Client Work

Historical Reconstruction Of Deal Stages

Deal Stages
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Client’s Challenge

Data migration can be a daunting task, but when a client approached us to help move their records to a new HubSpot account, AND rebuild their deal stage history for accurate funnel reporting…

…we needed expert level help from our HubSpot Specialists and Data Analysts to figure this out!!

 

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Solution

We created Python Code which allowed us to leverage the HubSpot API to automatically get the historical data from the Deal Stage property of each deal in the source account and rebuild it for the migrated deals in the target account.

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The success of this process is reflected in the funnel reports where all the data is already visible 🙌

 

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