Grabbing the Key Points of HubSpot CRM to Insightly Migration [How to]

Defining the Issue

Once some of your business processes go wrong and KPIs begin to drop, the thought about changing your HubSpot CRM to Insightly crosses your mind. One more problem here is how to evaluate a new CRM and then comes the next is how to migrate your data accurately.

Why Is Insightly Worth Your Attention?

Without a doubt, HubSpot CRM and Insightly have robust and weak points, and we aren’t going to reinvent the wheel. However, if you run a small or mid-sized business, the options offered by Insightly will ensure the flexible processes with a short learning curve.

In contrast to HubSpot CRM, you don’t have to buy any add-ons for running report dashboard or upgrade to HubSpot Sales Pro to get the access to prospects or sequence features to apply. The advantage of HubSpot CRM is a free plan, yet not all functionality are available, while Insightly offers a free program for 2 and subscription starts $12 user/mo (annually) or $15 user/mo (monthly) and has fewer limitations in functionality available.

Migrate HubSpot CRM to Insightly with Trujay

Automated web-based service Trujay ensures the quick and accurate data transfer without extra software, coding or copy/pasting. During HubSpot CRM to Insightly switch, your current platform will run full uptime, and you can get technical support. Plus, Trujay enables 2 expensive options: data mapping to route your records to the right place, and free Demo Migration to see how records and relations between them actually look like on your new CRM.

So you have prepared your data and team for the upcoming change (if not, check this out), and it’s time to get down to migration itself.

Step 1. Create your account at app.trujay.com.

Step 2. Provide your HubSpot CRM access credentials (login, password, and hub ID), and then, choose Insightly from a menu and enter your API Key.

Step 3. Select modes you want to switch and then map the data fields in your future CRM. Note that unmapped areas won’t be transferred. And set up your free Demo Migration.

Step 4. Once you’ve checked the data on the new CRM and everything are correct, start your full HubSpot CRM to Insightly migration.

That’s true, changing CRM is a complex and time-consuming process; thus, with Trujay, you can complete in a fast, secure, and accurate way. Besides, the price and duration of your HubSpot CRM to Insightly migration depend on the number of records in your database.