About This Gig
We have built a software program that you can run as needed - this service allows us to copy the following from your HubSpot Portal (Source) into a new HubSpot Portal (Target): All of your Custom Fields and Pipelines are copies over.
We also pull in as many Workflows and Regular Forms as possible.
*If workflows or forms require graphics, files, or custom marketing lists/webpages etc. these will not copy on the first run. A 2nd run of the software is included in this service so you can "fill in the gaps, then run this again".
Migrate multiple portals into 1 portal.
Migrate 1 portal in multiple, separate portals.
Create a test environment to closely match your Live Environment using the HubSpot Development Portal.
Partners that specialize in a vertical market can streamline onboarding processes and reduce cost/improve profit/go live faster... We use this tool internally to spin up new versions of HubSpot for our vertical markets (HubSpot for CPA, HubSpot for Economic Development, HubSpot for Student Recruitment, etc.).
Checklist Of Deliverables
Our software allows us to copy the following from your HubSpot Portal (Source) into a new HubSpot Portal (Target)
1. All of your Custom Fields
2. All pipelines.
3. Workflows and Forms - "best attempt + 2nd run included free"
*workflows - we will copy as many workflows as possible (included at no extra charge) - workflows with "dependencies" may not be created on the first pass. A 2nd run of Mergespot is Free within 30 days.
If you have forms with graphics embedded, the graphics are not copied over, therefore the form won't copy.
If you have workflows that call for logic statements like...
- if a contact visits X landing page then....
- if a contact is on Marketing List X then...
These workflows will not copy since the landing page and marketing list do not exist. However, you can manually add these "dependencies" into the new portal(s) and then re-run MergeSpot again. HubSpot has some restrictions here so we are making our Best Attempt so it's best to approach this with the mindset that anything copied is a bonus.
Information needed from you to do this job
API keys for all HubSpot Portals.
We can also run a test before invoicing you so you can see your results before making a commitment.
MergeSpot eliminates time to manually re-build a HubSpot portal and reduces risk of human error.
Terms & Conditions
Pricing can be customized based on your use case.
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