Unified CRM Migration: From 3 Portals to HubSpot with Seamless Salesforce Sync

• Fragmented CRM Data: Four HubSpot portals created data silos and limited cross-entity visibility.
• Inconsistent Data Models: Misaligned custom properties and objects across portals increased complexity.
• Manual Marketing Operations: Separate management of forms, workflows, and assets reduced efficiency.
• Limited Campaign Insights: No unified view of customer journeys or campaign performance.
• Complex CRM Integrations: Maintaining multiple Salesforce integrations was error-prone and difficult to govern.
• Governance Limitations: Lack of centralized permissions, reporting, and data standards.
• Vehicle Data Sync Complexity: High-volume vehicle data required secure, scalable syncing via Amazon S3.

• HubSpot 
• AWS
• Census
• Data Profiler (data migration application)

Data Model Consolidation: Designed a unified CRM data model with a new Policies custom object. Consolidated properties from all portals into a single HubSpot instance while leveraging Business Units to preserve brand separation.

Large-Scale Data Migration: Migrated ~22 million records across standard and custom objects (Contacts, Companies, Deals, Vehicle Policies) with rigorous deduplication, validation, and zero data loss.

Marketing Asset Migration: Rebuilt and standardized emails, landing pages, forms, and CTAs, enabling centralized governance while maintaining brand-specific configurations.

HubSpot–Salesforce Integration via Amazon S3: Enabled HubSpot S3 exports to AWS S3, used Census for real-time data synchronization with Salesforce, and structured vehicle data in S3 with selective, performance-optimized mapping into HubSpot.