How to Migrate Data from Capsule to HubSpot CRM
How to Migrate Data from Capsule to HubSpot CRM
www.data2crm.com/migration
Migration Setup 1. Create your account Register your account at app.data2crm.com and provide the required info.
Also, you can login via social media.
https://www.data2crm.com/migration/crm/capsule-crm-to-hubspot-migration/
Migration Setup 2. Existing CRM Details ● ●
Select Capsule from the drop-down menu. Provide your URL and API token.
https://www.data2crm.com/migration/crm/capsule-crm-to-hubspot-migration/
Migration Setup 2. Specify Future CRM Details ● ●
Select HubSpot from a drop-down list. Provide your login, password, and hub ID.
https://www.data2crm.com/migration/crm/capsule-crm-to-hubspot-migration/
Migration Setup 3. Select Migration Options Check the boxes to activate the migration options: • • • • • • •
+
Accounts Contacts Leads Opportunities Tasks Notes Users
relations between the records
Note: The service will allow to check only those entities you have at your current CRM.
https://www.data2crm.com/migration/crm/capsule-crm-to-hubspot-migration/
Migration Setup 3. Map Your Data Fields Set up a specific mapping for your data - switch to another field or don’t migrate. Then, click “Save Mapping” and “Continue”. You also can restore the default mapping.
Note: Unmapped field won’t be migrated. https://www.data2crm.com/migration/crm/capsule-crm-to-hubspot-migration/
Migration Setup 4. Run Demo Migration Once everything is set, you can start a free Demo Migration from Capsule to HubSpot CRM.
You'll receive an email notification as soon as Demo Migration is complete. And you can check Demo results.
https://www.data2crm.com/migration/crm/capsule-crm-to-hubspot-migration/
Migration Setup Setup Migration 7. Start Full Migration Is Complete 5. Full Migration Now you can proceed andyou complete your Capsule HubSpot CRM migration. Congratulations! Now may check up the toresult of migration and
enjoy your new Salesforce software.
After you start the full migration, your Capsule data will be moved directly to HubSpot CRM.
As soon as your migration is complete, you will receive the email notification.
http://www.data2crm.com/migration/supported-crm/suite-crm-to-salesforce-migration https://www.data2crm.com/migration/crm/capsule-crm-to-hubspot-migration/
www.data2crm.com/migration