Contacts
Email, phone, lifecycle stage, owner and every custom property — duplicates matched on email.
HubSpot integration
What HubSpot data lands in YionStack, and how.
Export your HubSpot contacts, companies and deals, upload them to YionStack, and the AI-assisted Import surface maps every record into the unified CRM tables. Live OAuth is on the migration roadmap (LAG-A9).
Quick facts
- Status
- File import
- Direction
- One-way import
- Connection
- Upload an export file
- Residency
- UK (europe-west2)
- Records
- 7 types
Live OAuth + contact/company/deal/pipeline mapping queued under LAG-A9.
Read the migration guideWhat lands in your business
The records that come across.
Companies
Domain, industry, revenue band, employee count — Companies House enrichment on UK companies.
Deals and pipelines
Pipeline, stage, owner, amount, expected close date and custom properties preserved.
Pipeline definitions
HubSpot pipelines and stages come across as YionStack pipelines with the same probabilities.
Tasks and notes
Open and completed tasks attach to deals/contacts; notes preserve author, date and body.
Email send history
One-to-one email history comes across as activity records on each deal/contact.
Custom properties
Every custom property maps to a YionStack custom field with its data type intact.
What stays where it is
Honest scope.
- —Marketing automations and workflows — re-authored in the YionStack marketing module (can fire on CRM, accounting and projects events).
- —Landing pages and forms — re-built with the YionStack Builder so the public website and lead capture share one design system.
- —Email templates and sequences — re-authored in YionStack marketing on top of the imported contact list.
- —HubSpot Ads connections — re-authorised in YionStack marketing under your own ad-platform credentials.
- —HubSpot Service Hub conversations — move separately through the YionStack support module.
Ready to bring your HubSpot data across?
One-way copy by default. Run YionStack alongside the old stack and migrate at your own pace.
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- 14-day free trial
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