These solutions are very robust and we recommend them in case there

jilhok0004@gmai

There are several options Import an Excel or CSV file to HubSpot  It is the simplest and most economical option if the entities you want to import are few or do not have many associations with each other. The estimated time will depend on the complexity of the database and how refined we need the information to be within HubSpot. Although it is the simplest migration method , it could take several weeks, since it may take several iterations to have all the data correctly formatted in HubSpot. Even so, if we start from a welloptimized database and the data to be migrated is not complex, this option will be the most appropriate for our company.


Use the HubSpot API  If we have a developer on our team or we ourselves have experience Country Email List working with APIs, this option can be faster and more automatable . The estimated time will depend on the skill of our team and the complexity of the information that we want to migrate to the CRM. If you dont have a team of developers, a HubSpot partner can provide you with the necessary support. Use import software  There are applications that can achieve good results in a short time, once we have our priorities clear and our old CRM organized and optimized.  is enough margin to make an extra outlay and the time to complete the CRM migration is tighter. .





Optimize your current database A database has as much value as the welloptimized information it contains. It is a mistake to believe that, if we have years and years of disorganized information, migrating the CRM to HubSpot or any new tool will magically make it organized and clean. It is preferable to spend time and delay the process a few weeks to unify and complete the information we have. Some of the points that must be reviewed in detail when validating the cleaning of a database are, among others Select and optimize the fields that will really be needed in the new system.