Multi-step CRM-to-CRM data migration
by PURIST · Integrations
Migrate your entire CRM to a new platform without losing a record.
- Exports contacts, companies, deals, activities, and notes from your source CRM, transforms field mappings to match the target schema, deduplicates on import, and migrates in batches with error logging and retry logic
- Full migration report generated on completion
- Automates integrations so your team focuses on higher-value work
∞ value
Time saved
per week, every week
7 days
Go live
from audit to deployment
24/7
Monitoring
error alerts to our team
30 days
Guarantee
full refund if not satisfied
Best fit for
- Agencies
- SaaS
- Financial Advisory
- Staffing & HR
- Any team doing integrations manually
Starting from
Included in deployment
- Custom Integrations automation built for your stack
- Connected to HubSpot and Salesforce
- 24/7 monitoring with error alerts
- You own 100% of the code no lock-in
- 30-day free modification guarantee
PURIST
Automation studio · London
500+
automations deployed
99.97%
uptime across all workflows
£2.4M
in client time saved
4.9 / 5
average client rating
About this skill
Exports contacts, companies, deals, activities, and notes from your source CRM, transforms field mappings to match the target schema, deduplicates on import, and migrates in batches with error logging and retry logic. Full migration report generated on completion.
PURIST builds this automation end-to-end connecting HubSpot, Salesforce so you never touch the technical setup. Every deployment is tested against real data before handover, with 24/7 monitoring from day one.
How it works
Three stages. Fully automated.
- Trigger A new event in HubSpot starts the automation a form submission, status change, or a scheduled interval. No manual kickoff, no waiting.
- Process HubSpot, Salesforce connect automatically. Data is validated, transformed, and routed exactly as configured edge cases handled without human review.
- Output The result lands in Salesforce no copy-paste, no delay, no errors. Your team sees the outcome without touching the process. ∞ value reclaimed every week.
Real-world scenario
A agencie team was spending ∞ value every week on integrations tasks across HubSpot and Salesforce. After deploying this skill, the entire process runs automatically from trigger to output the team now spends that time on client work instead.
Why use this skill
Stop doing manually what runs better on autopilot.
Most teams handle integrations manually copying data between tools, chasing updates, writing the same emails. That costs your team ∞ value every week, creates inconsistency, and scales badly.
This automation runs in the background, exactly as configured, every time no errors, no forgotten steps, no context switching. You get the output; PURIST handles the execution and the monitoring.
Use cases
- Agencies automating integrations
- SaaS automating integrations
- Financial Advisory automating integrations
- Staffing & HR automating integrations
- E-commerce automating integrations
- Any team spending 2+ hours/week on integrations
Before & after
Before
- ✕ Manual copy-paste between HubSpot and Salesforce
- ✕ Delays of hours or days before follow-up
- ✕ Errors when team is busy or distracted
- ✕ ∞ value wasted every single week
After
- ✓ Migrate your entire CRM to a new platform without losing a record.
- ✓ Runs automatically, every time, 24/7
- ✓ Zero manual effort from your team
- ✓ ∞ value back in your team's week
How to deploy
Live in 7 business days.
Book your free audit
We review your current integrations process, map your stack, and confirm the exact ROI live on a 60-minute call. No commitment.
PURIST builds and tests
We configure the automation connecting HubSpot, Salesforce, run it against your real data, and resolve every edge case. You approve before anything goes live.
Go live and stay live
Deployed to your environment. ∞ value saved from week one. 24/7 monitoring, error alerts, and a dedicated support channel. You own 100% of the code.
FAQ
Frequently asked questions
Most clients go live within 7 business days. After the audit call we build, test with real data, and hand over fully running, fully monitored.
None. PURIST handles all configuration, connecting HubSpot, Salesforce, and testing. You review and approve the output before anything goes live.
We monitor every automation 24/7. If an error fires, we get the alert before you do. Critical issues are resolved within 4 hours; standard issues within 24 hours. You also get a dedicated Slack channel.
Yes, 100%. You get full source code, all credentials, and complete access. No ongoing licence fee, no platform lock-in.
This skill is built around HubSpot, Salesforce. If you use alternatives, book a free audit we adapt the integration to your exact stack at no extra cost.
Yes 30 days. If you are not satisfied after deployment, we issue a full refund. We are confident because we test everything before handing it over.
Verified deployment
Tested on real data before handover
Complexity
Industries
Connects
More skills
Related automations
Lead capture to CRM sync
Never lose a lead to a slow follow-up again.
4h/wk saved →
Proposal sent to follow-up sequence
Close 20-30% more deals with zero extra effort.
3h/wk saved →
Lost deal win-back campaign
Recover 10-15% of closed-lost revenue on autopilot.
2h/wk saved →
Referral tracking and reward trigger
Turn happy clients into a reliable revenue channel.
5h/wk saved →
Multi-step CRM-to-CRM data migration
£799 · 30-day guarantee