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Client’s Business Goals

The client’s primary business objective was to optimize and streamline their technology expenses by making the most efficient use of a single CRM (Customer Relationship Management) application.

The client wanted to focus on improving areas like – Cost Reduction, Operational Efficiency, Unified Data Management, Streamlined Workflow, Improved Data Quality, Scalability and Growth.

In summary, the client’s business goal of reducing technology costs by maximizing the utilization of a single CRM application reflected a strategic approach to technology management.

It encompassed cost reduction, operational efficiency, data unification, workflow improvement, data quality enhancement, and scalability, all of which contributed to the organization’s broader objectives of cost-effectiveness and sustainable growth.




Key Challenges

The key challenges identified in this project are critical factors that need careful consideration and management to ensure a successful transition from Copper to HubSpot:

Large Volume of HubSpot Data

HubSpot API Limitations

Modifying Existing Integrations and ETL Process Without Impacting the Business

Our Approach

We initiated the data migration process by extracting the most recent dataset from the Copper system. Subsequently, we meticulously mapped the relevant fields to their corresponding counterparts in HubSpot. This mapping served as the foundation for transferring the data seamlessly from Copper to HubSpot.

To ensure the integrity and accuracy of the migrated data, we employed a combination of dynamic data validation scripts, which enabled us to conduct both automated and manual testing of the data residing within HubSpot. This comprehensive testing approach helped identify and rectify any inconsistencies or discrepancies, guaranteeing that the data in HubSpot was reliable and aligned with the organization’s requirements.

Our Solution

In addition to data migration and validation, we undertook the task of modifying our existing ETL (Extract, Transform, Load) process. This was a multifaceted endeavor that involved replacing Copper-related objects with their HubSpot equivalents. By incorporating HubSpot objects into our ETL process, we ensured the continuous and smooth flow of data, safeguarding the integrity of our CRM operations.
To conclude, we didn’t limit our efforts to data migration alone.

We also took proactive steps to adapt our reporting infrastructure. This included the necessary modifications to our Power BI reports, aligning them with the new data structure and sources provided by HubSpot. These adjustments were crucial to maintaining the organization’s data-driven decision-making capabilities during and after the CRM transition.

Project Screens


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Technologies & Tools

Databricks CL-logo
Azure Data Factory
Microsoft SQL Server
Power BI

Our Process


Our detailed and accurate research, analysis, and refinement leads to a comprehensive study that describes the requirements, functions, and roles in a transparent manner.


We have a team of creative design experts who are apt at producing sleek designs of the system components with modernized layouts.


Our programmers are well versed with latest programming languages, tools, and techniques to effectively interpret the analysis and design into code.


Quality is at the helm of our projects. We leave no stone unturned in ensuring superior excellence and assurance in all our solutions and services.


We have a well-defined, robust, and secure launch criteria that offers us a successful implementation clubbed with detailed testing, customer acceptance and satisfaction.

Business Benefits of Copper to HubSpot Migration

Reduced cost (approximately $200k per year): The migration from multiple CRM applications to maximum utilization of HubSpot resulted in substantial cost savings for the client. By consolidating their CRM operations into a single system, the client eliminated redundant expenses associated with maintaining multiple CRM platforms.

Maximum utilization of HubSpot: The client could leverage HubSpot's robust reporting and analytics tools to gain deeper insights into their customer base, sales pipeline, and marketing efforts. This enhanced visibility contributed to more informed strategic planning and better-targeted marketing campaigns.


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