Blog · Migration

Switching CRMs

Step-by-step guides to moving your accounts, deals and history out of one CRM and into another.

How to migrate from HubSpot to PromptLab

Move from HubSpot to PromptLab with a two-way sync: connect, select Sync now, then import quotes and notes. Run both until the team is ready.

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Migration
How to migrate from HubSpot to PromptLab
Move from HubSpot to PromptLab with a two-way sync: connect, select Sync now, then import quotes and notes. Run both until the team is ready.
Read Full
Migration
How to migrate from Salesforce to PromptLab
Move from Salesforce to PromptLab with a two-way sync, then import quotes, orders and notes from CSV. Keep both live until your sales team is ready.
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Migration
How to move from spreadsheets to a CRM
Clean your sheet, choose the columns, remove duplicates, then import a CSV or Excel file into PromptLab and map the columns. A step-by-step guide.
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Migration
How to migrate from Close to PromptLab
Export leads, contacts and opportunities from Close as CSV, import them into PromptLab, and bring tasks and call notes with you. Steps and a first-week plan.
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Migration
How to migrate from Copper to PromptLab
Export People, Companies and Opportunities from Copper as CSV, import them into PromptLab, map the columns and connect every rep's inbox. Step-by-step guide.
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Migration
How to migrate from Dynamics 365 Sales to PromptLab
Export Dynamics 365 Sales views to Excel, import them into PromptLab and map the columns. A migration plan for product sales teams, with a first-week guide.
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Migration
How to migrate from monday CRM to PromptLab
Export each monday CRM board to Excel, import it into PromptLab, and map columns such as status to deal stage. Steps, checklist and first-week plan.
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Migration
How to migrate from Pipedrive to PromptLab
Export deals, people, organisations, notes and activities from Pipedrive as CSV or Excel, then import and map them in PromptLab. A step-by-step guide.
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Migration
How to migrate from Zoho CRM to PromptLab
Export each Zoho CRM module as CSV, import it into PromptLab, map the fields and repeat for quotes, orders, tasks and notes. A practical migration guide.
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Switching CRMs

How to migrate from HubSpot to PromptLab

How to migrate from HubSpot to PromptLab

How to migrate from Salesforce to PromptLab

How to move from spreadsheets to a CRM

How to migrate from Close to PromptLab

How to migrate from Copper to PromptLab

How to migrate from Dynamics 365 Sales to PromptLab

How to migrate from monday CRM to PromptLab

How to migrate from Pipedrive to PromptLab

How to migrate from Zoho CRM to PromptLab

Want to see the platform in action?

Want to see the
platform in action?