IMPLEMENTATION & MIGRATION
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Vitally
HubSpot
Migrate Vitally data into HubSpot seamlessly
Transition your customer success signals and account health scores into HubSpot's ecosystem using our proprietary transformation layer. Avoid the friction of manual CSV imports and maintain full relational integrity between your accounts and customer success workflows.
100%
Data Fidelity
< 24hrs
Migration Speed
Unlimited
Trait Mapping
"What happens to our Vitally Health Scores during the move?"
Our in-house engine extracts Health Scores as custom numeric properties in HubSpot, allowing you to maintain historical visibility and trigger automated workflows instantly.
"Can we preserve the relationship between Accounts and People?"
Absolutely. SuprSwitch's native schema mapping ensures that every person in Vitally remains correctly associated with their parent Company in HubSpot without manual re-linking.
"How do threaded Conversations translate to the HubSpot timeline?"
Our proprietary transformation layer converts Vitally conversations into chronological HubSpot Timeline events, ensuring your sales and success teams see the full communication history.
Why SuprSwitch
Superior to standard exports
Generic CSV tools fail to grasp the complex relationships between Vitally traits and HubSpot properties. SuprSwitch handles the heavy lifting.
Smart Deduplication
Our in-house engine identifies and merges duplicate records in real-time, ensuring your HubSpot portal remains clean and actionable.
Schema Harmonization
We don't just move data; we translate it. Our proprietary transformation layer aligns Vitally's success metrics with HubSpot's Lifecycle Stages.
Historical Context
Maintain a full paper trail. SuprSwitch transfers all historical notes, emails, and internal comments directly to the HubSpot activity feed.
Enterprise Security
Your data never touches the public cloud in an unencrypted state. We use direct data extraction to bypass common security vulnerabilities.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Full-stack data coverage
Every data point in Vitally has a home in HubSpot. Our native mapping ensures no signal is left behind.
Accounts
All records
Accounts
Companies
💡 Maps directly to Companies while preserving account-level success traits.
People
All records
People
Contacts
💡 Maintains all personal traits and contact-level engagement history.
Success Metrics
All records
Success Metrics
Analytics Properties
💡 Transferred as custom numeric properties for use in HubSpot Dashboards.
Conversations
All records
Conversations
Timeline Events
💡 Recreated as threaded timeline engagements for sales visibility.
Tasks
All records
Tasks
Tasks
💡 Syncs both open and completed tasks to keep CSM workflows moving.
Projects
All records
Projects
Deals or Tickets
💡 Converts success plans into pipeline-driven records for tracking.
Under the Hood
The Transformation Advantage
Our proprietary infrastructure is built to handle the complexities of high-volume customer success data.
Contextual Mapping
Native LogicSuprSwitch uses native schema mapping to understand the intent of your Vitally data before it ever hits HubSpot.
High-Volume Extraction
No LimitsOur direct data extraction bypasses traditional rate-limiting hurdles, allowing for rapid movement of massive datasets.
Data Sanitization
Real-time CleanseOur transformation layer scrubs and formats phone numbers, addresses, and custom fields during the migration process.
Relational Integrity
Deep LinkingWe preserve the internal links between Notes, Tasks, and Accounts, so your cross-referenced data stays connected.
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
The SuprSwitch Process
A structured, secure path from Vitally to HubSpot, managed by our proprietary engine.
1
Schema Analysis
Our engine performs a deep scan of your Vitally environment to map every custom trait and health score.
Phase 1
2
Secure Extraction
We use direct data extraction to pull your records without relying on unstable third-party connectors.
Phase 2
3
Data Synthesis
The proprietary transformation layer restructures your CS data into HubSpot-compatible Objects and Properties.
Phase 3
4
Final Injection
Final injection into HubSpot followed by a rigorous 50-point automated verification check for accuracy.
Phase 4
Zero data residency outside your specific migration window.
Custom trait auto-creation within your HubSpot portal.
Support for complex account hierarchies and multi-hub setups.
The Human Element
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
FAQs
Common Questions About Migration
Data
Will my Vitally Health Scores be available in HubSpot reports?
Yes. We map your Vitally Health Scores to HubSpot custom properties, allowing you to build lists and reports based on these legacy metrics.
History
How are Vitally Notes and Conversations handled?
Every internal note, external email, and conversation thread is moved into the HubSpot Timeline, associated with the correct Contact and Company.
Integrity
Does SuprSwitch maintain account associations?
Our in-house engine uses native schema mapping to match Vitally's object relationships, ensuring People stay linked to their specific Accounts in HubSpot.
Workflow
Is there any downtime for my CS team during the migration?
None. Because we use direct data extraction and a proprietary transformation layer, your team can keep working in Vitally until the final cut-over.
Customization
Can you migrate custom traits and user-defined fields?
We support all standard and custom traits. If a property doesn't exist in HubSpot, our engine can automatically create it during the injection phase.