Everybody needs a change once in a while.
That change includes altering your CRM solution to a new and improved one. Migrating from Infusionsoft to HubSpot just became fun, with Trujay on your side.
In this article, we’ll discover the essential aspects of migration from Infusionsoft to HubSpot CRM in a swift and secure way.
Main Aspects of Infusionsoft and HubSpot
Both CRM platforms provide their users with advanced and holistic tools, but let’s look at the main distinctions and key features of each CRM.
Infusionsoft
- Contact management
Infusionsoft manages and stores records such as lead source, tasks, appointments, and activity history. You can gather and centralize all your contact information in one single place.
- Marketing automation
You are able to have consistent brand messaging throughout all your campaigns. Map out all steps of marketing strategy and get automation of your repetitive tasks.
- Data management
Speed up the process by editing, updating, exporting, or triggering the automation in batches.
- E-commerce
Infusionsoft includes all the e-commerce tools to meet your needs. So, it’s not necessary to use separate online systems for billing, order pages, or other sales reasons.
- Mobile
You can communicate with clients, create tasks, and access contacts’ data through different mobile devices such as smartphones or tablets.
HubSpot
- Lead management
Be informed of the detailed organization contact records, and see every interaction in one view. With this data, you can create hyper-targeted campaigns that close more deals.
- Analytics
Get insight into the entire customer journey and use multi-touch revenue attribution to show how marketing increases the bottom line.
- Marketing automation
Your leads can make a purchase by themselves. With the help of marketing automation, you can observe lead’s behavior and tailor content, emails, offers, and others.
- Ads
Track the ROI of your social media and Google Ads; stop to justify your ad budget spending.
With HubSpot, you can create templates to optimize, personalize, and share with other team members. Email tracking enables you to get a desktop notification.
Why Trujay?
Trujay is an automated migration service, meaning you migrate your data effortlessly. It supports more than 30 different CRMs. Look through these main Trujay service advantages:
- Data security and privacy
- Automated migration
- Data mapping
- Price variety
- All-around support
- Multi-lingual service
- Wide range of platforms
- Self-Service tool
Check out the feedback from our clients regarding our service:
“Great service with even greater customer service. Couldn’t be happier, the team over there are top-notch. Ease of use Consistent delivery of the product. Time from start to implementation should be communicated on the front end to set expectations.”
Ryan McConville
President of Marketing and Advertising
“Why wait? Don’t code it yourself. Pay the cost and use [Data2CRM by Trujay]. They are the best! Easy to use, great support. Does what it says it will. If you are not technically savvy support will be required.”
Onur Ibrahim
MD Marketing and Advertising
Pre-migration Tips
Preparation is essential to perform a data migration without any troubles. Take into account the must-dos that can make your migration from Infusionsoft to HubSpot go smoothly:
- Clean up your data
Delete historical data and duplicates you don’t need in your future CRM platform. This makes your next CRM system more efficient, up-to-date and focused on the necessary information.
- Get secured
Make up a backup of your data and keep it even after the transition is complete. This can prevent any possible data loss.
- Inform your coworkers
Inform your employees of the migration from Infusionsoft to HubSpot, and tell about all the new platform benefits. For better understanding, you can arrange training and informative meetings.
How to Migrate from Infusionsoft to HubSpot in Three Steps
1. Visit Trujay’s Self-Service Wizard to perform a free sample migration. Choose your existing and future CRM systems from the drop-down menus and fill in all required credentials.
2. When the connection is verified, you can choose objects that you want to migrate or change the specific mapping fields on your own by clicking the ‘Fields Mapping’ button. If everything is right, click ‘Free sample migration’. It can take a few minutes.
3. When the Sample Migration is complete, evaluate your results. If you’re satisfied, choose an insurance plan and start a full migration.
In case something goes wrong and you want to set up mapping on your own or change migration options, click the “Change fields mapping” button. Choose data fields to migrate and check certain boxes to migrate your records.
You can re-run your free sample migration and change mapping fields as many times as you at no cost.
Post-migration Suggestions
When the migration from Infusionsoft to HubSpot is complete, use these post-migration tips:
- Check out if the records are transferred to the proper fields
- Look at the relations between transferred items
- Create personalized workflow rules
- Set up the filters for reporting tools
- Provide your employees with training courses
Bottom Line
Now you know more about data migration from Infusionsoft to HubSpot. You have a chance to increase your revenue and build a healthy customer relationship. While you’re busy growing your business, we’ll have you migrated in no time.
Trujay is a secure service and guarantees you punctual and organized data for your migration project.
Don’t waste your time and proceed with free our Sample Data Migration today. If you have any questions, feel free to contact our experts.
