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New to HubSpot?
Moving to HubSpot from Salesforce, Pipedrive, or another CRM? We transfer your contacts, deals, and communication history without losing data or stalling sales. Your team keeps working, just on a better system.
HubSpot Partner since 2018
Switching CRMs is one of the riskiest moves a company makes with its sales data. Years of customer history, deals in progress, and relationships between contacts, companies, and activities all move at once. And the mistakes only surface once a rep runs into them in real work.
Deal notes, email history, custom fields, attachments. A manual export and import loses some data outright and mangles the rest. You find out three months later, when you go looking for a deal a colleague closed with a customer last year.
A contact belongs to a company, a deal belongs to a contact, an activity belongs to a deal. Those relationships are what make a CRM a database rather than a list. A plain CSV export can’t preserve them. Your new system ends up with thousands of records that have nothing to do with each other.
A migration without a cutover plan means days, sometimes weeks, where reps don’t know where the current truth lives: the old system, or the new one? Deals in progress sit idle, follow-ups slip through the cracks, and the pipeline goes stale.
A technically successful migration doesn’t mean a successful transition. If the team doesn’t get training and new processes, they go back to spreadsheets, and the new CRM turns into an expensive archive.
A migration isn’t a file transfer. It’s rebuilding your revenue system while it’s running: data, processes, and people switch over all at once. That’s why preparation decides the outcome: exactly what gets transferred, in what order, and who checks the result along the way.
A company exports data from its old CRM on a Friday evening, imports it into HubSpot over the weekend, and switches the team over on Monday. The import runs, the record counts roughly line up.
Two weeks later it turns out communication history stayed behind in the old system, half the deals have no owner assigned, and duplicate contacts are getting the same email twice.
Reps stop trusting the system and go back to spreadsheets. The company is paying for new licenses and has lost the most valuable thing of all: the team’s trust in the data.
None of this has to happen. Migration has known risks and known ways to manage them.
The difference between a smooth switch and months of cleanup isn’t the tool. It’s the process. You migrate without losing data or stalling sales when the risks are managed from day one.
Data gets moved in one big import with no mapping and no test. Errors only surface once you’re live, where they’re hardest to fix.
The old system gets copied over, junk and all. Dead contacts, duplicates, and fields nobody has filled in for years clutter up the new HubSpot from day one.
Nobody at the company checks whether the transferred data matches reality. The vendor sees the structure, but only your team can tell that a key customer’s history is missing.
The team gets access and a link to the help docs. Without training on the new environment and processes, CRM usage drops off within a few weeks.
Every field in the source system has a clear destination in HubSpot, or a deliberate decision not to transfer it. Nothing happens by accident.
Before the live transfer, a sample of data gets migrated and checked against the source. Mapping errors get caught here, where nothing’s riding on it yet.
Duplicates, dead records, and inconsistent formats get cleaned up during the migration. You start in HubSpot with data your team trusts.
The cutover has a date, a checklist, and a rollback plan in case anything fails. Sales knows exactly when the new system becomes the source of truth.
Sales, marketing, and service all get trained on their own scenarios. The first weeks after cutover decide whether the team makes the new system their own.
Reality: a one-time contact import from a spreadsheet is handled as part of HubSpot onboarding. A real migration, history, relationships, automation, multiple sources, is a project where irreversible mistakes are easy to make and expensive to fix.
We run every migration the same way. First we map the source data and design its target structure in HubSpot, then we verify the transfer on a test sample, and only after you sign off do we run the live migration with a controlled cutover. Throughout, you know what’s being transferred, what’s being cleaned up, and when the team switches to the new system. Migration is one of the disciplines within our implementation practice.
A migration isn’t a CSV export over the weekend. It’s a managed project with a test run and a cutover plan.
We review your source systems, data volumes, and data quality. The result is a mapping document: every field has a destination in HubSpot, and you sign off on it before anything gets transferred.
We transfer a sample of data and verify it against the source together: counts, relationships, history. Mapping errors get fixed here, not in live production.
The live migration runs in an agreed window, with a checklist and a rollback plan. The team knows exactly when HubSpot becomes the single source of truth.
After cutover, we set up ongoing data-quality checks: watching for duplicates, incomplete records, and stale contacts. Your data stays clean after the migration too.
The most common scenario: a company is leaving a CRM that’s stopped keeping up, or whose license is ending. We transfer contacts, companies, deals, activities, and communication history, including the relationships between them.
Contacts stay linked to companies, deals to contacts, activities to deals. We migrate through the API, not a plain CSV export, so the data structure stays intact.
Automation scenarios from the source system can’t be copied over. We rebuild their logic in HubSpot workflows so they match your processes, not the limitations of the old tool.
Moving from Salesforce is a special case: a different object model, automation in Process Builder or Flow, and dependencies on AppExchange apps. That’s why we treat it as a discipline in its own right.
Salesforce and HubSpot structure data differently. We build an explicit mapping: Accounts to Companies, Opportunities to Deals. For custom objects, we decide what gets its own object in HubSpot and what gets deliberately simplified.
After the live migration, both systems run in parallel for a transition period, until the team confirms nothing’s missing in HubSpot. Only then does Salesforce get switched off.
We map the apps connected to Salesforce, e-signatures, data enrichment, marketing tools, and design their replacement within the HubSpot ecosystem.
An acquisition, a merger, or historically separate teams: two HubSpot portals that need to become one. We merge the data, unify the data model, and resolve duplicates.
Every portal has its own fields, deal stages, and lifecycle conventions. Before the transfer, we design a unified model both portals map into.
The same companies and contacts often exist in both portals. We set merge rules so the resulting portal has one complete record per customer, not two partial ones.
It’s not always a CRM. Customer data often lives in spreadsheets, an ERP, or a system nobody maintains anymore. We clean it up and bring it into HubSpot in a structure you can actually work with.
Duplicate records, invalid emails, inconsistent formats. We clean the data during the transfer, so HubSpot starts with a database your team can rely on.
We design how spreadsheet columns map into contacts, companies, and deals, including custom fields wherever the standard structure isn’t enough.
The most common scenario: a company is leaving a CRM that’s stopped keeping up, or whose license is ending. We transfer contacts, companies, deals, activities, and communication history, including the relationships between them.
Contacts stay linked to companies, deals to contacts, activities to deals. We migrate through the API, not a plain CSV export, so the data structure stays intact.
Automation scenarios from the source system can’t be copied over. We rebuild their logic in HubSpot workflows so they match your processes, not the limitations of the old tool.
Moving from Salesforce is a special case: a different object model, automation in Process Builder or Flow, and dependencies on AppExchange apps. That’s why we treat it as a discipline in its own right.
Salesforce and HubSpot structure data differently. We build an explicit mapping: Accounts to Companies, Opportunities to Deals. For custom objects, we decide what gets its own object in HubSpot and what gets deliberately simplified.
After the live migration, both systems run in parallel for a transition period, until the team confirms nothing’s missing in HubSpot. Only then does Salesforce get switched off.
We map the apps connected to Salesforce, e-signatures, data enrichment, marketing tools, and design their replacement within the HubSpot ecosystem.
An acquisition, a merger, or historically separate teams: two HubSpot portals that need to become one. We merge the data, unify the data model, and resolve duplicates.
Every portal has its own fields, deal stages, and lifecycle conventions. Before the transfer, we design a unified model both portals map into.
The same companies and contacts often exist in both portals. We set merge rules so the resulting portal has one complete record per customer, not two partial ones.
It’s not always a CRM. Customer data often lives in spreadsheets, an ERP, or a system nobody maintains anymore. We clean it up and bring it into HubSpot in a structure you can actually work with.
Duplicate records, invalid emails, inconsistent formats. We clean the data during the transfer, so HubSpot starts with a database your team can rely on.
We design how spreadsheet columns map into contacts, companies, and deals, including custom fields wherever the standard structure isn’t enough.
you’re moving from an existing CRM and need to preserve deal and communication history
your data lives across multiple systems that need to merge into one
your database includes custom fields, objects, or automation that has to carry over
sales can’t take a hit during the transition, you need a controlled cutover with no downtime
you’re merging two HubSpot portals after an acquisition or merger
you’re starting with a CRM for the first time and only have a spreadsheet of contacts, a one-time import is part of HubSpot onboarding
you have one clean data source in the low thousands of records with no custom structure
you need a permanent connection between two systems, not a one-time transfer, that’s a job for development and integrations
How many systems is the data coming from, and how many records are in them?
How old and how clean is the data? Do you know about duplicates and dead contacts?
Is the switch tied to a deadline, like the end of your current CRM’s license?
It depends on scope. Initial mapping and design take one to three weeks; the migration itself, including the test run, usually takes four to twelve weeks. Smaller transfers from a single clean source are faster, multi-system consolidations take longer.
You’ll get an exact timeline once we’ve mapped the sources, along with a firmly scoped project.
Avoiding exactly that is the point of a controlled migration. Every field has an approved mapping, the transfer gets verified on a test sample first, and the source system stays untouched until you confirm HubSpot has everything it should.
You decide what deliberately doesn’t get transferred, like dead contacts or fields nobody uses.
No. The migration runs in the background while the team keeps working in the existing system. The switch to HubSpot happens in an agreed window, and wherever needed, typically for a Salesforce move, both systems run in parallel for a transition period.
Yes. Moving from Salesforce is the most common large-scale CRM migration, and we treat it as a discipline of its own: object-model mapping, rebuilding automation from Process Builder and Flow into HubSpot workflows, running both systems in parallel, and training the team on the new environment.
We transfer communication history, notes, and activities wherever the source system can export them. As part of mapping, we’ll tell you exactly what transfers cleanly, what transfers with limitations, and what makes more sense to archive outside the CRM.
Price depends on the number of source systems, record volume, and data quality, so we don’t quote it off the top of our heads. After the initial mapping, you get a fixed price for a clearly scoped project.
The first step is a short call where we estimate the scope together.
Probably not. A one-time contact import from a spreadsheet is part of HubSpot onboarding. A standalone migration makes sense once you’re transferring history, relationships between records, or data from multiple systems.
See for free what HubSpot looks like on the inside, or go ahead and walk us through your migration scenario. We’ll tell you honestly what can be transferred, what can’t, and how to plan the switch so sales doesn’t feel it.