Imagine you’re migrating a client’s data from an external CRM to an existing HubSpot account. What action can you take to segment (or distinguish between) the new and existing datasets after they’re merged?
- Use a custom property to identify new records from existing records.
- Move the existing HubSpot database to a new HubSpot account.
- Migrate the external data to a HubSpot sandbox account.
- You shouldn’t merge an external database with existing data in HubSpot.