As investment management and venture capital companies grow, many find that their current CRM tools, like Affinity, no longer meet their needs. HubSpot offers a more comprehensive, scalable, and feature-rich alternative, making it a compelling choice for businesses looking to streamline operations and enhance customer relationship management.

At Loncom Consulting, we specialize in migrating clients from Affinity CRM to HubSpot, and in this guide, we’ll explore why the shift makes sense and how to execute it effectively.

Why Migrate to HubSpot?

1. Overcoming Feature Limitations

Affinity CRM excels in relationship tracking and workflow management, but its development pace lags behind HubSpot. As businesses scale, they require a CRM that integrates advanced sales, marketing, and operational features—all areas where HubSpot thrives.

2. Cost-Effectiveness

While the subscription costs for Affinity and HubSpot are similar, HubSpot delivers significantly more value with its continuous feature updates, AI integrations, and robust analytics tools.

3. Superior Integration Ecosystem

HubSpot integrates seamlessly with a wide range of tools, offering an ecosystem that supports APIs, native apps, and third-party software. This connectivity ensures smooth data flow across platforms, unlike Affinity’s more limited integration options.

4. Holistic Ecosystem and Support

HubSpot’s partner network and extensive resources provide unparalleled implementation and optimization support, enabling businesses to unlock the platform’s full potential. Affinity’s ecosystem, in comparison, is less robust.

Two Methods for Migrating to HubSpot

1. CSV Import and Export

For smaller companies with less data, exporting data from Affinity as CSV files is a straightforward option. Steps include:

• Exporting organizational, people, and deal data in separate lists.

• Merging and cleaning up data using tools like Excel.

• Importing cleaned data into HubSpot, setting up fields and properties to match.

While this method is simpler, it doesn’t allow for migrating emails, notes, reminders, or files.

2. API-Based Migration

For larger datasets or businesses needing comprehensive migrations, API-based transfers are the best option. This approach captures all data, including:

• Contacts, organizations, and deals.

• Activities like emails, tasks, and calls.

• Files and associations between records.

Using the API ensures data integrity and associations are maintained. However, this method requires technical expertise to handle API integrations and data formatting.

Key Tips for a Smooth Migration

• Data Cleanup: Migration offers an opportunity to eliminate outdated or duplicate records. Ensure all data is accurate and ready for use in the new system.

• Field Mapping: Align Affinity fields with HubSpot’s properties to ensure a seamless data import.

• Associations: Maintain relationships between contacts, companies, and deals during migration, whether using CSV or API.

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Why Choose Loncom Consulting for Your Migration?

With extensive experience migrating clients from Affinity CRM to HubSpot, Loncom Consulting ensures a smooth and efficient transition. From data preparation to post-migration support, we help businesses unlock the full potential of HubSpot’s advanced features.

Ready to Make the Switch?

Migrating to HubSpot from Affinity CRM can seem daunting, but with the right strategy, it’s an investment in your business’s future growth. Check out our free resource and reach out via our Contact Us form to learn more about how we can help.

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