Insightly CRM + Marketing ✓ HubSpot Migration
Insightly CRM + Marketing
HubSpot

Migrate Insightly CRM to HubSpot without friction

Transition your Organizations, Opportunities, and Marketing Journeys from Insightly to HubSpot using our proprietary transformation layer. We ensure your Project management history and lead attribution data stay perfectly intact during the move.

100%
Data Fidelity
< 24h
Avg. Migration
0%
Loss Rate
"What happens to our Insightly Project records and linked Tasks?"
SuprSwitch's in-house engine extracts Project data and reconstitutes it as HubSpot Deals or Custom Objects, maintaining all relational links to Companies and Contacts.
"Can we preserve the lead source history from Insightly Marketing?"
Yes, our proprietary transformation layer maps Insightly Lead Sources directly to HubSpot's Original Source properties, ensuring your attribution reporting remains continuous.
"Will our email activity history from Insightly stay linked?"
Our direct data extraction method pulls every email interaction, note, and attachment, pinning them to the correct HubSpot timeline in chronological order.
Why SuprSwitch

Superior Migration for Insightly Power Users

Stop relying on messy CSV exports and manual re-tagging. SuprSwitch handles the structural complexity of Insightly data.

🔄

Pipeline Continuity

We replicate your Insightly Opportunity pipelines into HubSpot Deal pipelines, preserving every stage and historical close date.

🏢

Complex Relationships

Move your Insightly Organizations into HubSpot Companies without losing the parent-child hierarchies or associated Persons.

🛡️

Schema Integrity

Our transformation layer handles custom fields and unique Insightly data types that standard importers often skip or corrupt.

📈

Marketing Retention

Transfer historical engagement from Insightly Marketing, including email opens and click-through data, directly into HubSpot's activity feed.

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

Comprehensive Data Coverage

Every Insightly record type has a dedicated destination in the HubSpot ecosystem.

👤 Persons
All records
Persons
Contacts
💡 Mapped to HubSpot Contacts with full social profile and background info preservation.
🏗️ Organizations
All records
Organizations
Companies
💡 Rebuilt as HubSpot Companies with original industry and employee size metadata.
💰 Opportunities
All records
Opportunities
Deals
💡 Transformed into HubSpot Deals while maintaining original probability and forecast values.
🎯 Leads
All records
Leads
Contacts
💡 Converted to HubSpot Contacts with a 'Lead' lifecycle stage and original status tagging.
📋 Projects
All records
Projects
Deals/Objects
💡 Optionally mapped to HubSpot Custom Objects or specific Deal stages to track delivery.
📝 Tasks & Notes
All records
Tasks & Notes
Activities
💡 Injected directly into the HubSpot engagement timeline to maintain visibility.
📸

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

The SuprSwitch Advantage

Our proprietary technology bypasses common migration bottlenecks and data throttling.

Direct Extraction

Proprietary Tech

Our in-house engine extracts raw data from Insightly, preventing the record-skipping common in third-party tools.

Architectural Alignment

Native Mapping

Our native schema mapping aligns Insightly's unique record identifiers with HubSpot's internal architecture.

Transformation Layer

Automated QC

A proprietary transformation layer performs 50+ data integrity checks before any record is written to HubSpot.

Security-First

Secure Pipe

Data is processed through a hardened environment, ensuring your sensitive CRM data never touches public transit.

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

A Streamlined Migration Journey

How we move your data from Insightly to HubSpot in four distinct phases.

1
Schema Analysis
We analyze your Insightly custom fields, tags, and Project structures to create a custom migration blueprint.
Day 1
2
Deep Extraction
Our in-house engine performs a full extraction of all Records, Organizations, and Marketing history.
Day 1-2
3
Data Normalization
The transformation layer reformats your Insightly data into HubSpot-native records, resolving relationship conflicts.
Day 2
4
Final Deployment
Final validation of all Opportunities, Contacts, and Activities before a secure handover to your HubSpot Hubs.
Day 3
📂

Maintains every historical note and email attachment from Insightly without manual uploads.

📊

Preserves lead source attribution for accurate ROI reporting in HubSpot Marketing Hub.

🔗

Reconstructs Insightly's unique Project-to-Contact relationships within the HubSpot schema.

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

Check

Access to all supported CRMs

Check

Free Sample migrations

Check

Real-time Preview

Check

Migration Analytics Report

Custom Migration

$Talk to us

Custom quotes for complex migrations.

Group

Everything in Guided Migration +

Group

Complex Field Transformations

Group

Industry-Specific Customizations

Group

Legacy System Integration

Group

Complex Data Filtering

FAQs

Common Questions About Migration

Timeline Can I keep my historical email communication from Insightly?
Yes, we extract all past email interactions, including metadata and timestamps, and pin them directly to the HubSpot Contact and Company timelines.
Mapping How do you handle Insightly Projects in HubSpot?
While HubSpot doesn't have a default 'Project' object like Insightly, our transformation layer can map these to Deals, Tickets, or a Custom Object depending on your workflow.
Data Will my Insightly Leads be mixed with my HubSpot Contacts?
SuprSwitch uses a proprietary transformation layer to map Insightly Leads to HubSpot Contacts, using Lifecycle Stages to preserve the original 'Lead' status.
Integrity Are Organization-to-Contact relationships preserved?
Absolutely. We maintain the specific links between Persons and Organizations so your account-based views remain accurate in HubSpot.
Technology What makes SuprSwitch better than a standard CSV export/import?
Our in-house engine uses direct data extraction, which is significantly faster and more reliable than standard CSV imports or standard API-based connectors.

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