Move to HubSpot without losing ten years of history

We migrate your contacts, companies, deals, activity, attachments and the relationships between them. Your reps log in on Monday to a system that already knows their accounts.

Book a migration call Want to know what's actually movable? Talk to a specialist

Migrations from Salesforce, Pipedrive, Zoho, Dynamics, Monday, Zendesk and spreadsheets · 7 years on HubSpot · 25-person delivery team

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Hero image — Before and after. Old CRM record left, same record in HubSpot right, with activity timeline and attachments visible.

We've migrated teams off

SalesforcePipedriveZohoDynamicsMondayZendeskMarketo

The problem

The reason most teams stay on a CRM they've outgrown

Nobody wants to be the person who signed off on the migration that lost the data
Your old CRM has custom fields, workflows and history that nobody fully documented
Exports come out flat. Contacts lose their companies, deals lose their contacts, notes lose their deals
Attachments, call recordings and email history usually get abandoned because they're hard
Reps will not adopt a CRM that doesn't know their accounts, so a partial migration kills the whole project
Meanwhile you're paying for both systems while the decision drags

The switch isn't the risk. A badly planned switch is.

What we do

What we actually move

We audit your existing CRM first, so you know exactly what's coming over and what isn't before anything happens. Then we map every object and field to its HubSpot equivalent, run a test migration into a sandbox so you can check real records with your own eyes, and only then run the live cutover. Relationships between records are preserved, not just the records themselves, which is where most migrations quietly fail.

Source system audit and field inventory
Object and field mapping document
Contacts, companies, deals and tickets
Activity history: emails, calls, notes, meetings
Attachments and documents
Custom objects and custom properties
Record associations and relationships
Owner and team assignment
Deduplication and data cleanup
Test migration into a sandbox
Live cutover with rollback plan
Post-migration validation report

What we'll tell you honestly

Some things don't move cleanly. Old workflow histories, certain proprietary field types, and some integrations have to be rebuilt rather than migrated. You'll know which before you commit, not after.

Configuring the HubSpot portal you're moving into is implementation, and most migrations are scoped alongside one. Reconnecting your ERP or billing system is custom integrations.

Want to know what's movable from your specific setup? Fifteen minutes with a specialist will tell you.

Three scopes, driven by data complexity rather than company size

	Launch	Most common Scale	Enterprise
Situation	Simple CRM or spreadsheets, clean data	Established CRM with real history	Complex data model, high volume, or regulated data
Typical sources	Pipedrive, Monday, spreadsheets	Zoho, Dynamics, HubSpot to HubSpot	Salesforce, multi-system, multi-region
Standard objects
Activity history	Recent	Full	Full
Attachments
Custom objects		Limited
Deduplication	Basic	Full	Full plus merge rules
Sandbox test migration			✓ with sign-off gate
Parallel running period		Optional
Typical timeline	2 to 3 weeks	4 to 6 weeks	8 to 12 weeks

Launch

Situation: Simple CRM or spreadsheets, clean data
Typical sources: Pipedrive, Monday, spreadsheets
Standard objects
Activity history: Recent
Attachments
Custom objects
Deduplication: Basic
Sandbox test migration
Parallel running period
Typical timeline: 2 to 3 weeks

Most common

Scale

Situation: Established CRM with real history
Typical sources: Zoho, Dynamics, HubSpot to HubSpot
Standard objects
Activity history: Full
Attachments
Custom objects: Limited
Deduplication: Full
Sandbox test migration
Parallel running period: Optional
Typical timeline: 4 to 6 weeks

Enterprise

Situation: Complex data model, high volume, or regulated data
Typical sources: Salesforce, multi-system, multi-region
Standard objects
Activity history: Full
Attachments
Custom objects
Deduplication: Full plus merge rules
Sandbox test migration: ✓ with sign-off gate
Parallel running period
Typical timeline: 8 to 12 weeks

Scoped and quoted after we've looked at your source system. Volume matters less than how messy the data is, so we'd rather see it than guess.

Timelines above are typical. Actual duration is confirmed at scoping and may be shorter or longer depending on the complexity of your setup, the state of your data, and how quickly approvals come back.

Get your scope and quote

Nothing goes live until you've seen it work

1
Source audit
week 1
We go through your existing CRM object by object. You get a written inventory of what exists, what's movable, and what needs rebuilding.
2
Mapping
week 1 to 2
Every field mapped to its HubSpot destination in a document you sign off. Anything that has no clean equivalent gets flagged and decided, not guessed.
3
Cleanup
week 2 to 3
Duplicates, dead records and junk fields dealt with before migration rather than carried across. Migrating mess just relocates it.
4
Test migration
week 3 to 4
Full run into a sandbox. You and your team check real records, your own accounts, your own deals, before anything touches production.
5
Live cutover
week 4 to 5
Usually over a weekend. Rollback plan agreed in advance and old system kept read-only, not deleted.
6
Validation
cutover week
Record counts reconciled, relationships spot-checked, a written validation report delivered.
7
Post-migration support
30 days
Included. Whatever surfaces in the first month of real use gets fixed at no extra cost.

Migrations that landed

Awaiting client content

Case study 1 — biggest or most complex migration, with record volume and zero-loss stated.

Awaiting client content

Case study 2 — a different source platform.

Awaiting client content

Case study 3 — a fast one, to reassure buyers worried about downtime.

Awaiting client content

Client logos — 6 to 8. This page only, since the trust bar uses platform logos.

Awaiting client content

Pull quote — strongest line about data surviving or reps adopting.

See all case studies

Who this is for

Good fit

You've decided to move to HubSpot and need the data to survive
Your history matters and you can't lose activity or attachments
A previous migration attempt stalled or went wrong
You're consolidating several systems into one

Not a fit

You're still deciding whether to switch, in which case book a call instead of a project
Your data is a hundred contacts in a spreadsheet, which you can import yourself
You need it done this week with no testing period
You want the old CRM kept live and synced permanently rather than migrated

Questions we get asked

Will we lose any data?

Not through the migration. Everything is tested in a sandbox before the live run, record counts are reconciled after, and your old system stays read-only rather than being deleted. What you may not get is a small number of proprietary field types and old workflow histories that have no HubSpot equivalent, and you'll know exactly which of those before you commit.

How long will we be down?

Effectively not at all. The cutover usually runs over a weekend. Reps finish Friday in the old system and start Monday in HubSpot.

Can we run both systems in parallel for a while?

Yes, on Scale and Enterprise scopes. It costs a little more and adds a sync layer, but it's the right call if you're anxious or if leadership needs convincing.

Does activity history come across? Emails, calls, notes?

Yes on Scale and Enterprise. This is the piece most migrations skip and it's the piece reps notice missing on day one.

What about attachments and documents?

Included on Scale and Enterprise. They're genuinely more work than record data, which is why they're not in the Launch scope.

We've got a lot of duplicates. Do you fix that?

Yes, and we do it before the migration rather than after. Moving duplicates into HubSpot just means you're now paying HubSpot to store them.

What happens to our existing integrations?

Anything connected to the old CRM has to be reconnected to HubSpot. Some have native HubSpot equivalents, some need custom integration work. We inventory them during the audit so there are no surprises at cutover.

Do we need the HubSpot portal set up first?

Yes, and most clients scope migration and implementation together. Migrating into an unconfigured portal means importing your data twice.

How much does it cost?

It depends almost entirely on data complexity rather than record volume. We look at your source system and give you a real number, usually within a day of the call.

What if something surfaces a month later?

Thirty days of post-migration support is included. Most issues surface in week one, but not all of them.

Have you migrated from our CRM before?

Very likely. We've moved teams off Salesforce, Pipedrive, Zoho, Dynamics, Monday, Zendesk, Marketo and a long tail of smaller systems. If yours is unusual we'll say so rather than learn on your data.

Find out what's actually movable

Thirty minutes. We'll look at your current CRM, tell you what comes across cleanly, what needs rebuilding, and roughly what it costs. Useful even if you don't go ahead.

Book a migration call Just have a question? Talk to a specialist