Introducing Synch’s Automated CRM Migration Solution

CRM migration is a dreaded process for many companies due to complex processes, expensive consultants and slow service times. As a result, many companies struggle setting up their Salesforce environment and migrating their old CRM data. 

Synch has built a solution with Synch Relay.

Synch allows you to directly migrate your existing data records from Hubspot or Airtable into Salesforce.

Synch also maps custom fields, creates your custom objects, maintains record connectivity, migrates your existing workflows/automations, and recreates them in your new SFDC environment.

SSO & Go

Synch's process is as simple as connecting your existing CRM instance and your new Salesforce instance. From there, Synch walks you through a couple of screens to confirm our data/field mappings.

The entire process takes ~5 minutes.

Recommended Workflows, Reports, and Dashboards

In addition to helping you set up your Salesforce instance, Synch enables you to go from 0-to-sophisticated in a matter of minutes.

You can select from our most frequently used alerts, automations, and reports/dashboards directly from our onboarding flow so that you have a Day 365 Salesforce instance on Day 1.

These recommendations are built upon industry best practices and from what we’ve seen our best-in-class customers build out using Synch.

To learn how Synch can help you with your CRM migration, book a time here.