Migrating from HubSpot to a custom CRM: pre-migration sampling, data export gaps, integration cutover, and what breaks in week two. Practical guide.
1 article · 1 review
Migrating from HubSpot to a custom CRM: pre-migration sampling, data export gaps, integration cutover, and what breaks in week two. Practical guide.
Our sales team was copying leads from the website into HubSpot by hand and things were falling through the cracks. Iurii built a proper integration that pushes every form submission straight into the CRM with the right owner and tags, and set up webhooks so status changes flow back to us automatically. He handled the edge cases I hadn't even thought about — duplicate contacts, API rate limits, retries when HubSpot is briefly down. It just works, which is exactly what I wanted.
Ingrid Solberg 🇳🇴
Operations Manager
Services
Service: api integrations
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