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SEAMLESS ADOPTION
Safely Transfer Your Salesforce Data to HubSpot
Explore your options for a smooth transition of all your Salesforce data into HubSpot, ensuring your teams can quickly embrace the new system!
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3 Choices Available to You
Exploring the various solutions for a successful migration:
Salesforce Integration
Official Salesforce Integration from the HubSpot Marketplace
- Migration of all objects
- Automatic, swift, and customizable
- Excludes email migration
- No data reprocessing required
HubSpot Import Tools
Export your Salesforce data in CSV format, followed by its import into HubSpot
- Migration of all objects is included, with the possibility of data reprocessing.
- Custom objects will be manually created.
- Please note, migration does not cover emails, notes, and activities.
- The process is manual and complex.
Custom Script Development
Custom Import Script Development by a Specialist
- Comprehensive Migration of All Items
- Seamless Transfer of Emails, Notes, and Activities
- Optional Data Retreatment
- Data Model Optimization by Industry Experts
- Custom Object Management
- Unlimited Capabilities
Official Salesforce Integration from the HubSpot Marketplace
- Migration of all objects
- Automatic, swift, and customizable
- Excludes email migration
- No data reprocessing required
Export your Salesforce data in CSV format, followed by its import into HubSpot
- Migration of all objects is included, with the possibility of data reprocessing.
- Custom objects will be manually created.
- Please note, migration does not cover emails, notes, and activities.
- The process is manual and complex.
Custom Import Script Development by a Specialist
- Comprehensive Migration of All Items
- Seamless Transfer of Emails, Notes, and Activities
- Optional Data Retreatment
- Data Model Optimization by Industry Experts
- Custom Object Management
- Unlimited Capabilities
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CORRECT APPROACH
Our Guide for a Successful Migration from Salesforce to HubSpot
Regardless of the solution you opt for, here are some insights from our experience to guide you through a smooth transition:
- Ensure you perform a full backup of your Salesforce data before you kickstart the migration process.
- Allocate a minimum of two weeks during which both your Salesforce and HubSpot licenses are active concurrently.
- Allow yourself an additional buffer of at least 10 days beyond your target migration date.
- Avoid the pitfall of initiating a partial migration if you wish to transfer your activities (emails, notes, tasks) as this can complicate and increase the cost of migrating these data types.
- Make a comprehensive list of your current Salesforce integrations, check for native integrations with HubSpot, or plan for the development of custom integrations if necessary.
- A change in such a critical tool in your workflow presents an ideal opportunity to assess the efficiency of your current processes before replicating them, allowing for enhanced productivity and stronger team synergy.
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The Benefits of Custom Migration with Mi4
- Unlimited data migration without any restrictions.
- Pre-import filtering and cleansing of your data for optimal quality.
- Development of a customized mapping plan tailored to your needs.
- Full support throughout the transition, including recreating your pipelines, lists, and workflows in HubSpot, plus the development of custom objects.
- Review and enhancement of your processes for increased productivity and stronger synergy between your sales and marketing teams.
- Comprehensive training for all users to ensure smooth adoption.
- A 3-month after-sales service and warranty period for peace of mind.
- Certified experts as a HubSpot Diamond partner.