Migration
Move to HubSpot Stress Free
From messy legacy systems to a fully functional HubSpot CRM, I ensure data integrity, clean structures and seamless business continuity.
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."
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.
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.
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.
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.
Full Data Migration
Once the pilot is validated, I execute the full migration, transferring all approved data, pipelines, workflows, and automations into HubSpot. This step includes final data cleaning, resolving any inconsistencies, and ensuring that all systems function seamlessly.
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.
Optimisation & Completion
Following the migration, HubSpot is fully configured and ready to use. All data, workflows, automations, and reports are functioning correctly and aligned with your business processes.
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.
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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 Platforms
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.