Mastering Business Tools Integrating your CRM and Helpdesk: Import2 Wizard vs. Zapier So you’re considering setting up an integration between your CRM and helpdesk - good for you! This is a critical integration to have, so your sales and support teams can share key
Best Practices Your Definitive Checklist to Setting up a Perfect & Predictable CRM-to-Helpdesk Integration If you’re new to setting up a CRM and helpdesk integration, we’re here to help you make sure you have all your “boxes checked”. Check your access to data. Ensure you
How To Guides Extracting Sales Activity History from Your CRM You have a need to get your activities and notes out of your CRM. It could be to: Migrate your legacy CRM data You need to move all your data into a new
Product Updates Import2 Wizard: Meet Your New HubSpot Certified App We are happy to announce that Import2 Wizard is now a certified app in HubSpot's Connect Marketplace. Import2 has long been a partner of HubSpot, helping users migrate their legacy data onto the
How To Guides Enrich Existing HubSpot Data Add or update any fields to your existing HubSpot deals, contacts and companies In this article, we will walk you through how to update your existing contacts, companies and/or deals in HubSpot
Best Practices The WHY and HOW of CRM and Helpdesk Integration You may have noticed some of the "big players" in the SaaS tool market offering all-inclusive platforms to try to host CRM, helpdesk, marketing and more all inside of their single
How To Guides Update HubSpot Deals to Set Link to Associated Contacts As of now, HubSpot does not support the linking of Contacts to deals during an import. But if the idea of manually updating each deal to set the link seems daunting (or just
How To Guides Clean Up That Ticket Data I am just back from the first day of Support Driven Expo where Import2 have hosted an OpenRefine related workshop. Workshop goal was to show how to clean up the Help Desk export
Product Updates Get your CRM on the Google Train, with a 1-Click Switch to ProsperWorks I could write you a charming intro…but if you are here, you are probably ready to drop what you are doing and move your CRM over to ProsperWorks. via GIPHY Well don’
Product Updates A Fresh Look at Importing Data into Freshsales We are constantly researching opportunities where we can improve the customer experience for data migrations. More flexibility for you = smiles for us. We found such a case, and we are excited to launch
Product Updates Introducing Automated HubSpot Marketing Data Migration I get it, moving is the worst. The last time I moved, I contemplated hiring a professional and letting them deal with it. The tipping point is when I realized there are some
Product Updates HubSpot’s Customer Service Hub is Here — Here’s How to Move Your Customer Support History Now! HubSpot just launched their new Service Hub, to integrate into your existing Marketing and CRM Hubs for full customer relationship management. As a long-standing partner with HubSpot, we at Import2 are ready to
Product Updates Importing Your Customer Support History to Kayako Import2 now supports imports into Kayako! If you’re currently using Zendesk, Salesforce Service Cloud, HelpScout, or any other of our supported export tools, making the switch to Kayako has never been easier.
Product Updates Migrating Your Customer Support History from the Soon-to-be-discontinued Desk.com Salesforce recently announced they will be discontinuing their Desk.com platform. What does this mean for you as a current Desk.com user? Time to move! via GIPHY As you select your new
How To Guides Counting Users with Intercom Did you start using Intercom recently and now thinking about getting some metrics and analytics? This post will help you to get started. Nothing complicated, no advanced analytics tools, just a quick overview
Mastering Business Tools Join Multiple Data Sheets in Excel Using VLOOKUP Function I know Excel gurus might laugh at me for writing this blog post. But whenever I am opening Excel, and need to join data from 2 spreadsheets, my stomach hurts. Excel can surprise
Product Updates Import Notes and Activities into HubSpot with a Bit of Wizardry You are looking to use HubSpot, and want to retain the notes and activities attached to your contacts, as these interactions help manage and strengthen customer relationships. But alas, HubSpot does not currently
How To Guides How to Turn a Salesforce Data Migration Hastle into a Breeze If you are reading this post, you are most likely somewhere on that perilous journey to finding the right method to migrate your CRM data to Salesforce. To help save you some time
How To Guides Calculating First Reply Time for Intercom Conversations I don’t know if you have noticed, but Intercom's definition of built-in First Reply Time metric is a bit unusual. Here is how it works according to Intercom: The median first response
How To Guides Your HubSpot CRM Import Time Machine (aka: Go Back! Undo! Help me get that data out of there!) I’m sure I’m not the only one who has noticed that in HubSpot CRM, there is no native feature
How To Guides The Ultimate Preparation Guide for Importing Data from CSV into HubSpot You know the phrase — measure twice cut once. Think of this as your #1 principle when preparing for a data import. Measuring in this sense means prepping your CSV file to meet the
How To Guides Explained: Setting the Lifecycle Stage When Importing Into HubSpot As you may be familiar, HubSpot allows you to import Contacts in bulk using their native CSV-import tool. It is a requirement of this tool that you set a Lifecycle Stage for these
Customer Stories The Best Part of Customer Support: Shock and Awe I started my professional career in non-profit, so it’s no surprise that I am strongly motivated by helping others. My path naturally led to me managing the customer support for my current
Best Practices When NOT to Use Data I am big advocate of using data and metrics in your daily operations. But to my surprise a very common problem you see is that people use data too much. So I have
How To Guides How to Turn 5 Years of Task Data Into Meaningful Insights Our team is doing data migration projects. Every month we resolve about 1,000 tasks and team had an intuition that by analyzing historical data we can find bottlenecks and identify processes that
Best Practices How to Measure Your Customer Support? You got to this rare moment when queue of help desk tickets is empty and you have 30 minutes free to relax. I love this feeling. This is the time when you have
Best Practices 5 Reasons Why Dashboards Don’t Work We love data at our team, very much. We try to use whenever and wherever it is possible. But one of the controversial topics we always discuss internally is how much we dislike
Best Practices Metrics: The right data visualization tool Let’s dream a little together. If you were to come up with the ideal way to view your business data, what would that look like? Why would you choose one visualization over
Best Practices It’s Here: Your Survival Guide for Conquering Your Next Data Migration What to Know Before you Embark on a Data Migration from Import2
Best Practices Your Need-to-Know Guide for a HubSpot CRM Migration Hubspot Data Migration Tips & Tricks from Import2
Product Updates A Simpler Way to Track Business Metrics with Import2 Metrics Thinking of tracking metrics for your various business tools, but realizing it’s kind of a hassle? It’s like going to the doctor for a check-up — you’ve got to take time
Best Practices Considering a move to Zendesk? Read This Before You Pull the Trigger Zendesk Data Migration Tips and Tricks from Import2
Best Practices Some Deals are Losers, Do you Know Why? There have been a lot of great posts recently about losing Deals (check out Pipedrive’s great post about that or Mark Suster’s gem here). What piques my interest is how we
Best Practices Back It Up…Perform local data backups for the health of your business and your sanity! I recall vividly, I was still in my first year in an entry-level fundraising position with a local non-profit. I was responsible for entering gifts into our donor database, and — as will happen
Mastering Business Tools Understanding Pipedrive Data Model Its probably your first days on Pipedrive now and everything seems new and unfamiliar at the moment. I have been there myself and wanted to share thoughts that I wish we paid attention
Best Practices First Marketing Metric To Track At Import2 we’re lucky enough to have organic traffic generating more leads than we could handle for quite a long time. But eventually efficiency of the product allowed us to serve more
How To Guides Removing Duplicate Records in your CRM Your database isn’t perfect. It might be a mess. It might just need a small dose of spring cleaning. The most common issue? Duplicate records. As a former database adminstrator and freelance
