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Salesforce to HubSpot01
Migrate contacts, companies, deals, pipelines, and CRM data from Salesforce into a well-structured HubSpot portal.
Move your customer data to HubSpot with confidence. HubSpot CRM Migration Services preserve your records, pipelines, properties, and relationships while creating a clean CRM structure built for long-term success.
Talk to a HubSpot Expert
Your existing CRM holds more than contact names and email addresses. It may contain company relationships, deal history, pipeline stages, ownership, custom fields, and years of customer context.
Moving data without understanding those relationships can leave your new CRM difficult to trust.
Our HubSpot CRM migration solutions start with how your data is structured and how teams use it. We map records, properties, relationships, and processes before moving CRM data into HubSpot, then validate the migrated environment so your teams have a clearer foundation to work from.
A successful migration depends on understanding what the data means, where it belongs, and how teams need to use it after the move.
We plan CRM migration to HubSpot around your customer records, business processes, and future CRM structure. If the new HubSpot environment requires deeper customization or technical functionality, our wider HubSpot CRM development expertise helps us identify those requirements as part of the migration journey.
Every CRM organizes customer information differently. A field in one system may need a different property, object, association, or process in HubSpot. We plan migration around these differences rather than treating CRM data as a simple file transfer.
Review your existing CRM records, objects, fields, pipelines, and data structure to prepare for a smooth HubSpot migration.
Map CRM fields, properties, record types, and business requirements while planning any structural improvements needed in HubSpot.
Migrate contacts, companies, deals, and pipeline data while preserving important customer information and ownership records.
Maintain relationships between contacts, companies, deals, and other CRM objects to ensure data remains connected and accurate.
Verify migrated records, properties, associations, and pipeline data to ensure accuracy, completeness, and reliable CRM performance.
Review your HubSpot portal, identify configuration or automation improvements, and prepare the CRM for successful team adoption.
Duplicate records, outdated fields, and inconsistent values can create the same problems in the new CRM.
Existing CRM fields may not map directly to the way customer data needs to be structured in HubSpot.
Contacts, companies, deals, and associated records need to remain meaningfully connected.
Sales stages and opportunity processes may need to be reviewed before deals are moved.
Customer activity, ownership, and relevant record history may affect how teams work after migration.
Migrated data alone does not create a usable CRM. Processes, structure, and team requirements still need to work in HubSpot.
A successful migration starts before the first record is moved. Our process looks at CRM data, relationships, business processes, and the HubSpot structure your teams need after migration.
We review your existing CRM, data structure, business processes, teams, and migration goals to build the right migration strategy.
Our team evaluates records, fields, pipelines, duplicates, and data quality to prepare your CRM for migration.
We define how CRM objects, properties, fields, and record associations will be transferred into your HubSpot portal.
We configure the required properties, pipelines, objects, and CRM structure to support a successful migration.
We migrate your approved CRM data and verify records, associations, properties, and pipeline information for accuracy and completeness.
We review the migrated HubSpot portal, recommend any final configuration or automation improvements, and prepare your teams for a smooth transition.
The exact migration scope depends on your source CRM, HubSpot subscription, available data, and technical requirements. A migration plan should identify the CRM information that needs to move and how it should be structured in HubSpot.
Migrate customer, prospect, and business records while preserving essential CRM information.
Transfer opportunity records, deal stages, pipelines, and related sales data into HubSpot.
Move standard and custom CRM properties required to support your business processes.
Maintain relationships between contacts, companies, deals, and other supported CRM objects.
Preserve record ownership, user assignments, and team-related CRM information where applicable.
Migrate agreed activities, notes, emails, tasks, and other historical CRM data based on the migration scope.
Different CRM platforms use different objects, fields, relationships, and process structures. Our migration approach considers how the source CRM works before mapping data into HubSpot.
Migrate contacts, companies, deals, pipelines, and CRM data from Salesforce into a well-structured HubSpot portal.
Transfer customer records, sales data, custom fields, and CRM processes from Zoho to HubSpot.
Move CRM records, pipelines, customer data, and business information from Microsoft Dynamics into HubSpot.
Migrate deals, contacts, pipelines, activities, and sales data while maintaining an organised HubSpot CRM.
Transfer customer records, CRM properties, sales information, and related business data into HubSpot.
Migrate data from legacy platforms or custom-built CRM systems with careful planning for data mapping, relationships, and system compatibility.
Moving data into HubSpot is sometimes only the first part of the project. Your existing CRM may use custom data structures, unique business logic, or processes that cannot be recreated through basic configuration alone. In these cases, HubSpot CRM development may be required to support the new CRM environment.
Support business data requirements that go beyond a basic contact, company, and deal setup.
Structure more complex business records and relationships where supported by the HubSpot environment and project requirements.
Identify technical requirements that need deeper HubSpot development.
Connect HubSpot with systems that still need to exchange CRM or business data after migration.
Extend HubSpot when a specific business requirement needs tailored application functionality.
Support advanced processes that require technical planning beyond standard CRM configuration.
Once CRM data is structured in HubSpot, repeatable processes such as lead assignment, notifications, tasks, and lifecycle updates may need to be reviewed.
Assign leads based on defined CRM or business rules.
Alert teams when important CRM events occur.
Support follow-up processes with defined task actions.
Align customer stage changes with agreed CRM processes.
Reduce repetitive CRM actions where clear automation rules exist.
Create clearer transitions between teams after migration.
Moving to HubSpot does not always mean every business system disappears. ERP platforms, support tools, marketing systems, custom applications, and other platforms may still need to exchange data with HubSpot after the migration.
A CRM migration partner should understand more than data imports. The team needs to understand CRM structure, customer relationships, HubSpot processes, and what happens after the migration.
Work with a team experienced across HubSpot CRM, development, automation, migration, and connected platform requirements.
Contacts, companies, deals, properties, and associations are reviewed as connected CRM information.
The destination HubSpot structure and post-migration processes matter as much as moving records.
Our CRM, digital marketing, and web experience helps us understand where customer data comes from and how teams need to use it.
We look at how CRM information supports teams and business processes after the move.
If migration reveals automation, integration, or development requirements, the wider HubSpot journey can be planned with connected expertise.
Real challenges. Strategic solutions. Measurable results.
We built a custom HubSpot CRM to automate onboarding, approvals, and recruitment.
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We unified 30+ forms, automated workflows, and simplified lead management with HubSpot CRM.
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Talk through your current CRM, data structure, and migration requirements with our HubSpot team.
Choose a convenient time to discuss your source CRM, customer data, record relationships, and the HubSpot environment you need to prepare.
Review Your Current CRM
Discuss Migration Data
Identify Mapping Challenges
Plan the Right Next Step
