--- title: CMS Integration and Migration description: This use case outlines the process of integrating a client's website with HubSpot CRM while migrating data from a legacy CRM system. The goal is to achieve smooth data exchange between HubSpot and the client's website, replacing the outdated CRM with the latest HubSpot CRM. image: https://www.digitcloud.biz/hubfs/integration-1364673_640.jpg --- [Skip to content](https://www.digitcloud.biz/en-us/integration-migration#main-content) [![Digit Cloud Biz Logo - Original Color Cropped](https://www.digitcloud.biz/hs-fs/hubfs/Digit%20Cloud%20Biz%20Logo%20-%20Original%20Color%20Cropped.jpg?width=100&height=68&name=Digit%20Cloud%20Biz%20Logo%20-%20Original%20Color%20Cropped.jpg "Digit Cloud Biz Logo - Original Color Cropped")](https://www.digitcloud.biz?hsLang=en-us) - [Home](https://www.digitcloud.biz/en-us/home) - [About](https://www.digitcloud.biz/en-us/about-us) - [Book & Author](https://www.digitcloud.biz/buy-the-book) - [Our Services](https://www.digitcloud.biz/en-us/consulting-services) - [Our Capabilties](https://www.digitcloud.biz/hubfs/DCB%20Capabilities%200426.pdf) - [Use Cases](https://www.digitcloud.biz/en-us/use-cases) - [Bundles & Services](https://www.digitcloud.biz/bundles-mar-tech) - [Referral Program](https://www.digitcloud.biz/en-us/referral-program) - [Blog](https://www.digitcloud.biz/en/blog) - [Contact Us](https://www.digitcloud.biz/en-us/contact-us) # HubSpot Implementation Use Case #4 ## Legacy CRM to HubSpot CRM - Seamless Integration and Data Migration This use case outlines the process of integrating a client's website with HubSpot CRM while migrating data from a legacy CRM system. The goal is to achieve smooth data exchange between HubSpot and the client's website, replacing the outdated CRM with the latest HubSpot CRM. ### Actors: - Sales Representatives - Marketing Team - Customers interacting through the portal ### Stakeholders: - Data Manager - Data Engineer - Clients - Distributors - Website Users (Client, support staff) - Inventory Manager - Sales and Marketing members and Managers ### Pre-Conditions: - The legacy CRM system is in use and contains relevant data to be migrated - HubSpot CRM is set and accessible - The client’s website is operational ### Triggers: -         Customer request form -         Orders request -         Client query -         Inventory updates in ERP system ### Workflow: #### **Data Migration** - Export data from the legacy CRM based on objects like Contact and Company. - Merge the exported data into a unified table using a common identifier. - Cleanse and transform the data to meet the format requirements of HubSpot CRM. #### **Data Integration** - Implement data storage processes and properties to import data into HubSpot CRM. - Use an Association strategy to establish relationships between records in the new CRM. #### **Website Integration** - Integrate HubSpot CRM with the client's website. - Utilize HubSpot APIs and custom APIs of the client's website to establish live data feed through Webhooks. - Orders Management through ERP system which is integrated with CRM for placement of orders by Sales team. ### Alternative path (legacy CRM): -  The legacy CRM lacks detailed activity tracking, reporting, and dashboards. -  Data collected from multiple sources is manually imported into the CRM due to the absence of a data connection platform. -  Integration between the website and the on-premises CRM is limited to scheduled data loading which occurs at midnight via jobs. ### Post-Conditions: - The system transitions from an on-premises CRM to a cloud-based HubSpot CRM. - There is live data interchange between the client's website and HubSpot CRM. ### Benefits - **Enhanced Customer Insights: **Gain deeper understanding of customer behaviors and preferences to enable personalized engagement. - **Streamlined Sales and Marketing: **Access consolidated data for informed decisions and more efficient sales and targeted marketing. - **Real-time Data Exchange:** Ensure seamless interactions for customers and support staff with up-to-date information. - **Accurate Inventory Planning:** Optimize stock levels through integration with ERP system to reduce overstocking and stockouts. - **Improved Customer Service:** Provide timely assistance with updated customer data to enhance overall service quality. - **Data-Driven Decisions:** Utilize integrated data for analytics and reporting to facilitate informed decision-making. - **Efficient Data Migration:** Minimize disruption with efficient export, merge, cleanse, and transform processes. - **Continuous Improvement:** Refine strategies based on real-time feedback and insights to drive ongoing growth. ## Subscribe to Stay in the Know werful #### Get the latest assets and insights from DIGIT Cloud Biz. ![Digit Cloud Logo drafth](https://www.digitcloud.biz/hubfs/Digit%20Cloud%20Logo%20drafth.png "Digit Cloud Logo drafth") DIGIT Cloud Biz LLC leverages a virtual team of elite advisors and contractors to deliver tailored, scalable solutions built on deep collaboration. 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