HubSpot Migration Services & CRM Data Migration
Senior-led CRM and platform migrations into HubSpot, planned, tested, and executed with minimal disruption. We move your data, pipelines, assets, and workflows cleanly, so you can go live with confidence and start operating immediately.
Useful when…
You’re moving to HubSpot fast
You’re moving to HubSpot fast and need the migration done properly—without downtime, data loss, or messy workarounds.
Your current system can’t keep up
Your current system can’t keep up (or your stack has become fragmented), and you want a clean, scalable foundation in HubSpot.
You’re consolidating tools
You’re consolidating tools and need an expert to manage the complexity: data mapping, workflows, integrations, and governance; so the cutover is smooth.
Our approach to HubSpot Migration
A migration isn’t just moving records. It’s making sure the new system works the way your team works, on day one. We start with an audit of your current platform(s) to identify what needs to move, what should be retired, and what should be redesigned for HubSpot. Then we create a migration plan that prioritises data integrity, operational continuity, and a calm cutover.
What this typically includes:
- Discovery + migration plan: scope, timelines, risks, and cutover approach
- Data mapping + cleanup: standardising fields, lifecycle stages, pipelines, and required properties
- Migration build: contacts, companies, deals, tickets, activities, notes, custom properties (as needed)
- Workflow + automation migration (where relevant): rebuilding logic cleanly (not copy-pasting chaos)
- Assets + templates (optional): forms, lists, emails, landing pages—moved or rebuilt with governance
- Integrations review: what should sync, what shouldn’t, and how to prevent duplicate/dirty data
- Testing + validation: spot checks, edge cases, reporting sanity checks, and permissions verification
Outcome: a migration that feels controlled, not chaotic; just a HubSpot portal that’s ready to run your go-to-market.
Why OTM?
Because premium migration support should feel like experienced hands—not a risky leap.
With OTM, you get boutique, senior-led delivery that protects the things that matter most
The result is a HubSpot portal that’s clean, scalable, and trusted—built to support growth, not create new admin.
Senior-led by default
Direct access to experienced specialists—no layers, no handoffs
Systems-first migration
We migrate with governance in mind, so adoption and reporting hold up post-launch
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Practical, low-disruption execution
Clear plan, clean build, thorough testing, calm cutover
Enablement included
Documentation + training so your team can operate confidently from day one
What clients say
“Kira has been an outstanding support across all areas of our HubSpot journey. From day one, nothing has ever been too much trouble. She is approachable, responsive and incredibly knowledgeable. She played a key role in our website migration, ensuring the transition was smooth, structured, and stress-free. Her expertise in setting up customer workflows, streamlining digital efficiencies, and driving our marketing efforts has added real value to our business operations. Kira also delivered onboarding and training sessions that were clear, practical, and tailored to our needs. This empowered our team to confidently navigate and maximise HubSpot’s capabilities. Kira is a true professional and a pleasure to work with, playing a key role in helping us successfully achieve our goals on the HubSpot platform.”
Working with Kira was an all round great experience. I have wanted to implement HubSpot for a long time but was always worried about the set up. OTM was great, walked me through everything, gave easy to follow instructions and always great to deal with. Highly recommend.
Kira from Outsourced Technical Marketing is somewhat of a rarity in having a vast amount of knowledge and experience but also being able to share, teach and coach our sales team members at their level of knowledge and understanding with just the right mix of patience, empathy and motivation. Great service, great outcomes, no worries. Thanks Kira🙏 Highly recommended 👍
Start the conversation
If you’re considering a move to HubSpot (or consolidating your stack), let’s talk! We’ll recommend the simplest migration approach that protects your data, keeps the team moving, and gets you the confidence you need.