Your Hubspot CRM Import Time Machine

(aka: Go Back! Undo! Help me get that data out of there!)

Removing Duplicate Records in your CRM

Your database isn’t perfect. It might be a mess. It might just need a small dose of spring cleaning. The most common issue? Duplicate records.

As a former database adminstrator and freelance data “cleaner”, I know how easy it is to find…

How to Turn a Salesforce Data Migration Hastle into a Breeze

If you are reading this post, you are most likely somewhere on that perilous journey to finding the right method to migrate your CRM data to Salesforce.

Explained: Setting the Lifecycle Stage When Importing Into Hubspot

Import Notes and Activities into HubSpot with a Bit of Wizardry

You are looking to use Hubspot, and want to retain the notes and activities attached to your contacts, as these interactions help manage and strengthen customer relationships. But alas, Hubspot does not currently support…

The Ultimate Preparation Guide for Importing Data from CSV into Hubspot

You know the phrase — measure twice cut once. Think of this as your #1 principle when preparing for a data import.

A Simpler Way to Track Business Metrics with Import2 Metrics

Thinking of tracking metrics for your various business tools, but realizing it’s kind of a hassle? It’s like going to the doctor for a check-up — you’ve got to take time off work, commute there and back, and rely on someone…

The Guide: How to Sync your CRM Contacts into your Email Marketing Platform

Add a Little Wizardry to Your Imports

Have you ever been doing chores, and wish you could just press a button and they’d be done…