Need help with Mapping Issues from ACT! to HubSpot

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一般投稿者

In order to migrate my ACT! data to HubSpot, I'm mapping my ACT! field names to fields in HubSpot CRM.  I need help because I see no fields in HubSpot that are an obvious match for mapping.  Will you please give me your advice?

 

Re. Secondary Contacts.  Suppose I'm speaking with a prospect and I'm also working with her assistant.  In ACT!, I can list the assistant as a Secondary Contact in the Prospect/Contact's record.  Here's a sample of that.  I appreciate any help you can give me.

Secondary Contact.jpg

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名誉投稿者 | Solutions Partner
For that use case, in HubSpot you would have to create two separate contacts records and associate them to the same company record (it can be done automatically if contact's share the same email domain)

Using the Job title property would help to know the relation between contacts once you would look at the contact's panel (right column) from the company record. You could also use a third party module named orgcharthub to create a real org chart

https://orgcharthub.com/

More generally, you can always create custom properties to match fields that doesn't exist in HS. Before doing so, I would recommend to make sure that there is not a field for the same purpose in HubSpot since using built-in properties is always best.

https://knowledge.hubspot.com/contacts/manage-your-properties

Don't forget to mark my answer as a solution or to ask me anything if it didn't help you

Regards,

Louis Chaussé

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call
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名誉投稿者 | Solutions Partner
For that use case, in HubSpot you would have to create two separate contacts records and associate them to the same company record (it can be done automatically if contact's share the same email domain)

Using the Job title property would help to know the relation between contacts once you would look at the contact's panel (right column) from the company record. You could also use a third party module named orgcharthub to create a real org chart

https://orgcharthub.com/

More generally, you can always create custom properties to match fields that doesn't exist in HS. Before doing so, I would recommend to make sure that there is not a field for the same purpose in HubSpot since using built-in properties is always best.

https://knowledge.hubspot.com/contacts/manage-your-properties

Don't forget to mark my answer as a solution or to ask me anything if it didn't help you

Regards,

Louis Chaussé

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call
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一般投稿者

That is so helpful!  It gives me a blueprint to follow and I thank you Louis!

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名誉投稿者 | Solutions Partner

@LineDrive 

 

You are welcome!

Louis Chaussé

CEO

Auxilio

lchausse@auxilio.io
auxilio.io
Schedule a call
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