Tips, Tricks and Strategies for a Successful HubSpot Data Migration скачать в хорошем качестве

Tips, Tricks and Strategies for a Successful HubSpot Data Migration

📦 Uploading data into HubSpot is easy…so why is your spreadsheet such a mess? HubSpot makes importing data straightforward, but messy spreadsheets, inconsistent fields and bad legacy data are where things fall apart. If you skip cleanup and mapping, those problems don’t disappear—they just move into your CRM. This walkthrough shows how to prep your data properly so HubSpot starts clean and usable. 🚨Looking for the migration templates we mentioned in the video? ➡️ Download the Migration Mapping Matrix: https://resources.kiwicreative.net/hu... ➡️ Download the Multi-Object Import Matrix: https://resources.kiwicreative.net/hu... In this video, we’ll walk through how to prepare, clean and migrate your data into HubSpot the right way. You’ll learn how to: • Compare different data migration methods and when to use each • Identify what data should and should not move into HubSpot • Clean and normalize data before importing • Build import templates that align with HubSpot properties • Properly associate records across multiple HubSpot objects Getting data migration right from the start sets your entire CRM up for long-term success. 🔎 Bonus resources mentioned in the video: Import records and activities 👉 https://bit.ly/4fIA4UC Set up your import files 👉 https://bit.ly/3WQDsUT ⸻ 💬 Have Questions or Suggestions? Drop a comment below—we’d love to hear your thoughts and ideas for future videos. 👍 Enjoyed the Video? Don’t forget to like, share and subscribe for more HubSpot tutorials! 📺 About “Your HubSpot Helper” Your HubSpot Helper is a YouTube series created by the pros at Kiwi, a HubSpot Diamond Solutions Partner. Each episode breaks down a specific HubSpot feature in plain English (with a little snark) so you can skip the trial-and-error and get straight to what works. 🔥 Clean up your HOT MESS HubSpot portal Our HubSpot Action Plan will give you a step-by-step plan to finally tame your out-of-control HubSpot portal. The result? Better data, accurate reporting, improved engagement and more value from your subscription. 👉 Get started at hubspotactionplan.com