HubSpot Migration Services

We offer expert HubSpot migration services to ensure a smooth transition from your existing CRM or CMS to HubSpot’s platform. We prioritize data integrity, security and an exceptional user experience.

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    500
    +

    Projects Delivered

    100
    +

    Companies Served

    150
    +

    Employees Across the Globe

    15
    +

    Years of Excellence

    TRUSTED BY COMPANIES WORLDWIDE

    LiveOAK
    Benchmark
    Greater Boston
    Arizona State University

    We Are Certified And Accredited by Hubspot

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    Marketing Hub®

    • Attract and convert the right leads.
    • Run campaigns, personalize content, and track it all.

    Sales Hub®

    • Generate quality leads and close deals, faster.
    • Automate prospecting, manage pipeline, and accelerate revenue growth.

    Service Hub®

    • Streamline and scale support to serve customers faster.
    • Drive retention with actionable insights, customer health scores, and real-time usage data.

    Content Hub™

    • Create content that clicks with your audience.
    • Build pages, publish content across channels, and stay on brand.

    Data Hub™

    • Turn scattered data into unified intelligence.
    • Combine, clean, and activate your customer data across every team and tool.

    Commerce Hub™

    • Make it easy for customers to pay you.
    • Send quotes, collect payments, and manage subscriptions.

    Smart CRM™

    • All your customer data in one place.
    • Keep your data clean, connected, and actionable.

    Breeze

    • AI that works with you, and for you.
    • Agents & assistants everywhere you need them.

    Small Business Bundle

    • The Starter edition of each product, at one low price.
    CRM Data Migration Certification
    CRM Data Migration Certification
    Sales Enablement
    Certified
    HubSpot Marketing Hub Software Certified
    CMS Hub for Marketers Certification

    HubSpot Migration Challenges Faced by Businesses

    Hubspot Challenges
    • hubspot contract management

      Data Integrity and Mapping

      Startups and SMEs often struggle with data accuracy and mapping when migrating from legacy CRMs or CMSs to HubSpot. Inconsistent data formats, missing fields, duplicate entries, and incomplete records can cause errors during migration. This challenge is amplified by the limited resources startups and SMEs often have for data cleansing and preparation, which could lead to flawed customer insights or disrupted workflows post-migration.

    • Custom HubSpot Migration

      HubSpot’s flexibility allows for a wide range of customizations, but startups and SMEs may lack the technical expertise to fully transfer existing tools, workflows, and third-party applications with HubSpot. This can result in disruptions to business processes, such as marketing automation or sales pipeline management, as migration with tools like payment processors or inventory management systems may not work right away.

    • contract management hubspot

      Downtime & Operational Disruption

      Migrating to HubSpot requires careful planning to avoid extended downtime, as even short disruptions in CRM or CMS functionality can impact customer service, sales, and marketing activities leading to revenue loss. Managing this transition with limited staff and technical resources poses a significant challenge.

    How We Fix These Challenges

    HubSpot CMS Data Migration Audit

    Our certified team conducts thorough data audits before the migration begins, ensuring that all fields are correctly mapped to HubSpot.

    We clean and standardize your data to prevent duplicate entries, missing fields, or inconsistencies.
    This guarantees that your customer information, sales history, and marketing data transition without errors, providing you with reliable data insights from day one.

    Custom CMS Migration HubSpot Services

    We help you migrate your existing tools, third-party applications and workflows fully integrated with HubSpot without any disruptions.
    Whether it’s connecting your sales pipelines or marketing automation systems, we ensure that everything works together smoothly, so you can continue your operations without missing a beat.

    Minimizing Operational Disruption

    We know how critical uptime is for your business.
    Our planning and execution process ensures minimal disruption during migration. By working closely with your team, we schedule migrations during off-peak hours and our post-migration testing ensures that everything is fully operational.
    This means you can continue serving your customers and growing your business while we handle the migration in the background.

    Our Services

    Flexibility
    Sales Funnel and Pipeline Data Migration

    We transfer your existing sales funnels and pipeline data into HubSpot, ensuring your team has continued access to key sales processes. This allows you to track leads, opportunities and conversions post-migration.

    Flexibility
    Marketing Automation Migration

    Our team migrates your marketing automation workflows, including triggers, actions and rules, to HubSpot. This ensures your automated campaigns run smoothly, without needing to rebuild complex workflows from scratch.

    Flexibility
    Contact, Company and Deal Migration

    We transfer your contacts, companies and deals into HubSpot, preserving all key relationships and sales data. Our CRM migration service HubSpot process ensures no critical customer information is lost, allowing for a smooth transition with minimal disruption to your operations.

    Flexibility
    Workflow, Task and Note Transfer

    All workflows, tasks and notes are carefully migrated to HubSpot. This guarantees that ongoing projects, tasks and internal communications continue without interruption post-migration.

    Flexibility
    Email And Communication Log Migration

    We transfer all historical email communications and logs into HubSpot, providing your team with full visibility of past interactions. This helps maintain a complete customer history and enables continuity in customer relations.

    Flexibility
    Custom Property Mapping And Configuration

    We map and configure custom properties within HubSpot to align with your business needs, ensuring a personalized CRM experience. This allows for more clean data organization and retrieval, improving CRM functionality.

    Flexibility
    Data Mapping And Field Matching

    We map and match data fields from your previous system to HubSpot, ensuring that all data is accurately transferred and remains usable within your new CRM setup.

    Flexibility
    Automated And Manual Data Transfers

    Depending on your data complexity, we use a combination of automated and manual data transfer processes to ensure all data is migrated securely and without errors.

    Flexibility
    Error Checking and Deduplication

    We conduct rigorous error checking and deduplication during the migration process, ensuring that your HubSpot instance is free from duplicate or corrupted data, which helps maintain data quality.

    Flexibility
    HubSpot Historical Data Import

    We migrate your historical data into HubSpot, including customer interactions, past deals and communication logs, allowing your team to have full access to the history needed for informed decision-making.

    Flexibility
    Multi-System Integration for Complex Migrations

    For businesses using multiple systems, we handle the ERP integration such as Netsuite and migration of data across various platforms, ensuring all your data is integrated into HubSpot without loss or compatibility issues.

    Flexibility
    Email Marketing System Migration

    We migrate your email marketing platform to HubSpot, ensuring that all your contact lists, campaigns and templates are transferred without losing any important data or functionality, allowing you to continue your marketing efforts without disruption.

    Flexibility
    Content And Media Migration

    We ensure all your website content and media assets are smoothly migrated to HubSpot’s CMS, preserving your existing digital assets. This includes text, images, videos and more, maintaining the integrity and usability of your site’s content.

    Flexibility
    Page Redesign And SEO Preservation

    As part of the hubspot data migration services, we also redesign your website pages while retaining existing SEO optimizations. This ensures that your search engine rankings remain unaffected and, in many cases, are enhanced post-migration.

    Flexibility
    Custom Modules And Theme Transfer

    Our team develops custom modules and themes tailored to your brand’s unique needs, providing a fully customized and engaging user experience on HubSpot’s CMS.

    Flexibility
    HubSpot CMS Setup And Configuration

    We manage all aspects of HubSpot CMS setup and configuration, ensuring your website is fully operational, secure and optimized for performance from the moment it goes live.

    Flexibility
    Analytics And Reporting Setup

    We configure HubSpot’s analytics and reporting tools to provide you with actionable insights and track the performance of your website and marketing campaigns. This helps you make data-driven decisions for continuous improvement

    Flexibility
    Ongoing Migration Support

    Our services don’t stop post-migration. We offer ongoing admin support to fine-tune your HubSpot setup.

    Flexibility
    E-Commerce Data Migration

    We handle the migration of e-commerce data, including customer orders, product catalogs and payment history, to HubSpot so that your online business continues to operate while benefiting from HubSpot’s advanced tools.

    Flexibility
    User Access Setup and Role Permissions

    We configure user accounts and role based permissions within HubSpot to ensure secure and efficient collaboration. By defining access levels for different teams, we maintain data integrity while empowering users with the tools and visibility they need to perform effectively.

    Flexibility
    Post Migration Testing and Validation

    We conduct thorough post migration testing to confirm data accuracy, workflow functionality and system performance. Validation process ensures that every component from CRM records to automation workflows operates flawlessly in your new HubSpot environment.

    Our Success Stories

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    Proven Success Trusted Expertise

    We spent too much time juggling tools.

    Now every call, SMS, and follow-up sits inside HubSpot.

    Productivity jumped immediately, and team finally works with full context.

    We spent too much time juggling tools. Now every call, SMS, and follow-up sits inside HubSpot. Productivity jumped immediately, and...

    BlueCross BlueShield

    Agents no longer start calls without history. Instant popups and automatic activity logs changed the way we handle support. Response times improved, and ticket notes are far more reliable.

    Agents no longer start calls without history. Instant popups and automatic activity logs changed the way we handle support. Response...

    Boston Children

    Fixed biggest CRM issue, missing  data.

    With everything captured in HubSpot, reporting became accurate overnight. Its been one of the most impactful upgrades to communication process.

    Fixed biggest CRM issue, missing  data. With everything captured in HubSpot, reporting became accurate overnight. Its been one of the...

    Bread Financial

    Custom Migration Plans

    No two businesses are the same, and neither are their migration requirements. Our certified team develops a customized migration strategy that considers your current system, data and future goals. From CRM to CMS migration HubSpot solutions, Every detail is accounted for, offering you a bespoke solution designed.

    Email Management
    Data Migration Expertise

    With years of experience in HubSpot CRM migration services, our certified team has completed numerous successful migrations for clients across various industries. We understand the complexities and challenges that come with CRM and CMS migrations and tailor our approach to meet your specific business needs.

    livestorm hubspot integration services
    Integration & Testing

    We conduct testing and integration checks to confirm that all your workflows, automation and data connections are functioning as expected within the HubSpot ecosystem.

    Customer Case Management
    Post Migration Support And Training

    We don't stop once your data is migrated. We offer extensive post-migration training so that your team is fully trained and comfortable with the HubSpot platform.

    HubSpot CMS Migration FAQs

    HubSpot migration for startups and SMEs involves transferring existing CRM or CMS data, processes and integrations to the HubSpot platform.
    This process is helpful in managing customer relationships, marketing, and sales operations while leveraging HubSpot’s advanced tools to scale business growth.

    The time it takes to migrate to HubSpot varies depending on the complexity of your data and systems. 

    For most startups and SMEs, migration services HubSpot can take anywhere from 2 to 4 weeks, while more complex migrations involving custom integrations and large datasets may take 4 to 8 weeks or longer.

    To migrate your website to HubSpot CMS, you’ll need to transfer your existing content, media and design elements to HubSpot’s platform. 

    This involves setting up custom templates, ensuring SEO is preserved and integrating any necessary third-party tools. 

    Working with a CRM migration service hubspot expert ensures a smooth transition with minimal downtime.

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