Optimize your current database
Posted: Thu Jan 30, 2025 4:19 am
A database is only as valuable as the well-optimized information it contains. It is a mistake to believe that if we have years and years of disorganized information, migrating the CRM to HubSpot or any new tool will magically organize and clean it up. It is preferable to dedicate time and delay the process for a few weeks to unify and complete the information we have. Some of the points that must be reviewed in detail when validating the cleaning of a database are, among others:
Select and optimize the fields that will actually be needed in the new system.
Complete any missing and relevant information, such as email addresses and names.
Unify the format and nomenclature of drop-down field values.
Unify the format of date type fields.
Check that associations between objects (contacts, deals, and companies, for example) make sense and are correct.
Delete any obsolete information.
3. Prepare your HubSpot environment for migration
In HubSpot, the different fields that provide us with sweden telegram number database information about the objects we have in the CRM are called “properties.” Once we have decided on the data we are going to pass to HubSpot, our partner agency or ourselves, we will have to create the custom properties. Before we do this, we should also check that the fields we want are not already in HubSpot by default – for example, basic fields such as email or first and last name are already included in HubSpot and we should be careful not to duplicate them.
4. Map and associate your old CRM fields with HubSpot properties.
Select and optimize the fields that will actually be needed in the new system.
Complete any missing and relevant information, such as email addresses and names.
Unify the format and nomenclature of drop-down field values.
Unify the format of date type fields.
Check that associations between objects (contacts, deals, and companies, for example) make sense and are correct.
Delete any obsolete information.
3. Prepare your HubSpot environment for migration
In HubSpot, the different fields that provide us with sweden telegram number database information about the objects we have in the CRM are called “properties.” Once we have decided on the data we are going to pass to HubSpot, our partner agency or ourselves, we will have to create the custom properties. Before we do this, we should also check that the fields we want are not already in HubSpot by default – for example, basic fields such as email or first and last name are already included in HubSpot and we should be careful not to duplicate them.
4. Map and associate your old CRM fields with HubSpot properties.