Migrate Hubspot to Salesforce With Pleasure in Summer 2019 [video tutorial inside]
The modern business world dictates new rules for the trading industry. Therefore, it makes marketers increase service standards and continuously improve their company. The CRM systems can help business owners to achieve this point. Also, the platforms have to be flexible, have enough the stretch to tailor to business needs, integrate with other software, and more. However, often the data transfer between solutions becomes a challenging task because of the discrepancy between the names of modules or other platform’s features. So, let's take a look at the five most common HubSpot to Salesforce integration issues and find ways to avoid them.
HubSpot to Salesforce Integration: 5 Common Issues to Solve
1. There are no Directions on What to Migrate HubSpot to Salesforce
This is a standard-issue that involves the unsuitable set of updated policies. As well, it can lead to incomplete data transfer between the platforms.
To fix this error, the user has to change the integration settings in HubSpot. There you have to choose when the HubSpot data update the related Salesforce field:
- Always. You will get the up-to-date data from either system to fill in that corresponding field in Salesforce.
- Only if blank in Salesforce. The data in the similar Salesforce field will stay untouched. Else (if the field is empty), it will be filled with HubSpot info.
- Never. I don't want to update Salesforce data with the HubSpot property. That is, the data will not transfer between these fields.
2. The Sync List Criteria are Not Right
This problem is that the contact(s) suddenly appears in the CRM's leads queue. Or else, the marketing-qualified team you want to send to trades isn't syncing.
Usually, it happens because of incorrect sync list criteria. That is, the contacts are sent to Salesforce erroneously. Otherwise, it can prevent syncing the important ones that should be sent.
The sync lists can be moderated on either sales lifecycle stage or lead score.
So, if you are faced with the issue syncing a contact or group of contacts, start to check the sync list criteria an make sure it is correct.
How to do it:
- Check out a workflow that updates the examined contact record (in case your sync list is administered by lifecycle stage).
- Check the custom lead score properties and find out why the discrepancy to make needed updates (if the sync list is controlled by lead score).
3. The Modules are Misaligned or are Not Supported in Any Platform
The transferred modules must have the same types and properties in both solutions to assure that the information migrates from HubSpot to Salesforce correctly. Simply put, a single-line text field can't be synced to a drop-down menu for the correct data integration.
As well, take a look comparison of how the types of fields are named in HubSpot and Salesforce:
HubSpotSalesforce- Single-Line Text
- Multi-Line Text
- Dropdown Select
- Radio Select
- Single Checkbox
- Date Picker - Text Area
- Text Area (Long)
- Picklist (Multi-Select)
- Multiple Checkboxes
- Picklist (Multi-Select)
So, when you create new properties on the platform, you should ensure that the chosen values are the same. Also, make sure that each module value can be represented in both solutions.
As an example, let's see a property-synced mapping:
As seen in this case, each value is represented in both platform's modules. That makes the correct mapping possible.
4. Default Properties Can't Match that HubSpot has a CRM
This issue arose since the HubSpot launched its CRM at INBOUND.
The HubSpot CRM has no such robust business-intelligence and in-depth reporting as Salesforce. Although, it has great UX and is ease of use for further sales reps. These features make many users run both platforms, yet with the synced data.
However, you should be aware of the possibility to get the duplicated data.
In case of starting creation a dashboard or filling in the wrong property, it is essential to intervene in such an incorrect integration. To that, we split info and break our process, fix the issues and remigrate data again.
So, if you want to overlay the HubSpot CRM to Salesforce without data duplication, feel free to provide it with Trujay Integration service.
5. Created in HubSpot lists with data cannot be migrated to salesforce
HubSpot provides its users with the possibility to create many different lists and segment the prospects and customers according to the various criteria. In another hand, the Salesforce allows you to create separate lists with attached reports.
It's essential to understand that when you migrate data (e. g., HubSpot to Salesforce and vice versa), the lists you created won't be migrated automatically. Simply put, while integrating data from one platform, the similar lists will not be created in another one. Therefore, you will have to create it there by yourself.
2 Ways to Provide CRM Data Integration
While data integration becomes a daunting yet inevitable task, it is necessary to choose own way for integration.
- Integrate data by yourself.
The Internet has a lot of info about HubSpot to Salesforce integration. So, you definitely can provide it by yourself. But, this decision may be time/ labor-consuming process.
- Provide automatic data import/integration.
This decision is suitable for your business to integrate data as quickly as possible.
Pros – the integration will be completed fast and efficient. Also, usually that process will not delay the business and can save you time. As well, the only drawback of its choice may be the data switch cost.
The Improved Way for HubSpot to Salesforce Integration
Trujay is SaaS that provides an automatic data import/integration between CRM platforms or from files to the chosen solution.
With the service user, you will be able to provide data integration with no time and effort wasted.
Trujay team can integrate your data quickly, smoothly and securely. As well, its advantage is the ability to dismiss most above-mentioned issues and data misalignment.
Besides, Trujay will able you to:
- Restart data migration Over (change preference and restart import over during specific period)
- Run Free Demo Migration (limited data import to your new CRM to check out how it looks)
- Run free estimation
- Map Modules and Users by Yourself (map the fields of your current and future CRMs by your business needs)
- Proper Data Relations (the service preserve the relations between the migrated data)
- Get Support of Custom Fields (ensure the swift and secure data import of any CRM modules)
- Receive During & Post integration Technical Support (experienced tech gurus are always here to help you)
- Integrate your data with no duplicate record
You can migrate HubSpot to Salesforce in a few clicks:
Step 1. Go to Wizard and start one-page sample migration right away. No registration required. Specify your existing CRM by providing the required credentials. Now, define your destination CRM and sign in. When all is done, launch free Sample migration. Don’t forget to provide your email before starting the sample; here is how you’ll receive your results.
Step 2. Check out your Sample migration results. If you are satisfied, choose a suitable insurance plan and launch full migration. In case you are not happy with Sample results, click on “Change fields mapping” and set up the custom mapping. Select users and items you’d like to migrate to your new CRM platform. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads, and notes together with the related activities such as calls and events. You can also click on the "Change fields mapping (optional)" button to open advanced mapping options. Keep in mind that you can change mapping and re-run Sample migration for free as many times as needed.
Else, feel free to connect to Trujay integration experts
Thus, with the help of Trujay service, your HubSpot to Salesforce integration will be an effortless step.
Testimonial from Trujay client
Trujay provided HubSpot to Salesforce migration for Matt Byrom. Check out his testimony.
There comes the time when the business owner is faced with the daunting yet necessary task. That is when you need to change the current CRM solution to another one.
In this article, we viewed issues while migrating data from HubSpot to Salesforce and ways to solve them. Hope, it was helpful for you.
In case you wish to learn more about those systems, check out HubSpot vs Salesforce comparison.
And right now you can try to migrate a part of your real data into the desired platform.
So, get on board and run a free Sample Migration.