🔥Fireside chat:  Run CRM Migrations Without Technical Resources

Hard migrations, simple tools: run client CRM migrations without a developer

Lucy has run the migrations most teams turn down, including a 53-million-record Salesforce merger cut over to production in a single weekend. In this on-demand fireside chat, Scot asks her what partners underestimate, which cleanup jobs come back on every project, and what takes a few clicks in the MigrateMyCRM wizard instead of days in spreadsheets.

Checkmarks:

Checkmark What partners underestimate: source settings, validation rules, and the duplicates clients keep on purpose.

Checkmark Days of CSV work, done in the UI: field mapping in about an hour, bulk custom properties, filtering data by brand.

Checkmark Straight answers: when a CSV import is enough, and when to bring in someone else.

 

Presented by:

Lucy-min 1-1

Lucy Gisa Muganwa. Team Lead, Data Operations · Migration Expert.

Runs the team behind SyncMatters data migrations and shares the projects that shaped the wizard.

Scot-min-1

Scot Trumeter. VP of Sales and Partners.

Asks the questions partners ask, from scoping a project to getting support.

FILL OUT THE FORM BELOW TO WATCH

45 minutes, straight from the migration team

A candid conversation for HubSpot partners and agency delivery teams. Watch it in one sitting or jump to the chapter you need.

Inside the video:

  • The most chaotic migration: two Salesforce orgs, 200+ objects, QA → UAT → production, and one weekend to go live.
  • What partners underestimate: source and target settings, and duplicates clients keep on purpose.
  • The cleanup requests that come up every time: checkboxes to multiselect, merged text fields, split objects, reassigned ownership.
  • Spreadsheet vs. wizard: mapping, bulk custom properties, and filtering data by brand.
  • Honest comparison: when a CSV import is enough, where other tools break, and what we don’t do.
  • Getting your team self-sufficient: the four things to learn and what support looks like.
  • Lightning round: biggest record count, weirdest legacy CRM, and the field nobody maps.

A full client migration in five steps

We work alongside your team from the first call to post-launch support. Here’s how a typical client migration runs.

1-1

Connect


A kickoff call to align on the source CRM, the target portal and the scope, including the source settings that can change it.

2-1

Run a free sample


We migrate a sample of the client’s real data, so everyone sees results in HubSpot before committing.

3-1

Review results


You check the sample with your client. We price the full project based on objects, records and transformations.

4-1

Fine-tune the mapping


Adjust fields, filters, matching rules and record owners in the wizard. Changes take minutes, not exports.

5-1

Run the full migration


We migrate object by object, monitor every record, and stay on Slack after launch to resolve anything that comes up.

 

Turn data migration from a project risk into a reason clients signs

What you'll learn.

AI Automapping

Catch surprises before you quote.

Why validation rules, triggers and intentional duplicates change scope, and how to check source and target before the project starts.

25+ connectors

Skip the mapping spreadsheet. 

The work partners spend days on in CSV that takes about an hour in the wizard: field mapping, bulk custom properties, filtering by brand.

Free samples

Get self-sufficient fast.

The four settings your team needs to know, and the support behind them: a shared Slack channel, live chat and an AI assistant.

Three ways to work with us, one goal: your ROI

Every business grows differently, which is why we offer multiple ways to partner with SyncMatters. Whether you're looking to earn referral commissions or expand your service offerings, you'll receive the tools, expertise, and support needed to maximize results.

License & deliver
Solutions / Best for: Agencies · Consultants · CRM specialists

Run migrations and integrations yourself, under your own brand, using SyncMatters as the engine.

What’s included:
Elements Image Own the client relationship end to end
Elements Image Handle large, complex data volumes with precision
Elements Image Take on bigger projects and clients
Elements Image Strengthen retention with a repeatable process
Refer & earn
Referral / Best for: Consultants · Technology companies

Point clients to SyncMatters and earn commission on every closed referral, no delivery work required.

What’s included:
Elements Image Competitive commission per referral
Elements Image We handle every technical detail
Elements Image Adds revenue without adding headcount
Elements Image Your name stays attached to a trusted outcome
Promote & convert
Affiliate / Best for: Creators · Publishers · Communities

Share SyncMatters with your audience and earn on every conversion. Monetize your network.

What’s included:
Elements Image Commission per conversion
Elements Image No product, support, or delivery burden
Elements Image Align with a trusted HubSpot specialist
Elements Image Simple to start, easy to scale

FAQ

How long until my team can run migrations on its own?

Usually one one-hour consultation, plus our video guides.

What if I have questions after watching?

Book a call or message us in chat. Partners also get a shared Slack channel with our migration team.

Do I need to be a SyncMatters partner already?

No. It’s made for HubSpot partners, RevOps teams and consultants, whether or not you work with us yet.

Is it only about HubSpot?

No. The main story is a Salesforce-to-Salesforce merger, and MigrateMyCRM moves data between 50+ CRMs.

Do you support adjustments based on scope and support needs?

Yes, we understand that some integrations may require more time to scope and set up, need additional support, or have higher daily run times or data processing needs. We believe it's reasonable to adjust the customer's setup or monthly support charges accordingly.

What happens if I need more resources than the included allowance?

If you need more resources than what the included allowance covers, SyncMatters allows you to pay for the overage at always low rates, ensuring you can scale your integrations as needed without excessive costs. 

Can we migrate only part of a client’s data, like one brand after an acquisition?

Yes. Filters in the wizard let you migrate only the records tied to a specific brand, product or segment, along with everything related to them. Setup takes anywhere from 10 minutes to a few hours, compared with days of filtering CSVs object by object.

Do we need to prepare a mapping spreadsheet before the kickoff call?

No. Many partners arrive with a spreadsheet listing every source field and where it should go, which is hours of work. In the wizard’s mapping UI, the same job usually takes an hour to an hour and a half, and the wizard suggests a starting mapping based on our best practices.