A compliance software company needed to bring an acquired European business onto Salesforce.
Accounts, contacts and opportunities existed in both HubSpot and a legacy CRM with duplicates across them, and deal values, stages and account relationships had to reconcile to source before the team could trust the pipeline in Salesforce. Product support had to move from Jira to Service Cloud without losing open cases, and HubSpot history had to remain accessible after retirement.
ProSights built a migration and validation workflow that profiled HubSpot, a legacy CRM and Jira through read-only connectors, mapped and de-duplicated customer and support records, and loaded more than 42,000 accounts, contacts and leads into a Salesforce sandbox with source identifiers preserved.
Loaded into the Salesforce sandbox, including 3,053 parent-company links
Loaded for migration validation
Loaded in the first validation wave; a further 3,769 opportunities prepared for loading
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