Export Hubspot to Tectonic

Identify Key Features: List all key features used in HubSpot, such as CRM, automation workflows, marketing campaigns, calling, SMS messaging, and e-commerce tools.
Document Existing Workflows: Record details of existing workflows, pipelines, and campaigns that need to be replicated in Tectonic.
Assess Data Volume: Evaluate the amount of data (e.g., contacts, deals, emails) to be migrated, ensuring you have adequate storage and resources in Tectonic.

Set Clear Objectives: Define what you aim to achieve with the migration, such as improved automation, better CRM integration, or cost savings.
Prioritize Features: Prioritize which features and data sets are most critical to migrate first.

Export Data from HubSpot: Export all necessary data from HubSpot, including contacts, companies, deals, tickets, workflows, and other essential records.
Backup Data: Ensure you have a secure backup of all data before beginning the migration process.

Contacts and Companies: Navigate to Contacts > Contacts and CRM > Companies. Export data as CSV files.
Deals and Pipelines: Go to Sales > Deals. Export your pipelines and associated deals.
Marketing Assets: Export emails, landing pages, forms, and workflows.
Products and Invoices: Export your product catalog and any invoices generated through HubSpot’s payment tool.

Import Contacts and Companies:
- In Tectonic, navigate to Contacts > Import Contacts.
- Upload the CSV files exported from HubSpot, mapping fields appropriately (e.g., first name, last name, email).
Recreate Deals and Pipelines:
- Set up new pipelines in Tectonic under Opportunities > Pipelines.
- Manually recreate deals or import them if necessary.
Migrate Products and Invoices:
- Recreate product listings in Tectonic under Payments > Products.
- Set up invoices and payment links using Tectonic’s invoicing tool.

List Active Workflows: Identify and document all active workflows in HubSpot, including triggers, actions, and delays.
Evaluate Workflow Complexity: Assess the complexity of each workflow to determine the best approach for replicating it in Tectonic.

Create Automation Triggers:
- In Tectonic, navigate to Automation > Workflows.
- Set up triggers equivalent to those in HubSpot (e.g., form submissions, contact updates).
Rebuild Actions and Delays: Recreate actions such as sending emails, SMS, tagging contacts, or updating deal stages. Configure any necessary delays and conditional logic within workflows.

Run Tests: Before activating workflows, run tests to ensure they function as intended.
Adjust Settings: Make necessary adjustments based on test results to ensure smooth operation.

Export Email Templates: Save HTML copies of your HubSpot email templates.
Import or Rebuild in Tectonic:
- Navigate to Marketing > Email Campaigns in Tectonic.
- Recreate or import your email templates and configure them to match your existing designs.

Export Landing Pages: Download the HTML for HubSpot landing pages.
Rebuild in Tectonic:
- Use Tectonic’s Sites > Landing Pages builder to recreate landing pages.
- Ensure all forms and CTA buttons are linked to your Tectonic workflows.

Configure Campaigns: Set up your campaigns in Tectonic, ensuring that all assets (emails, landing pages, forms) are linked. Assign specific goals, budgets, and tracking settings as needed.

Twilio Integration: If using Twilio in HubSpot, integrate it with Tectonic for calling and SMS. Go to Settings > Phone Numbers in Tectonic to set up your Twilio account.
Configure Communication Workflows: Set up SMS and call automation workflows in Tectonic under Automation > Workflows. Ensure all client communication is appropriately logged and tracked.

Configure Inbox: In Tectonic, navigate to Conversations > Inbox. Set up your default inbox and connect communication channels such as email, SMS, and Facebook Messenger.
Test Communication Channels: Ensure all channels are functioning correctly and that messages are properly routed to the appropriate inbox.

Cross-Check Data: Ensure that all data has been successfully migrated and that there are no discrepancies between HubSpot and Tectonic records.
Validate Workflows and Campaigns: Confirm that all workflows, automations, and campaigns are operational.

Tectonic Training: Provide training to your team on how to use Tectonic, focusing on the differences from HubSpot.
Utilize Tectonic Support: Encourage team members to leverage Tectonic’s support resources and community forums for ongoing learning.

Monitor Performance: Track the performance of your new setup in Tectonic, making adjustments as necessary.
Continuous Improvement: Regularly review and refine workflows, automations, and campaigns to ensure they align with business goals.

Run in Parallel: Consider running HubSpot and Tectonic in parallel during the transition phase to ensure no critical operations are missed.
Gradual Phase-Out: Gradually reduce reliance on HubSpot as Tectonic becomes fully operational.

Final Data Backup: Before canceling your HubSpot subscription, ensure all data is securely backed up.
Official Cancellation: Follow HubSpot’s process to cancel your subscription and terminate services.

Review Success: Evaluate the success of the migration process and document any lessons learned.
Continuous Monitoring: Keep monitoring the system post-migration for any potential issues.