the move.
CRM Migration
Most migrations move the mess with them. We map and clean the data on the way across, so reporting works on day one instead of month three.
You’ll get a scoped migration plan with a data audit, a sequence, and a rollback point.
Platforms
We move teams onto HubSpot from all of these. Each one brings its own problems, and we’d rather name them up front than discover them halfway through.
Salesforce
Object model and record types rarely map one-to-one. We tell you what doesn’t before we start, not after.
Pipedrive
The fastest of the migrations. Deals, activities and custom fields carry across cleanly in most cases.
Zoho
Modules and layouts need translating into HubSpot’s data model. We do that mapping with you, in writing.
Microsoft Dynamics
Usually the most complex, and the one most likely to have integrations sitting behind it. Scope carefully.
Spreadsheets & legacy
No object model to translate, but almost always the most cleaning. This is where the audit earns its keep.
Straight answers
Everyone asks these on the first call, so here they are up front.
“Will we lose our history?”
No. Contacts, companies, deals, activity, notes, attachments and custom fields all come across. Where the old system holds something HubSpot has no home for, we tell you before the migration, not after, and you decide whether it’s rebuilt, archived or dropped.
“How long are we down?”
You’re not. We run the new instance alongside the old one and cut over on an agreed date. Reps keep working throughout. The cutover itself is usually a weekend.
“What if it goes wrong?”
Your old system stays live and untouched until you sign off. We take a full export before anything moves, and there’s a defined rollback point. Nothing is deleted at our end at all. Decommissioning is your call, on your timeline.
The work
Six steps. The first one happens before we quote, because scope moves once you are inside the data.
01
Data audit
Before quoting. How many records, how much duplication, how many custom fields are genuinely used versus historically created and abandoned. This is where migrations get expensive if it’s skipped, because scope moves once you’re inside the data.
02
Map the model
Old objects and fields to new ones. What comes across as-is, what gets consolidated, what gets left. Agreed in writing: a mapping document you sign off, not a spreadsheet we keep to ourselves.
03
Clean
Deduplication, formatting, fixing the fields where three people used three conventions. This is the step that separates a migration from a house move. Doing it during migration costs a fraction of doing it afterwards.
04
Build and test migrate
Configure HubSpot to the agreed model, then migrate a representative subset and check it against the source. You review it before the full run.
05
Cut over
Full migration on the agreed date, with reconciliation counts. Reporting rebuilt and verified against known numbers.
06
Land it
Training by role, documentation, and a check-in at 30 and 60 days.
Deliverables
Every one of these is a thing you can hold us to, not a description of effort.
A data audit you can read, whether or not you use us for the migration
A signed-off field mapping document
Deduplicated, cleaned records rather than a like-for-like copy
Reporting rebuilt and reconciled against your old numbers
A defined rollback point, and your old system untouched until you sign off
Training and documentation
30- and 60-day reviews
Proof
Trusted by 30+ teams and rated 4.78 out of 5. We have built and run marketing, sales and data systems for Vox Telecoms, NetFlorist, BIBO and FoodServ.
Honestly
If you want a lift-and-shift with no cleaning, that is a cheaper job than the one we do and we would be the wrong choice. If your sales process isn’t defined anywhere, migrating won’t fix that. You would be moving an undefined process into a better-looking system. And if you are still deciding between HubSpot and something else, we are happy to talk that through without the migration attached. We would rather tell you HubSpot is wrong for you now than migrate you onto it and have you leave in a year.
Looking ahead
The reason to clean on the way across rather than later is that later keeps getting more expensive. Every AI tool you connect to the CRM next year (lead scoring, call summaries, drafted follow-ups) reads whatever is in there. Feed those tools duplicated records and inconsistent stage definitions and you don’t get bad output you can spot; you get confident output you can’t check. Migration is the cheapest moment you will ever have to fix it.
Contact
Bring us what you’re seeing. We’ll show you what to do next.
Share a bit of context and what you’re trying to achieve. We’ll come back with the most useful next step and help you decide on the smallest set of moves that improves clarity, delivery, and measurement.
