1. Where are we migrating the contacts from?
  2. Do you need us to create lists or any other segmentation? If yes, please let us know the specifications.
  3. Should we create any custom properties?
  4. Are there any specific tasks that should be assigned to contact owners when imported?
  5. Are there any specific lifecycle stages to be assigned to contacts when imported?
  6. Is there any specific persona to be assigned to contacts when imported?
  7. Are there Contacts associated with Companies or Deals? (Hubspot uses email domain to associate contacts with companies)
  8. We highly recommend cleaning the data before import it into the system (contacts without email addresses, phone numbers format, contacts without a name could be unuseful)
  9. Is there any historic data, notes, email history that you need us to migrate?
  10. Do you need any historical data to be migrated? If yes, please be aware that this will need to be done with a third party. We recommend Trujay.

Important information:

  • OTF will help you with:
    Organising the CSV files by cleaning the data, identifying duplicates and mapping the properties.