How to Migrate from Salesforce to HubSpot

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How to Migrate from Salesforce to HubSpot
by Gabriela Theard

 

Let’s face it, HubSpot is the hottest ‘spot’ on the CRM market.

 

Older CRM systems like Salesforce might work for you but may no longer fit the needs of your business. If you’re looking to make the switch from Salesforce to HubSpot, here’s how you do it.

 

Trujay is an automated migration service that migrates customer data for you, so you don’t have to lift a finger. We bridge the gap between almost all CRM data migrations, including Salesforce and HubSpot.

 

 

What is the best part?

 

We’re partnered with HubSpot and use it ourselves. So, yes; naturally, we are the experts.

 

If you didn’t already know, HubSpot is FREE for an unlimited number of users and up to 1 million contacts.

 

 

What else is so great about HubSpot?

 

 

  • User-friendly interface and winning design

 

This completely free platform offers a variety of features that make it simple and efficient to use. 

Automated tasks and customizable data allow you to focus instead of learning how to use the CRM system to boost your sales. 

 

 

  • Website integration

 

This feature allows you to get notifications when a lead visits your site. This can be very useful because you can see, for example, the sites that your lead has seen, know what they need and sell it to them immediately. 

 

 

  • Track communications

 

For any salesperson, recording and monitoring interactions with prospective customers can be a bit of a headache. However, the HubSpot CRM framework handles this very well by enabling you to send email to customers directly from the website, recording the correspondence in the contact record of the lead immediately — there is even a function that allows you to record your phone calls

 

 

  • Real-time updates

 

The CRM’s real-time update sync every 10 minutes, ensuring sales representatives get the most up-to-date details at their disposal. They should also be comfortable in reaching out to leads with the most reliable and accurate information available to hand.

  

 

Here’s what you want to do before you start the migration from Salesforce to HubSpot:

 

  • Delete all unnecessary data from your current CRM 
  • You can know how the platform works because HubSpot is free
  • Arrange your backup plan in case you lose some data during the transition
  • Notify your employees about a shift and provide some guidance

 

Ready? Let’s migrate

 

Follow these 5 simple steps to complete smooth and successful data migration from Salesforce to HubSpot:

 

Step 1:

Visit Trujay’s Self-Service Wizard to perform a free sample migration from Salesforce to HubSpot.  

How to migrate from Salesforce to HubSpot

 

Step 2:

Select your current CRM and future CRM from the drop-down menus by filling in all required credentials.

 

Salesforce to HubSpot

Step 3:

Afterward, you can choose objects that you want to migrate or you may change the specific mapping fields on your own. Click the ‘Fields Mapping’ button. If everything is right, click ‘Free sample migration’.

 

Salesforce to HubSpot

 

Step 4:

When the Sample Migration from Salesforce to HubSpot is finished, you may evaluate the results. If you’re satisfied, choose an insurance plan and start a full migration.

 

Salesforce to HubSpot

 

Step 5:

In case something goes wrong and you want to change migration options, click the “Change fields mapping” button. You can re-run your free sample migration and change mapping fields as many times as you at no cost.

 

Salesforce to HubSpot

For more understanding, you may watch our video tutorial

 

After you migrate, make sure…

  • Records are in their correct placements
  • Field relations are properly restored
  • Filters are modified for reporting
  • Workflow rules are created and personalized
  • And don’t forget to tell the team!

 

 

Summing Up

 

Now you know more about data migration from Salesforce to HubSpot. You have a chance to increase profitability and build a healthy, long-term business relationship with your customers.

 

Get started immediately by launching your free sample migration or get an estimate for your project.