Migrate Agile CRM Deals to Salesforce Opportunities
Agile CRM's limited pipeline customization and rigid deal stages lock you into a workflow that doesn't scale with enterprise sales. SuprSwitch transforms your entire Deals library—contacts, custom fields, and deal history included—directly into Salesforce's native Opportunity schema in hours, not weeks, using our proprietary transformation layer.
Why Sales Teams Choose SuprSwitch Over a DIY Agile CRM Export
Agile CRM's native CSV export flattens hierarchical relationships between Contacts, Companies, and Deals into a single row-based format, destroying parent-child associations. It also converts all custom fields to plain text, losing field type information like dropdowns, dates, and currency values. SuprSwitch's in-house transformation layer reconstructs these relationships during migration, preserves native Salesforce field types, and applies intelligent schema mapping that Agile CRM's export simply cannot provide.
Contact-Company-Deal Relationships Preserved
Agile CRM flattens its Contact-to-Company and Deal-to-Contact hierarchies when exported as CSV, leaving orphaned records in your Salesforce org. SuprSwitch's transformation layer reads Agile CRM's relational structure directly and recreates proper AccountId and OpportunityId lookups in Salesforce. Every Contact remaps to its parent Account, every Deal links to its associated Contacts, maintaining the complete relationship graph that was originally in Agile CRM.
Custom Field Types Mapped as Real Salesforce Objects
When you export from Agile CRM, custom dropdown fields, date pickers, and checkbox fields all land in Salesforce as generic Text fields. SuprSwitch's native schema mapping engine analyzes each Agile CRM custom field's type and constraints, then creates or matches it to the correct Salesforce field type—picklists, Dates, Checkboxes, Currencies. Your Agile CRM dropdowns become actual Salesforce picklists with validated values.
Complete Activity & Engagement History Migrates
Agile CRM's CSV export includes only the latest snapshot of data—email threads, call logs, and task histories are dropped entirely because CSV cannot represent nested activities. SuprSwitch directly extracts Agile CRM's complete Task and Activity records, including timestamps, notes, and outcome data, then maps them to Salesforce Tasks and Activities with proper parent-record associations. Every call, email, and note is preserved in your migration.
Owner & User Assignment Logic Applied Automatically
A DIY Agile CRM export will map owner names as text strings that don't resolve to actual Salesforce Users, creating unassigned records. SuprSwitch's engine performs intelligent owner matching using email domain and username logic specific to how Agile CRM stores user data, automatically linking each migrated record to the correct Salesforce User. If an owner doesn't exist in your target org, SuprSwitch flags it with a pre-migration validation report so you can resolve it before cutover.
Every Agile CRM Asset, Accounted For
Agile CRM organizes customer data into Contacts, Companies, Deals, Tasks, Notes, and Products. SuprSwitch migrates all of these object types with full field-level accuracy, preserving relationships, custom fields, and historical data integrity throughout the migration process.
Built for Agile CRM's Multi-Entity Data Model
Agile CRM's data architecture relies on a distributed entity model with interconnected contact, company, and deal objects, each maintaining separate field taxonomies and custom metadata. SuprSwitch's proprietary extraction engine directly interfaces with Agile CRM's internal data structures—bypassing CSV exports entirely—to preserve field-level fidelity, entity relationships, and the platform's native ID system during transformation into Salesforce's relational object model.
Native Multi-Entity Extraction
Direct PipelineAgile CRM organizes data across distinct contact, company, deal, and task entities, each with their own field registries and custom attribute systems. SuprSwitch's extraction engine reads directly from Agile CRM's entity tables, capturing all standard and custom fields without lossy CSV serialization. This preserves numeric precision, boolean logic, date formatting, and nested custom field structures that would be flattened or corrupted in export workflows.
Bi-directional Entity Association Rebuilding
Referential IntegrityAgile CRM maintains associations between entities (contact-to-company, contact-to-deal, company-to-deal) through internal relationship tables using native entity IDs. SuprSwitch's transformation layer captures these relationship definitions and rebuilds them as Salesforce standard and custom lookup fields, ensuring no orphaned records. The engine handles one-to-many and many-to-many associations, including custom relationship types defined in Agile CRM's metadata schema.
Agile CRM Field Type Mapping
Schema-AwareAgile CRM supports distinct field types—text, textarea, email, phone, currency, percentage, date, date-time, checkbox, dropdown, multi-select, and linked records—that don't map one-to-one to Salesforce field types. SuprSwitch's native schema mapping engine intelligently converts Agile CRM's field type registry into Salesforce equivalents (e.g., multi-select → Text with semicolon delimiters, currency with precision preservation, date-time with timezone handling). Custom field metadata is preserved in field descriptions for post-migration documentation.
Live-Safe Incremental Migration
Zero DowntimeAgile CRM records are continuously updated by sales teams during migration windows. SuprSwitch supports delta-sync mode, extracting only new and modified records since the last checkpoint using Agile CRM's internal audit timestamps. This enables multiple pre-cutover validation passes and a final incremental sync window hours before production switchover, ensuring Salesforce has the latest data without requiring extended read-only periods or CSV re-uploads.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture: Agile CRM → Salesforce
SuprSwitch's migration engine adapts to Agile CRM's contact-centric schema, where contacts serve as the foundational entity linking companies, deals, and activities. Our approach maps Agile CRM's hierarchical contact records, custom fields, and embedded company/deal associations directly into Salesforce's Account-Contact-Opportunity model with full field-level preservation.
SuprSwitch's proprietary extraction engine reads Agile CRM's contact-centric data model in parallel threads, isolating custom field definitions and nested company/deal objects without performance impact to your live instance.
Our transformation layer batch-processes extracted records through native schema mapping, converting Agile CRM field types to Salesforce equivalents, auto-generating Account and Opportunity records from contact relationships, and staging data for bulk load.
Post-migration validation compares total record counts (contacts vs. Contacts, companies vs. Accounts, deals vs. Opportunities), audits field population rates, validates relationship integrity, and flags orphaned or incomplete records before production sign-off.
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering