Migrations
MigrationDelivered
Google Sheets
Forbidden has migration experience moving clients from Google Sheets-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
- Records, trackers and shared operational sheets used across teams.
- What gets redesigned in HubSpot
- Shared process turned into a single CRM model with ownership, stages and reporting.
- Main delivery challenges
- Multiple overlapping sheets, formula-driven logic, and team habits built around open editing.
- Forbidden's approach
- Consolidate the sheets, agree one model, and replace the operational reasons the sheets existed.
- Useful discovery questions
- How many sheets cover the same process?
- What reporting comes out of them today?
- What will keep people out of the sheets afterwards?