Activity Forums Salesforce® Discussions HubSpot CRM to Saleforce Sales Cloud Migration

  • HubSpot CRM to Saleforce Sales Cloud Migration

    Posted by Chris on September 29, 2021 at 8:33 pm

    Hi There,
    We're looking to migrate from HubSpot to Salesforce.
    In addition to all the contact/account data, is it possible to migrate over all the activity data for a contact? e.x. The Email Converations, Notes and Tasks that make up the activity feed in HubSpot?

    Shuvam replied 4 months, 2 weeks ago 4 Members · 3 Replies
  • 3 Replies
  • Unknown Member

    Deleted User
    November 16, 2021 at 4:58 am

    No sir

  • CRMJetty

    March 23, 2023 at 6:38 am

    Hello chirs,
    Salesforce data migration is defined as the process of moving Salesforce data to other platforms where required. The migration is an opportunity to cleanse the data and the data should demonstrate.
    Here is the step detail of migration process:

    • Importing large volumes of data to the production environment without any data loss
    • Inadequate knowledge of data structures leading to issues in identifying required modifications at the initial stage
    • Mapping only relevant record fields that are a part of the data migration requirement
    • Ensuring proper order of the migration process to take care of the lookup relationships
    • Insufficient testing at the end of data migration

    Our Salesforce data migration services will transform your Salesforce platform into a customer-centric platform.

  • Shuvam

    May 18, 2023 at 12:50 pm

    Hey Chris, you can easily move your contact/account data along with activity data from HubSpot to Salesforce. The process will involve exporting your data from HubSpot, making sure it's in the right format, and then importing it into Salesforce. Just remember to map the data correctly to ensure your email conversations, notes, and tasks align with Salesforce's structure.
    After the transfer, it's crucial to verify everything is in its rightful place. Salesforce's reporting tools can be very handy for this. Take a close look at a few records to confirm the migration went smoothly. While the steps may vary slightly based on your specific circumstances, with a careful approach, you'll have your data securely transferred to Salesforce.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos