Case Studies: Partner

Solutions for Data

Migration Projects
A Multi-Solution
Approach for
Migrating Activities
Project Requirements

● Migrate CRM data from

ActiveCampaign to HubSpot Smart
CRM for an ecommerce client

● Migration must include the transfer of

activity data: calls, emails, meetings,
notes, and tasks
It’s valuable for sales and customer
success teams to be able to reference
past engagements with contacts.
Most CRMs don't readily permit
the export of activities.
Utilizing an API can be necessary
to transfer activities from the
current CRM to HubSpot.
You can export activities out
of a legacy CRM and into
HubSpot using HubSpot's
native import tool.
The Challenge

● Migrate activity data to HubSpot

● Upcoming cut-off date for

ActiveCampaign subscription

● Limited timeframe to build custom

API solution to migrate activity data
The HubSpot App Marketplace
offers a variety of migration tools.
Some data migration options can be
more costly and time-consuming.
Opting for a data migration tool can
be more cost-effective and efficient
than developing a custom-coded API.
The Solution

● Bring over contact, company, and

deal data using HubSpot's native
import tool

● Seamlessly transition into HubSpot,

and resume their operations

● Deploy Import2 to migrate all

activity data
The Results

● Migration delivered within client’s

required timeline

● Safeguarded the integrity of the

client’s valuable historic data
Determining Sales
Pipeline Architecture
for HubSpot
Project Requirements

● Migrate CRM data from LeadSimple to

HubSpot Smart CRM

● Consolidate 40 deal pipelines and

unique fields stages across multiple
sales regions
Do we replicate the existing
structure or seize the opportunity to
enhance and streamline?
The Challenge

● Scale pipeline structure in HubSpot to

account for rapid growth

● Standardize and optimize multiple

sales processes
Diverse pipelines often lead
to varied outcomes.
The Challenge

● Scale pipeline structure in HubSpot to

account for rapid growth

● Standardize and optimize multiple

sales processes

● Solve administrative inefficiencies

Current CRM data structures
don't always align with the
optimal setup in HubSpot.
The Solution

● Consolidate all geo-pipelines

into one

● Create a detailed mapping

document

● Set LeadSimple deal stages

and pipeline data in a text
field in HubSpot
Combining Native
Integrations and
Custom APIs
Project Requirements

● Transition from real estate-specific

CRM (BoomTown) to HubSpot Smart
CRM

● Integrate Marketing Hub enterprise

with Salesforce Sales Cloud
The Challenge

● Limited export capabilities from

BoomTown

● Incomplete contact records

● Absence of communication history

for lead nurturing
The Solution

● Map missing properties from

BoomTown to HubSpot

● Set inclusion list criteria for sales

prospecting

● Synchronize data between HubSpot

and Salesforce
The Challenge

● Limited export capabilities from

BoomTown

● Incomplete contact records

● Absence of communication history

for lead nurturing

● Transfer years of historical

communication data
The Solution

● Map missing properties from

BoomTown to HubSpot

● Set inclusion list criteria for sales

prospecting

● Synchronize data between HubSpot

and Salesforce

● Build a custom API focusing solely on

communication data
HubSpot's marketplace and native
integrations were one of the main
factors chosen to replicate an
industry-specific CRM within HubSpot.
The Process

● Selected integrations for text, direct

mail, and ringless voicemails

● Corrected buyer and seller lead

nurture workflows

● Created a custom data mapping sheet

and roadmap for contact workflow
enrollment
It was critical to ensure their leads would
be receiving communications tailored to
the exact stage they were at in the
home-buying or selling process.
The Results

● Client can harness the power of

HubSpot Smart CRM

● Delivers tailored communications

aligned with their audiences’ journey
A Tailored
Approach for an
Enterprise Client
Project Requirements

● Develop a custom API connecting

directly to desktop version of Aptify to
ensure a comprehensive data transfer
The Challenge

● Establish a connection with HubSpot

via a private application

● Extract data manually through the API

using SQL scripts

● Capture all properties and field values

and map them to HubSpot
This meticulous approach allowed for
a seamless data mapping exercise,
crucial for a successful migration.
The Solution

● Created multiple custom objects in

HubSpot to mirror the client's
membership data
Customization ensured a HubSpot
instance not only housed, but
efficiently organized the client's
diverse membership education data.
The Solution

● Created multiple custom objects in

HubSpot to mirror the client's
membership data

● Led a data mapping exercise to align

Aptify's unique properties with
tailored solutions in HubSpot
The Results

● A seamless transition to HubSpot

Smart CRM

● An optimized HubSpot instance

tailored to the client’s specific
requirements