Best Practices, Limitations, Options, and More...
HubSpot to monday CRM migration
What are my options for
converting HubSpot to monday CRM?
As businesses migrate from HubSpot to monday sales CRM, the task of aligning their data structures can be challenging. HubSpot follows a classic data structure, including Contacts, Leads, Accounts, and Opportunities. However, monday sales CRM offers complete customization from the outset.
Fortunately, Trujay's data migration application and professional services teams simplify the process of mapping data objects from HubSpot and transforming them into "Boards," "Groups," and "Items" within monday sales CRM. In this article, we will explore how Trujay empowers businesses to migrate their data structure seamlessly, enabling a smooth transition to monday sales CRM.
Trujay offers three different options to cater to various migration needs and preferences. Let's take a closer look at each option:
- Self-Service Data Migration
- Guided Support
- Custom Data Migration
Self-Service Data Migration
Trujay's data migration application ensures a smooth and accurate data transfer from HubSpot to monday sales CRM. The application handles complex data mapping and transformation processes, preserving data integrity throughout the migration.
Trujay's migration application includes data validation and testing features, allowing businesses to verify the accuracy and completeness of the transformed data structure before the final migration. This ensures a successful transition and minimizes any potential disruptions or data inconsistencies.
[Related Article: Top 10 Features of Trujay's Data Migration Wizard]
Trujay's professional services teams possess deep knowledge and expertise in both HubSpot and monday sales CRM. They provide guidance and support throughout the data migration process, ensuring successful mapping and transformation of the data structure.
Custom Data Migration
With monday sales CRM's customizable framework, Trujay enables businesses to tailor their data structure to match their unique workflows. The migration application and professional services teams leverage this flexibility to achieve a seamless fit between HubSpot's data objects and monday sales CRM's Boards, Groups, and Items.
Option 1: Self-Service Data Migration
For businesses looking for a hands-on approach, Trujay's self-service data migration app (app.trujay.com) provides a user-friendly platform to migrate data from HubSpot to monday sales CRM. With prices ranging from $199 to $1,999, this option allows businesses to complete the migration at their own pace, typically taking just a few days.
Free Sample Migration Demo Video
Option 2: Guided Support
Trujay's guided support option offers the expertise of their professional services team. With this option, a migration specialist will assist businesses throughout the data migration process, ensuring smooth mapping and testing. Priced between $1,499 and $2,599, this option provides personalized assistance, typically taking one to one and a half weeks to complete.
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: Custom Data Migration
For businesses seeking a hands-off approach, Trujay's custom data migration service is the ideal choice. With this option, the Trujay team takes care of the entire data migration process, from start to finish. Priced between $2,500 and $8,000, this comprehensive solution ensures a seamless transition within approximately three weeks.
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 monday CRM, they can write custom scripts to only migrate what you specify.
You can clean the data post-migration and should be relatively easy with monday CRM’s segmenting tools. Create the filters or custom views and then delete!
What are my options?
Transforming Data Structure from HubSpot to monday sales CRM:
With Trujay's data migration application and professional services teams, businesses can easily transform their data structure from HubSpot to monday sales CRM. Here are examples, but can be customized to your own needs:
- Contacts to Boards
HubSpot's Contacts can be effectively mapped and transformed into "Boards" within monday sales CRM. Boards provide a visual representation of different stages, departments, or categories within your sales process. This transformation allows businesses to seamlessly manage customer interactions within the customizable framework of monday sales CRM.
- Leads to Groups
HubSpot's Leads can be mapped and transformed into "Groups" within monday sales CRM. Groups enable businesses to organize and categorize leads based on specific criteria or attributes. Transforming Leads into Groups ensures an efficient lead management system in monday sales CRM.
- Companies to Boards or Items
HubSpot's Accounts, representing the organizations or businesses you engage with, can be mapped and transformed into either "Boards" or "Items" within monday sales CRM. This flexibility allows businesses to tailor their data structure to match their unique workflows and preferences.
- Deals to Items
HubSpot's Deals, representing potential sales deals, can be mapped and transformed into "Items" within monday sales CRM. This transformation ensures a smooth transition of your sales pipeline and effective tracking and management of opportunities within monday sales CRM.
There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.
Bad or Outdated Contacts
Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (firstname.lastname@example.org or email@example.com). From there you can mark and remove those and these costs are pretty minimal as well.
You have options
To wrap up
Migrating from HubSpot to monday sales CRM presents businesses with the opportunity to transform their data structure and optimize their workflow. With Trujay's data migration application and professional services teams, businesses can seamlessly map and transform HubSpot data objects into monday sales CRM's flexible structure, including Boards, Groups, and Items.
Whether you prefer a self-service approach or require guided support or custom migration services, Trujay offers tailored solutions to ensure a successful migration experience.