Infusionsoft to Salesforce CRM Data Migration: How-To Guide

  • Security Regulations
  • Fields Mapping
  • Multi-lingual interface (English, French, German, and Spanish)
  • Free Sample Migration
  • Flexible CRM Migration Pricing
  • Custom Fields Mapping
  • All-around Support

How to Import Infusionsoft to Salesforce CRM

  1. To import InfusionSoft data to Salesforce, register for a Data2CRM by Trujay migration account.
  • Check out if the records transfer to the proper fields
  • Find out if the relations between the items restore in the right way
  • Make sure to build personalized workflow rules
  • Set up the filters for reporting tools
  • Continue by delivering instruction and holding meetings to teach the workers about the new system. Also, don’t forget to ask for input from staff to track where the process is for everybody in the company and what problems still need to address.

Final Thought

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

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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.

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