Migrations
MigrationDelivered
Excel
Forbidden has migration experience moving clients from spreadsheet-based processes into HubSpot.
Project-level detail for this record is still being verified internally. Treat the summary below as capability and approach, not as a specific delivered claim.
- Group
- Spreadsheets
- What typically moves
- Contact and company records, pipeline trackers, and the process logic embedded in the sheet.
- What gets redesigned in HubSpot
- The process itself: the spreadsheet becomes objects, properties, pipeline stages and automation.
- Main delivery challenges
- Inconsistent formatting, duplicates, free-text fields carrying real meaning, and undocumented process rules.
- Forbidden's approach
- Interview the spreadsheet owner to surface the real process, structure and clean the data, then build the HubSpot model around it.
- Useful discovery questions
- Who maintains the sheet and what rules live in their head?
- What is the actual unit of work being tracked?
- How much of the data is trustworthy?