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

Key Features of Insightly and HubSpot

  • 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

  • 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

  • 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

--

--

--

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

Love podcasts or audiobooks? Learn on the go with our new app.

Recommended from Medium

How to Extract 300k Prices Every Day from Google Flights?

Develop C++ with VSCode Remote Containers

Lake Rotoiti NZ

Adaptive bitrate streaming HLS VOD service in NodeJS

OpenAPI Documentation

YES, THE PRODUCT OWNER NEEDS TO BE AT SPRINT RETROSPECTIVE — BY AGILECOCKPIT

How To Make Your Chatbot Tweet News For You

How to cold start fast a java service on k8s (EKS)

Introduction to Regular Expression (regex or RegEx)

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Trujay

Trujay

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

More from Medium

Test Plan Statistics

Trendio Premium One-Time Plan information

Road of change: QA Manual to Automation path

Real-life Examples of Misleading Visualizations