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Meticulosity

Agency Migration Guide

Nutshell to HubSpot Migration

What actually transfers, what quietly does not, and what has to be rebuilt by hand.

We mapped Nutshell against HubSpot feature by feature: 40 features, 3 synced objects, 7 documented traps and 34 items that have to be rebuilt. The whole map is on this page, ungated.

The PDF is the same reference, formatted to send to a client.

Size Your Migration

Get The Guide And The Calculator

The full Nutshell to HubSpot reference as a branded PDF you can send straight to a client, plus the Excel calculator we scope these migrations with: every one of the 40 features as a row, enter your counts, get hours.

Three files: the guide as a PDF, the same guide unbranded in Markdown for your AI tool, and the full Excel effort calculator.

PDF documentPDFMarkdown documentMDExcel workbookXLS
Nutshell logoHubSpot logo

Nutshell to HubSpot is a medium migration, typically 3-5 weeks. Of 40 features we mapped, 36 carry across as they are and 4 land with something lost. The work is not moving records: it is the 34 items nothing moves for you.

Migration Scorecard

Complexity: Medium
Migration complexity
Medium
Typical timeline
3-5 weeks
Recommended method
Sync then migrate
Native sync
Data sync, two way
Smart transfer
Not supported
HubSpot subscription
HubSpot Free (basic sync); Data Hub Starter+ for custom field mappings

Feature parity across 40 capabilities

3690%
410%
  • Maps directly: 36 (90%)
  • Maps partially: 4 (10%)
  • No equivalent: 0 (0%)

3

Objects synced natively

7

Limitations and traps

34

Manual rebuild items

2

Source editions covered

Where this comes from: Our own research corpus, verified 2026-07-31, behind every number on this page.

Size Your Own Migration

The Three Objects That Sync Natively

What the connector moves for you, and which way each one flows.

People

Two wayTwo way

Becomes Contact

Default matching by email address. Custom fields sync only if mapped during setup (requires Data Hub Starter+).

Companies

Two wayTwo way

Becomes Company

Default matching by company name or domain. Association mappings link people to their companies.

Leads

Two wayTwo way

Becomes Deals

Listed as a shared object on the app's HubSpot marketplace listing (read 2026-07-31). HubSpot publishes 7 default field mappings for it.

Seven Things the Sync Does Not Tell You

Each one is documented, and each one has ended a migration in a bad week.

No Lead/deal Sync via Native Data Sync

Nutshell Leads (equivalent to deals/opportunities) are not synced via the native HubSpot Data Sync integration. The sync is limited to People and Companies.

Workaround: Export leads from Nutshell as CSV (available from the reporting tab or list view) and import into HubSpot as deals. Third-party migration services can automate this.

Activities and Notes May Not Export Cleanly

Nutshell stores activity history (calls, emails, meetings, notes) tied to leads and contacts. The standard CSV export focuses on people, companies, and leads: activity history export is limited.

Workaround: Use the Nutshell API to extract activities with full timestamps and associations. Import into HubSpot via the Engagements API.

Email Marketing Campaign History Does Not Sync

Nutshell has built-in email marketing with broadcasts, drip campaigns, and A/B testing. Campaign performance data (opens, clicks, conversions) and email history do not transfer to HubSpot.

Workaround: Export campaign performance reports from Nutshell for archival. Rebuild email campaigns in HubSpot Marketing Hub from scratch.

Landing Pages and Forms Do Not Transfer

Nutshell's built-in landing page builder and form builder content cannot be migrated to HubSpot.

Workaround: Recreate landing pages and forms in HubSpot. Take screenshots or export HTML of existing Nutshell landing pages for reference.

Dropdown and Multi-select Field Sync Limitations

HubSpot Data Sync has known limitations with dropdown, radio select, and checkbox property types. These may only sync one-way as text values.

Workaround: Verify field type mappings after initial sync. Create compatible properties in HubSpot if needed.

Tags and Lead Sources Require Manual Mapping

Nutshell automatically captures channel and source data on leads. These source attributions and tags do not have default mappings in the Data Sync.

Workaround: Map source fields to HubSpot Original Source or custom properties. Export tagged records and recreate as HubSpot lists or contact properties.

Limited Custom Object Sync Support

Custom objects beyond contacts and companies have limited support in the HubSpot Data Sync. Nutshell's custom data structures may not map cleanly.

Workaround: Use HubSpot custom objects (Enterprise tier) or custom properties to replicate Nutshell's custom data structures.

The 34 Items That Get Rebuilt by Hand

This is the list that separates a quote that holds from one that does not.

Data And Objects

Leads/Deals (not Synced; Export via CSV and Import to HubSpot Deals)

Activity History (calls, Emails, Meetings, Notes -- Use API for Structured Extraction)

Tags and Lead Source/channel Attribution Data

Email Marketing Subscriber Lists and Engagement History

Landing Page Content and Form Definitions

File Attachments on Records

SMS/text Messaging History and Templates

Automation

Sales Automation Pipeline Triggers and Auto-assignments

Email Drip Campaigns and Automated Sequences

SMS Drip Sequences and Broadcast Automations

Lead Assignment and Distribution Rules

Follow-up Task Automation

Reporting

Lead/deal Pipeline Reports and Forecasting

Sales Activity Reports by Rep or Team

Email Marketing Performance Reports (opens, Clicks, Conversions)

A/B Test Results and Campaign Analytics

Lead Source Attribution Reports

Custom Report Configurations

Sales And Marketing Config

Multiple Lead Pipelines With Custom Stages

Custom Fields on People, Companies, and Leads

Email Templates and Saved Messages

Email Marketing Campaigns (broadcasts and Drip Sequences)

Landing Pages and Embedded Forms

Meeting Scheduler Configuration

Lead Scoring and Qualification Rules

Users And Permissions

User Accounts and Roles

Team Definitions

Visibility and Access Controls (e.g., Export Button Restrictions)

Territory or Assignment Rules

Integrations

Google Workspace / Microsoft 365 Sync

Intercom, Slack, and Other Native Integrations

Zapier Automations

QuickBooks / Xero Accounting Connections

Website Visitor Tracking (Nutshell's Tracking Script)

Estimate The Hours

The Sequence

Sync First, Then Migrate

Order is the content here. These are a dependency chain, and running them out of order is a documented way these migrations fail.

  1. 1

    Audit Nutshell Data

    inventory people, companies, leads, activities, email campaigns, landing pages, custom fields, and pipelines

  2. 2

    Set up HubSpot Data Sync to Sync People and Companies Bidirectionally

    Set up HubSpot Data Sync to sync people and companies bidirectionally

  3. 3

    Verify and Customize Field Mappings (requires Data Hub Starter+ for Custom Mappings)

    Verify and customize field mappings (requires Data Hub Starter+ for custom mappings)

  4. 4

    Allow Initial Sync to Complete; Validate Data Quality

    Allow initial sync to complete; validate data quality

  5. 5

    Export Leads From Nutshell (via Reporting Tab or Full Account Export ZIP) and Import Into HubSpot as Deals

    Export leads from Nutshell (via reporting tab or full account export ZIP) and import into HubSpot as deals

  6. 6

    Use Nutshell API to Extract Activities, Notes, and Email History; Import via HubSpot Engagements API

    Use Nutshell API to extract activities, notes, and email history; import via HubSpot Engagements API

  7. 7

    Archive Email Marketing Campaign Data and Performance Metrics From Nutshell

    Archive email marketing campaign data and performance metrics from Nutshell

  8. 8

    Rebuild Email Campaigns, Drip Sequences, and Landing Pages in HubSpot Marketing Hub

    Rebuild email campaigns, drip sequences, and landing pages in HubSpot Marketing Hub

  9. 9

    Rebuild Pipelines, Automation Rules, and Reports in HubSpot

    Rebuild pipelines, automation rules, and reports in HubSpot

  10. 10

    Recreate Forms and Meeting Scheduler in HubSpot

    Recreate forms and meeting scheduler in HubSpot

  11. 11

    Update Website Tracking Code From Nutshell to HubSpot Tracking Script

    Update website tracking code from Nutshell to HubSpot tracking script

  12. 12

    Disconnect Nutshell Data Sync Once Migration Is Validated

    Disconnect Nutshell Data Sync once migration is validated

Typically 3-5 weeks end to end, depending on how much of the source configuration is actually in use.

Effort Estimator

How Big Is This Migration?

A handful of questions, no email required. The ranges come from the research above: every feature we mapped carries an effort figure, and this adds up the ones that apply to you.

Custom fields and properties across all records

Everything beyond the out-of-the-box fields, added up across contacts, companies, deals and anything custom.

Automations, workflows and rules

Anything that fires on its own: workflows, sequences, assignment and validation rules, approvals.

Custom reports and dashboards

Only the ones the business actually uses. Reports nobody opens do not need rebuilding.

Marketing assets to rebuild

Email templates, forms, landing pages, lists and segments taken together.

Custom objects or extra pipelines

Record types beyond contacts, companies, deals and tickets.

Third-party integrations wired into the current system

Anything connected by API, webhook or installed package that has to keep working afterwards.

Users to move across

Seats, plus whatever permission structure sits behind them.

Roughly how many contact records

This affects the sync approach and the reconciliation effort, not the per-record work. The connector moves records; people do not.

Estimated Effort

Answer a couple of questions and an hours range appears here.

Built from our research on 40 Nutshell features. It is a range, not a quote.

A planning range, not a quote. It is delivery effort only, with no project management line and no agency markup, so add your own. What moves it most in practice is data quality.

What Goes Wrong Most Often

The failures that show up again and again, in roughly the order they bite.

Nutshell Has Built-in Email Marketing (a Differentiator Vs. Many CRMs)

migrating to HubSpot means rebuilding all email campaigns, templates, and drip sequences in HubSpot Marketing Hub

Landing Pages Built in Nutshell Must Be Recreated in HubSpot Content Hub or Marketing Hub

no content migration path exists

SMS/text Messaging Capabilities in Nutshell May Require HubSpot's SMS Add-on or a Third-party SMS Tool

SMS/text messaging capabilities in Nutshell may require HubSpot's SMS add-on or a third-party SMS tool

Nutshell's AI-powered Meeting Transcription History Will Not Transfer

Nutshell's AI-powered meeting transcription history will not transfer

Export Visibility May Be Restricted by Admin Settings

ensure export permissions are enabled before starting

Lead Source/channel Tracking in Nutshell Is Automatic; HubSpot Has Its Own Attribution Model That May Map Differently

Lead source/channel tracking in Nutshell is automatic; HubSpot has its own attribution model that may map differently

Questions

Nutshell To HubSpot, Answered

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