HubSpot Migration Services & CRM Data Migration

Moving to HubSpot is the best chance you'll get to rethink how you work.

We help you move to HubSpot from Pipedrive, Salesforce, Mailchimp and the spreadsheets in between. We bring across as much of your records, deals and activity history as the old system allows, and help you rethink the process along the way, so your team lands in a portal that fits how you sell today.

Discipline HubSpot RevOps

Hubs Marketing, Content, Sales, Service

Length Typically 12 to 16 weeks

A good migration starts with deciding what's worth bringing across.

What we see

Moving to HubSpot usually gets treated as a technical job. Export the records, map the fields, import them again. But your old system is full of decisions someone made years ago. Some lifecycle stages still fit and some don't. Some custom properties are load-bearing, and others were one person's experiment. Some workflows still match how you sell, and some belong to a strategy that ended a while back.

What we do

We work through those decisions with you first. The first two weeks go into looking at your current system together and agreeing what moves, what gets rebuilt and what gets left behind. Then we build the new setup in HubSpot, bring your data across and test everything before anyone goes live. When your team logs in, HubSpot reflects how you sell now.

Why teams come to us. It's usually one of three things.

You want it done properly

You've seen what a rushed migration leaves behind. You'd rather have senior people take the time to understand how you sell, and still be around after go-live.

Your CRM's run its course

It worked when you were ten people. Now it's held together with exports, workarounds and someone's spreadsheet, and nobody trusts the reports.

Too many tools

Marketing in one place, sales in another, service in a third. You want it all in HubSpot, connected properly, before the old tools get switched off.

Everything in an onboarding, plus the move. The exact shape depends on what you're moving.

Discovery and migration plan

We dig into what you've got, agree what's in scope, map the timeline and write down the risks before a single record moves.

Data mapping

Every field, stage and pipeline gets a home in HubSpot, or gets left behind. We decide together which properties are earning their keep.

Core records

Contacts, companies, deals, tickets and custom properties. Activities and notes come too, wherever the old system lets them out.

Workflows and automation

Rebuilt in HubSpot around how you sell now, minus the logic nobody remembers writing.

Assets and templates

Forms, lists, emails and landing pages. If you still use it, we move it or rebuild it. If you don't, it stays behind.

Integrations

Calendar, calling, billing and whatever else is plugged in. We work out what should sync and set it up so HubSpot stays tidy once it's live.

Testing and cutover

We check records, edge cases, reports and permissions before anyone goes live. Then a planned cutover, with a way back if something looks off.

Team training

Working sessions with the people who'll live in HubSpot every day, on the work they actually do.

Documentation

How your portal is built, written down. Data model, workflows, integrations and naming conventions. Enough that the next person doesn't have to guess.

A migration typically takes 12 to 16 weeks. Moving several systems at once will take longer.

Weeks 1–2

Discovery

We go through your current system with you and talk to the people who use it every day. Nothing moves until the plan's agreed.

Weeks 3–6

Foundations and mapping

We set up your lifecycle stages, objects, pipelines and properties, map where your data will land, and start training your team as each piece goes in.

Weeks 7–12

Test run and rollout

We run the whole migration as a test first, then build the workflows and dashboards on top. Better to find the surprises now than the Monday after go-live. Training carries on as we go.

Weeks 12–16

Go-live and handover

The real move, the last of the training, the documentation, and us on hand for the questions that come once your team starts using it.

What changes when you rethink it on the way in.

Data

Hundreds of fields, half of them a mystery

Only what's worth keeping, with rules to keep it that way

Stages

Inherited from a setup you've outgrown

Stages that match how you sell today

Workflows

Copy-pasted logic, much of it stale

Rebuilt around the process you've agreed

Integrations

Connected in a hurry by someone who's since left, or never connected at all

Reviewed and set up to fit

Reporting

Dashboards that half-work, or that leadership stopped opening

Built for the questions leadership actually asks

Two brands, several pipelines, thousands of accounts. One move.

An established NZ media publisher had marketing in HubSpot and sales still living in Pipedrive. We moved both brands and their pipelines across with every activity intact, mapped the company associations, and reworked the sales process on the way through.

Moving to HubSpot is the best chance you'll get to rethink how you work.

A good migration starts with deciding what's worth bringing across.

Why teams come to us. It's usually one of three things.

You want it done properly

Your CRM's run its course

Too many tools

Everything in an onboarding, plus the move. The exact shape depends on what you're moving.

Discovery and migration plan

Data mapping

Core records

Workflows and automation

Assets and templates

Integrations

Testing and cutover

Team training

Documentation

A migration typically takes 12 to 16 weeks. Moving several systems at once will take longer.

Discovery

Foundations and mapping

Test run and rollout

Go-live and handover

What changes when you rethink it on the way in.

Two brands, several pipelines, thousands of accounts. One move.

Let's talk about your HubSpot.