We moved in 2 weeks from Hubspot to Attio using dltHub's agentic transformations, here's how

In a detailed account of migrating from HubSpot to Attio in just two weeks, the post emphasizes the pivotal role of a strategic workflow rather than relying solely on AI. With one working student, a stakeholder call, and the use of dltHub's agentic transformations, the team navigated the complexities of CRM migration, which involves more than just transferring data rows but also preserving valuable organizational knowledge embedded in sales notes and pipelines. The article highlights the necessity of contextual understanding, which AI alone lacks, in handling legal constraints, schema nuances, and business realities. It outlines a methodical approach involving setting up a canonical data model (CDM), building an ontology from stakeholder meeting transcripts, using a transformation toolkit, and ensuring thorough testing and controlled rollouts. The workflow, bolstered by guardrails like small, manageable pull requests and regression testing, enabled a fast yet careful transition, underscoring the need for human oversight in code review despite AI's rapid capabilities.