How-To Perform Data Migration from Copper CRM to HubSpot CRM

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How-To Perform Data Migration from Copper CRM to HubSpot CRM

In today’s day and age, it is almost impossible to run a successful business without CRM systems

 

Why?

 

CRMs can store enormous amounts of information, meet clients’ needs, and support the work efforts of different departments.

 

In this article, we’ll explore the benefits and how-to’s of hassle-free Copper to HubSpot CRM automatic migration with the help of Trujay.

 

Let’s dive in!

 


Comparison between HubSpot and Copper


How to Migrate from Copper to HubSpot without Headaches

Trujay is an automated migration service that makes transitions less time-consuming. The SaaS benefits users with the following features: 

  • Data Security and Privacy
  • Data Mapping
  • Users Mapping
  • 100% Uptime for Copper and HubSpot CRMs
  • Free Sample Migration


How to prep for data migration: solution, analyze, filter, records, secure, information


Migrate to from CopperCRM to HubSpot in a Few Clicks

Step 1.

Visit our Wizard and start a one-page sample migration with no registration required.

 

Step 2.

Once sample results are generated, check out the results. If you’re happy with them, choose an insurance plan and continue migrating the rest of your data.

 

What if I want to make changes?

Click “change fields mapping” to map your own fields. You can check which fields you want and match them with their modules. For more advanced options, click on the pencil icon. Note: you can re-run the sample as many times as you want at no additional charge.


post data migration records are correct, relations are restored, filters are modified for reporting, workflow rules created and personalized


Final Notes

Join hundreds of Trujay’s happy customers and migrate from CopperCRM to HubSpotCRM today! Start with our free sample migration and enjoy using the desired solution or estimated price. If you would still like to learn more, contact Trujay’s team of experts who are happy to provide helpful insights.

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