Data Migration to salesforce

[STyagi]

Hello,

We are going to create sync between salesforce and hubspot. Before that, first we need to migrate hubspot data to the salesforce as we already have data in Hubspot. 

1. Want to know what is the best way to migrate Lead/Contact, Account, and deals to the salesforce without creating duplicate records.

2. In hubspot, contacts are associated with multiple companies, and deals are associated with multiple contacts and companies. Is there any way we can map this relation in salesforce as well as currently we found to map only standard lookup fields.

[noahmckeon]

Migrating from HubSpot to Salesforce can be easily accomplished using MigrateMyCRM, a platform designed to migrate your data from one CRM to the other, without the use of files (although you can use files if you'd like to.) Our team also has lots of experience with the native HubSpot and Salesforce integration, and we've also built custom integrations between the systems when there's a need.

All native and custom objects are supported in MigrateMyCRM, including Notes, Calls, Emails, Tasks, and Meetings. Also, you can run the migration on your own, with a few hours of help from our team, or by handing it over to my team to handle for you.

You can learn more about the platform here: MigrateMyCRM.com

[STyagi]

Hey Kristen,

Thank you for your response!

Here;s how the everything works, but i am not sure how the sync will behave in the following cases. Any insight is highly appreciated.

First think to know is that we are using both Hubspot and Salesforce, and we are planning to keep it that way for next few months. The team want to be able to sync Contact, Company and Deals with Salesforce as some of the fields will sync data bi-directionally.

However, there are couple of challenges i am facing

1. The team will create a new contact everytime there is a new customer, the contact should sync with sf and create a new lead in salesforce, later Sales rep will convert the lead to Contact.

The team wants to sync lead status with contact in Salesforce and have that sync bi-directionally with Hubspot contact as well. As per my knowledge, the standard lead mapping for lead status does not map data with contact during conversion, so how do we sync Lead status field on contact with Hubspot?

2. We have a trigger running in Salesforce, that runs during lead conversion in Sf, the trigger basically looks for a matching contact with the same email and updates the existing contact with latest info from lead record. However, i am not sure if this is going to work, because my understanding is that both the existing contact and new lead will be available in Hubspot as seperate contacts, so technically if we do a merge in Salesforce, then what will happen to both contacts in Hubspot? does hubspot even allows duplicate with same email?

3.  We have quite a few deals in hubspot with standard Hubspot Pipeline and stage values. However, in Salesforce we created Record types for Pipeline, this created new pipeline values in Hubspot, so now in order for us to sync those existing opportunities we will have to update the Hubspot deal's Pipleline & Statge values and map them with Salesforce Record type and Opportunity stage values, is that correct?

How do we handle initial upload in this case, should i simply update the deals in hubspot using list views, something i belive will trigger the sync and create those deals in Salesforce automatically?

I would be greatful if you can help me with this.

Thanks

Saurabh

[kvlschaefer]

Hi @STyagi,

Thanks for reaching out!

I wanted to share this help article regarding duplicates in Salesforce, as well as this related thread and this thread regarding migrating from HubSpot and Salesforce migration.

I also wanted to invite our subject matter experts to this conversation.

Hey @noahmckeon, @Aakar, @MandyDROS, @LaurenRyan  - Do you have any insight on migrating data from HubSpot to Salesforce for @STyagi?

Thank you!

Best,

Kristen