HubSpot migration
Move to HubSpot without losing a thing.
We migrate your records, history, pipelines and automations from Salesforce, Pipedrive, Zoho or spreadsheets, and check every step so nothing goes missing.
Book a call →30 minutes · No obligation
What we migrate
Your data, your history, your logic.
RecordsContacts, companies, deals, tickets and custom objects, deduped and mapped.
HistoryNotes, emails, calls, meetings and attachments linked to the right records.
PipelinesStages, owners and properties rebuilt to match how you sell now.
AutomationsWorkflows, sequences and routing rebuilt in HubSpot, improved where needed.
How a migration runs
Planned, tested, verified.
We check the places where CRM migrations can break.
1Step 1
Audit and mapWe audit the source system and map every field and object.2Step 2
CleanWe fix duplicates and gaps before anything moves.3Step 3
Test migrationWe run a sample and you check it against the source.4Step 4
Full moveWe migrate everything, then reconcile record counts.5Step 5
Go liveTraining, cutover support and a post-launch review.Moving from
We have done this before.
Most migrations come from one of these.
- ✓Salesforce
- ✓Pipedrive
- ✓Zoho CRM
- ✓Dynamics
- ✓Spreadsheets and legacy tools
What stays safe
- ✓Record counts reconciled before sign-off
- ✓Associations kept between objects
- ✓Owners and timestamps preserved where possible
- ✓A rollback plan until you approve go-live
FAQ
Migration, answered.
Will we lose any data?
We reconcile record counts and spot-check records after a test run and after the full move, so you sign off before go-live.
Can we keep working during the migration?
Yes. We plan a cutover window so your team keeps selling, and sync any changes made during the move.
How long does a migration take?
It depends on data volume, objects and integrations. We give you a plan after the audit.
Migration
Planning a move to HubSpot?
30 minutes. We will look at your current CRM and outline the migration plan.
Book a call →