How to Migrate from Salesforce to HubSpot
Migrate from Salesforce to HubSpot in just 2 easy steps
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.
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
- Connects to all Google applications
- Variety of templates
- Connects to Sidekick for real-time notifications
Here’s what you want to do before you start:
- Trial the system
- Get rid of unwanted data
- Have a backup solution
- Tell the team
Ready? Let’s migrate
Visit our Wizard and start a one-page sample migration with no registration required.
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.
By the way, you can re-run the sample as many times as you want at no charge.
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!
Adaptability is key. You can read about the best ways to train your staff on the new CRM system here.