App Tutorial

Step-by-Step Guide to Migrate from Salesforce to HubSpot

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
March 3, 2024
TL;DR

Migrating from Salesforce to HubSpot involves cleaning data, choosing a migration method, and executing the migration to ensure a smooth transition. Here's a quick summary:

  • Clean and organize Salesforce data, and map it to HubSpot's structure.
  • Choose between HubSpot’s native tool, Trujay’s Migration Wizard, or Trujay’s custom services for migration.
  • Execute migration by uploading .csv files or coordinating with Trujay’s team.
  • Post-migration, check for errors, review data, and adjust workflows.

Automate your CRM migration and streamline data transfer with Bardeen's suite of automation playbooks. Learn more at https://www.bardeen.ai/download.

How to Migrate from Salesforce to HubSpot

Migrating from Salesforce to HubSpot involves several steps, from preparation to execution, ensuring a smooth transition of data between the two platforms. This guide outlines the process, covering key considerations and methods to migrate your data effectively.

Automate your Salesforce to HubSpot migration with Bardeen's suite of automation playbooks, designed to streamline the transfer of companies, contacts, and deals.

Preparation for Migration

  • Clean up your Salesforce data by removing duplicates and ensuring data accuracy.
  • Get organized by establishing data handling rules within your team.
  • Understand the data you want to migrate and how Salesforce structures differ from HubSpot.
  • Create a backup of your Salesforce data to prevent any loss during migration.
  • Map out your data by comparing Salesforce records with HubSpot's structure and creating custom fields if necessary.

Choosing a Migration Method

There are several ways to migrate your data from Salesforce to HubSpot:

  1. Use HubSpot’s native tool for simpler migrations, allowing for direct import of .csv files.
  2. Utilize Trujay’s Migration Wizard for an automated migration process.
  3. Opt for Trujay's Guided Self-Service if you prefer expert assistance throughout the migration.
  4. Consider Trujay’s Custom Migration Service for a personalized migration experience with comprehensive support.

Executing the Migration

Once you've chosen your migration method:

  1. For HubSpot's native tool, prepare your .csv files and upload them into HubSpot.
  2. With Trujay’s Migration Wizard, start with a free sample migration to test the process.
  3. If opting for guided or custom services, coordinate with Trujay’s team to initiate the migration.
  4. Review the migrated data in HubSpot to ensure accuracy and completeness.

Post-Migration Steps

  • Check for any import errors and resolve them as needed.
  • Perform a thorough review of the migrated data in HubSpot.
  • Adjust your workflows and processes to align with HubSpot’s features and capabilities.
  • Consider integrating HubSpot with other tools and platforms as needed.
Get started by downloading the Bardeen app at Bardeen.ai/download to explore our automation playbooks for a seamless migration process.

By following these steps, you can ensure a successful migration from Salesforce to HubSpot, minimizing disruptions and maintaining data integrity.

Automate Your CRM Migration with Bardeen Playbooks

Migrating from Salesforce to HubSpot can involve complex processes, especially when dealing with large volumes of data. While manual data entry is an option, automating the migration process can save time and reduce errors. Bardeen offers a suite of automation playbooks designed to streamline the transfer of companies, contacts, and deals from Salesforce to HubSpot, ensuring a smooth transition between these powerful CRM platforms.

  1. Save a Salesforce account to HubSpot as new company: This playbook automates the process of creating new company records in HubSpot for each Salesforce account, helping maintain up-to-date records across both platforms.
  2. Save a Salesforce contact as a new HubSpot contact: Efficiently migrate individual contacts from Salesforce to HubSpot, ensuring that valuable lead and customer information is seamlessly synced.
  3. Copy all HubSpot deals to Google Sheets: While not directly migrating to Salesforce, this playbook supports the migration process by providing a method to back up or analyze HubSpot deals using Google Sheets, offering a versatile approach to deal management during the transition period.

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