Best Practices, Limitations, Options, and More...
HubSpot to Capsule migration
What are my options for
converting HubSpot to Capsule?
So you've been with HubSpot for a long time and decided to consider Capsule.
And you are interested in how to quickly, smoothly, and reliably switch to a new CRM. Now we will try to tell you about this transition's possibilities.
Unfortunately, it's not that easy. You have to choose between three options:
1. independent migration
2. a special tool
3. customized migration with a specialist.
If you don't already have experience migrating information, migrating from HubSpot to Capsule may not be that easy.
A wizard import tool or
A real helper for you is a ready-made tool for high-quality data transfer between CRM systems.
A custom migration
It takes a lot of effort to get your data into Capsule. Leave this job to the professionals. They will develop an individual plan for the transfer of objects for your company, and you will not have to worry about anything.
Option 1: Migrating myself and using the CRM vendor’s import tool
Everything changes too quickly in today's world. Data is evolving, and its transmission is also rapidly evolving. The native import tools will only allow core objects (Contacts/People, Companies/Organizations, and sometimes Opportunities/Deals). Never cut your database in half and leave the “meat” of the data to be resolved later. With records getting scrubbed, properties/fields being added, deleted, or merged and time filling the gap while your dataset is split will only bring you pain and a mess.
Especially when moving to a new system, starting fresh and changing the fields/data structure is most prominent. You've opened the door for a lot of risks and a fair amount of data loss.
We advise you to develop a data migration plan before migrating. Always move the data as a whole database, never in pieces, as the risk is too great, and setting your business behind could be too much to bear.
Option 2: Migrating with a wizard import tool or an integration tool
With the help of this tool, you will be able to transfer data in a short period of time. This process does not require special knowledge. Products, leads, deals, events and other data will be transferred from your HubSpot to Capsule without difficulty. If you need to transfer information to third-party systems, you can also use the service.
With Trujay, it will be fast and convenient. Specify the field binding (mapping) and run the migration. You can run as many free samples as you like. Trujay will transfer a limited amount of data to your new CRM. To evaluate the process of migrations and the service in operation.
There is a robust procedure for importing data without coding skills. It does not require any software to be installed on the computer.
Free Sample Migration Demo Video
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: A custom migration
This option will take all the hard work out of you. You will have time to learn the new CRM. You will be able to focus on configuring the Capsule, which is very important for you to focus on your business processes.
Finding a data migration company that knows HubSpot and Capsule like the back of their hand will ensure a smooth transition and save you endless hours. Trujay is such a company. Only data migration experts will make your transition as smooth as possible, so you can focus on the key parts of your business.
Having a project manager or CSM guide you through the entire HubSpot to Capsule data migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automation, etc. Better yet the project manager/CSM can give you guidance on turning text fields into dropdown fields, so you can report more accurately on the data points you collect.
You can clean up the data yourself in the HubSpot portal. This will require some effort and time on your side, however it will have no additional cost.
You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to Capsule, they can write custom scripts to only migrate what you specify.
You can clean the data post-migration and should be relatively easy with Capsule’s segmenting tools. Create the filters or custom views and then delete!
What are my options?
Hubspot to Capsule: Objects
|HubSpot Objects||Capsule Objects|
Additional objects will need to be investigated for a Custom Migration
There are various de-duplication tools available that are all reasonably priced. Ask the data transfer partner if they can negotiate lower pricing for you because they most likely have partnerships in place.
Bad or Outdated Contacts
Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (email@example.com or firstname.lastname@example.org). From there you can mark and remove those and these costs are pretty minimal as well.
We hope we've helped you learn more about HubSpot to Capsule migration services.
Whether it is the easiest type of data migration, it is a multi-step process that requires constant monitoring by specialists.
The user should not have questions about the features of the new system, and should not constantly look into the previous CRM system to check the history of the client. It is necessary to repeat all business processes, copy entities, reproduce subordination schemes. To do this, there must be a clear algorithm of actions.
If you ever would like to discuss your conversion between HubSpot to Capsule, please feel free to contact us here for a quick call.
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