CRM migration to HubSpot
Move to HubSpot without
losing what you built.
We have migrated portals off Salesforce, Pipedrive, Close, ActiveCampaign, GoHighLevel, Zoho, and Freshsales. The data arrives intact, the automation gets rebuilt properly, and the source stays live until the cutover you approve.
What is true of every migration
Three things do not change, whatever you are leaving.
The data moves. The logic does not.
Records, history, and fields migrate cleanly across every platform. Automation, formula fields, and views are rebuilt, because they have no direct equivalent. That rebuild is where a migration is won or lost.
A migration is a chance to remodel
Most CRMs accumulate junk: dead automations, duplicate fields, stages nobody uses. We do not port the mess. We map you onto a clean schema and leave the cruft behind.
No downtime, ever
The source system stays live until the cutover you approve. There is no window where your team has no working CRM.
By source system
The detail depends on where you are leaving.
Each migration breaks and rebuilds differently. These pages cover exactly what carries over, what does not, the timeline, and what to prepare.
Salesforce to HubSpot
Salesforce is the migration that punishes shortcuts.
Read the migration guidePipedrive to HubSpot
Pipedrive migrations are the cleanest of the three, because the data model is close to HubSpot already: persons, organizations, deals, and activities map almost directly to contacts, companies, deals, and engagements.
Read the migration guideClose CRM to HubSpot
Close is built around the conversation: calls, emails, and sequences sit at the center, and its Lead object groups contacts under a company by default.
Read the migration guideActiveCampaign, GoHighLevel, Zoho, Freshsales
Same process, scoped in the audit. Dedicated guides for these are in progress.
Scoped in your migration auditFAQ
CRM migration questions.
Which CRMs do you migrate from?
We have hands-on experience across Salesforce, Pipedrive, Close, ActiveCampaign, GoHighLevel, Zoho, and Freshsales. Salesforce, Pipedrive, and Close have dedicated pages. If your source is not listed, the same process applies and we scope it in the audit.
Will I lose data or history in the migration?
No. Records, activity history, notes, and most fields migrate and attach to the right objects. You choose whether to bring everything or set a cut-off date, and the source stays intact until cutover.
How long does a CRM migration take?
Most migrations run one to four weeks depending on the source system, data volume, and how much automation has to be rebuilt. Salesforce sits at the longer end, Pipedrive at the shorter. The exact timeline is fixed in writing after the audit.
What do you need from us to start?
Access to the source system, a decision on how much history to bring, and a list of the integrations touching your current CRM. We handle the inventory, mapping, and rebuild from there.
Start with a migration audit.
Before anything moves, you get a written inventory of your source system and a mapping plan. The fee is credited in full toward the build if you move forward.
The audit fee is credited in full toward the build if you move forward.