{ "$schema": "https://helpcompare.com/data/schema/migrations.schema.json", "dataset": "HelpCompare Migrations: what moves when you switch", "description": "Per-guide migration facts from HelpCompare migration guides: whether a direct importer exists, what data moves automatically, partly, by export file, must be rebuilt, or stays behind. Every fact quotes the guide it comes from. Coverage: the 20 CRM-to-CRM guides; more categories are added over time.", "license": "https://creativecommons.org/licenses/by/4.0/", "attribution": "HelpCompare - https://helpcompare.com/data/crm-switching/", "updated": "2026-10-05", "generated": "2026-10-05T19:26:15+00:00", "coverage": "CRM: 20 of the migration guides listed in /data/comparisons.json", "status_values": { "automatic": "Moves automatically", "partial": "Moves, with limits", "manual_export_import": "Export file, then import by hand", "rebuild": "Rebuilt by hand in the new tool", "not_migrated": "Does not come over" }, "notes": [ "evidence is a verbatim quote from the guide at url; guide_verified is the date the guide was checked against vendor sources.", "A data type a guide does not mention is absent from moves - absent means not stated, never \"moves fine\".", "native_importer.available: true = the guide names a direct importer or connector; false = the guide says the path is export/import files; null = only a paid service is described.", "No hours, costs or difficulty scores are included: the guides do not publish them, and we do not estimate them here." ], "record_count": 20, "records": [ { "slug": "attio-to-hubspot-migration", "url": "https://helpcompare.com/attio-to-hubspot-migration/", "from": "Attio", "from_slug": "attio", "to": "HubSpot", "to_slug": "hubspot", "guide_verified": "2026-09-27", "native_importer": { "available": false, "name": null, "evidence": "HubSpot has no Attio importer" }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "companies", "status": "manual_export_import", "detail": "Attio workspace export, then HubSpot CSV import", "evidence": "Use HubSpot’s import for companies, contacts, deals, tickets and custom objects." }, { "data": "contacts", "status": "manual_export_import", "detail": "People exported from Attio, imported via HubSpot CSV import", "evidence": "Import companies first, then contacts and deals" }, { "data": "deals", "status": "manual_export_import", "detail": "Imported via HubSpot CSV import after companies and contacts", "evidence": "Import companies first, then contacts and deals" }, { "data": "custom_objects", "status": "manual_export_import", "detail": "In Attio workspace export; objects without HubSpot equivalent need HubSpot custom objects", "evidence": "Attio objects with no HubSpot equivalent need HubSpot custom objects" }, { "data": "notes", "status": "manual_export_import", "detail": "Included in Attio workspace export", "evidence": "It covers lists, companies, people, custom objects, notes, tasks, comments and files." }, { "data": "tasks", "status": "manual_export_import", "detail": "Included in Attio workspace export", "evidence": "It covers lists, companies, people, custom objects, notes, tasks, comments and files." }, { "data": "files", "status": "manual_export_import", "detail": "Included in Attio workspace export", "evidence": "It covers lists, companies, people, custom objects, notes, tasks, comments and files." }, { "data": "emails", "status": "not_migrated", "detail": "Attio emails cannot be exported; inboxes start fresh in HubSpot", "evidence": "Attio says emails cannot be exported; meetings and call recordings need the Attio API." }, { "data": "activities", "status": "partial", "detail": "Meetings and call recordings not in workspace export; need the Attio API", "evidence": "meetings and call recordings need the Attio API" }, { "data": "other", "status": "not_migrated", "detail": "Enriched data cells export blank from views", "evidence": "Enriched data exports blank from views." }, { "data": "custom_fields", "status": "rebuild", "detail": "Create HubSpot properties for your Attio attributes", "evidence": "create the properties your Attio attributes need" }, { "data": "workflows", "status": "rebuild", "detail": "Rebuild workflows by hand in HubSpot", "evidence": "rebuild workflows and reports by hand" }, { "data": "reports_dashboards", "status": "rebuild", "detail": "Rebuild reports by hand in HubSpot", "evidence": "rebuild workflows and reports by hand" } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "gohighlevel-to-hubspot-migration", "url": "https://helpcompare.com/gohighlevel-to-hubspot-migration/", "from": "GoHighLevel", "from_slug": "gohighlevel", "to": "HubSpot", "to_slug": "hubspot", "guide_verified": "2026-09-16", "native_importer": { "available": false, "name": null, "evidence": "has no purpose-built GoHighLevel connector" }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "manual_export_import", "detail": "GHL CSV export, HubSpot CSV import", "evidence": "Import contacts, companies, and deals via CSV" }, { "data": "companies", "status": "manual_export_import", "detail": "GHL CSV export, HubSpot CSV import", "evidence": "Import contacts, companies, and deals via CSV" }, { "data": "deals", "status": "manual_export_import", "detail": "GHL opportunities exported as CSV, imported as HubSpot deals", "evidence": "Export contacts, opportunities, and companies as CSV from your GoHighLevel sub-account." }, { "data": "custom_fields", "status": "partial", "detail": "GHL custom fields must be remapped to HubSpot properties", "evidence": "Match GoHighLevel custom fields and pipeline stages to HubSpot’s contact, company, and deal properties." }, { "data": "pipelines", "status": "rebuild", "detail": "Pipeline-stage nuances rebuilt manually in HubSpot", "evidence": "pipeline-stage nuances all require manual rebuilding inside HubSpot" }, { "data": "workflows", "status": "rebuild", "detail": "GHL automations recreated as HubSpot workflows", "evidence": "workflow logic has to be manually rebuilt using HubSpot’s own automation builder" }, { "data": "landing_pages_sites", "status": "rebuild", "detail": "Funnel/landing pages rebuilt in Marketing Hub or CMS Hub", "evidence": "rebuild any funnel/landing pages using Marketing Hub or CMS Hub, since neither transfers automatically" }, { "data": "reports_dashboards", "status": "rebuild", "detail": "Reporting rebuilt in HubSpot", "evidence": "rebuilding workflows, pipelines, and reporting properly" }, { "data": "other", "status": "manual_export_import", "detail": "SMS opt-out/do-not-contact status only carried if put in a CSV column yourself", "evidence": "a CSV import won't carry that status unless you put it in a column yourself" } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": "Contact/deal import in days; rebuilding workflows, pipelines and reporting often several weeks for a mid-size team", "evidence": "Contact/deal import can happen in days; rebuilding workflows, pipelines, and reporting properly for a mid-size team often takes several weeks" }, "third_party_tools": [] }, { "slug": "gohighlevel-to-keap-migration", "url": "https://helpcompare.com/gohighlevel-to-keap-migration/", "from": "GoHighLevel", "from_slug": "gohighlevel", "to": "Keap", "to_slug": "keap", "guide_verified": "2026-09-16", "native_importer": { "available": false, "name": null, "evidence": "there’s no named GoHighLevel connector" }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "manual_export_import", "detail": "GHL CSV export, Keap contact CSV import", "evidence": "Use Keap’s native contact CSV importer to bring records in." }, { "data": "custom_fields", "status": "partial", "detail": "GHL custom fields remapped to Keap contact fields", "evidence": "Match GoHighLevel custom fields and pipeline stages to Keap’s contact fields and pipeline stages." }, { "data": "workflows", "status": "rebuild", "detail": "GHL workflows recreated as Keap campaigns", "evidence": "Recreate GoHighLevel workflows as Keap campaigns" }, { "data": "pipelines", "status": "rebuild", "detail": "Pipeline structures rebuilt as Keap pipeline stages", "evidence": "pipeline structures all have to be manually rebuilt as Keap campaigns and pipeline stages" }, { "data": "landing_pages_sites", "status": "rebuild", "detail": "Funnel pages rebuilt with Keap's simpler page tools", "evidence": "rebuild any funnel/landing pages using Keap’s simpler page tools, since neither transfers automatically" } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": "Contact import is quick; rebuilding campaigns and pipelines with Keap onboarding often takes several weeks", "evidence": "Contact import is quick; rebuilding campaigns and pipelines alongside Keap’s required onboarding process often takes several weeks end-to-end." }, "third_party_tools": [] }, { "slug": "hubspot-to-attio-migration", "url": "https://helpcompare.com/hubspot-to-attio-migration/", "from": "HubSpot", "from_slug": "hubspot", "to": "Attio", "to_slug": "attio", "guide_verified": "2026-09-27", "native_importer": { "available": true, "name": "Import2 (Migrate CRM)", "evidence": "open Workspace settings, click Migrate CRM and choose HubSpot CRM in Import2" }, "plan_required": { "text": "Paid Attio plan: Plus, Pro or Enterprise", "evidence": "Import2 needs a paid Attio plan (Plus, Pro or Enterprise) and a workspace admin." }, "moves": [ { "data": "companies", "status": "automatic", "detail": "Moved by Import2", "evidence": "Companies, people, deals, custom objects, notes, tasks and files." }, { "data": "contacts", "status": "automatic", "detail": "Moved by Import2", "evidence": "Companies, people, deals, custom objects, notes, tasks and files." }, { "data": "deals", "status": "automatic", "detail": "Moved by Import2", "evidence": "Companies, people, deals, custom objects, notes, tasks and files." }, { "data": "custom_objects", "status": "automatic", "detail": "Moved by Import2", "evidence": "Custom objects move across" }, { "data": "notes", "status": "automatic", "detail": "Moved by Import2", "evidence": "Companies, people, deals, custom objects, notes, tasks and files." }, { "data": "tasks", "status": "automatic", "detail": "Moved by Import2", "evidence": "Companies, people, deals, custom objects, notes, tasks and files." }, { "data": "files", "status": "automatic", "detail": "Moved by Import2", "evidence": "Companies, people, deals, custom objects, notes, tasks and files." }, { "data": "activities", "status": "not_migrated", "detail": "Call recordings are not brought over", "evidence": "Import2 does not bring call recordings." }, { "data": "custom_fields", "status": "partial", "detail": "No HubSpot-specific field mapping listed; check yourself", "evidence": "Attio’s help page lists no HubSpot-specific field mapping" }, { "data": "other", "status": "manual_export_import", "detail": "Anything missing filled in via Attio CSV import from HubSpot export", "evidence": "Import anything missing from your HubSpot export with Attio’s CSV import" }, { "data": "workflows", "status": "rebuild", "detail": "Workflows/automations recreated by hand in Attio", "evidence": "plan to rebuild automations and dashboards by hand" }, { "data": "reports_dashboards", "status": "rebuild", "detail": "Dashboards rebuilt by hand", "evidence": "plan to rebuild automations and dashboards by hand" }, { "data": "integrations", "status": "rebuild", "detail": "Email connections and integrations recreated in Attio", "evidence": "Recreate workflows, email connections and integrations in Attio" } ], "side_by_side": { "possible": true, "evidence": "Keep HubSpot running until you have checked the imported records." }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "hubspot-to-gohighlevel-migration", "url": "https://helpcompare.com/hubspot-to-gohighlevel-migration/", "from": "HubSpot", "from_slug": "hubspot", "to": "GoHighLevel", "to_slug": "gohighlevel", "guide_verified": "2026-09-16", "native_importer": { "available": true, "name": "HubSpot Importer", "evidence": "GoHighLevel has a built-in HubSpot Importer for contacts, companies, deals, pipelines, custom fields, notes, emails, tasks and attachments." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "automatic", "detail": "Moved by HubSpot Importer", "evidence": "GoHighLevel has a built-in HubSpot Importer for contacts, companies, deals, pipelines, custom fields, notes, emails, tasks and attachments." }, { "data": "companies", "status": "automatic", "detail": "Moved by HubSpot Importer", "evidence": "GoHighLevel has a built-in HubSpot Importer for contacts, companies, deals, pipelines, custom fields, notes, emails, tasks and attachments." }, { "data": "deals", "status": "automatic", "detail": "Deals imported as GHL opportunities", "evidence": "moves contacts, companies, opportunities (from deals), pipelines and stages" }, { "data": "pipelines", "status": "automatic", "detail": "Pipelines and stages imported", "evidence": "moves contacts, companies, opportunities (from deals), pipelines and stages" }, { "data": "custom_fields", "status": "partial", "detail": "Imported, but calculated fields become plain single-line text", "evidence": "Calculated fields get converted to plain single-line text" }, { "data": "notes", "status": "automatic", "detail": "Moved by HubSpot Importer", "evidence": "custom fields, notes, emails, tasks, and file attachments directly" }, { "data": "emails", "status": "automatic", "detail": "Moved by HubSpot Importer", "evidence": "custom fields, notes, emails, tasks, and file attachments directly" }, { "data": "tasks", "status": "partial", "detail": "Tasks import, but recurring tasks are skipped", "evidence": "converts calculated fields to plain text, and skips recurring tasks" }, { "data": "files", "status": "automatic", "detail": "File attachments imported", "evidence": "custom fields, notes, emails, tasks, and file attachments directly" }, { "data": "workflows", "status": "rebuild", "detail": "Workflows not migrated; rebuilt manually as GHL workflows", "evidence": "the importer explicitly does not migrate workflows or automations; those need to be manually rebuilt as GoHighLevel workflows" }, { "data": "landing_pages_sites", "status": "rebuild", "detail": "HubSpot CMS landing pages recreated as GHL funnel pages", "evidence": "Recreate any HubSpot CMS Hub landing pages as GoHighLevel funnel pages, since page designs don’t transfer." } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": "Core data import can run in hours; rebuilding workflows and landing pages adds one to two weeks", "evidence": "The core data import itself can run in hours thanks to the native importer; rebuilding workflows and landing pages afterward typically adds another one to two weeks." }, "third_party_tools": [] }, { "slug": "hubspot-to-keap-migration", "url": "https://helpcompare.com/hubspot-to-keap-migration/", "from": "HubSpot", "from_slug": "hubspot", "to": "Keap", "to_slug": "keap", "guide_verified": "2026-09-23", "native_importer": { "available": null, "name": "Keap implementation package (import and migration services, paid)", "evidence": "Keap's implementation packages include import and migration services for a fee" }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "manual_export_import", "detail": "Contacts exported as CSV; only contact data moves via export/import or a migration service", "evidence": "only contact data moves via export/import or a migration service" }, { "data": "other", "status": "manual_export_import", "detail": "Tags and segments exported as CSV", "evidence": "Export contacts, tags and segments as CSV from the old tool." }, { "data": "sequences", "status": "rebuild", "detail": "Email sequences recreated by hand", "evidence": "Recreate email sequences, triggers and automation rules by hand" }, { "data": "workflows", "status": "rebuild", "detail": "Automation logic, workflows and segmentation rules rebuilt by hand", "evidence": "Automation logic, workflows and segmentation rules are specific to each platform’s builder and are rebuilt by hand" }, { "data": "integrations", "status": "rebuild", "detail": "Website forms, store, payment processor or CRM sync reconnected", "evidence": "Reconnect your website forms, e-commerce store, payment processor or CRM sync to the new tool." } ], "side_by_side": { "possible": true, "evidence": "Keep HubSpot until a real send has landed well." }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "hubspot-to-pipedrive-migration", "url": "https://helpcompare.com/hubspot-to-pipedrive-migration/", "from": "HubSpot", "from_slug": "hubspot", "to": "Pipedrive", "to_slug": "pipedrive", "guide_verified": "2026-09-16", "native_importer": { "available": false, "name": null, "evidence": "Pipedrive’s own migration guide describes this as a manual CSV process, not a native connector." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "companies", "status": "manual_export_import", "detail": "HubSpot CSV export, Pipedrive CSV import", "evidence": "Use Pipedrive’s native import tool for organizations, persons, deals, and activities" }, { "data": "contacts", "status": "manual_export_import", "detail": "HubSpot CSV export, Pipedrive CSV import", "evidence": "Use Pipedrive’s native import tool for organizations, persons, deals, and activities" }, { "data": "deals", "status": "manual_export_import", "detail": "HubSpot CSV export, Pipedrive CSV import", "evidence": "Use Pipedrive’s native import tool for organizations, persons, deals, and activities" }, { "data": "activities", "status": "manual_export_import", "detail": "HubSpot CSV export, Pipedrive CSV import", "evidence": "Use Pipedrive’s native import tool for organizations, persons, deals, and activities" }, { "data": "custom_fields", "status": "partial", "detail": "HubSpot properties remapped to Pipedrive fields", "evidence": "Match HubSpot properties to Pipedrive’s persons, organizations, and deal fields." }, { "data": "pipelines", "status": "rebuild", "detail": "Pipeline stages configured/rebuilt in Pipedrive", "evidence": "rebuilding pipeline stages and automation" }, { "data": "workflows", "status": "rebuild", "detail": "HubSpot workflows rebuilt with Pipedrive workflow automation", "evidence": "they need to be manually rebuilt using Pipedrive’s own workflow automation feature" }, { "data": "emails", "status": "not_migrated", "detail": "Marketing email history stays behind", "evidence": "HubSpot's marketing email history, workflows and custom reports stay behind" }, { "data": "reports_dashboards", "status": "not_migrated", "detail": "Custom reports stay behind", "evidence": "HubSpot's marketing email history, workflows and custom reports stay behind" }, { "data": "campaigns", "status": "not_migrated", "detail": "Marketing campaigns don't transfer", "evidence": "They don’t transfer. Pipedrive isn’t a marketing platform" }, { "data": "other", "status": "manual_export_import", "detail": "Export unsubscribes, bounces, engagement history; load suppressions into new email tool", "evidence": "Export unsubscribes, bounces and engagement history from HubSpot before the paid term ends" } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": "CSV export/import in a day or two; rebuilding pipeline stages and automation adds a few days to a week", "evidence": "CSV export/import can happen in a day or two; rebuilding pipeline stages and automation typically adds another few days to a week" }, "third_party_tools": [] }, { "slug": "hubspot-to-salesforce-migration", "url": "https://helpcompare.com/hubspot-to-salesforce-migration/", "from": "HubSpot", "from_slug": "hubspot", "to": "Salesforce", "to_slug": "salesforce", "guide_verified": "2026-09-13", "native_importer": { "available": false, "name": null, "evidence": "Salesforce has no one-click HubSpot importer" }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "manual_export_import", "detail": "CSV export, imported as Salesforce Leads/Contacts", "evidence": "Contacts, companies and deals land as Leads, Contacts, Accounts and Opportunities" }, { "data": "leads", "status": "manual_export_import", "detail": "HubSpot contacts can land as Salesforce Leads", "evidence": "Contacts, companies and deals land as Leads, Contacts, Accounts and Opportunities" }, { "data": "companies", "status": "manual_export_import", "detail": "CSV export, imported as Salesforce Accounts", "evidence": "Contacts, companies and deals land as Leads, Contacts, Accounts and Opportunities" }, { "data": "deals", "status": "manual_export_import", "detail": "CSV export, imported as Salesforce Opportunities", "evidence": "Contacts, companies and deals land as Leads, Contacts, Accounts and Opportunities" }, { "data": "custom_fields", "status": "partial", "detail": "Custom properties must be remapped; don't transfer automatically", "evidence": "remapping custom properties; neither transfers automatically" }, { "data": "workflows", "status": "rebuild", "detail": "Workflows recreated in Salesforce Flow", "evidence": "HubSpot workflows and sequences don’t transfer, so recreate the equivalent logic in Salesforce Flow." }, { "data": "sequences", "status": "rebuild", "detail": "Sequences recreated in Salesforce Flow", "evidence": "HubSpot workflows and sequences don’t transfer, so recreate the equivalent logic in Salesforce Flow." }, { "data": "integrations", "status": "rebuild", "detail": "Marketing, support and billing tools re-pointed at Salesforce", "evidence": "Re-point your marketing, support, and billing tools at Salesforce instead of HubSpot." } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "hubspot-to-zoho-crm-migration", "url": "https://helpcompare.com/hubspot-to-zoho-crm-migration/", "from": "HubSpot", "from_slug": "hubspot", "to": "Zoho CRM", "to_slug": "zoho-crm", "guide_verified": "2026-09-17", "native_importer": { "available": true, "name": "API-based HubSpot migration (Zoho CRM data migration)", "evidence": "Zoho maintains an API-based HubSpot migration, so the core move does not need a third-party tool." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "automatic", "detail": "Moved by Zoho API migration", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "companies", "status": "automatic", "detail": "Moved by Zoho API migration", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "deals", "status": "automatic", "detail": "Moved by Zoho API migration, incl. deal line items", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "tasks", "status": "automatic", "detail": "Moved by Zoho API migration", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "activities", "status": "automatic", "detail": "Meetings and calls moved", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "notes", "status": "automatic", "detail": "Moved by Zoho API migration", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "users_permissions", "status": "automatic", "detail": "Owners moved", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "products", "status": "automatic", "detail": "Moved by Zoho API migration", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "other", "status": "automatic", "detail": "Quotes and quoted items moved", "evidence": "Contacts, companies, deals, tasks, meetings, calls, notes, owners, products, quotes, quoted items, deal line items and tags." }, { "data": "other", "status": "partial", "detail": "Tags move but only first 10 per record, each capped at 25 characters", "evidence": "Records with more than 10 tags keep only the first 10, and each tag is limited to 25 characters." }, { "data": "custom_objects", "status": "not_migrated", "detail": "Custom modules not supported in API migration", "evidence": "Custom modules are not supported in the API migration, so export and import them another way." }, { "data": "custom_objects", "status": "manual_export_import", "detail": "Custom modules must be exported and imported another way", "evidence": "Custom modules are not supported in the API migration, so export and import them another way." } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "keap-to-gohighlevel-migration", "url": "https://helpcompare.com/keap-to-gohighlevel-migration/", "from": "Keap", "from_slug": "keap", "to": "GoHighLevel", "to_slug": "gohighlevel", "guide_verified": "2026-09-16", "native_importer": { "available": false, "name": null, "evidence": "GoHighLevel has no named Keap importer" }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "manual_export_import", "detail": "Keap CSV export, GHL CSV import", "evidence": "Use GoHighLevel’s native CSV importer for contacts and opportunities." }, { "data": "deals", "status": "manual_export_import", "detail": "Available pipeline/deal data exported, imported as GHL opportunities", "evidence": "Export contacts and available pipeline/deal data from Keap as CSV." }, { "data": "custom_fields", "status": "partial", "detail": "Keap custom fields and tags remapped to GHL contact fields and pipeline stages", "evidence": "Match Keap custom fields and tags to GoHighLevel’s contact fields and pipeline stages." }, { "data": "campaigns", "status": "rebuild", "detail": "Keap campaigns recreated as GHL workflows", "evidence": "campaign automation logic must be manually recreated as GoHighLevel workflows" }, { "data": "other", "status": "rebuild", "detail": "Quote/invoice processes rebuilt with GHL payment/product tools", "evidence": "quoting and invoicing workflows need to be rebuilt using GoHighLevel’s own payment/product tools" }, { "data": "other", "status": "not_migrated", "detail": "Keap quotes and invoices don't transfer", "evidence": "Keap's campaigns, quotes and invoices don't transfer" }, { "data": "landing_pages_sites", "status": "rebuild", "detail": "Landing pages rebuilt in GHL", "evidence": "rebuild any quote/invoice processes and landing pages, since none of that logic transfers" } ], "side_by_side": { "possible": true, "evidence": "Run Keap alongside GoHighLevel until every open quote is accepted or expired and every invoice is paid" }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "keap-to-hubspot-migration", "url": "https://helpcompare.com/keap-to-hubspot-migration/", "from": "Keap", "from_slug": "keap", "to": "HubSpot", "to_slug": "hubspot", "guide_verified": "2026-09-23", "native_importer": { "available": false, "name": null, "evidence": "Not through a dedicated tool; export contacts and deals as CSV and map fields manually." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "manual_export_import", "detail": "Export contacts as CSV from Keap and import into HubSpot, mapping fields by hand", "evidence": "Not through a dedicated tool; export contacts and deals as CSV and map fields manually." }, { "data": "deals", "status": "manual_export_import", "detail": "Deals move by CSV with fields mapped by hand", "evidence": "there's no dedicated Keap importer, so contacts and deals move by CSV and fields are mapped by hand" }, { "data": "other", "status": "partial", "detail": "Tags/segments export with contacts; each Keap tag must be mapped to a HubSpot property or list", "evidence": "Map each Keap tag to a HubSpot property or list before importing, since a tag with no destination is segmentation you lose." }, { "data": "workflows", "status": "rebuild", "detail": "Automation logic and workflows are rebuilt by hand in HubSpot's workflow builder", "evidence": "Automation logic, workflows and segmentation rules are specific to each platform’s builder and are rebuilt by hand in the new tool" }, { "data": "sequences", "status": "rebuild", "detail": "Email sequences, triggers and automation rules are recreated by hand", "evidence": "Recreate email sequences, triggers and automation rules by hand — these do not transfer automatically." }, { "data": "integrations", "status": "rebuild", "detail": "Website forms, e-commerce store, payment processor and CRM sync must be reconnected", "evidence": "Reconnect your website forms, e-commerce store, payment processor or CRM sync to the new tool." }, { "data": "other", "status": "not_migrated", "detail": "Saved card details for payment plans/recurring charges generally can't be exported", "evidence": "saved card details generally can't be exported to a new system" } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "pipedrive-to-hubspot-migration", "url": "https://helpcompare.com/pipedrive-to-hubspot-migration/", "from": "Pipedrive", "from_slug": "pipedrive", "to": "HubSpot", "to_slug": "hubspot", "guide_verified": "2026-09-16", "native_importer": { "available": false, "name": null, "evidence": "No, both Pipedrive’s and HubSpot’s own documentation describe this as a manual CSV export/import process." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "companies", "status": "manual_export_import", "detail": "Organizations exported as CSV and imported with HubSpot's CRM import tool", "evidence": "Use HubSpot’s native CRM import tool for organizations, persons, and deals" }, { "data": "contacts", "status": "manual_export_import", "detail": "Persons exported as CSV and imported with HubSpot's CRM import tool", "evidence": "Export organizations, persons (contacts), deals, activities, and notes from Pipedrive as CSV." }, { "data": "deals", "status": "manual_export_import", "detail": "Deals exported as CSV and imported with HubSpot's CRM import tool", "evidence": "Use HubSpot’s native CRM import tool for organizations, persons, and deals" }, { "data": "activities", "status": "manual_export_import", "detail": "Activities are exported from Pipedrive as CSV", "evidence": "Export organizations, persons (contacts), deals, activities, and notes from Pipedrive as CSV." }, { "data": "notes", "status": "manual_export_import", "detail": "Notes are exported from Pipedrive as CSV", "evidence": "Export organizations, persons (contacts), deals, activities, and notes from Pipedrive as CSV." }, { "data": "custom_fields", "status": "partial", "detail": "Custom fields and labels must be remapped to HubSpot contact, company and deal properties", "evidence": "Match Pipedrive’s custom fields, labels, and pipeline stages to HubSpot’s contact, company, and deal properties." }, { "data": "pipelines", "status": "rebuild", "detail": "Pipelines and stages are set up in HubSpot to match Pipedrive's stages", "evidence": "Create and configure your HubSpot portal, including pipelines and custom properties matching Pipedrive’s stages." }, { "data": "workflows", "status": "rebuild", "detail": "Pipedrive automation rules must be manually rebuilt as HubSpot workflows", "evidence": "No, they need to be manually rebuilt as HubSpot workflows." }, { "data": "other", "status": "not_migrated", "detail": "Activity-based follow-up logic does not transfer automatically", "evidence": "neither Pipedrive’s automation rules nor its activity-based follow-up logic transfer automatically into HubSpot workflows" } ], "side_by_side": { "possible": null, "evidence": null }, "duration_note": { "text": "CSV export/import in a day or two; rebuilding automations and validating pipeline stages another one to two weeks", "evidence": "CSV export/import can happen in a day or two; rebuilding automations and validating pipeline stages typically takes another one to two weeks." }, "third_party_tools": [] }, { "slug": "pipedrive-to-salesforce-migration", "url": "https://helpcompare.com/pipedrive-to-salesforce-migration/", "from": "Pipedrive", "from_slug": "pipedrive", "to": "Salesforce", "to_slug": "salesforce", "guide_verified": "2026-09-23", "native_importer": { "available": false, "name": null, "evidence": "No confirmed native connector exists; export as CSV and use Salesforce’s standard Data Import Wizard." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "manual_export_import", "detail": "Exported as CSV and loaded through Salesforce's Data Import Wizard", "evidence": "use the standard Data Import Wizard to bring in your CSV-exported contacts and deals" }, { "data": "deals", "status": "manual_export_import", "detail": "Exported as CSV and loaded through Salesforce's Data Import Wizard", "evidence": "use the standard Data Import Wizard to bring in your CSV-exported contacts and deals" }, { "data": "activities", "status": "manual_export_import", "detail": "Standard activities map over via the CSV import", "evidence": "Standard contacts, deals and activities map over, but custom fields, automations and permission structures get rebuilt by hand" }, { "data": "custom_fields", "status": "rebuild", "detail": "Custom fields are rebuilt by hand", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "pipelines", "status": "rebuild", "detail": "Deal stages the import did not carry over are recreated", "evidence": "Recreate any custom fields, deal stages and automation rules the import did not carry over." }, { "data": "workflows", "status": "rebuild", "detail": "Automations are rebuilt by hand", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "users_permissions", "status": "rebuild", "detail": "Roles, profiles, permission sets and record ownership set up anew", "evidence": "set up user roles, profiles and permission sets" } ], "side_by_side": { "possible": true, "evidence": "Keep both tools live until a deal has moved through the new CRM start to finish, then cancel the old plan." }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "pipedrive-to-zoho-crm-migration", "url": "https://helpcompare.com/pipedrive-to-zoho-crm-migration/", "from": "Pipedrive", "from_slug": "pipedrive", "to": "Zoho CRM", "to_slug": "zoho-crm", "guide_verified": "2026-09-23", "native_importer": { "available": true, "name": "Zoho’s documented migration path", "evidence": "Yes, standard objects, through Zoho’s documented migration path." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "automatic", "detail": "Standard object, maps through Zoho's migration tool", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "deals", "status": "automatic", "detail": "Standard object, maps through Zoho's migration tool", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "activities", "status": "automatic", "detail": "Standard object, maps through Zoho's migration tool", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "custom_fields", "status": "rebuild", "detail": "Custom fields are rebuilt by hand", "evidence": "custom fields and add-on data such as LeadBooster or Web Visitors get rebuilt by hand" }, { "data": "other", "status": "rebuild", "detail": "Add-on data such as LeadBooster or Web Visitors is rebuilt by hand", "evidence": "custom fields and add-on data such as LeadBooster or Web Visitors get rebuilt by hand" }, { "data": "pipelines", "status": "rebuild", "detail": "Deal stages the import did not carry over are recreated", "evidence": "Recreate any custom fields, deal stages and automation rules the import did not carry over." }, { "data": "workflows", "status": "rebuild", "detail": "Automations are rebuilt by hand", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "users_permissions", "status": "rebuild", "detail": "Permission structures, roles and record ownership are set up again", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" } ], "side_by_side": { "possible": true, "evidence": "Keep both tools live until a deal has moved through the new CRM start to finish, then cancel the old plan." }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "salesforce-to-hubspot-migration", "url": "https://helpcompare.com/salesforce-to-hubspot-migration/", "from": "Salesforce", "from_slug": "salesforce", "to": "HubSpot", "to_slug": "hubspot", "guide_verified": "2026-09-13", "native_importer": { "available": true, "name": "Salesforce integration “Objects from an app → Salesforce records” importer", "evidence": "HubSpot’s built-in Salesforce integration includes an “Objects from an app → Salesforce records” importer" }, "plan_required": { "text": "HubSpot Professional or Enterprise on the relevant Hub (not the free tier)", "evidence": "The Salesforce integration and its object importer require a Professional or Enterprise subscription on the relevant HubSpot Hub" }, "moves": [ { "data": "leads", "status": "partial", "detail": "Only the email address syncs on first pass; other fields need an inclusion list", "evidence": "For leads and contacts, only the email address syncs on the first import; every other field needs an inclusion list configured before it backfills." }, { "data": "contacts", "status": "partial", "detail": "Only the email address syncs on first pass; other fields need an inclusion list", "evidence": "For leads and contacts, only the email address syncs on the first import; every other field needs an inclusion list configured before it backfills." }, { "data": "companies", "status": "automatic", "detail": "Accounts can be pulled in with the Salesforce records importer", "evidence": "Select which Salesforce object to pull in: leads, contacts, accounts, opportunities, cases, campaigns, tasks, events" }, { "data": "deals", "status": "automatic", "detail": "Opportunities can be pulled in with the Salesforce records importer", "evidence": "Select which Salesforce object to pull in: leads, contacts, accounts, opportunities, cases, campaigns, tasks, events" }, { "data": "tickets", "status": "automatic", "detail": "Cases can be pulled in with the Salesforce records importer", "evidence": "Select which Salesforce object to pull in: leads, contacts, accounts, opportunities, cases, campaigns, tasks, events" }, { "data": "tasks", "status": "automatic", "detail": "Tasks can be pulled in with the Salesforce records importer", "evidence": "Select which Salesforce object to pull in: leads, contacts, accounts, opportunities, cases, campaigns, tasks, events" }, { "data": "campaigns", "status": "partial", "detail": "Only campaigns marked Active in Salesforce are offered for import", "evidence": "Campaigns must be marked Active in Salesforce or they won’t be offered for import." }, { "data": "custom_objects", "status": "automatic", "detail": "Custom objects can be imported through the same importer", "evidence": "effectively serves as the migration path for both standard and custom objects" }, { "data": "activities", "status": "manual_export_import", "detail": "No bulk import of historical activity logs; needs a migration tool or CSV pass", "evidence": "There’s also no bulk import of historical activity logs or email history through this connector; that typically needs a dedicated one-time data-migration tool or a CSV export/import pass." }, { "data": "emails", "status": "manual_export_import", "detail": "No bulk import of email history; needs a migration tool or CSV pass", "evidence": "There’s also no bulk import of historical activity logs or email history through this connector; that typically needs a dedicated one-time data-migration tool or a CSV export/import pass." }, { "data": "workflows", "status": "rebuild", "detail": "Validation rules, approval processes and Apex triggers rebuilt as HubSpot workflows/property rules", "evidence": "each has to be rebuilt as a HubSpot workflow or property rule by hand" } ], "side_by_side": { "possible": true, "evidence": "Yes, because the import runs through the same integration used for ongoing two-way sync, many teams keep both systems connected during a transition period" }, "duration_note": { "text": "Large imports may take several hours, paced against Salesforce API limits", "evidence": "HubSpot’s own documentation notes that large imports “may take several hours,” since the tool paces requests to stay within your Salesforce org’s API call limits." }, "third_party_tools": [] }, { "slug": "salesforce-to-pipedrive-migration", "url": "https://helpcompare.com/salesforce-to-pipedrive-migration/", "from": "Salesforce", "from_slug": "salesforce", "to": "Pipedrive", "to_slug": "pipedrive", "guide_verified": "2026-09-23", "native_importer": { "available": true, "name": "Import2", "evidence": "Yes — its Import2 tool connects directly to Salesforce and auto-maps standard objects, free for up to 1 million records." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "automatic", "detail": "Standard object, auto-mapped by Import2", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "deals", "status": "automatic", "detail": "Standard object, auto-mapped by Import2", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "activities", "status": "automatic", "detail": "Standard object, auto-mapped by Import2", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "custom_fields", "status": "rebuild", "detail": "Custom fields are rebuilt by hand", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "custom_objects", "status": "not_migrated", "detail": "Custom objects have no Pipedrive equivalent", "evidence": "Salesforce’s AppExchange apps, custom objects and Agentforce AI tooling have no Pipedrive equivalent" }, { "data": "integrations", "status": "not_migrated", "detail": "AppExchange apps have no Pipedrive equivalent", "evidence": "Salesforce’s AppExchange apps, custom objects and Agentforce AI tooling have no Pipedrive equivalent" }, { "data": "pipelines", "status": "rebuild", "detail": "Pipeline stages are set up again in Pipedrive", "evidence": "Set up Pipedrive’s visual pipeline to match your sales process" }, { "data": "workflows", "status": "rebuild", "detail": "Automations are rebuilt by hand", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "users_permissions", "status": "rebuild", "detail": "Permission structures, roles and record ownership are set up again", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" } ], "side_by_side": { "possible": true, "evidence": "keep the Salesforce org readable until a full sales cycle closes in Pipedrive" }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "salesforce-to-zoho-crm-migration", "url": "https://helpcompare.com/salesforce-to-zoho-crm-migration/", "from": "Salesforce", "from_slug": "salesforce", "to": "Zoho CRM", "to_slug": "zoho-crm", "guide_verified": "2026-09-23", "native_importer": { "available": true, "name": "Zoho’s documented migration tool", "evidence": "Yes, standard objects, through Zoho’s documented migration tool; custom objects and complex automation need manual rebuilding." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "automatic", "detail": "Standard object, brought across by Zoho's migration tool", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "deals", "status": "automatic", "detail": "Standard object, brought across by Zoho's migration tool", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "activities", "status": "automatic", "detail": "Standard object, brought across by Zoho's migration tool", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "custom_objects", "status": "rebuild", "detail": "Custom Salesforce objects are rebuilt by hand", "evidence": "custom Salesforce objects and complex automation get rebuilt by hand" }, { "data": "custom_fields", "status": "rebuild", "detail": "Custom fields are rebuilt by hand", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "pipelines", "status": "rebuild", "detail": "Deal stages the import did not carry over are recreated", "evidence": "Recreate any custom fields, deal stages and automation rules the import did not carry over." }, { "data": "workflows", "status": "rebuild", "detail": "Complex automation is rebuilt by hand", "evidence": "custom Salesforce objects and complex automation get rebuilt by hand" }, { "data": "users_permissions", "status": "rebuild", "detail": "Permission structures, roles and record ownership are set up again", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "integrations", "status": "not_migrated", "detail": "AppExchange apps have no full Zoho equivalent", "evidence": "Salesforce’s AppExchange apps and Agentforce AI agents at the enterprise tier have no full Zoho equivalent" } ], "side_by_side": { "possible": true, "evidence": "Keep both tools live until a deal has moved through the new CRM start to finish, then cancel the old plan." }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "zoho-crm-to-hubspot-migration", "url": "https://helpcompare.com/zoho-crm-to-hubspot-migration/", "from": "Zoho CRM", "from_slug": "zoho-crm", "to": "HubSpot", "to_slug": "hubspot", "guide_verified": "2026-09-17", "native_importer": { "available": true, "name": "Zoho CRM data sync app", "evidence": "Use HubSpot’s Zoho CRM data sync app for core records, then import activities and custom-module data separately." }, "plan_required": { "text": "Data Hub Starter or higher for custom field mappings (default mappings included)", "evidence": "Custom field mappings require Data Hub Starter or higher; default mappings are included." }, "moves": [ { "data": "contacts", "status": "automatic", "detail": "Synced by the data sync app", "evidence": "Let the initial sync complete and spot-check contacts, companies and deals." }, { "data": "companies", "status": "automatic", "detail": "Synced by the data sync app", "evidence": "Let the initial sync complete and spot-check contacts, companies and deals." }, { "data": "deals", "status": "automatic", "detail": "Synced by the data sync app", "evidence": "Let the initial sync complete and spot-check contacts, companies and deals." }, { "data": "activities", "status": "manual_export_import", "detail": "Activities don't sync; export from Zoho and use HubSpot's import tool", "evidence": "Activities and custom modules do not sync, so export them from Zoho and use HubSpot’s import tool." }, { "data": "custom_objects", "status": "manual_export_import", "detail": "Custom modules don't sync; export from Zoho and use HubSpot's import tool", "evidence": "Activities and custom modules do not sync, so export them from Zoho and use HubSpot’s import tool." }, { "data": "custom_fields", "status": "partial", "detail": "Default mappings provided; custom field mappings need Data Hub Starter or above", "evidence": "Custom field mappings require Data Hub Starter or above." }, { "data": "other", "status": "partial", "detail": "HubSpot sets its own create dates; store Zoho's original dates in custom properties", "evidence": "HubSpot sets its own create dates, so store Zoho’s original dates in custom properties if you need them." } ], "side_by_side": { "possible": true, "evidence": "Either. Use one-way for a migration or two-way while both CRMs run in parallel." }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "zoho-crm-to-pipedrive-migration", "url": "https://helpcompare.com/zoho-crm-to-pipedrive-migration/", "from": "Zoho CRM", "from_slug": "zoho-crm", "to": "Pipedrive", "to_slug": "pipedrive", "guide_verified": "2026-09-23", "native_importer": { "available": true, "name": "Import2", "evidence": "Yes — its Import2 tool connects directly to Zoho CRM and auto-maps standard objects, free for up to 1 million records." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "automatic", "detail": "Standard object, auto-mapped by Import2", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "deals", "status": "automatic", "detail": "Standard object, auto-mapped by Import2", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "activities", "status": "automatic", "detail": "Standard object, auto-mapped by Import2", "evidence": "Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists" }, { "data": "custom_fields", "status": "rebuild", "detail": "Custom fields are rebuilt by hand", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "pipelines", "status": "rebuild", "detail": "Pipeline stages are set up again in Pipedrive", "evidence": "Set up Pipedrive’s visual pipeline to match your sales process" }, { "data": "workflows", "status": "rebuild", "detail": "Automations are rebuilt by hand", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" }, { "data": "users_permissions", "status": "rebuild", "detail": "Permission structures, roles and record ownership are set up again", "evidence": "custom fields, automations and permission structures are typically rebuilt by hand in the new CRM" } ], "side_by_side": { "possible": true, "evidence": "Keep both tools live until a deal has moved through the new CRM start to finish, then cancel the old plan." }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] }, { "slug": "zoho-crm-to-salesforce-migration", "url": "https://helpcompare.com/zoho-crm-to-salesforce-migration/", "from": "Zoho CRM", "from_slug": "zoho-crm", "to": "Salesforce", "to_slug": "salesforce", "guide_verified": "2026-09-23", "native_importer": { "available": false, "name": null, "evidence": "Via the standard CSV-based Data Import Wizard; no dedicated native Zoho connector was confirmed." }, "plan_required": { "text": null, "evidence": null }, "moves": [ { "data": "contacts", "status": "manual_export_import", "detail": "Exported as CSV and loaded through Salesforce's Data Import Wizard", "evidence": "use the standard Data Import Wizard to bring in your CSV-exported contacts and deals" }, { "data": "deals", "status": "manual_export_import", "detail": "Exported as CSV and loaded through Salesforce's Data Import Wizard", "evidence": "use the standard Data Import Wizard to bring in your CSV-exported contacts and deals" }, { "data": "custom_fields", "status": "rebuild", "detail": "Custom fields are rebuilt by hand", "evidence": "custom fields, automations and permission structures get rebuilt by hand" }, { "data": "pipelines", "status": "rebuild", "detail": "Deal stages the import did not carry over are recreated", "evidence": "Recreate any custom fields, deal stages and automation rules the import did not carry over." }, { "data": "workflows", "status": "rebuild", "detail": "Automations are rebuilt by hand", "evidence": "custom fields, automations and permission structures get rebuilt by hand" }, { "data": "users_permissions", "status": "rebuild", "detail": "Roles, profiles, permission sets and record ownership set up anew", "evidence": "set up user roles, profiles and permission sets" } ], "side_by_side": { "possible": true, "evidence": "Keep both tools live until a deal has moved through the new CRM start to finish, then cancel the old plan." }, "duration_note": { "text": null, "evidence": null }, "third_party_tools": [] } ] }