Hi all, I\u2019m leading a HubSpot migration from an in-house CRM to HubSpot (Professional) for a payment company (B2C + B2B).<\/SPAN> Historically, HubSpot was used inconsistently:<\/SPAN><\/P> – One-off data imports via API<\/SPAN><\/P> – No lifecycle automation<\/SPAN><\/P> – Static custom properties created without clear ownership<\/SPAN><\/P> – No reliable sync or reporting<\/SPAN> We don\u2019t have a sales team<\/STRONG>, lifecycle should be driven by behavioral data (signup, KYC, activation, transactions), but this data isn’t synced with HubSpot.<\/SPAN> I\u2019m looking for guidance on where to start and how to structure the work:<\/STRONG> 1. Data audit & cleanup<\/SPAN><\/P> Recommended approach to auditing existing objects, properties, and imports.\u00a0<\/SPAN><\/P> 2. What to prioritise first (contacts, properties, lifecycle, workflows)?<\/SPAN><\/P> 3. Property mapping\u00a0<\/SPAN><\/P> How to decide which properties to migrate vs drop?<\/SPAN><\/P> Whether to document business use cases per property before migration?\u00a0<\/SPAN><\/P> 3. Lifecycle automation\u00a0<\/SPAN><\/P> Best practices for lifecycle stages without sales team 4. Lead scoring for B2C<\/SPAN><\/P> Is lead scoring useful without sales?<\/SPAN><\/P> 5. Integrations prioritisation<\/SPAN><\/P> Jira (tickets), Front (team shared inbox), Slack, Power BI<\/SPAN><\/P> Which integrations should wait until data is cleaned and standardised<\/SPAN><\/P> Any structured frameworks or practical guidance would be greatly appreciated.<\/SPAN><\/P> Hi all,I\u2019m leading a HubSpot migration from an in-house CRM to HubSpot (Professional) for a payment company (B2C + B2B).Historically, HubSpot was used inconsistently:– One-off data imports via API– No lifecycle automation– Static custom properties created without clear ownership– No reliable sync or reportingAs a result, the portal is messy.We don\u2019t have a sales team, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2267"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=2267"}],"version-history":[{"count":1,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2267\/revisions"}],"predecessor-version":[{"id":2268,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/2267\/revisions\/2268"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=2267"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=2267"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=2267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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<\/SPAN>As a result, the portal is messy.<\/SPAN><\/P>
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<\/SPAN>Goal: rebuild HubSpot as a clean system of record for marketing, lifecycle communication, and high-level reporting, automate\u00a0 marketing proccess. <\/SPAN>
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<\/SPAN>Thanks in advance.<\/SPAN><\/P><\/p>\n","protected":false},"excerpt":{"rendered":"