HubSpot Migration Services for CRM & Marketing Automation

We begin by digging into the details: how many records, fields, assets and workflows are in play. This early audit helps us understand your existing setup, flag potential obstacles and identify which elements need to be migrated versus integrated (for instance, in cases where Salesforce remains part of your tech stack). With that clarity, we can align on scope, timeline and budget.

Before migrating anything, our team assesses the quality and health of your data and systems. Are there red flags? Are lifecycle stages being used consistently? Are lists, workflows and forms still relevant? We work with your team to clean up what’s outdated or unnecessary so you’re only carrying forward assets that support your current strategy.

Once we know what’s moving, we build a detailed HubSpot migration roadmap. Each task is assigned and prioritized, with checkpoints built in so you can track progress and sign off at key moments. Our team handles the heavy lifting, everything from mapping fields to replicating segmentation logic, workflows and compliance settings, with clear communication the entire way.

When the groundwork is complete, it’s time to move your assets into HubSpot. We rebuild forms, emails, lists, pipelines and reports, ensuring functionality aligns with your goals. For Salesforce integrations, we configure field mapping and syncing rules so systems stay in sync. After testing, we guide you through the official cutover so your team can start using HubSpot without disruption.

After the switch, we stay close. Your team gets hands-on training tailored to the Hubs you’re using and how your data flows. We break down how lifecycle stages work, how leads move through the system and how to launch and measure campaigns. You’ll also get documentation built around your configuration, giving your team a helpful reference point long after training is done.