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CRM Solutions AI

Switching to CRM Solutions

Bring your history with you.

Moving to a new CRM shouldn't mean starting from zero. Whether you're on HubSpot or on spreadsheets, your customers arrive with what you've already done together.

Talk to us about switching

From HubSpot: we move it for you.

  1. 1

    Talk to us

    Tell us what you have in HubSpot and when you’d like to switch.

  2. 2

    Connect your account

    You give us read access to your HubSpot account with a private access key. Nothing in HubSpot is changed.

  3. 3

    We copy everything

    Customers, companies, deals, tickets, calls, notes and email activity move in the background. HubSpot keeps working while we do it.

  4. 4

    You check it

    Look through your customers and their history before anything changes for your team.

  5. 5

    You switch

    Your team starts working in CRM Solutions on the day you choose.

What moves

  • Customers, with your custom properties
  • Deals
  • Support tickets and their conversations
  • Inbox conversations
  • Calls and notes
  • Form submissions and survey responses
  • Email campaigns and their opens, clicks and bounces

After the move we compare your records field by field, before anything changes for your team.

HubSpot doesn’t share the body of marketing emails through its API, so those email designs are rebuilt.

From spreadsheets: a few minutes.

Import customers yourself in a guided flow. Nothing is saved until you've seen exactly what will happen.

  1. 01Upload a spreadsheet (CSV or Excel)
  2. 02Match your columns — we suggest the matches for you
  3. 03Check a preview of how your customers will look
  4. 04Choose what happens when someone already exists
  5. 05Import, and undo within 24 hours if something’s wrong