Migrating from Salesforce to Hubspot
2 weeks ago
We're working on migrating from Salesforce to Sales Hub Enterprise. We have the two tools synced right now. Albeit, not the cleanest. Our data in SF is subpar for sure. I wanted to go through my thought process having not done this before to see if anyone can poke holes in it.
We've already worked on determining what fields we need to keep from SF, and also the new pipeline stages.
1. Create any new properties in Hubspot and sync corresponding SF properties to these new properties.
2. Delete any properties we decided we no longer need
3. Sync all the data so we have the most recent SF data
4. Shut the sync off
5. Move deals into the correct new pipeline stages
At some point here I will make sure the Sales team cleans up the data on the accounts they are actively working. But to me, it doesn't seem overly complicated. Sync the properties we need then kill the sync and start working from Hubspot. Outside of the whole sales process and just getting one system of truth.
One other question I believe I have confirmed but when I kill the sync what happens to the pipeline and stages of existing deals? I'm assuming it will keep the pipeline and pipeline stages that were being syncing in from SF.
Any guidance or tips would be appreciated.