HubSpot Migration to monday Sales CRM
Transfer your HubSpot data into monday sales CRM with minimal effort in two weeks or less!
Pre-requisites:
- Need monday sales CRM in your account
- Need ability to export .csv from HubSpot
Your Data Migration
Jumpstart your new sales management system with help from trained monday.com professionals
Seamless Experience
We do the heavy lifting and ensure all data is flawlessly transferred.
Intuitive Work OS
Moving to monday sales CRM enables a more intuitive and customizable process
Cost-Effective Migration
Transferring your data out of HubSpot reduces your overall spend on tech.
What’s Included
Every HubSpot Data Migration comes with all the tools you will need to get started inside the monday Sales CRM
Kickoff
We explain how to export your HubSpot data and log in to your monday.com account
Migration
Offline we'll migrate all your data from the exported CSV into your monday sales CRM boards.
Review
We'll sync with you to review the migration, showing you where all your data is now stored.
The Journey
In order to ensure a smooth onboarding and migration of HubSpot, we follow the stringent process below:
Kick-off
- Explain how to export CSV. files & share instructions
- Get logged in to client monday.com account as admin
- Install data transfer templates within monday sales CRM
- Schedule next call (1-2 weeks out)
Delivery Call
- Review imported contacts
- Review imported accounts
- Review imported notes / tasks
- Review imported deals
- Review the connection between contacts, accounts, and deals
Offline Between Calls
- Import CSV file into Google Sheets and connect to monday.com via API
- Sync data into monday.com boards
- Spot check and review data import
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful migration of your HubSpot data
- Import up to 5000 Contacts
- Import up to 5000 Accounts
- Import up to 5000 Deals
- Import Notes & Tasks into associated accounts as updates
- Connect Accounts, Contacts, and Leads together with connected columns
$2,000
- Dedicated Implementation Consultant
- 2 week migration window
- *monday Sales CRM purchased separately