Service

CRM Migrations

Salesforce, Pipedrive, Keap/Infusionsoft, Zoho — we’ve moved tens of thousands of records without losing the data hygiene along the way. Custom objects, historical activity, deal associations: the things that usually get flattened in a migration come across intact. We plan the cutover around your calendar, too, so nobody’s locked out of their pipeline mid-quarter.

Most migrations don’t fail on the data. They fail on everything around it: the report nobody can find anymore, the workflows rebuilt by someone who never sat in the pipeline, the team that quietly goes back to spreadsheets. A migration is only finished when your reps open HubSpot on Monday morning and can do their jobs.

What comes across

• Records. Companies, contacts, leads, deals, tickets, and products, with the associations between them.
• History. Notes, calls, emails, meetings, and tasks, on the timeline of the record they belong to, so a rep picking up a deal cold still has the context.
• Custom fields and objects. Mapped deliberately, not dumped. A migration is the right moment to decide which fields have earned their place.
• Pipelines and process. Your stages and the rules your team actually sells by, rebuilt natively in HubSpot.
• Automation and reporting. Workflows, routing, and the dashboards leadership depends on, rebuilt before go-live rather than after someone notices they’re missing.
• Integrations. Zapier, marketing tools, billing systems, and anything else wired into the old stack.

How it works

1. Discovery. We look at your current setup and how your team really works. You leave with a clear scope and an honest timeline — including when the honest answer is to integrate instead of migrate, or to stay put.
2. Mapping and cleanup. Every object and field gets mapped, and we flag the data that shouldn’t come with you. Migrating a mess just relocates it. What gets left behind is your decision, not ours.
3. Build and test. We stand up HubSpot, rebuild your automation and reporting, and test before anything goes live.
4. Cutover and training. We switch over on a date that works for your team, train everyone on how to run their day in the new system, and stay on for the first weeks, when the real questions surface.

Common questions

How long does a migration take?

Most run 4 to 8 weeks from kickoff to go-live. Data volume, custom objects, and the number of integrations to rebuild are what move that number.

Will we lose our historical data?

No. Activity history comes across with the records it belongs to. Anything we’d recommend leaving behind, we flag for you to decide.

Can we keep our old CRM running alongside HubSpot?

Yes. Some teams cut over in a weekend; others run both for a period, or keep the two connected on purpose. We’ll recommend an approach based on your team’s size and risk tolerance.

Coming from Salesforce?

Our Salesforce to HubSpot migration guide covers how each Salesforce object maps to HubSpot, what has to be rebuilt, and when integrating the two is the better call.