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HubSpot 04

Move in without losing a record.

Salesforce, Marketo, Pardot, Zoho, Dynamics or a portal that grew sideways — migrated with the reconciliation evidence to prove nothing was dropped.

HubSpotPlatinum partnerSalesforce and Marketo
The work

Judged on what survived.

A migration is judged on one thing: whether the history survived. We plan it backwards from that — what has to be provably intact on the other side, how it will be checked, and what the rollback is.

The sequence is boring on purpose. Model first, then a full dry run into a sandbox, then reconciliation against source counts, then the cutover with the old system read-only for a defined window.

What is included

The sequence, start to cutover.

Discovery

Object counts, custom fields, automation and the integrations that will break on the way out.

Mapping

Field by field, including what will not carry across, agreed before anyone exports anything.

Dry run

A complete rehearsal into a sandbox, with reconciliation against source counts.

Automation rebuild

Workflows and sequences rebuilt to the new model rather than transliterated from the old one.

Cutover

A dated switch with the legacy system read-only, and a rollback that was tested rather than assumed.

Post-migration support

A named engineer through the first reporting cycle, when the questions actually arrive.

Every migration we run

The systems people arrive already naming.

Start a project

Move without losing a record.

Tell us what you are running

What the system does today, where it breaks, and when it has to work. An engineer reads it — you get an answer inside one business day, not a sequence.

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