Insightly to HubSpot Migration Process

Insightly to HubSpot CRM: How to Migrate in 5 Clicks 01.

Key Talking Points Insightly vs HubSpot What is CRM data migration?

Self-Service Migration Guided Self-Service Migration Custom migration Get secured Estimate migration price Final notes

02.

Words of Inspiration

May we find meaning in what we do as we face uncertain times.

JEWEL PHAN

03.

Insightly can easily organize leads, contacts, emails, events, projects, tasks, and sales opportunities. It’s built around these features: Integration across accounting, email, document management, and messaging platforms Customizability to help manage organizational security, contact records, and more by setting permissions by administrative roles Project Management features help you see the recent activity on any project as well as tasks, pipeline, and email tracking The linking feature enables you to connect related items together HubSpot is considered one of the most robust free CRM platforms on the market. It includes the following features: HubSpot CRM provides its users with extra CRM-related platforms, which are called hubs.

Pipeline Tracking stands out for the ability to have a clear view of where things are going

04.

Integration with Gmail and Google Apps lets you send emails right from any contact within your platform With HubSpot, you are able to create email templates and add videos and pictures to emails

What is data migration?

Let’s make sure we are on the same page and have the same response to the “What is a CRM migration?” question. Does it mean that businesses considering a CRM migration strategy need to migrate their current CRM to a new software infrastructure in its entirety?

In fact, data is what transfers from an old CRM to a new one: customer records of companies that hold the real value of business in any CRM solution. And what we mean when we speak about CRM migration from Copper to HubSpot is the transition of data from one CRM platform to another.

So, if anyone asks you what CRM migration is, you know the answer: a data migration plan is all about it. The legacy CRM remains as it is, and it copies its data to a new CRM system.

1

Self-Service Migration Free Sample Migration Cost-conscious migration

Trujay services 2

Guided Self-Service Cost-conscious 5 hours of expert support Less time-consuming Personal account manager Automated migration process

Quick turnaround Objects and users matching Automated migration process

3

Custom Migration Higher cost Almost no limitations Very low involvement Personal approach Little to no time consumed Pre/Post-migration validity Automated migration process

How Self Service Migration Works Choose your current and future CRM platforms Enter all required credentials Modify the objects you want to migrate Start Free Sample Migration

Evaluate results and launch the Full Migration

07.

Estimate the migration price Visit our online Self Service estimator https://app.trujay.com/estimator/wizard/ to estimate the cost of your Self Service Migration from Copper to HubSpot. The estimate depends on how many records you have.

You can do it to get an estimate on an automated migration or for custom migration. However, the estimate is not your final migration cost. Final costs are subject to change. The estimator is used to get you the most accurate possible quote.

Get secured Create a backup plan to eliminate any data loss before data migration from Copper to HubSpot. You may use Trujay’s Data Backup https://backup.trujay.com/ to make your data secure.

You can create a sample data backup to see how the service works. The backup process is based on an API request and can take from 5 minutes to several hours, as it depends on your data set and your system’s peculiarities.

Follow us on Social Media

Facebook

Twitter

LinkedIn

Contact Us admin@trujay.com

https://trujay.com/contact-us/

Other Resources Case Studies & More Presentations

All our Services

Book a Call

Visit our Blog

HubSpot Migration Package

Need an integration?