How to Migrate Data from Insightly to HubSpot: An Intuitive Switch

Key Features of Insightly and HubSpot

Both systems are perfect for small and mid-size businesses and are comparatively young platforms. They offer some comprehensive features, such as the following:

  • Integration across accounting, email, document management, and messaging platforms
  • Customizability to help manage organizational security, contact records, and more by setting permissions by administrative roles
  • Project Management features help you see the recent activity on any project as well as tasks, pipeline, and email tracking
  • The linking feature enables you to connect related items together
  • HubSpot CRM provides its users with extra CRM-related platforms, which are called hubs
  • Pipeline Tracking stands out for the ability to have a clear view of where things are going
  • Integration with Gmail and Google Apps lets you send emails right from any contact within your platform
  • With HubSpot, you are able to create email templates and add videos and pictures to emails

Preparation before Insightly to HubSpot migration

Before performing data migration, make sure you went through all the appropriate steps. Here, you may read some suggestions for a smooth and successful switch of your data:

  • Test your solution
  • Organize your records
  • Get secured
  • Inform your team

Benefits of Migrating Data with Trujay

  • Data Security and Privacy
  • Automated migration
  • Data mapping
  • Price variety
  • All-around support
  • Multi-lingual service
  • Wide Range of Platforms
  • Self-Service tool

How to Migrate with Trujay in 3 Simple Steps

  1. Visit Trujay’s Self-Service Wizard to perform a free sample migration from Insightly to HubSpot. Enter in your existing and future CRM systems from the drop-down menus by filling in all required credentials.

Post-migration Tips

When the migration is complete, use these post-migration suggestions:

  • 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
  • Teach your employees how to use a new platform

Wrap Up

Now you know more about data migration from Insightly to HubSpot. You have a chance to enhance the bottom line and build a healthy, long-term business relationship with your customers.

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Trujay

Trujay

Anastasiia creates marketing strategies, researches trending topics,and writes content for blog and website to enable the company to take competitive advantage.