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Salesforce to HubSpot: A Step-by-Step Guide


Two of the most popular CRM (customer relationship management) platforms on the market include Salesforce and HubSpot. Notably, Salesforce earns recognition for its robust features and scalability; meanwhile, affordability coupled with user-friendliness characterizes HubSpot.

Consider switching from Salesforce to HubSpot; however, ensure a successful migration by executing several crucial steps. The following is your instructive guide:

1. Your migration must be planned.

Initiate the process by formulating your migration plan: determine the data to be migrated; strategize on methods for its efficient transfer - this could involve a phased approach, batch processing or real-time transmission– and set a specific timeframe—preferably one that minimizes disruption—for executing the migration.

Consider these factors in the planning of your migration:

  • What specific data are you intending to migrate? It's crucial to acknowledge that not all data holds equal significance: certain pieces of information carry more weight than others, and these are indispensable for the seamless operation of your business. Deciding which data to migrate and which to leave behind necessitates prioritizing: some data may prove less important, or even outdated.
  • In what manner do you intend to migrate your data? You possess a variety of options for the migration of your Salesforce data to HubSpot: utilizing the native integration provided by HubSpot; employing an external third-party tool specifically designed for such migrations – or taking on manual data entry yourself.
  • Would you like to set a date for your data migration? Selecting an optimal time, one that minimizes disruption to business operations is crucial. Consider allocating this task during a weekend or holiday period.

2. Clean your information

Whenever you have arranged your relocation, cleaning your data is significant. This implies eliminating any copy or wrong information. You ought to likewise standardize your information, and that implies organizing it in a predictable manner.

Cleaning your information will make the movement interaction simpler and more productive. It will likewise guarantee that your information is precise and exceptional in HubSpot.

3. Map your fields

The subsequent stage is to plan your fields. This implies matching the fields in Salesforce to the comparing fields in HubSpot.

HubSpot has a local mix with Salesforce, so a large portion of the fields are now planned. Notwithstanding, you might have to physically plan any custom fields that you have made.

4. Import your information

Whenever you have planned your fields, you can bring your information into HubSpot. You can utilize the HubSpot local joining, an outsider relocation device, or a manual information section.

f you are using the HubSpot native integration, you can import your data in a few simple steps.

Go to Settings > Integrations > Connected apps.
Find the Salesforce integration and click Connect.
Click Sync now to start importing your data.

If you are using a third-party migration tool, the process will vary depending on the tool that you are using. However, most third-party migration tools will walk you through the process step-by-step.

If you are manually entering your data, you can use the HubSpot import tool to import your data from a CSV file.

5. Test your migration

Once you have imported your data, it is important to test your migration to make sure that all of your data was imported correctly.

You can do this by reviewing your data in HubSpot and comparing it to your data in Salesforce. You should also test your workflows and automation to make sure that they are working properly.

6. Go live!

Once you have tested your migration and you are satisfied with the results, you can go live!

This means switching your team to HubSpot and starting to use it for all of your CRM needs.

Tips for a successful Salesforce to HubSpot migration

Here are a few tips for a successful Salesforce to HubSpot migration:
  • Plan your migration carefully. This will help you avoid any surprises and ensure that the migration goes smoothly.
  • Clean your data before migrating it. This will make the migration process easier and more efficient.
  • Map your fields carefully. This will ensure that your data is imported into HubSpot correctly.
  • Test your migration before going live. This will help you catch any problems and fix them before they impact your business.
  • Communicate with your team. Let your team know about the upcoming migration and how it will affect them. This will help to minimize disruption and ensure a smooth transition.

Conclusion

Switching from Salesforce to HubSpot can be a daunting task, but it doesn't have to be. By following the steps in this guide, you can ensure a successful migration.

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