Integration and Migration

Our team has experience with dozens of CRM and marketing automation softwares. We can help you plan and execute a flawless migration to the software of your choice.



Integration & Migration Process

When you’re integrating systems or migrating to a new system, we use a step-by-step process to ensure a smooth and seamless transition.

Step #1: Strategy and Planning

We team up with you to gain a clear picture of what your goals are for the project. Together, we clarify the results and determine how we’ll help you get there.

Step #2: Execution

We’ll prepare data for migrations and systems to be integrated.

Step #3: QA and Testing

Once all integrations and migrations are configured, we’ll perform QA testing and train your staff on how to use the new system before going live.

Step #4: Deployment and Monitoring

We do rigorous testing for quality assurance and, once complete, we take care of all of the processes involved in getting your system up and running.

Email Migration

Do you have existing email templates you’d like migrated to a new system? We’ll ensure that your email templates are transferred over to your new system, so you can hit the ground running with your new email campaigns.

Activity Migration

Want to ensure you keep track of all contact’s activities from previous software? We’ll help you migrate those activities over and make sure nothing gets lost in the process.

Workflows Migration

Do you already have workflows or campaigns in your current system that you need to keep running during and after the migration? We’ll ensure your workflows continue to operate with no noticeable lapse in delivery.

Template Migration

Modern CRMs have a suite of template builders that make it easy to construct consistent email templates. It’s a difficult task bringing all those templates over to your new CRM, which is why we’ll make sure that’s done for you.

Integrate and Migrate

1,000s of Applications

We are experts working with the most popular applications but can also connect with thousands of others if needed.