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Salesforce to Bitrix24 Migration

With Data2CRM you shouldn't be restricted with the outdated or ineffective CRM platform. Just transfer all of your data from Salesforce to your dream Bitrix24 in a couple of straightforward steps and launch your rapid enterprise progress.

What data I can migrate from Salesforce to Bitrix24?

Salesforce Modules
LeadsDescription, first name, last name, title, phone number, fax, email, address details, website, lead status, source, industry, lead owner
ContactsDescription, first name, last name, title, department, phone numbers, email, address details
OpportunitiesName, description, type, amount, close date, next step, stage, lead source, probability, opportunity owner, date of creation, date of last modification
AccountsName, description, type, industry, fax, address details, phone, website, ownership, employees , ticker symbol, shipping address details, related contact
TasksSubject, description, status, due date, name of the contact, priority, related account, related opportunity, related user
Bitrix24 Modules
LeadsDescription, name, last name, lead name, phone numbers, address details, site corporate, status, opportunity, source description, source, responsible user
ContactsDescription, first name, last name, position, phone numbers, emails, address details, responsible person, related company
DealsName, comment, type, income, currency, probability, related company, responsible person, related contact
CompaniesCompany name, type, industry, phone numbers, address details, website, employees, legal (shipping) address details, email, related contact name and company
ActivityName, task description status, deadline, start date, priority, creator, parent task, responsible person

Extra Supported Migration

The migration of extra supported modules requires special treatment and peculiar data mapping. In order to migrate this data as well as other CRM information, please request a demo migration your personal account manager will contact you to assist you with the transfer.

Salesforce Modules
Notes open text field with the short information that describes certain activity
Attachments documents that may be accossiated with peculiar module
Custom fields non-default field that is created to meet business requirements to the full
Emails assigned activities to the company members associated with the peculiar clients
Other Modules a set of companies or departments contact details and other related data
Bitrix24 Modules
Notes open text field with the short information that describes certain activity
Attachments documents that may be accossiated with peculiar module
Custom fields non-default field that is created to meet business requirements to the full
Emails assigned activities to the company members associated with the peculiar clients
Other Modules a set of companies or departments contact details and other related data

How it Works

1. Register an Account or Log In

Register your Data2CRM account to start your CRM data migration. Complete the form by providing your name, email, a phone number and choosing a password. It will take a minute of your time.

Register an Account or Log In
Provide Your Current CRM System Details

2. Provide Your Current CRM System Details

The next step requires defining your existing CRM solution. You have to choose your current CRM from a drop-down menu, specify URL, and provide access credentials (login, password or API key).

Specify Your Future CRM Information

At this stage, you point out your new CRM URL, its type and access credentials (login, password or API key).

Note! In case you want to see your data on a new CRM, but haven't installed it yet, you may migrate to test SugarCRM, SuiteCRM or Vtiger platforms.

Specify Your Future CRM Information
Choose the CRM Modules You Want to Switch

3. Choose the CRM Modules You Want to Switch

After defining your existing and future CRM details, you should select the entities you want to migrate. Check out the boxes and activate the modules for a switch.

  • Accounts
  • Contacts
  • Tasks
  • Opportunities
  • Leads
  • Users
  • Notes

Also, you can set up the specific fields mapping on your own to comply with your business need. If you get a notification that some fields are not mapped, you should choose the available option on your new CRM. All the terminology used in the current solution will be preserved, so you can check the correctness of data before the switch.

Try Free Demo Migration

Now, you may start a free Demo Migration to your new CRM platform. The service also migrates the relationships between entities: accounts, contacts, tasks, opportunities and notes.

Apart from this, you may request customized demo migration to test how Data2CRM transfers default modules together with the custom fields, notes, attachments, emails, and other modules. Request a demo migration

When the Demo Migration to your new CRM is completed, it is important to check the results out immediately. Start reviewing Demo outcomes from the Contact module - inspect and compare the current and transferred records to ensure the accuracy.

Try free demo
Start Full Migration

4. Start Full Migration

Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results out, and get down to running your business more efficiently with the new CRM solution.

Estimate Your Own Migration Price

I want to migrate

Total count: 500

Additional entities
You've registered at app.data2crm.com service. Check out your email to get the login details

Wow, you have a respectable database! Let's talk about the optimal quote for you

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Migration price start from: $59
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Migration price without additional entities: $59
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Salesforce is a trademark of Salesforce.com, inc.
Bitrix24 is a trademark of Bitrix, Inc.

What our clients say

20+ CRMs in fully automated way and others in custom migration

We used Data2CRM for moving our business data to a new CRM system. The migration was simple, fast and effortless, that helped us to save lots of time and expenses. Many thanks to all Data2CRM team, we got a great assistance and high quality service in general.

Artem Lebedev

Executive Director of www.yaware.com

We are more than glad to find data2crm in our web search, they help us a lot migrating all the info from our old CRM to the new one, despite some issues we found (which is totally normal in this kind of jobs) they were supporting us until work was completed successfully, thanks a lot guys!!!

Alejandro Migliora

www.amxsolutions.com

I know this site once I need to migrate data from SugarCRM to SuiteCRM. They serve me as a regular customer while I’m just a new free customer. They always try their best to help me and they never let me wait for a long time without responding. I appreciate so much.Once, thank you very much Alex Kachurovskyy & Yurii Yewstratow.Best Regards.

Duong Le

www.vsource.io

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