HubSpot migration services

A contact list won't tell us everything we need to know. A salesperson may need the company relationship, open deal, last conversation and next task before they can follow up. Marketing needs subscription preferences as well as an email address.

We review those connections before choosing a migration method. That includes:

• People and organisations, including duplicate records, account ownership and associations between them.
• Deals and opportunities, with stages, probabilities, lost reasons and decisions about stale sales records.
• Custom fields, modules and record types that may become HubSpot properties or custom objects.
• Owners, teams and the notes, calls, tasks, emails and meetings people need after the move.
• Lists, segments and subscription data, including unsubscribes, exclusions and marketing contact rules.

Some history belongs in the daily CRM. Some is better archived for reference. We work through that distinction rather than importing every field because it exists.

A sales CRM and an email platform need different migration plans. Start with the path that matches your setup:

• Pipedrive to HubSpot: deals, activities and sales pipelines, with decisions about where to do the cleanup.
• Salesforce to HubSpot: object relationships, custom logic, integration rules and the transition between CRMs.
• Zoho to HubSpot: CRM records and the connected Zoho apps that affect marketing, billing or handover.
• ActiveCampaign to HubSpot: translating tags and automation into contact properties, lists and related CRM records.
• Mailchimp to HubSpot: audiences, duplicate contacts, subscription status and the forms that feed your database.

We can also review spreadsheets and other systems. The migration method depends on the records, relationships and history that need to move.

We map the HubSpot structure around how your team works. That means agreeing on lifecycle stages, pipeline stages, owners and source definitions before those fields start driving workflows or reports.

Forms and landing pages need attention too. If an enquiry arrives through your website after migration, it needs to reach the right record and person. Existing connections to ads, calendars, finance, service tools or spreadsheets may affect that path.

The transfer may use native sync, exports and imports, API work or a staged combination. We test the structure before the team relies on it, then rebuild the workflows, notifications and dashboards that belong in HubSpot.

Consent and subscription mapping are part of this work. An old exclusion or unsubscribe mustn't disappear simply because the contact has moved to a new platform.

We helped Decidr move from a split Salesforce and HubSpot setup to HubSpot for both sales and marketing. Prime Years Financial Services moved from Zoho into HubSpot across sales, marketing, landing pages and content generation.

For Contour Clinics, we migrated approximately 50,000 contacts from ActiveCampaign into HubSpot Enterprise. A native sync suited that B2C structure because complex deal migration wasn't needed. That doesn't make it the right method for every database.

Your team needs to know where to find customer history, how to update a deal and which report to use. We include training and adoption in migration planning, then help refine the setup as people use it.

Timing depends on the source systems, data quality, integrations and rebuild work. We scope it after reviewing the setup. Website or HubSpot CMS migration is separate from the CRM and marketing-data scope and can be assessed alongside it.