Undergoing a migration or integration with HubSpot requires planning. Before you begin, you need to define the process, conduct a full audit, and identify key players and actions. Here’s how to get started:
Getting your stakeholders involved
Make sure you have your management team involved.
Establish which Hubs you will use: Be sure to research and review demos of the options before diving into the migration.
Purchasing HubSpot: You can subscribe to HubSpot on an annual or quarterly basis. You also need to establish who will purchase it: your company or your partner agency , and who will handle renewals, billing, etc.
Set a timeline : Migrations take time and dedication, as there are many details to cover. Set aside as much time as you need to complete the process, otherwise it can be a never-ending process.
Establish a migration team: This can be a team member or a partner shareholder database agency. You can also count on HubSpot’s technical support.
Do basic account setup: No matter what you’re migrating, you should do basic setup of your HubSpot account from the start. Add your logo, company information, branding, language, etc.
Migrate your CRM to Hubspot
A clear and well-structured database is key to your business strategy, KPIs and success. Therefore, CRM migration is something you should take very seriously and with the utmost care and attention. Here are the most important steps:
Clean up your data before importing: Before importing into how not to manage reviews on tripadvisor HubSpot, you should optimize your data and get rid of any unnecessary information. Conduct a data audit on your current CRM.
Set import/field mapping properties : Make sure you understand all of HubSpot’s default properties, and be aware of data that doesn’t fit those specifications. Additionally, HubSpot allows you to create custom properties, so anything goes. Learn about all that can be done in the HubSpot CRM .hubspot crm migration tips
Start by testing
You don’t want to import all your data and then find out there was a problem. The best strategy to do this is to test with a smaller subset of data, resolve any issues that may arise, and then do the full migration.
Upload and create lists : You can upload static lists and alb directory create segmented lists based on HubSpot filters. The more information you have about a contact, the more filters you can use to customize lists and create highly targeted marketing actions later.
Migrating your Website to HubSpot
Create your website in HubSpot: HubSpot services have a website migration, with this, you can create your website template on the platform.