Contactually (Compass) ✓ HubSpot Migration
Contactually (Compass)
HubSpot

Effortlessly migrate from Contactually to HubSpot.

Transition your real estate network from Compass-owned Contactually into HubSpot's powerful ecosystem. Our proprietary transformation layer preserves every bucket, interaction, and deal without the limitations of manual exports.

100%
Data Fidelity
< 24h
Migration Speed
All
Buckets Restored
"Will my Contactually 'Buckets' translate to HubSpot?"
Yes, our in-house engine maps Buckets directly to HubSpot Static Lists or Custom Properties, ensuring your segmentation and follow-up logic remains intact.
"Can I move my historical Program interactions?"
SuprSwitch's native schema mapping extracts the timeline of every Program step completed, injecting them as historical activity on the HubSpot Contact record.
"What happens to my 'Connected Account' email history?"
Our direct data extraction pulls associated communication logs from the source, allowing HubSpot to visualize your relationship history from Day 1.
Why SuprSwitch

Superior to CSV Exports

Standard exports strip away the relationships and relational logic that make Contactually valuable. SuprSwitch keeps your database intelligent.

🧠

Relational Integrity

Our transformation layer handles the complex 'Many-to-Many' relationship between Contacts and Buckets that generic imports fail to recognize.

🧹

Automatic De-duplication

We automatically identify and merge duplicate 'Persons' from Contactually using our proprietary cleansing algorithms before they reach HubSpot.

Instant Field Mapping

Skip the tedious field mapping; our native schema intelligence identifies Contactually custom fields and creates matching HubSpot Properties automatically.

📈

Pipeline Continuity

While CSVs only move static text, we migrate the status of your Deals and the context of your Tasks directly into HubSpot Pipelines.

Trusted by 200+ sales-led teams who migrated off
Data Coverage

Deep Data Mapping Coverage

We ensure every object from your Compass workspace is translated into the appropriate HubSpot Hub.

👤 Persons
All records
Persons
Contacts
💡 Maps all contact details, including multiple email addresses and phone types, to HubSpot Contact Properties.
🪣 Buckets
All records
Buckets
Lists/Segments
💡 Transformed into HubSpot Static Lists or custom dropdown properties to maintain your specific CRM organization.
🤝 Deals
All records
Deals
Deals
💡 Preserves deal stages, close dates, and associated contacts within the HubSpot Sales Pipeline.
📝 Tasks & Notes
All records
Tasks & Notes
Engagements
💡 All historical follow-up reminders and manual notes are mapped to the HubSpot Activity Timeline.
🤖 Programs
All records
Programs
Sequences
💡 Workflow logic and automation history are extracted to inform new HubSpot Sequences or Workflows.
🏢 Workspaces
All records
Workspaces
Teams
💡 Multi-user team structures in Compass are mapped to HubSpot Teams and Owner Permissions.
📸

Pre-Migration Data Preview

Before we touch anything, SuprSwitch generates a full data inventory of your account: record counts per object, custom field list, pipeline structure, and owner mapping. You approve the field map before the migration runs.

Under the Hood

Proprietary Migration Intelligence

Our technology moves beyond simple data transfers to provide a deep-layer transformation.

Native Schema Mapping

Schema Logic

Our engine understands the specific architectural nuances of Contactually's Compass-era database structure.

Secure In-House Engine

Data Security

Data is processed through an isolated transformation layer, ensuring no exposure during the migration process.

Direct Extraction

High Fidelity

We bypass standard throttling and batching issues using direct data extraction for 100% record accuracy.

Transformation Layer

Customization

Transform data on the fly—format phone numbers, clean addresses, and normalize names during the move.

100% Data Fidelity Guarantee

We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.

30-Day Post-Migration Support

A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.

SOC 2 Compliant Process

Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.

Migration Architecture

The SuprSwitch Migration Path

A streamlined four-phase process to move your real estate database to HubSpot.

1
Discovery & Analysis
Our in-house engine analyzes your Contactually environment to identify custom Buckets and field usage.
Day 1
2
Schema Mapping
We apply the proprietary transformation layer to map your Compass data to HubSpot's native objects.
Day 2
3
Validation Sync
Data is injected into a HubSpot sandbox for your review to ensure all relationship logic is preserved.
Day 3
4
Production Deployment
Final high-speed migration and delta sync to catch any last-minute changes before you go live.
Day 4
🔗

Maintains the relationship between 'Persons' and their respective 'Buckets' through the transition.

🛠️

Automated data normalization ensures all real estate agent contact info is formatted for HubSpot.

🚀

Zero-downtime migration allows you to continue working in Contactually until the final switch.

The Human Element

Beyond Automation: In-House RevOps Experts

Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.

We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.

RevOps Expert RevOps Expert RevOps Expert

Dedicated RevOps Engineer included with every migration.

What our experts handle manually:

Complex Workflows & Automations

Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.

Restricted Activity History

Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.

Custom Object Architecture

When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.

Choose the Migration Plan That Fits Your Business

Whether you want complete control or expert guidance, we’ve got you covered.

Self-Service

$499

Starting price, up to 50,000 records

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Access to all supported CRMs

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Free Sample migrations

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Real-time Preview

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Migration Analytics Report

Custom Migration

$Talk to us

Custom quotes for complex migrations.

Group

Everything in Guided Migration +

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Complex Field Transformations

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Industry-Specific Customizations

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Legacy System Integration

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Complex Data Filtering

FAQs

Common Questions About Migration

Data Will my Contactually Buckets disappear?
Yes. Our transformation layer is specifically designed to recognize Contactually's bucket structures and convert them into HubSpot Lists or Properties so your follow-up cadences remain organized.
History Can you migrate all of my historical notes and task history?
SuprSwitch uses a direct data extraction method that bypasses the limitations of standard bulk exports, allowing us to move every single note and task without data loss.
Teams What happens to the record ownership and team assignments?
Absolutely. We map the 'Owner' field from Contactually to the 'HubSpot User' field, ensuring that your team's existing permissions and record assignments are preserved.
Technical How do you handle custom real estate fields in Contactually?
While Contactually is optimized for real estate, HubSpot offers broader CRM capabilities. We map your real estate-specific custom fields into HubSpot's flexible Custom Properties.
Timeline How long does a typical migration take?
The proprietary transformation layer typically completes a full migration in under 72 hours, depending on the volume of historical interactions in your database.

Ready to move your team off HubSpot?

Start with a free sample migration — see your actual HubSpot data in HubSpot before you commit.

Try Free Sample Migration