Name |
Ticket to Company |
| Case |
Contact Name |
Ticket to Contact |
Via a one-time post-sync transfer
- Attachments
- Campaign lists (these are based on Campaign Membership)
Unsupported Salesforce field types
The following Salesforce fields aren't supported by HubSpot Smart Transfer:
- encryptedstring
- JunctionIdList
- masterrecord
- reference
- calculated
Workflows
The configuration for Salesforce will create these workflows in HubSpot.
| Workflow |
Object |
Purpose |
Required fields |
| Salesforce create date property backfill workflow |
Deals |
Set the Create Date to match the source |
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Account Engagement/Pardot
Data Sync Object Mappings
| Account Engagement | HubSpot |
| Prospects | Contacts |
Via a one-time post-sync transfer
- Lists
Please note: if you're syncing Prospects from Account Engagement/Pardot to Salesforce as Contacts, you can transfer all your Salesforce data directly with a Salesforce transfer via HubSpot Smart Transfer.
Marketo
Data Sync Object Mappings
| Marketo | HubSpot |
| Contacts | Contacts |
Via a one-time post-sync transfer
- Lists
Zendesk
Data Sync Object Mappings
| Zendesk | HubSpot |
| Users | Contacts |
| Organizations | Companies |
| Tickets | Tickets |
Via a one-time post-sync transfer
- Attachments
- Ticket comments as notes
