CRM data migration
Contacts, companies, deals, custom objects and activity history moved with owners and associations intact.
Move your CRM and GTM stack without losing a single deal.
HubSpot onboarding, CRM data migration and marketing automation moves across Salesforce, HubSpot, Marketo Engage and Pardot. Planned by operators, reconciled record by record, and adopted by your team.
What we do
One team for the move, the setup and the adoption.
Pick one service or run the full migration. Either way, the system goes live on clean data and your team knows how to use it.
HubSpot onboarding
Portal setup, properties, pipelines, permissions and team training, live in weeks rather than quarters.
Marketing automation migration
Marketo Engage and Pardot programs, forms, lists, scoring and nurture flows rebuilt, not just copied.
Integration services
Salesforce sync, enrichment, billing, product usage and warehouse connections wired to one data model.
Tech stack onboarding
New sales and marketing tools onboarded with owners, fields and workflows mapped to your GTM.
Stack consolidation
Retire overlapping tools, cut licence spend and keep the data that matters.
Reporting rebuild
Dashboards and attribution rebuilt so leadership numbers match on day one.
CRM administration
Governance, hygiene and release management after go-live, so the new system stays clean.
Migration paths
Choose where you are moving from.
Every platform stores data and automation differently. Here is what moves across, what we rebuild properly, and what to decide early.
FromSalesforce
ToHubSpot
Typical timeline4–8 weeks
What moves
- Accounts → companies
- Contacts and leads
- Opportunities → deals, with stages
- Custom objects and associations
- Activities, notes and attachments
- Record owners and teams
What we rebuild
- Flows and process automation → workflows
- Validation rules and required fields
- Reports and dashboards
- Lead routing and assignment
Watch out for
Lead vs contact models differ, and record types, multi-currency and duplicate rules need a decision before the first load.
FromMarketo Engage
ToHubSpot
Typical timeline4–8 weeks
What moves
- Person records and consent status
- Static and smart lists → segments
- Forms and hidden fields
- Email and landing page templates
- Program and campaign membership
- Lead scoring inputs
What we rebuild
- Smart campaigns → workflows
- Tokens and dynamic content
- Scoring model and MQL definition
- Salesforce sync rules
Watch out for
Unsubscribe and consent status must carry over exactly, and sending domains need warming before volume moves.
FromPardot
ToHubSpot
Typical timeline4–6 weeks
What moves
- Prospects and consent status
- Lists and segments
- Forms and form handlers
- Email templates
- Campaign membership
- Score and grade values
What we rebuild
- Engagement Studio programs → workflows
- Automation and completion rules
- Scoring and grading model
- Campaign influence reporting
Watch out for
The Salesforce connector, campaign influence and prospect-to-lead sync need a clean cutover so reporting does not double count.
FromHubSpot
ToSalesforce
Typical timeline6–10 weeks
What moves
- Companies → accounts
- Contacts
- Deals → opportunities, with stages
- Custom objects
- Activities and emails
- Owners and teams
What we rebuild
- Workflows → Flows
- Lead routing and territories
- Reports and dashboards
- Sequences and sales engagement
Watch out for
Decide early whether HubSpot stays as the marketing layer with a sync, or Salesforce becomes the single system for both teams.
FromSpreadsheets and legacy CRM
ToHubSpot
Typical timeline2–4 weeks
What moves
- Contacts and companies
- Open and closed deals
- Owners and territories
- Notes and key history
What we rebuild
- Pipeline and deal stages
- Required properties
- Assignment rules
- Starter dashboards
Watch out for
Most of the work is cleaning: deduping, normalising company names and agreeing stage definitions before anything is imported.
How a migration runs
Five phases, one cutover, no surprises.
- 1AuditDays 1–5
Inventory every object, field, automation, integration and report. Score data quality.
- 2MapDays 6–10
Field-by-field map, target data model and a list of what to retire rather than move.
- 3MigrateWeeks 3–5
Test loads in a sandbox, then a planned cutover with a delta sync so nothing is missed.
- 4ValidateWeek 6
Record counts, associations and key reports reconciled against the source.
- 5AdoptWeeks 6–8
Training by role, playbooks and 30 days of hands-on support after go-live.
What we protect
Nothing goes live until the numbers match.
- Record counts reconciledEvery object checked against the source before cutover.
- History and ownership keptActivities, owners and associations move with the records.
- Consent carried overUnsubscribes and subscription types move exactly, so sends stay compliant.
- Selling never stopsCutover is planned around your quarter, with a delta sync and a rollback plan.
Reconciliation reportExample
| Object | Source | Destination | Status |
|---|---|---|---|
| Contacts | 48,210 | 48,210 | Match |
| Companies | 9,842 | 9,842 | Match |
| Deals | 6,317 | 6,317 | Match |
| Activities | 212,906 | 212,906 | Match |
| Unsubscribes | 3,118 | 3,118 | Match |
Signed off by your team before the old system is switched off.
Platforms
Check your GTM stack health →We work across the stack you already have.
- HubSpot
- Salesforce
- Marketo Engage
- Pardot (Account Engagement)
- Outreach
- Salesloft
- Apollo
- ZoomInfo
- Gong
- Clay
- Zapier
- Snowflake
Intro call
Planning a migration? Start with the map.
Thirty minutes with an operator. Tell us what you run today and where you want to be, and we'll outline the path, the risks and a realistic timeline.