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Guides on moving and connecting your systems
Practical notes on CRM migration, integrations and automation, written by the team that does the work.
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- Salesforce to HubSpot migration: a checklistTo migrate from Salesforce to HubSpot, audit and clean your Salesforce data, decide what moves, map objects and fields, and create matching HubSpot properties. Import in dependency order: companies, contacts, deals, then activities. Test on a sample, run a final delta import, rebuild workflows and integrations, then cut over.
- Zapier or a custom integration: how to chooseUse Zapier for simple, low-volume, one-way automations between apps it already supports. Choose a custom integration when you need complex logic, high volume, two-way sync, retries and monitoring, or a system with no connector. Many teams run both: Zapier for quick wins and custom code for business-critical flows.
Planning a migration or integration?
Book a free Systems Review. We'll look at what you need moved or connected, and if we're a fit, send a written scope and quote afterwards. If we're not, we'll say so.