hubspot-migration-deep-dive

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Execute CRM data migration to HubSpot with batch imports and validation. Use when migrating from Salesforce/Pipedrive/spreadsheets to HubSpot, performing bulk data imports, or re-platforming to HubSpot CRM. Trigger with phrases like "migrate to hubspot", "hubspot data import", "salesforce to hubspot", "hubspot migration", "bulk import hubspot".

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# HubSpot Migration Deep Dive ## Overview Comprehensive guide for migrating CRM data into HubSpot, including data mapping, batch imports via API, validation, and rollback procedures. ## Prerequisites - Source CRM data exported (CSV or API access) - HubSpot account with required scopes - Custom properties created in HubSpot for non-default fields ## Instructions ### Step 1: Data Inventory and Mapping ```typescript // Map source CRM fields to HubSpot properties interface FieldMapping { sourceField: string; hubspotProperty: string; transform?: (value: string) => string; required: boolean; } const contactFieldMap: FieldMapping[] = [ { sourceField: 'Email', hubspotProperty: 'email', required: true }, { sourceField: 'First Name', hubspotProperty: 'firstname', required: false }, { sourceField: 'Last Name', hubspotProperty: 'lastname', required: false }, { sourceField: 'Phone', hubspotProperty: 'phone', required: false }, { sourceField: 'Company', hubspotProperty: 'company', required: false }, { sourceField: 'Lead Status', hubspotProperty: 'lifecyclestage', transform: (val) => { // Map source values to HubSpot lifecycle stages const map: Record<string, string> = { 'New': 'lead', 'Qualified': 'marketingqualifiedlead', 'Won': 'customer', }; return map[val] || 'lead'; }, required: false, }, ]; function mapRecord( source: Record<string, string>, fieldMap: FieldMapping[] ): Record<string...

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Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
7 months ago
Last Updated
today
Language
Python
License
MIT

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