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Supported apps for HubSpot Smart Transfer

Last updated: August 21, 2026

Available with any of the following subscriptions, except where noted:

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, such as Attachments from Pipedrive or Lists and Tags from ActiveCampaign. These data types can be transferred to HubSpot with a one-time post-sync transfer. 

Please note:
  • 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 isn't supported by HubSpot Smart Transfer.

Account Engagement/Pardot

Account Engagement/Pardot configure transfer object mappings

Account Engagement HubSpot
Prospects Contacts
Email templates Email templates
Users Users

Account Engagement/Pardot data types for a one-time post-sync transfer (additional data)

  • Lists
  • Tags on contacts to a custom contact property

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. 

ActiveCampaign

ActiveCampaign configure transfer object mappings

ActiveCampaign HubSpot
Contacts Contacts
Deals Deals
Accounts Companies
Email templates Email templates
Segments Segments
Users Users
Groups Teams

ActiveCampaign data types for a one-time post-sync transfer (additional data)

  • Lists
  • Notes
  • Tags on contacts to a custom contact property

ActiveCampaign 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.

  • Created (UTC) 

Copper

Copper configure transfer object mappings

Copper HubSpot
People Contacts
Leads Contacts
Opportunities Deals
Companies Companies
Notes Notes
Phone Call Activities Calls
Task Tasks
Meeting Activities Meetings
Users Users

Copper data types for a one-time post-sync transfer (additional data)

  • Additional associated contacts on deals

Copper 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.
  • Created (UTC)

Copper migrated_loss_reason_enumeration dropdown property backfill workflow

Deals

This uses the Loss Reason text property and fills a dropdown so it matches the source configuration.

  • Loss Reason

Copper migrated_source_enumeration dropdown property backfill workflow

Deals

Same as above but for Deal Source field.

  • Source

Copper migrated_source_enumeration dropdown property backfill workflow

Contacts

Same as above but for Contact Source field.

  • Source

Copper migrated_contact_type_enumeration dropdown property backfill workflow

Contacts

Same as above but for Contact Type field.

  • Contact Type

Dynamics365

Dynamics365 configure transfer 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
Cases Tickets
Users Users

Dynamics365 data types for a one-time post-sync transfer (additional data)

  • Products on opportunities as deal line items

Dynamics365 workflows

The configuration for Dynamics365 will create these workflows in HubSpot.

Workflow

Object

Purpose

Required fields

Dynamics365 creates date property backfill workflow

Deals

Set the Create Date to match the source.

  • Created On 

Dynamics365 close date backfill workflow

Deals

Set the Close Date to match the source.

  • Actual Close Date

  • Est. Close Date

Freshdesk

Freshdesk configure transfer object mappings 

Freshdesk HubSpot
Contacts Contacts
Companies Companies
Tickets Tickets
Agents Users
Groups Teams

Freshdesk data types for a one-time post-sync transfer (additional data)

  • Attachments

Keap

Keap configure transfer object mappings

Keap HubSpot
Contacts Contacts
Opportunities Deals
Companies Companies
Notes Notes
Products Products
Tasks Tasks
Users Users

Keap data types for a one-time post-sync transfer (additional data)

  • Tags on contacts to a custom contact property

Mailchimp

Mailchimp configure transfer object mappings

Mailchimp HubSpot
Contacts Contacts
Email templates Email templates

Marketo

Marketo configure transfer object mappings

Marketo HubSpot
Contacts Contacts
Email templates Email templates
Users Users

Marketo data types for a one-time post-sync transfer (additional data)

  • Lists

Monday.com

Monday.com configure transfer object mappings

Monday.com HubSpot
Contact board columns Contact properties
Company board columns Company properties
Deal board columns Deal properties
Teams Teams
Users Users

During the Configure transfer step for monday.com in HubSpot, you must select the Workspace and Board in monday.com from which you want to transfer data. Once selected, you must also map the HubSpot properties to the corresponding properties in monday.com.

Pipedrive

Pipedrive configure transfer object mappings

Subscription required A Data Hub subscription is required to sync Pipedrive activities to HubSpot.



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
Currencies Currencies
Users Users
Custom activities Calls/Emails/Meetings/Tasks

 

Please note: HubSpot Smart Transfer will sync email activities from Pipedrive, but not logged emails. Learn more about the difference between email activities and logged emails in Pipedrive.

Pipedrive data types for a one-time post-sync transfer (additional data)

  • Attachments
  • Deal participants as contact associations
  • Associated products on deals as deal line items
  • Organization relationships as labeled associations

Pipedrive 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.

  • Won time

  • Lost Time

  • Expected Close date

Pipedrive create date property backfill workflow

Deals

Set the Create Date to match the source.

  • Creation time

Salesforce

Salesforce configure transfer 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
Users Users
Email templates Email templates

Salesforce 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

Salesforce data types for a one-time post-sync transfer (additional data)

  • 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

Salesforce 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.

  • Created Date

Zendesk

Zendesk configure transfer object mappings

Zendesk HubSpot
Users Contacts
Organizations Companies
Tickets Tickets
Agents Users
Groups Teams

Zendesk data types for a one-time post-sync transfer (additional data)

  • Attachments
  • Ticket comments as notes 
  • Ticket conversations

Zoho CRM

Zoho CRM configure transfer 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
Users Users
Currencies Currencies

Zoho CRM data types for a one-time post-sync transfer (additional data)

  • Attachments
  • Notes
  • Deal line items

Zoho CRM 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

Add zcrm_ to the migrated ID property to use with imports.

  • ID

Zoho contact record id property backfill workflow

Contacts

Add zcrm_ to the migrated ID property to use with imports. 

  • ID

Zoho company record id property backfill workflow

Companies

Add zcrm_ to the migrated ID property to use with imports.

  • ID

Zoho deal pipeline backfill workflow

Deals

Address the lack of multi-pipeline support in HubSpot's Zoho integration.

  • Pipeline
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