Bitrix24 has launched a new migration tool designed to transfer CRM data from HubSpot. The application handles the migration of contacts, companies, deals, pipelines, and stages. If a user has multiple pipelines in HubSpot, each is mapped to a corresponding pipeline in Bitrix24, while inquiries are separated from sales processes.
The tool maps calls, emails, and meetings to CRM activities, while notes and tasks are converted into comments and portal tasks respectively. User accounts are matched based on email addresses. The migration process is managed through a step-by-step interface within the portal, allowing users to connect their HubSpot account, select data, and define duplicate search rules.
Users can perform a test migration with ten records of each type to verify the setup. The application automatically creates missing fields and stages, matching them by name. It supports updates to previously transferred records and can process over 10,000 records in a single migration session, making it suitable for large enterprises.
Security measures include the use of OAuth for connections, with access tokens stored in an encrypted format. The migration tool does not store client passwords, and data isolation is maintained between portals. Personal information is excluded from error logs, and the application is available via the Bitrix24 Marketplace.
