HubSpot and RealPage: Email Automation Success

One of our clients is a property investment company based in Dallas, Texas. They were facing significant challenges with data migration and needed a more reliable system to support their operations.

The team needed to migrate all its data from HubSpot to Salesforce. However, they were using both HubSpot and RealPage, which created major integration issues. RealPage didn’t support the level of integration the business required, leading the organization to move to Salesforce for a more scalable solution.

Additional goals and challenges included:

• Ensuring the entire transition was seamless from start to finish
• Replicating all existing data and features accurately
• Handling data complexity — previous migration attempts resulted in inaccurate and incomplete records
• Fixing fields that were not populating correctly, causing errors and inconsistencies
• Overcoming RealPage limitations due to lack of APIs and integration capabilities, making synchronization more difficult

The company knew it needed a better solution to protect its data and avoid loss or inaccuracies during migration.

That’s when the organization partnered with Astreca. Here’s how our team helped them achieve a smooth, accurate, and successful migration.

Data and Integration Solutions Provided by Astreca

Astreca provides consulting and managed services to organizations that need more reliable technology solutions. For this client, Astreca led the entire data migration project, ensuring accuracy, completeness, and a seamless transition to Salesforce.

Data migration and integration were the two major focus areas. Here’s what Astreca implemented to resolve the client’s challenges:

• Effective data migration: Astreca executed the migration using three critical steps:
  • Data cleansing: We conducted a detailed review of HubSpot data, identified inaccuracies and incomplete entries, and resolved them before migration.
  • Custom mapping: Custom scripts were created to map HubSpot fields to Salesforce fields, ensuring every piece of data transferred correctly.
  • Manual intervention: Irrelevant data was filtered out, and records were updated to match HubSpot accurately — a crucial step for ensuring clean and consistent data.
• Addressing integration challenges: Because RealPage lacked the integration capabilities the company needed, Astreca implemented alternative solutions:
  • Custom email services enabled the client to receive CSV file updates from RealPage, which could then be moved into Salesforce — a major improvement for workflows.
  • Astreca also ensured data consistency by overriding Salesforce’s standard “New” button and adding new custom forms to create records accurately.

With these improvements, Astreca helped the client launch more efficient and reliable tech operations. The migration became streamlined, and the business gained confidence knowing its data was properly transferred — accurate, complete, and up to date.

How Astreca Improves the Data Migration Process

This project’s main goal was to ensure a seamless, error-free data migration. Although the organization faced difficulties with its initial attempts, Astreca resolved them through:

• Creative, customized solutions: Tailored integrations and custom email services helped synchronize data effectively. Every solution was designed specifically for the client’s needs.
• Business process improvements: With new email templates and optimized workflows, the company saw better client engagement and enhanced campaign management.
• Transition-ready technology: Customized forms, improved functionality, and client-specific adjustments ensured a smooth and successful Salesforce migration.

Thanks to Astreca, the client could confidently proceed with new initiatives. Their experience is a great example of how switching to modern tools can be overwhelming — especially when systems don’t integrate properly or data doesn’t transfer cleanly. A smooth migration helps businesses stay productive and avoid costly disruptions.

Astreca is a consulting and management firm that helps businesses maximize their use of Salesforce and HubSpot. We support clients of all sizes by ensuring their systems are easy to implement, fully functional, and aligned with their goals and budget.

Whether you need Salesforce data cleansing, HubSpot integration, bulk merges, managed services, or consulting, Astreca can help. Contact Astreca today to learn more about data migration, custom implementation, or other managed services to support your business.