What are Transfunnel’s best practices for HubSpot CRM migration?

We use a systematic methodology rooted in hubspot migration best practices. It includes data audit, cleanup, mapping, testing, validation, and final migration, all with no disruption or data loss.

What factors determine how complex a CRM migration project will be?

The complexity of the migration process is determined by the quantity of data and their type, number of records, custom fields, associations, historical activities, integration points, workflows and the systems involved. For example, the process of importing contacts may take a small amount of time, whereas the migration of the entire enterprise is rather complicated and requires the mapping, cleansing and validation of data, automation rebuilding and verification after migration.

Is there any data that cannot be migrated to HubSpot or that will require workarounds?

Most of the CRM data may be imported to HubSpot, however there may be cases when some data will require special approaches due to their format and the source system.

How long does it take to migrate to HubSpot CRM?

Depending on the scale and complexity of the task, the process of migrating to HubSpot CRM may take several days to several weeks. Migrating the contacts may not take much time while enterprise migrations with various objects, historical data, integration points, workflow configurations will need much preparation and testing.

Do I need a certified HubSpot partner for migration or I can manage this in-house?

The migration can be done independently by utilizing HubSpot import functionality in case the task is relatively simple. A partner can be needed in case you have complex associations, many systems, integrations, automation or high demands on the data quality of migration. It will depend on your technical capabilities and risk level.

Do my workflows and automation migrate automatically?

No. Records in a CRM system and workflow are different elements of migration. Moreover, automation performed on another platform can have a different logic. Therefore, it usually needs to be analyzed and recreated in HubSpot. It is important to test the automation against the migrated data before going live.

How much does the migration to HubSpot CRM cost?

The price of migration depends on such factors as the size of data, the number of objects, the number of used sources and integrations, customizations and automation, and the degree of the data clean-up needed. Migration might include a simple import or more complex steps like data mapping and transformation.

What is done after the completion of the HubSpot CRM migration?

The process of migration is not over when data appears in HubSpot. It will be necessary to perform validation of the migration. One should check the record count, relationships, fields, historical data, integrations, permissions, workflows, and reporting. After that, it is essential to test the processes of the team and integrate the portal.