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HubSpot to monday CRM migration

HubSpot to monday CRM

What are my options for

converting HubSpot to monday CRM?

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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
Estimate your HubSpot database

Option 1

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]

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Option 2

Guided Support

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.

Option 3

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.

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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.

Try it for free

pro

Pro

This option is still a level of DIY, which makes it a lower cost and the timeline is your own.  Plus most of the HubSpot to monday CRM migration tools are connected to  almost all of the standard objects you would want to migrate (emails, attachments, notes, products, calls, etc.)

cons

Con

If you choose to handle the task yourself, it is important to seek guidance. Moving into a new system and redesigning from scratch can be challenging, especially without the support of familiar logic and functionality. Take a moment to explore if there are professional services available to provide assistance if you encounter any obstacles.

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.

Contact us     Try it for free

pro

Pro 

Migrating to a new system or platform can be a risky endeavor, especially if you lack experience or knowledge in the specific migration process. Guided support minimizes the risk by providing you with expert guidance at each step, ensuring that you follow the correct procedures and avoid common pitfalls.

cons

Con 

With guided support, you may experience less control over the migration process than a self-guided approach. The migration experts may utilize their own methodologies and frameworks, which may not precisely align with your specific requirements or preferences.

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.

Discuss with Migration Expert    

pro

Pro 

A custom migration allows you to truly customize:   filter, move objects to different objects, merge data, de-duplicate, etc.  The burden of the migration and integrity of the data will remain intact and not opened up to risk as the data migration partner will/should be data experts.  Some businesses can get caught up in migrating their own data for 6 months!  You can find a data migration partner who can do it in 2-4 weeks, depending on your complexity.

cons

Con 

This option will cost more as you are paying for professional services.  To thwart this, find a data migration partner who uses their own tools to automate a lot of the migration, therefor will have lower costs, lower human effort.

FAQs

Knowledge Base

What is a Sample Migration?

Sample Migration is a process where we transfer a small part of your records (approximately 10% of all data) to the target CRM platform and estimate the price of a Full Data Migration. You can test our service using the Free Sample Import.

You can change options and rerun the sample migration as many times as you need.

How does Free Sample work?

During the Sample Migration, we take a part of your records and migrate them to your target CRM platform, along with relations between those records. The entire process may take up to 15 minutes; it depends on the specification of your CRMs.

What happens after the Sample Migration is complete?

Once complete, you can review the transferred records in the target platform. Evaluate the results to make sure they work for you.

What is a Guided Migration?

A guided migration provides you with a Trujay dedicated CSM that will complete all the mappings for you. 

This is an excellent option for people that need an extra layer of support with their migration.

Included:

  • Everything in Wizard
  • Customer Success Manager
  • Mapping Verification
  • Quality Assurance
  • 1 - 2 Week Delivery

What is a Record?

A Record is the data item that exists in the CRM's system

  • 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
  • 1 record = one entity of CRM data (no matter what type is it).

For example:

Your current CRM possesses:

  • 1 account
  • 2 tasks
  • 3 emails
  • 2 notes.

In summary you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.

What is a Delta Migration?

A delta migration is the final migration performed during your custom migration process.

It ensures that all the data you have requested to be migrated is transferred and your target CRM is up to date right before the launch. 

What are my options?

Data cleansing

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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.

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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.

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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.

Estimate your HubSpot database

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De-Duplicating

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.

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Bad or Outdated Contacts

Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (hello@trujay.com or support@trujay.com). From there you can mark and remove those and these costs are pretty minimal as well.

Ryan+McConville

“Great service with even greater customer service”

“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“

Ryan McConville

- President Marketing & Advertising at Kargo

Kargo
John+Kelleher

“Trustworthy, effective and straight talking”

“Trujay are the people I call when I look at an implementation issue and think 'how on Earth could that issue be resolved.' They've completed fabulous work for us and our clients. Highly recommend.“

John Kelleher

- Chief Executive at ESM Inbound

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Alex+Gaudelet

“Great experience for a migration which use to keep me up at night”

“A migration between CRMs is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned the migration myself and they were ready to help me when I couldn't figures some parts out myself.“

Alexandre Gaudelet

- CEO at Hospitality Firm

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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.

Contact us    Try it for free