We specialize in data migration for HubSpot users, just like you
Our data migration Process
- Identify key stakeholders
- Map out use of legacy CRM
- Document data to be migrated
- Categorize data as standard vs. custom
- Examine data quality
- Plan a new data architecture
- Define object mappings
- Flag opportunities for data cleansing
- Identify third-party tools necessary for migration
- Establish project timing
For data that can be mapped to standard Hubspot objects, we will:
- Clean data before import
- Customize email subscription types, lists, etc.
- Create custom fields
- Prepare import files with object associations
- Run a test import
- Migrate data from your legacy CRM
For complex, large or multi-source data migrations to non-standard objects, we will:
- Clean data before import
- Create custom objects
- Run a test import
- Migrate data from legacy system(s)
- Merge duplicate records
- Populate missing data
- Perform a delta migration
- Confirm opt-in permissions
- Check data syncing to outside apps
See how we’ve helped companies like yours with HubSpot data migration
As a 3x accredited HubSpot agency partner, we’re also experts at:
Incorrect or incomplete data can ruin your new CRM
You may be eager to leave your clunky old CRM in the past, but the data it holds needs to live on in HubSpot.
If your needs go beyond a simple .csv upload, you could be in for a data disaster with incorrectly mapped fields or missing records.
The result? Customer records lacking crucial historical insights. Contacts with incorrect subscription types. Missing deals that mess up pipeline reporting. In short, total chaos.
Get the historical data you need within your new CRM
To ensure your new CRM is set up for success, you need an expert with significant first-hand experience migrating data into HubSpot.
Our solutions go above the scope of typical marketplace apps or native import tools to make sure even the most complex and challenging data will be properly migrated to HubSpot.
No matter your legacy CRM or business model, we’ll get your old data ready to use within your new platform.
We specialize in data migration for HubSpot users, just like you
