Migrate to HubSpot Without Losing Data, History, or Momentum
Expert-led migrations from Salesforce, Pardot, Zoho, Dynamics, and legacy CRM systems. We handle data transformation, workflow recreation, and team enablement so you switch platforms with confidence.
Zero Data Loss Guarantee
We preserve every field, relationship, history, and attachment through rigorous validation, staging imports, and rollback protocols.
Minimal Business Disruption
Phased cutover strategies keep teams productive while we migrate systems in the background with comprehensive testing.
Clean Data Foundation
Deduplication, normalization, and enrichment ensure HubSpot starts with high-quality data that drives accurate reporting.
Migrate From
We Migrate From Every Major CRM Platform
Our team has successfully migrated companies from these platforms and dozens more. If it holds customer data, we can move it to HubSpot.
- Complex custom objects
- Apex triggers to rebuild
- Territory management
- Marketing asset rebuild
- Engagement studio conversion
- MCAE connector replacement
- Multi-module data
- Custom function recreation
- Blueprint conversions
- SQL integration patterns
- Power Automate flows
- Business unit structures
- Deal flow transformation
- Activity history
- Custom field mapping
- Ticketing system merge
- Agent workflows
- SLA restructuring
Migration Process
A Proven Six-Phase Migration Framework
Our structured approach minimizes risk, maintains business continuity, and ensures your team adopts HubSpot with confidence from day one.
- Data inventory and mapping
- Risk assessment and mitigation plan
- Cutover timeline and communication plan
- Cleansed data exports
- Validation reports with QA metrics
- Test import dry runs
- HubSpot portal setup
- Automation and workflow recreation
- Custom properties and associations
- Batch imports with validation
- Real-time sync bridge during transition
- Data integrity checkpoints
- Full system testing
- User acceptance testing
- Go-live support and monitoring
- Admin training and documentation
- Optimization backlog
- Post-migration performance review
Data Protection & Security
Enterprise-grade security and validation protocols ensure your data is protected throughout the migration process.
Automated Backup & Recovery
Daily snapshots during migration with instant rollback capability to any point in the process.
Field-Level Validation
Automated validation checks for every field, relationship, and record to ensure 100% data accuracy.
Audit Trail & Logging
Complete logs of every operation, transformation, and import for compliance and troubleshooting.
Parallel System Operations
Run both systems in parallel during transition to validate data accuracy and train users safely.
Why Migrate
HubSpot vs. Legacy CRM Systems
See how HubSpot eliminates the common pain points that slow down revenue teams on legacy platforms.
| Feature | Legacy CRM | HubSpot |
|---|---|---|
| Data Loss During Migration | ||
| Manual Data Entry Required | ||
| Complex User Licensing | ||
| Siloed Marketing & Sales Tools | ||
| Limited Automation Capabilities | ||
| Expensive Add-ons Required | ||
| All-in-One Platform | ||
| Built-in Marketing Automation | ||
| Free CRM Core Features | ||
| AI-Powered Insights (Breeze) |
Migration Packages
Transparent Pricing for Every Migration Scale
All packages include project management, data validation, training, and post-migration support. Custom quotes available for unique requirements.
Perfect for small teams migrating from simple CRM or spreadsheets with basic automation needs.
Ideal for: Small businesses, startups
- Up to 50,000 contacts, companies, and deals
- Historical data migration with validation
- 3 core workflow recreations
- User training and 2-week hypercare
Comprehensive migration for mid-market companies with complex data models and integrations.
Ideal for: Mid-market, B2B SaaS
- Up to 250,000 records across all objects
- Custom object and association mapping
- 10+ workflow and automation recreations
- Integration reconfiguration and testing
- Admin training and 30-day hypercare
White-glove migration for large enterprises with multi-tenant, multi-brand, or complex compliance requirements.
Ideal for: Enterprise, regulated industries
- Unlimited records with phased migration strategy
- Advanced data transformations and enrichment
- Full automation and integration rebuild
- Compliance documentation (SOC2, GDPR, HIPAA)
- Dedicated migration team and executive steering
- 90-day hypercare with optimization sprints
Client Testimonials
What Our Clients Say
Real feedback from businesses we've helped transform their revenue operations.
“Ariel and his team efforts enabled the company to achieve excellent marketing results while reducing the budget by 70%. The team interfaces well with the in-house team and keeps in contact by holding daily calls, ensuring a smooth collaboration.”
Josh Harcus
CEO at Huify
“Fast and cost effective HubSpot consultant. I will hire again in the future.”
Luca de Fanis
VP of Marketing at Bolster
“Easy to work with and very knowledgeable about hubspot and how to leverage it effectively. In addition, they have exceptional expertise about marketing and other things.”
Danna K.
Marketing Director at Sylvia Cohen
Frequently Asked Questions
Common questions we hear from teams planning their HubSpot migration.
Ready to make the switch to HubSpot?
Share your current CRM and goals. We'll deliver a migration plan with timeline, scope, and pricing within 48 hours.