About the Client
The client, a software technology company, needed to migrate their CRM from Salesforce to HubSpot while maintaining business continuity and data integrity. A key requirement was the secure migration of historical records and file attachments, along with automation of lead management and renewal workflows.
RT Dynamic delivered a seamless migration and CRM optimization project, enabling the client to transition smoothly while improving operational efficiency inside HubSpot.
Challenge
The migration presented several technical and operational complexities:
- Attachment Migration: Transferring Salesforce file attachments into HubSpot while preserving correct record associations
- Zero Data Loss Requirement: Ensuring a smooth transition without service disruption
- Manual Lead Handling: Lack of automated lead distribution in the new CRM
- Renewal Tracking Gaps: No structured workflow for renewal follow-ups
- Data Visibility Issues: Inconsistent field organization reduced reporting clarity
These limitations risked slowing sales operations and disrupting customer engagement during the transition.
Solution
RT Dynamic implemented a custom Salesforce–HubSpot migration and automation framework to modernize the client’s CRM operations.
Key Deliverables:
- Automated Attachment Migration: Developed a custom script to transfer Salesforce attachments and map them accurately to HubSpot records
- Renewal Deal Automation: Configured workflows to trigger notifications and follow-ups for contract renewals
- Round-Robin Lead Assignment: Automated fair lead distribution across sales representatives
- Custom Property Cards: Enhanced CRM data presentation for faster decision-making
- Lead Stages & Pipeline Configuration: Aligned HubSpot pipelines with the client’s sales lifecycle
This ensured both technical accuracy and improved usability for sales teams post-migration.
Impact
- 60% automation in lead distribution through round-robin workflows
- Automated renewal notifications for consistent follow-ups
- 75% improvement in data organization and visibility
- 80% reduction in manual effort during attachment migration
- Faster CRM adoption and operational continuity
Results
With RT Dynamic’s migration and customization:
- All CRM records and attachments were securely transferred
- Lead management became structured and automated
- Sales teams gained clearer pipeline visibility
- Renewal processing became predictable and timely
- Manual data handling was virtually eliminated
The client now operates on a fully automated, scalable HubSpot CRM environment that supports efficient sales operations and long-term growth.
Planning a CRM migration? Make it seamless.
From data migration to workflow automation, RT Dynamic ensures smooth transitions that improve performance instead of disrupting it.
