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Client Information
HubSpot Services
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Hubspot Onboarding
Seamless setup and introduction to HubSpot for effective business use.
Service Hub Implementation
Implement HubSpot Service Hub for efficient customer support management.
Hubspot Integration
Integrate HubSpot with your existing systems for seamless workflows.
HubSpot for Bangladesh
HubSpot solutions tailored to the needs of Bangladeshi businesses.
Digital Services
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UI/UX Design
Design user-friendly and visually appealing websites that engage visitors.
Odoo ERP Implementation
Optimize workflows, boost efficiency, and enhance productivity with Odoo ERP.
Cornerstone:
Microsoft Dynamics 365 to HubSpot CRM Migration
Client
Cornerstone
Timeline
2.5+ months
HighLevel Subscription
GCP
Hubspot
Microsoft Dynamics 365
Task
Migrate vast CRM data from Microsoft Dynamics 365 to HubSpot, ensuring a seamless transition without data loss or workflow disruption.
Problem Statement
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Complex Data Migration
The CRM contained a wealth of information, with over 21,000 contacts and more than 12,000 companies, each with a variety of attributes. Careful mapping was essential when transferring deal pipelines and activities to ensure that everything remained structurally sound. -
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Maintaining Data Integrity
It was essential to maintain precise connections among contacts, companies, and deals. To achieve this, custom properties had to be established in HubSpot to ensure compatibility with Dynamics 365. -
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Handling Large Data Volumes
The migration involved handling large volumes of data for over 48 hours while ensuring no downtime occurred. Additionally, attachments stored in SharePoint needed to be reorganized prior to the migration. -
Complex Data Migration
The CRM contained a wealth of information, with over 21,000 contacts and more than 12,000 companies, each with a variety of attributes. Careful mapping was essential when transferring deal pipelines and activities to ensure that everything remained structurally sound. -
Maintaining Data Integrity
It was essential to maintain precise connections among contacts, companies, and deals. To achieve this, custom properties had to be established in HubSpot to ensure compatibility with Dynamics 365. -
Handling Large Data Volumes
The migration involved handling large volumes of data for over 48 hours while ensuring no downtime occurred. Additionally, attachments stored in SharePoint needed to be reorganized prior to the migration.
Our Solution
Secure & Authorized Data Extraction
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OAuth 2.0 Authentication Setup
To enable secure access, we registered an Azure App with OAuth 2.0 authentication, obtaining a Client ID, Client Secret, and Tenant ID.
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API Permissions & Admin Consent
Configured necessary API permissions under Microsoft Graph API and Dynamics 365 API, ensuring full access to CRM and SharePoint data.
JavaScript-Based Data Extraction
Developed JavaScript scripts to authenticate via OAuth 2.0, fetch data from Microsoft Dynamics 365, and handle pagination for large datasets.
Secure & Authorized Data Extraction
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Data Processing & Transformation
Data Cleaning & Structuring
Python scripts processed raw CRM data, ensuring consistency, accuracy, and proper formatting before migration.
Custom Property Mapping
Created custom properties in HubSpot to mirror Dynamics 365 fields, preserving data relationships.
Time Zone & Financial Adjustments
Converted deal closing dates from Bangladesh Standard Time (BDT) to Eastern Standard Time (EST) and normalized deal amounts for financial accuracy.
Data Processing & Transformation
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Seamless Data Migration & Associations
Bulk Contact & Company Migration
Transferred 21,307 contacts and 12,331 companies with their respective properties, ensuring no data loss.
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Deal & Activity Migration
Migrated 300+ deal properties, including tasks, emails, notes, and appointments, while maintaining original associations.
Automated Relationship Mapping
Node.js scripts linked contacts, companies, and deals correctly, maintaining the integrity of CRM workflows.
Seamless Data Migration & Associations
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Performance Optimization & Attachment Migration
Google Cloud VM for High-Volume Processing
Deployed migration scripts on a Google Cloud VM, allowing 48+ hours of continuous data processing without disruptions.
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Structured Attachment Migration
Reorganized SharePoint folders, extracted attachments, and uploaded them to HubSpot in a structured manner.
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Error Handling & Efficiency Improvements
Implemented retry mechanisms and validation checks to minimize errors and enhance migration performance.
Performance Optimization & Attachment Migration
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Results
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100% Data Accuracy & Integrity
We successfully migrated all CRM data, ensuring no loss or corruption occurred, while maintaining the correct relationships among contacts, deals, and companies.
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Improved CRM Usability
Enhanced HubSpot by implementing structured data, which streamlined usability and accessibility. Automation of various processes significantly minimized manual tasks and reduced the likelihood of errors.
Faster & More Efficient Migration
Successfully executed the migration with little to no downtime by leveraging cloud automation tools, while also decreasing processing times even when managing large-scale data transfers.
Related
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A custom HubSpot card using the Google Places API was developed to streamline address management. Users can enter an address or postal code, select from real-time suggestions, and automatically fill in all relevant address fields. This solution enhances data accuracy, reduces manual input errors, and improves operational efficiency.
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A financial services company specialising in personalised finance solutions was experiencing challenges with their data systems. Working in collaboration with a leading provider of HubSpot solutions, renowned for expertise in marketing automation, CRM integration, and tailored financial services, the focus was on optimising data systems for improved efficiency and client satisfaction.
Format Phone Number Using Our Hubspot App
Struggled with inconsistent phone number formats in HubSpot, impacting communication and workflows. Our DevOps team developed a custom HubSpot app to automate phone number formatting, validate inputs, and integrate seamlessly into workflows. This solution reduced manual effort, improved data accuracy, and enhanced communication efficiency. It also scales to support future growth and ensures smooth integration with marketing tools.
Custom HubSpot Card for Fetching and Filtering Line Items Linked to Deals
A custom HubSpot CRM card was developed to efficiently fetch and filter deal line items in real time. This white-label solution integrates seamlessly with HubSpot, enabling users to dynamically view, sort, and filter deal data. It enhances productivity by providing quick access to relevant information, reducing manual effort, and improving overall workflow efficiency.
Hubspot Custom Card to Render/Create/Upload Azure File Folder.
The project aimed to address challenges related to fragmented file management, manual processes, and limited HubSpot integration. Files and folders were previously stored externally, causing inefficiencies in accessing and organizing data. Manual steps in file management slowed productivity, and existing tools lacked direct integration between HubSpot and Azure. This led to the creation of a custom HubSpot card that seamlessly integrated Azure file storage, enabling efficient file uploading, folder creation, and real-time data synchronization, enhancing overall workflow efficiency.
Related
Case Studies
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Hubspot - Customized Chatbot For an Ecommerce Site Pinkcube
The enhanced chatbot to increase customer engagement rates and better satisfaction, helping PinkCube build stronger relationships with their eCommerce audience.
Marketing Hub
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Pinkcube
DevOps
Professional Service
Integration
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Hubspot Custom Card to Manage Contact and Company Address Using Google Place API
A custom HubSpot card using the Google Places API was developed to streamline address management. Users can enter an address or postal code, select from real-time suggestions, and automatically fill in all relevant address fields. This solution enhances data accuracy, reduces manual input errors, and improves operational efficiency.
HubSpot
DevOps
Professional Service
Integration
White Label
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Custom Integrations, React Module and Enhanced Data Synchronisation for Finance Solutions
A financial services company specialising in personalised finance solutions was experiencing challenges with their data systems. Working in collaboration with a leading provider of HubSpot solutions, renowned for expertise in marketing automation, CRM integration, and tailored financial services, the focus was on optimising data systems for improved efficiency and client satisfaction.
HubSpot
DevOps
B2C
Professional Service
Integration
-
Format Phone Number Using Our Hubspot App
Struggled with inconsistent phone number formats in HubSpot, impacting communication and workflows. Our DevOps team developed a custom HubSpot app to automate phone number formatting, validate inputs, and integrate seamlessly into workflows. This solution reduced manual effort, improved data accuracy, and enhanced communication efficiency. It also scales to support future growth and ensures smooth integration with marketing tools.
Marketing Hub
HubSpot
DevOps
B2C
White Label
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Custom HubSpot Card for Fetching and Filtering Line Items Linked to Deals
A custom HubSpot CRM card was developed to efficiently fetch and filter deal line items in real time. This white-label solution integrates seamlessly with HubSpot, enabling users to dynamically view, sort, and filter deal data. It enhances productivity by providing quick access to relevant information, reducing manual effort, and improving overall workflow efficiency.
Sales Hub
HubSpot
Operations Hub
DevOps
Professional Service
Integration
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Hubspot Custom Card to Render/Create/Upload Azure File Folder.
The project aimed to address challenges related to fragmented file management, manual processes, and limited HubSpot integration. Files and folders were previously stored externally, causing inefficiencies in accessing and organizing data. Manual steps in file management slowed productivity, and existing tools lacked direct integration between HubSpot and Azure. This led to the creation of a custom HubSpot card that seamlessly integrated Azure file storage, enabling efficient file uploading, folder creation, and real-time data synchronization, enhancing overall workflow efficiency.
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Azure