HubSpot to Salesforce migration for Construction Company

arrow_outward https://nowbuildings.com.au

Transitional tool build in make to sync data between HubSpot and new Salesforce setup. Complex data models in Salesforce for shed building projects created on the fly from existing deals in HubSpot

MIgration of a HubSpot setup to Salesforce setup, one-way live sync of HubSpot data during the migration period.

Challenges

  • HubSpot still being used while the new Salesforce environment was configured and introduced into production
  • Complex data model tailored for construction projects

Goals

  • Live sync of data from HubSpot to Salesforce
  • Transformation of data stored in HubSpot to fit new data model in Salesforce

Results

  • make.com automations syncing data from HubSpot to Salesforce
  • full mapping of all data points ensuring nothing is lost and all information is normalized
  • frictionless transition to Salesforce meeting the deadlines of the client