[Client] [Source platform] → HubSpot
[Source platform] to HubSpot for [Client], in [X] weeks with zero downtime
[Result] [One or two sentences on the challenge, what we did and the measurable outcome.]
Move your CRM, marketing automation and customer history into HubSpot without losing a record, a deal or a week of selling.
We migrate from Salesforce, Pipedrive, Microsoft Dynamics, Zoho and any system that can export data, and we hand you a working HubSpot portal your team can sell, market and serve from on day one.
Trusted by teams moving to HubSpot from Salesforce, Pipedrive, Dynamics and Zoho
Launch day usually looks fine. The contacts are there, the dashboard loads, the team logs in. The problems show up over the next 30 to 60 days: deal history that lost its context, a lead-scoring rule that never got rebuilt, an integration that silently stopped syncing, reps back in spreadsheets because they don’t trust what they see.
Most migrations drop exactly the things your team relies on to keep selling: the notes, the timestamps, the associations between a contact, a company and a deal, and the automation that ran without anyone thinking about it. Moving records is the easy part. Moving how your business actually works is the job.
Years of calls, emails and notes arrive unattached to the records they belonged to, or don’t arrive at all.
Workflows, lead routing and scoring built up over years aren’t translated, so the new system does less than the old one.
When reps can’t find what they need, they stop using the CRM, and leadership loses the reporting it was promised.
A HubSpot migration is the structured move of your CRM data, marketing automation, service records, website content and connected systems from your current platform into HubSpot, without losing history, breaking pipeline flow or interrupting your team’s work. Done properly, it has five parts.
An audit of what you have and what’s worth keeping.
A target design for how HubSpot should be structured for your business.
A controlled, validated transfer of the data.
A rebuild of the automations and integrations that depend on it.
A cutover with training and post-launch support, so the team is productive from the first day.
At Web Journey we treat migration as a revenue-operations project, not an IT task. You don’t get a copy of the system you’re leaving. You get a HubSpot portal designed around how your sales, marketing and service teams work now, with the history to back it up.
If it can be exported by API or CSV, we can migrate it. Here’s what a full migration covers.
Contacts, companies, deals, tickets, activities, notes, emails, calls, meetings, attachments and custom objects, with every association between them preserved.
Lead routing, lifecycle and deal-stage automation, nurture sequences, lead scoring, task creation and notifications, rebuilt and tested in HubSpot rather than copied blindly.
Email templates, subscriber lists, segmentation, forms, landing pages, CTAs and campaign tracking, moved into Marketing Hub with subscription status and consent intact.
ERP, finance, telephony, e-commerce, data warehouse and marketing tools re-pointed to HubSpot and verified before go-live, so nothing breaks in week two.
Pipeline, forecast, attribution and leadership dashboards rebuilt in HubSpot with historical data behind them, so your reporting doesn’t restart at zero.
Pages, blog posts, media, URL structure, redirects and metadata into Content Hub, with SEO preserved.
Help-centre articles and ticket pipelines into Service Hub.
Sequences, email templates, snippets, playbooks and meeting links, rebuilt in Sales Hub so reps have the tools they rely on from their first day in HubSpot.
Your product library, pricing and quote templates, with line items attached to the right deals, so quoting carries on without a gap.
User accounts, team structure, record ownership and access rights set up to match how your business is organised, so the right people see the right records.
Inbox and chat history, SLAs, ticket routing and chatbots moved into Service Hub, so customer conversations keep their context.
Ad accounts, audiences and social publishing reconnected in HubSpot, so campaign attribution keeps running through the move.
We also merge and restructure existing HubSpot portals, whether after an acquisition or to consolidate multiple accounts into one.
Every source system has its own data model and its own quirks. We’ve built a migration playbook for each of the platforms below and adapt the same validated framework to anything else.
Full CRM migration including custom objects, Pardot / Marketing Cloud automation, reports and Apex-driven logic.
Pipelines, activity history and contact data moved cleanly, sales workflows rebuilt with better tooling.
Accounts, opportunities and service cases mapped into HubSpot’s unified CRM.
Contacts, deals, workflows and custom modules migrated into a single HubSpot architecture.
ERP-to-CRM migration and ongoing integration for contacts, companies, transactions and custom records.
Lists, templates, scoring and nurture programmes rebuilt in Marketing Hub.
Tickets, custom fields, views and automations translated into Service Hub pipelines.
Website and blog migration into Content Hub with redirects and SEO metadata intact.
Portal merges, consolidations and restructures after acquisitions or growth.
Excel and CSV files, SQL and NoSQL databases, Outlook and Gmail contacts, cleaned and imported into the right fields.
Using something we haven’t listed? If it stores customer data, we’ve almost certainly migrated from it. Tell us what you’re on.
No cold cutover, no guessing. Each phase has a checkpoint you sign off before we move to the next, and your team keeps working in the old system until HubSpot is proven.
We map your current system as an entity-relationship diagram: objects, properties, automations, integrations and data quality. We agree what migrates, what gets cleaned, what gets retired and where the cut-off date sits, and we set the data-governance rules for the project: who can access what, how data is handled and what’s retained. You get a scoped plan, a timeline and a fixed price before any data moves.
We architect the HubSpot portal around how your teams actually work: lifecycle stages, pipelines, custom objects, properties, permissions and teams. Field-mapping is documented in a template you review and approve.
Records are deduplicated and cleaned at source. We run a sample migration first, reconcile it against the source system, fix any discrepancies and then run the full transfer in stages: historical data, then active deals, then automations. Every batch is reconciled record by record.
Connected systems are re-pointed to HubSpot. Workflows, lead routing, scoring and reporting are rebuilt and tested in a live environment with real data, before anyone relies on them.
A go / no-go review, a final delta sync of anything that changed during the migration, training on your own data, and a clean cutover. We’ll advise on keeping your old licences running for a short overlap so nothing is unrecoverable. We then monitor data flows, tune automations and fix edge cases for 30 days after launch.
Timing note: Straightforward CRM migrations with clean data typically complete in 4–6 weeks. Enterprise migrations with multiple business units, complex automation and several integrations run 8–12 weeks. We confirm the timeline in discovery.
Not every move needs the full treatment. We scope one of two engagements in discovery.
Every contact, deal, activity and property is mapped, transferred and reconciled against the source. You receive a reconciliation report showing counts for every object, so you know nothing was lost rather than hoping it wasn’t.
Notes, timestamps and the associations between contacts, companies and deals arrive intact. Your team keeps the context they need to pick up a conversation where it left off.
Your old system stays live while we build and validate HubSpot. A final delta sync captures anything created during the transition, so there’s no downtime and no gap in pipeline visibility.
We don’t replicate legacy clutter. Discovery identifies which automations are load-bearing and which are dead weight, and the HubSpot portal is designed around how your teams work now.
ERP, finance, telephony and marketing tools are mapped and tested in a staging environment before cutover. The most common week-two failure is the one we design out first.
We train your team on their own data during the transition, not on a demo portal afterwards. Migration without adoption is just an expensive database move.
Clean, associated, consistently structured data is what HubSpot’s AI features run on. We migrate with that in mind, so Breeze agents, predictive scoring and AI reporting work from day one instead of after a second clean-up project.
EU data residency, lawful basis, consent and unsubscribe status carried across from day one, with encrypted transfers and documented data-handling at every step.
Move data without a plan and records go missing, integrations break and the team drifts back to spreadsheets. Here’s what each approach looks like.
Different source systems, different industries, the same outcome: a team selling from HubSpot on day one with their history behind them.
[Client] [Source platform] → HubSpot
[Result] [One or two sentences on the challenge, what we did and the measurable outcome.]
[Source] → HubSpot · [industry] · [X] records · [X] weeks
[Source] → HubSpot · [industry] · [X] records · [X] weeks
Rated [X]/5 from [X] verified reviews on the HubSpot Solutions Partner Directory. See all our reviews.
“[Quote — ideally mentions the source platform, the timeline and that nothing was lost or that the business kept running.]”
[Name], [Title], [Company] · CRM migration
“[Quote — ideally mentions the source platform, the timeline and that nothing was lost or that the business kept running.]”
[Name], [Title], [Company] · CRM migration
Migration pricing depends on the volume of data, the number of objects, the complexity of your automation and how many integrations need rebuilding. We scope it in discovery and give you a fixed price and a timeline before any data moves, so there are no surprises mid-project.
As a guide:
Up to [X] users, clean data, few or no integrations.
From €[X]
[X]–[X] users, automation and 1–3 integrations.
From €[X]
Multiple business units, custom objects, complex integrations, portal merges.
Scoped individually
We recommend cleaning your source data before migration. We can do it for you; it extends the timeline slightly and is quoted separately in discovery.
Most migrations complete in 4 to 10 weeks. A straightforward CRM migration with clean data takes 4–6 weeks; enterprise migrations with multiple business units, complex automation and custom integrations run 8–12 weeks. We confirm the timeline during discovery and build in time for validation and training.
No. Our framework includes a pre-migration audit, staged transfers with validation at each checkpoint and a post-migration reconciliation. Every record is mapped, transferred and verified, and you receive a reconciliation report showing source and target counts for every object.
Yes. Both systems run in parallel. Your team keeps working in the existing CRM while we build and validate HubSpot. Anything created or changed during the transition is captured in a final delta sync before cutover, so there is no forced downtime and no gap in your pipeline.
Not if we can help it. We map every connected system in discovery and either rebuild the integration in HubSpot or re-route it before go-live. Each one is tested in a staging environment with real data before cutover.
Salesforce, Pipedrive, Microsoft Dynamics, Zoho, NetSuite, Marketo, Pardot, ActiveCampaign, Mailchimp, Zendesk, Freshdesk, WordPress, Squarespace, spreadsheets, databases and other HubSpot portals. If your system can export data by API or CSV, we can migrate it.
We recommend you clean your source data first, and we’ll show you what to look for. If you’d rather we did it, we can, as a separately scoped piece of work that adds a little to the timeline.
We rebuild it. Workflows, lead routing, scoring and lifecycle logic are translated into HubSpot, tested with live data and optimised rather than copied. Moving records is the easy part; translating how your business runs is where migrations succeed or fail.
Yes. We map URLs, set up redirects, carry across metadata and preserve your content structure so search visibility is maintained through the move to Content Hub.
It depends on data volume, number of objects, automation complexity and how many integrations need rebuilding. We give you a fixed price after the discovery audit so you know exactly what you’re paying for before any work begins. Indicative ranges are above.
HubSpot’s native tools work well for simple imports from a handful of platforms. For anything with custom objects, complex automation, integrations or large volumes, an accredited partner reduces risk, shortens the timeline and makes sure reporting and automation are rebuilt correctly from day one.
Yes. We handle data in line with GDPR, covering data residency, lawful basis, consent and unsubscribe status from day one, with encrypted transfers throughout.
Thirty days of hypercare: we monitor data flows, tune automations, fix edge cases and reinforce training. The first month is where quiet failures surface, so we stay close until the system is proven.
Yes. We merge portals after acquisitions, consolidate multiple accounts into one and restructure existing portals while preserving customer data and workflows.
Yes, and it’s one of the first decisions we make with you. Engagement history is what gives your team context on a deal, so we migrate it attached to the right contact, company and deal rather than as loose records or not at all.
API-based migration tooling with automated, rule-based field mapping and continuous validation, not one-off CSV uploads. For engagement history and large volumes we use purpose-built migration tools alongside HubSpot’s native import, and we reconcile every batch against the source.
Yes, for a short overlap. We recommend planning your migration so the old system stays available through go-live and the first weeks of hypercare, so nothing is unrecoverable if we need to check something at source.
Often, yes. Consolidating a CRM, marketing automation tool, support desk and the connectors between them into one platform usually reduces licence and admin cost. We can run a total-cost-of-ownership comparison for your current stack as part of the assessment.
That’s a design goal of the migration. HubSpot’s AI tools depend on clean, associated, consistently structured data. We migrate to that standard, so scoring, agents and AI reporting work from launch rather than after a second clean-up.
Book a free migration assessment. We’ll review your current system, integrations and goals, tell you honestly whether you need a data migration or a full portal migration, and give you a scoped timeline and price before you commit to anything.
No obligation. You’ll get a written summary of the assessment whether or not you work with us.