topic Re: From Keap (Infustionsoft) to HubSpot in Tips, Tricks & Best Practices

From Keap (Infustionsoft) to HubSpot

LHammons — Mon, 06 Nov 2023 16:35:07 GMT

Hello!

I am heading our team in transitioning from Keap to Hubspot, and there is soooooooo much to do. Has anyone else made this transition?

I would appreciate anything to keep in mind or be aware of when trying to get everything out of keap without disrupting the data too much.

TIA!

Re: From Keap (Infustionsoft) to HubSpot

kvlschaefer — Tue, 07 Nov 2023 09:08:26 GMT

Hi @LHammons,

Thanks for reaching out to the Community!

This is a fantastic question 😄

I haven't found conversations in the Community regarding migrating from Keap to HubSpot, however, I wanted to share these related data migration best practice threads:

Migration of data to HubSpot: @SNigam offers advice on how to import CRM records into HubSpot in addition to associating records.
Tips for successfully migrating from Salesforce to HubSpot - Although this thread is related to migrating from Salesforce to HubSpot, @nmedina offers sound advice on how to prep your CRM prior to migration (think data cleanup!) and training your team.

I also wanted to invite our subject matter experts to see if they have any advice on data migration best practices.

Hi @johnelmer, @MrJustinGivens, @Mike_Eastwood - Do you have any experience migrating from Keap to HubSpot, or general advice on migrating data to HubSpot for @LHammons? Thank you!

If anyone else in the Community has experience migrating from Keap to HubSpot, please feel free to comment in the thread. 🙂

Thank you!

Best,

Kristen

Re: From Keap (Infustionsoft) to HubSpot

MrJustinGivens — Tue, 07 Nov 2023 15:56:26 GMT

Hey @LHammons,

We made this transition as well. The key is documentation.

If you want to have a quick chat about this, grab some time on my calendar link below.

Re: From Keap (Infustionsoft) to HubSpot

DineshT — Sat, 23 Mar 2024 06:46:00 GMT

Hi @LHammons

Please check out the resource below that specifically covers the steps to migrate from Infusionsoft (Or Keap) to HubSpot!

Infusionsoft (Keap) to HubSpot Migration: The 10-Step Guide

Thanks,

Dinesh

Re: From Keap (Infustionsoft) to HubSpot

noahmckeon — Tue, 25 Jun 2024 11:19:07 GMT

Next time, use our migration platform: MigrateMyCRM! We've done countless migrations from Keap to HubSpot for customers, and you can choose whether to do it yourself with our platform or hand the work over to our team.

You can read more about what's supported for these CRMs here: https://syncmatters.com/migrations/keap-to-hubspot