CRM

Dara-London
Member

Help with Migrating Data From Insightly CRM to HubSpot

SOLVE

Hello, I am having difficulty migrating my data from Insightly CRM to HupSpot. Can someone kindly spare some time to help me over a call please? Thank you, Dara

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1 Accepted solution
noahmckeon
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Help with Migrating Data From Insightly CRM to HubSpot

SOLVE

Hello @Dara-London ! I believe my team had the pleasure of speaking to you earlier today about this migration. Irene advised you to run your Insightly portal through our Estimator tool to see how many objects and fields you have. Once we have a better idea of the data in the portal, we can work with you to apply filters and bring the cost down as necessary.

If you want to start there to see if we'll be a good fit, here is the link to access our Estimator tool for free.

 

If there is any other help I can provide, please feel free to reach out to me at noah@syncmatters.com.


Warmly,

Noah

SyncMatters | Noah McKeon

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2 Replies 2
noahmckeon
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Help with Migrating Data From Insightly CRM to HubSpot

SOLVE

Hello @Dara-London ! I believe my team had the pleasure of speaking to you earlier today about this migration. Irene advised you to run your Insightly portal through our Estimator tool to see how many objects and fields you have. Once we have a better idea of the data in the portal, we can work with you to apply filters and bring the cost down as necessary.

If you want to start there to see if we'll be a good fit, here is the link to access our Estimator tool for free.

 

If there is any other help I can provide, please feel free to reach out to me at noah@syncmatters.com.


Warmly,

Noah

SyncMatters | Noah McKeon
kennedyp
Community Manager
Community Manager

Help with Migrating Data From Insightly CRM to HubSpot

SOLVE

Hey @Dara-London! Have you checked out the Solutions Directory? You can find a list of partners there that can help you achieve something like this! 

 

Otherwise, maybe @noahmckeon, @johnelmer can lend a hand here. Hey y'all-- do either of you have a booking link or recommendation for Dara. We are looking for some help migrating from Insightly 

 

Best, 
Kennedy


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