HubSpot CRM Migration
Set Up Right From Day One
Migrating to HubSpot isn’t just about transferring contacts, it’s about rebuilding your CRM structure in a way that preserves data integrity, relationships and historical insight. I ensure your business transitions smoothly into HubSpot with a clean, organised, and fully operational system.
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What is a CRM Migration?
CRM migration isn’t just about moving data, it’s about designing a system that supports how your business actually operates. A well planned migration preserves the relationships, history and insights that matter most, while creating a clean, reliable foundation for future success. When migration is done properly, HubSpot becomes a single source of truth your teams can trust, not just another database.
Steps in a Typical Migration
I manage the entire process, from planning and mapping through testing and launch - ensuring your new HubSpot CRM is structured, accurate and ready to use from day one. No downtime, no data loss, no disruption.
1 - Assessment & Planning
I start by reviewing your existing CRM setup, data sources and connected tools to understand what’s working and what’s not. From there, I define the migration scope, priorities and ideal HubSpot structure to support your business needs.
2 - Data & Process Mapping
Next, I map your existing data models, pipelines and workflows against HubSpot’s framework - identifying what to migrate, rebuild or optimise. This includes cleaning and standardising data, aligning lifecycle stages and defining how automation and reporting will function post migration.
3 - Pilot Migration & Validation
Before the full transfer, I run a controlled pilot migration to test data accuracy, workflow logic and system behaviour. This ensures everything maps correctly and performs as expected before rollout.
4 - Full Data Migration
Using the proven structure and tested processes, I complete the migration of all agreed datasets, objects and relevant automations - ensuring a seamless transition with minimal downtime and zero disruption to daily operations.
5 - Quality Assurance & Go Live testing
I validate data integrity, user access, automation behaviour, and reporting accuracy. Every part of the system is reviewed to confirm it’s stable, consistent and performing as designed.
6 - Optimisation & Functional Enhancements
Once the migration is complete, we move beyond replication. This stage focuses on refining processes, improving automation and building new functionality that wasn’t possible before - from advanced workflows and lead routing to dashboards, scoring, and integrations. The goal: to leave you with a HubSpot setup that’s not just clean, but clearly better than what you had before.
Interested in working together?
Why It Matters
UK businesses lose an estimated £13 million annually due to poor data quality. Poor data quality costs UK businesses an estimated £13 million annually, due to wasted time, inaccurate reporting, and missed opportunities. A clean, well structured migration isn’t just technical hygiene; it’s the foundation of reliable reporting, efficient automation and confident decision making. When your data is right, everything else in HubSpot works better.
Common Migration Sources
Other CRMs
Popular platforms like Salesforce, Microsoft Dynamics, Zoho CRM, Pipedrive, SugarCRM and more.
Spreadsheets
Many businesses keep important contact lists, sales data, and other records in spreadsheets like Excel or Google Sheets
Marketing Platforms
Tools such as Mailchimp, Marketo, DotDigital, ActiveCampaign and more
Customer Service Tools
Systems like Zendesk, Freshdesk and Help Scout that track customer tickets and support interactions.
Legacy Databases
Older or bespoke databases that often contain critical business data.
Project Management Tools
Platforms like Asana, ClickUp, Jira and Trello that are used to organise tasks and projects
E-Commerce Platorms
Tools like Shopify, WooCommerce and Magento that hold your product catalogs, orders and customer purchase history.
Email Platforms
Outlook, Gmail, and similar email systems that contain crucial communication history.
FAQs
Can you migrate from systems not listed above?
I can migrate from most platforms. If your system isn’t listed above, just let me know and i'll investigate the best approach to ensure a smooth migration.
Will we lose any data?
I aim to preserve all relevant business data, however, depending on your current system’s structure and export limitations, some data types may not be fully transferable. I’ll assess everything upfront and let you know exactly what can and can’t be migrated
Can you help us set up HubSpot after the migration?
Absolutely. Migration is often paired with our Implementation service. We ensure your portal is fully configured to use the migrated data effectively.
Do you migrate custom objects and workflows?
Yes I support migration of custom objects, fields and process logic. I can also rebuild essential workflows in HubSpot if needed.
What if we already tried migrating and it went wrong?
I can help clean up and correct a previous migration. I'll run a full audit, identify issues and rebuild what’s needed to get you back on track.