Salesforce to HubSpot Migration: A Detailed Instruction

A DETAILED STEP-BY-STEP INSTRUCTION

Salesforce to HubSpot Migration

Migration Guide TOPICS OVERVIEW 1. HubSpot vs. Salesforce 2. How to Prepare for Salesforce to HubSpot Migration 3. Import Data from Salesforce to HubSpot in 4 Ways 4. How to Proceed with Salesforce-HubSpot Mapping 5. HubSpot-Salesforce Integration 6. Salesforce to HubSpot Migration: Trujay’s Route 7. Tips After You Migrate from Salesforce to HubSpot

HubSpot vs. Salesforce HubSpot CRM is a perfect solution for businesses that want an easy setup. HubSpot has many advantages, one of which is the most essential to people: it’s free!

Salesforce is ideal for all-sized companies. It customizes its features depending on the customer’s company size and needs.

Salesforce offers a lot of features and helps users understand how to use them all through Salesforce Trailhead Academy.

According to the Salesforce-HubSpot comparison on SoftwareAdvice.com, Capterra, and HubSpot vs Salesforce G2Crowd, HubSpot CRM is estimated at 4.4/5., and Salesforce gets an average customer satisfaction score of 4.07/5.

How to Prepare for the CRM Data Migration from Salesforce to HubSpot 1. Clean up Data 2. Get Organized 3. Know Your Data 4. Create a Backup Plan 5. Map Out the Data 6. Test the Salesforce to HubSpot Migration Service 7. Estimate the Migration Price

Trujay Offers 4 Ways to Migrate Data from Salesforce to HubSpot...

HUBSPOT MIGRATION PACKAGE

HubSpot offers a Data Migration Package to make your CRM data import even easier. This service is performed by Trujay exclusively.

SELF-SERVICE MIGRATION

Try a free sample. This costconscious migration has quick turnaround, the ability to map objects and users, and the entire process is automated.

GUIDED SELFSERVICE

CUSTOM MIGRATION

Like the self-service migration, except we do it for you. You get a personal account manager and up to five hours of technical support. We can help you map objects, or jump in at any point.

This service is for complex projects. No limits, and with a personal touch.

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How to Proceed with Salesforce-HubSpot Mapping You can perform object selection, users matching, and fields mapping with the following options: Find out the types of fields in your source and target CRMs that correspond Check if the field is native or custom by hovering over the ‘i’ icon Check field visibility in CRM UI, meaning see if the field is displayed to the users in the source and/or target CRM Check the field usage in your source CRM Match dropdown fields values (you can do this with Simple Mode as well) Perform advanced mapping for complex fields

SALESFORCE-HUBSPOT INTEGRATION The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams. But there are some requirements to complete the HubSpotSalesforce integration.

INTEGRATEHQ: A SISTER COMPANY IntegrateHQ was built to connect any data or system to HubSpot directly, including Salesforce CRM. Being the first specific HubSpot middleware, we have robust experience and profound knowledge behind our HubSpot integration projects.

Salesforce to HubSpot Migration: Trujay’s Route HOW WE GET YOU A FIRM SCOPE

NDA

SECURE ACCESS

EFFORTS DETERMINED

PROPOSAL CONFIRMATION

By signing a nondisclosure agreement, you’re ensured that your data will be secure and will not be shared.

We send you an encrypted link and we access your dataset through APIs.

Once we have access, our tech engineers start to determine efforts by analyzing scope and complexity.

When you have confirmed the proposal and scope of work, we provide you with our MSA (Master Service Agreement).

Fantastic service. Trujay is great! Thanks so much for all of your help. Perfect solution to help us migrate from a platform we have been with for a long time over to HubSpot.

- ALLISON RICCI, THE NATIONAL SOCIETY OF LEADERSHIP AND SUCCESS

Milestones of Salesforce to HubSpot Import Process KICKOFF CALL MAPPING SESSION CHECKING DATA PUSHING DATA QUALITY CHECK DELTA MIGRATION

Tips After the Salesforce to HubSpot Migration

Provide Ongoing Training

Estimate Your CRM’s Features

Test your HubSpot CRM

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*Read the full article about the Salesforce to HubSpot migration here.