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Case Study

How we consolidated a Salesforce org and a legacy HubSpot Portal into a new HubSpot Instance for Salted Stone

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Case Study

One platform to run CRM admin,
migration, integration, and data quality

Four tools. One job each. No busywork.

Switch

Migrate in hours, not weeks.

Move objects (including custom objects), records, files, and every activity - emails, calls, tasks, notes - from almost anywhere into HubSpot or Salesforce. Your associations stay intact, and your team maps everything without leaving the platform.

  • Associations stay intact
  • Activities migrate automatically
  • Delta / incremental migration
  • Zero data storage - in-memory migration
Switch

Sweep

Clean data, on autopilot.

Unverified, outdated, duplicate, blank, or poorly formatted content quietly costs you deals. Sweep finds them, fixes them, and keeps your CRM healthy with rules that run on their own.

  • Waterfall data enrichment
  • Email verification
  • Dedupe and standardise
  • Automated quality rules
Sweep

Config

One-click deployments.

Stop rebuilding the same setup every time. Deploy Sales, Marketing, Service and Revenue modules at the click of a button, move assets from sandbox to production in seconds, and pull from a library of pre-built implementations.

  • Proven HubSpot onboarding kit deployed in seconds
  • Productize HubSpot practice and increase profit
  • Sandbox → production in seconds
  • Marketplace of pre-built assets
Config

Lynk

Integrate without the sprawl.

Connect the tools your team already uses to HubSpot or Salesforce. No-code mapping, two-way sync, embedded with CRM context and connections that don't break the moment something changes upstream.

  • Connect your stack to either CRM
  • Pre-baked CRM context
  • No-code field mapping
  • Reliable two-way sync
Lynk

OUTCOMES & PROOF

Onboarding

Standard HubSpot Onboarding

Less than an Hour

Migrate-1

Migrate to HubSpot or Salesforce

Millions of records in hours.

Productize-1

Productize your HubSpot practice

Get an additional 8- 10% profitability

integration-1

Repeat custom integration at a lower cost

2X cheaper cost for integrations

  • Michael Peach
    Elite Solutions Partner

    “Switch by Suprdense migrated 2.5 million-plus source records, merged duplicates deterministically, preserved every historic call, email and task, and delivered a clean, unified HubSpot portal on the first business day—all without third-party warehousing or BI platforms”

    Michael Peach CRM Architect & Solutions Team Lead, SaltedStone
  • Thorstein Nordby
    Gold Solutions Partner

    “Suprdense has massively improved the way we handle HubSpot implementations. What used to take hours manually building workflows, lists, and email templates now takes just a few clicks. It literally takes minutes to copy over assets from a sandbox portal to a client portal. The ability to import assets in bulk and replicate processes instantly has saved us countless hours and significantly reduced implementation costs.”

    Thorstein Nordby Founder , Superwork
  • Laura Child
    Diamond Solutions Partner

    “Config has gone above and beyond in tailoring the platform to our unique needs. Their ability to understand our specific requirements and translate them into efficient, user-friendly solutions has been a game-changer. From refining our data mapping structure to building out detailed reporting tools, they’ve ensured our system operates exactly as we need it to. Their approach isn’t just about fulfilling requests—it’s about optimizing and enhancing functionality in ways we hadn’t even considered. The intuitive design and thoughtful customization have made a massive difference in user adoption and satisfaction across our teams.”

    Laura Child Vice President Operations at Pearagon Consulting
  • Juli Durante
    Diamond Solutions Partner

    “We've had a great experience with Suprdense. It's an effective, easy-to-use tool with a user-friendly interface that makes everyday tasks straightforward. What really stands out, though, is the team — they've been incredibly accessible and supportive throughout, always ready to help when we have questions. It's the kind of tool and support combination that's hard to find”

    Juli Durante Chief Operating Officer, Geekly Media
  • Clay Posey
    Diamond Solutions Partner

    “Simple Solution for Streamlined Onboarding. This has simplified our workflows at ClearBox Strategies.”

    Clay Posey President & CEO, Founder, ClearBox Strategies

Pricing for every stage of your business

A simple pricing plan that match your needs

CONFIG PRO

$499/month

Write to us at nishant@suprdense.com or book a demo with us to learn more.
Book a Demo
  • Unlimited asset import
  • Unlimited deployments
  • Module creation
  • Access to Marketplace
  • Monthly Analytics Report

Centralize, Customize, and Instantly Deploy Your HubSpot Assets

Config Pro
Reach out to us Reach out to us Reach out to us Talk to sales

Talk to sales?

Reach out to us for more information on our product or customized pricing for your unique use-case.

Million-dollar GTM plays often lose the battle against bad data.

Crystal-clear CRM data isn’t just a dream anymore – it’s the new reality. Leverage cutting-edge data-orchestration to convert your CRM into an actionable machine – making sure your RevOps, Sales & Marketing leaders never miss the right opportunities and time.

Talk to us
Sweep

Back your GTM with data that makes sense.

Sweep empowers you to cleanse your records at scale—deduplicating, standardizing, and enriching your CRM—so you can trust your data and focus on driving growth.

Deduplicate

Managing data quality at scale – not a challenge anymore.

Designed to manage data quality issues across your CRM for every object and record, at scale.

Cleanup Presets

Leverage predefined cleanup templates that address common data issues. With Sweep's presets, you can initiate comprehensive data cleaning operations with just a few clicks, saving time and ensuring consistency across your CRM data.

Cleanup Presets

Real-Time Processing

Experience instantaneous data cleaning with real-time processing capabilities. As soon as you make changes or apply cleaning rules, the updates start reflecting in your HubSpot, ensuring your team always works with the most current information.

Real-Time Processing

Data Cleaning Rules

Tailor the data cleaning process to fit your specific business requirements. Sweep allows you to create and apply custom data cleaning rules, giving you control over how data is formatted, standardized, and validated.

Data Cleaning Rules

Logs & Data Auditing

Maintain complete oversight of all data cleaning activities with comprehensive logs and auditing features. Sweep records every change made during the cleanup process, allowing you to track modifications, ensure compliance, and revert changes if necessary.

Logs & Data Auditing

Guided Data Cleanup

Navigate the data cleaning process confidently with our guided support. Whether you're a seasoned professional or new to data management, the tool provides in-app assistance, tutorials, and best practices to help you effectively clean your data without technical hurdles.

Guided Data Cleanup

All your data operations, managed in one place

Bulk Actions

Bulk Actions

Simultaneous Updates across multiple HubSpot portals with one click

Effortlessly perform large-scale data operations.

  • Apply changes to thousands of records at once.
  • Reduce manual effort with batch processing for all created modules.
  • Accelerate data cleaning with mass edits and deletions.
Bulk Actions

Modules

Modules

Pre-configured scenarios across multiple HubSpot portals with one click

Create modules do define your cleanup logic for multiple scenarios.

  • Access pre-configured modules to cater to every data quality scenario.
  • Get a record of your previous actions and revert your system to the previous state.
  • Choose which records you want to manage, without affecting anything else.
Modules

Custom Logic

Custom Logic

Pre-configured scenarios across multiple HubSpot portals with one click

Tailor data cleaning operations with personalized rules and functions.

  • Define how what clean and standardized data looks for your organization, at scale
  • Create your own logic deduplicate records, one-time or regularly.
  • Define which records must win in your system, to keep the single source of truth.
  • Create multiple matching logics to constitute bad CRM data.
Custom Logic

Scheduling

Scheduling

Pre-configured scenarios across multiple HubSpot portals with one click

Prioritize, categorize, and assign tickets so you never lose track of them.

  • Plan and execute specific data operations at predetermined times.
  • Schedule approval processes to streamline cleanup reviews efficiently.
  • Set up tasks to run automatically, reducing manual intervention and errors.
  • Define how often tasks occur with customizable intervals up-to-date data.
Scheduling

Property Merge

Property Merge

Pre-configured scenarios across multiple HubSpot portals with one click

Seamlessly unify duplicate data fields.

  • Preserve essential information while merging similar fields.
  • Identify and consolidate duplicate properties across records.
  • Understand property usage and remove unused and underutilized properties.
  • Streamline your database by removing unnecessary duplicates.
Property Merge

Prioritize

Prioritize

Pre-configured scenarios across multiple HubSpot portals with one click

Customize the sequence of data cleaning operations.

  • Arrange modules based on project needs and priorities.
  • Focus on critical data first to optimize data cleanup results.
  • Adapt the cleaning sequence to suit specific requirements.
  • Manage the order of tasks for better outcomes.
Prioritize

Enrich

Enrich

Pre-configured scenarios across multiple HubSpot portals with one click

Augment your CRM data with additional insights.

  • Build richer customer profiles with supplementary data.
  • Update records with the most current information available.
  • Add missing information from reliable external sources.
  • Leverage enriched data for better decision-making.
Enrich

Migrating CRM data has never been easier

Switch lets you move from any CRM, to any CRM – without the pain of excel sheets. Plug in your old and new CRMs, map objects (contextually), merge duplicates, hit migrate, and voila! Migration done in minutes, not hours / days / weeks!

Try a sample Migration
Pipedrive
SuprSwitch
Hubspot
Pipedrive
SuprSwitch
Hubspot

Migrate all your Data, and leave nothing behind

Moving to a new CRM? Switch moves all your data from the source to its destination, automatically, error-free, and lightening fast.

Users
Trusted by product-led teams like

Plug into what you want to use

Moving to a new CRM? Switch moves all your data from the source to its destination,automatically, error-free, and lightening fast.

Pipedrive
Salesforce
Zoho
Freshsales
HubSpot
monday.com
ActiveCampaign
Dynamics

Migrate every nook and cranny of your CRM

OWNERSHIP
Ownership

Change your CRM, not your business.

Records
VALIDATION
Validation

Zero errors, lesser failures.

Association
PIPELINES
Pipelines

Deal pipelines, stages, and all your sales processes.

Create
CUSTOMIZATION
Customization

Select, map, create — migrate your business, not just your data.

Objects
SECURITY
Security

Nothing stored, nothing retained, so you never have to worry about your data.

Reliable

Built to keep your data intact

Built to move all your data to your new system, while keep your business logic intact; with unprecedented control over your data.

Record Validation
Record Validation

Ensure that all your records are migrated, without fail, and without errors. Switch validates every migrated record in real-time to check if it has reflected in your destination CRM, making your associations perfect.

Users & ownership
Users & ownership

Migrate all your CRM users (even your deactivated users), allowing your users to start from exactly where there left off. All record ownerships, historical data, and actions intact.

Notes & Activities
Notes & Activities

Notes? Calls? Meetings? Tasks? Activities? Keep everything intact when you migrate from your old system with Switch. It's almost like you were always using your new CRM.

Associations
Associations

Companies to contacts to deals to activities, and much more. So many associations, so easy to move. All your CRM relationships and associations are handled by Switch, automatically.

Seamless Mapping
Seamless Mapping

Hundreds of properties, multiple objects, and every CRM user — all mapped within Switch, as easy as click-to-select. Map your data as you like, or simply create new objects, properties and even users in a single click.

Pre-built
HubSpot implementations in a few clicks.

Scale your HubSpot services with process replication, instant implementations, and a library of pre-built workflows, lists, forms, and email templates for every use case.

Signup now
Config

Deploy your HubSpot at the click of a button

Import and deploy any workflow, email template, list, form or all of them to and any HubSpot portal, instantly — keeping everything centralized, and visible.

Import your own assets or pick them from our pre-built modules

Import any HubSpot asset built by you, or simply choose one of our pre-built assets and workflows for every use case, to add to your library.

  • Single-Click Asset Import
  • Bulk Asset Transfer
  • Asset Filtering & Categorization
  • Centralized Asset Storage
Select Assets

Why Config, and why now?

Productize your Hubspot services
Productize your Hubspot services

Streamline your HubSpot onboarding with standardized, repeatable plans that can be implemented in minutes. Transform complex HubSpot setup processes into efficient, scalable workflows.

Reduce recurring HubSpot admin ops
Reduce recurring HubSpot admin ops

Deploy common HubSpot automations instantly across multiple accounts. Set up essential processes like lead routing, lifecycle stages, and sales notifications just once in Config, then apply them to any customer account in seconds.

Upskill your HubSpot team
Upskill your HubSpot team

Transform individual hubspot supr-star expertise into team-wide capabilities. Document your HubSpot specialists' best practices and proven solutions in Config, allowing your entire team to deliver exceptional results

10x Your HubSpot Implementation quality
10x Your HubSpot Implementation quality

Our HubSpot partners report delivering 5x better HubSpot implementation in less time. By productizing their best implementations once, their teams can deploy proven Config modules across new HubSpot customers within minutes

Move from sandbox to production in a click
Move from sandbox to production in a click

Suprdense lets you move assets from the HubSpot sandbox account to the HubSpot production account for your customer, enabling you to deliver high-quality work without the usual time-consuming transfer process

Offer new HubSpot capabilities
Offer new HubSpot capabilities

Wait, you don’t have to start from scratch. SuprConifg’s library comes with pre-built HubSpot modules - from Sales Hub Implementation to Lead Routing automation, Data Ops workflows, Marketing lists and email newsletter templates.All you need is a few clicks to get your customers going 🙂

Diamond
Gold
Hubspot Elite
Platinum
Diamond
Gold
Hubspot Elite
Platinum
Built for every HubSpot Partner

Config allows you to scale your services like never before. Now that you've come this far, what's your journey from here to Elite and beyond?

Signup now

Say Goodbye to Supr-Lengthy Implementations!

MODULES

Convert your unique HubSpot implementation playbooks into modules

Reduce your implementation time by 60%, letting you spend more time in solving adoption.

  • Deploy industry-specific HubSpot configurations in one click for various sectors.
  • Access prebuilt marketing and sales modules for lead generation to deal closing.
  • Easily deploy HubSpot automations for lead routing, nurturing, scoring, ABM, and notifications.
MODULES

ASSETS

Store everything relevant that you’ve built on HubSpot, as assets

Imagine keeping every important workflow, email template, list, website page handy for future.

  • Import and deploy your workflows, infinitely, never re-doing them again.
  • Deploy custom forms and properties instantly across client accounts.
  • Access a library of email templates for effective outreach.
  • Clone and manage common HubSpot lists and segmentation effortlessly.
ASSETS

PRODUCTIZATION

Imagine doing all of the above, across your customers, in just a click.

The golden ticket to converting your HubSpot services into a product by making your implementations efficient, error-free and deployment like a breeze.

  • Store HubSpot assets for easy reuse across clients.
  • Organize assets into deployable packages for comprehensive campaigns.
  • Reduce the need for multiple admins and focus on customer strategies.
  • Onboard more clients without extra staff, boosting profitability and retention.
PRODUCTIZATION

DATA MODELS

Create the HubSpot data structure directly from the Config without any hassle.

Create properties in bulk using Config modules, CSV uploads, or Config's unique property creation interface.

  • Create custom objects with necessary associations in seconds.
  • Use pre-built custom properties for quick HubSpot account setup.
  • Select from a library of properties for quick setups, including attribution tracking and contract info.
DATA MODELS

Contact Us

Making CRM Setup

CRM Setup

Making Migrations

Making Migrations

Making Integration

Making Integration

supr-easy for HubSpot partners

Ready to transform your CRM?

Book a personalized demo or discovery call with our RevOps experts to discuss your specific migration or integration needs.

Book a Meeting

Schedule a Personalized Demo

Discover how Suprdense can improve HubSpot and CRM ops for you and your team.

Secure Migration

Seamlessly migrate to your new CRM.

Get a custom quote for your data migration. Our proprietary engine and RevOps experts ensure 100% data fidelity with zero downtime.

Audit & Map native schema
Object Migration & Associations
Delta Sync & Validation
30-Day Post-Migration Support

Get a Quote

Fill out the details below and our team will get back to you within 24 hours.

More Migrations

Explore Other CRM Migrations

SuprSwitch supports migrations from all major CRMs to HubSpot — error-free and lightning fast.

Migrate Act! CRM to HubSpot Growth
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Migrate Act! CRM to HubSpot Growth

Upgrade your legacy database to a modern revenue engine using SuprSwitch's proprietary transformation layer. We move your entire Act! history and relational schema into HubSpot without the risks of manual data exports.

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Seamless ActiveCampaign to HubSpot migration engine.
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Seamless ActiveCampaign to HubSpot migration engine.

Stop battling messy CSV exports and losing your precious automation history. Our proprietary transformation layer moves your entire ActiveCampaign ecosystem into HubSpot with surgical precision.

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Migrate Act-On to HubSpot with Precision
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Migrate Act-On to HubSpot with Precision

Move your marketing automation legacy to HubSpot using our proprietary transformation layer. SuprSwitch eliminates manual CSV exports by directly mapping your Act-On lists and behavioral data into HubSpot properties with total fidelity.

Learn More
Migrate AdvisorEngine CRM to HubSpot with unmatched precision
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Migrate AdvisorEngine CRM to HubSpot with unmatched precision

Transition your wealth management data through our proprietary transformation layer to unlock HubSpot's growth tools. We preserve complex household hierarchies and action histories without the manual export headache.

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Migrate AgencyBloc to HubSpot with Total Fidelity
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Migrate AgencyBloc to HubSpot with Total Fidelity

Our proprietary transformation layer preserves complex insurance policy structures and carrier relationships during the move to HubSpot. Eliminate the manual export-import grind with SuprSwitch's direct data extraction engine.

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Upgrade your Agile CRM data into HubSpot precision.
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Upgrade your Agile CRM data into HubSpot precision.

Move your entire sales ecosystem from Agile CRM to HubSpot using our proprietary transformation layer. We eliminate the friction of data loss by preserving every tag, milestone, and contact association through our in-house engine.

Learn More

Suprdense Ebooks

AI thinking and product news to unleash the potential

Terms of Use
Effective Date: 28th August, 2024

Welcome to Suprdense! These Terms of Use (“Terms”) govern your access to and use of the services, products, and platforms provided by Suprdense, including, but not limited to, data migration, data quality, sales and marketing automation, integrations, and onboarding solutions. By using our services, you agree to comply with and be bound by these Terms.

If you do not agree with any part of these Terms, you must not use our services.


1. Definitions

 

  • “Suprdense” refers to the company providing data orchestration and automation solutions, including integrations and migration services.
  • “Services” refers to any Suprdense product, platform, or service offering.
  • “User” or “You” refers to any individual or entity accessing or using our services.
  • “Third-Party Platforms” refers to external tools or platforms such as Firebase, HubSpot, Google Cloud Platform (GCP), and Amazon Web Services (AWS) used in conjunction with Suprdense services.

2. Acceptance of Terms

By accessing or using Suprdense’s services, you represent that:

  • You are at least 18 years old or have reached the age of majority in your jurisdiction.
  • You have the authority to bind yourself or the entity you represent to these Terms.
  • You have read, understood, and agree to be bound by these Terms.


3. Use of Services

3(a). Permitted Use

Suprdense grants you a non-exclusive, non-transferable, revocable license to use its services solely for lawful purposes in accordance with these Terms.

Services are to be used for business operations, integrations, and automations as outlined in our service agreements.

3(b). Prohibited Use

You agree not to:

  • Use the services in violation of any applicable laws or regulations.
  • Reverse engineer, disassemble, or attempt to extract the source code of any Suprdense software or service.
  • Engage in any activity that could disrupt, disable, or damage our systems or services.
  • Misrepresent your identity or use the services for unauthorized or illegal purposes.

4. Data and Privacy

Customer Data

Suprdense does not permanently store, sell, or share customer data.

Data provided by you during the use of services is used solely for operational purposes and is promptly deleted after the project is completed.

Third-Party Platforms

Suprdense services may involve third-party platforms like Firebase, HubSpot, GCP, and AWS.

Your use of these platforms is subject to their respective terms and privacy policies.


5. Intellectual Property


All intellectual property rights in Suprdense’s services, products, content, and software are owned by Suprdense or its licensors.

You may not copy, modify, distribute, or create derivative works based on Suprdense’s intellectual property without prior written consent.

6. Service Availability and Modifications


Suprdense strives to ensure uninterrupted availability of its services but does not guarantee that services will always be available, error-free, or meet your specific requirements.

Suprdense reserves the right to modify, suspend, or terminate any part of its services at any time without prior notice.

7. Fees and Payments

Pricing for Suprdense services is as outlined in the applicable service agreement.

Payments are due as per the terms specified in your agreement. Non-payment may result in suspension or termination of services.

8. Limitation of Liability


To the fullest extent permitted by law:

  • Suprdense shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, or business opportunities.
  • Suprdense’s total liability for direct damages under these Terms shall not exceed the fees paid by you for the services in the six months preceding the claim. 

9. Indemnification


You agree to indemnify, defend, and hold harmless Suprdense, its affiliates, and employees from and against any claims, liabilities, damages, losses, or expenses arising out of:

  • Your use of the services in violation of these Terms.
  • Your breach of any applicable law or regulation.
  • Any claim related to the data or content you provide. 

10. Termination


Suprdense reserves the right to terminate or suspend your access to the services for violations of these Terms or any other applicable agreements.

Upon termination, your license to use the services is immediately revoked.

11. Governing Law and Dispute Resolution

 

Governing Law

These Terms shall be governed by, and construed in accordance with, the laws of the State of Delaware, United States, without regard to its conflict of laws principles.


Dispute Resolution

At Suprdense, we prioritize resolving disputes amicably. In the event of a dispute arising from or related to these Terms, the parties agree to:

  1. Good Faith Negotiations: First, attempt to resolve the dispute through direct and amicable discussions within 30 days of written notice of the dispute.
  2. Arbitration: If the dispute cannot be resolved through negotiation, it shall be submitted to binding arbitration in accordance with the rules of the American Arbitration Association (AAA).
  3. The arbitration shall take place in Lewes, Delaware, United States.
    • The arbitration will be conducted in English.
    • Each party shall bear its own costs and attorney’s fees, except as otherwise required by the arbitration rules or applicable law.

     

  4. Final and Binding Decision: The decision of the arbitrator(s) shall be final and binding, and judgment on the arbitration award may be entered in any court having jurisdiction. 

Waiver of Class Action

 

To the fullest extent permitted by law, you agree to resolve any disputes with Suprdense on an individual basis and waive your right to participate in a class action or class-wide arbitration.


Equitable Relief

Notwithstanding the above, either party may seek injunctive or equitable relief in the courts of the State of Delaware to prevent the misuse or unauthorized access to confidential information, intellectual property, or proprietary data.

12. Changes to Terms


Suprdense reserves the right to modify these Terms at any time.

Updated Terms will be posted on our website, and continued use of the services constitutes acceptance of the updated Terms.


13. Contact Information

For questions or concerns regarding these Terms, please contact us: talk@suprdense.com

By using Suprdense’s services, you acknowledge that you have read, understood, and agreed to these Terms of Use.