Migrating
Salesforce → HubSpot
Data that has been mapped to the customer and sales fields, and cleaned/validated before your final cutover.
42,180/42,180Records validated
0Unresolved discrepancies
HubSpot Migration SpecialistsSwitch to HubSpot
Switch to HubSpot
Without the Migration Stress
We offer a simple and seamless HubSpot migration, with planning, cleaning, mapping, and validation along the way. Contacts, deals, workflows, and reporting are all structured and displayed in HubSpot as they are in your business.
- 320+
- Projects delivered
- 200+
- CRM migrations
- 98%
- Client retention
Trusted by teams switching to HubSpot
What is HubSpot?
One Platform to Power Your Customer Journey
Our Dynamics to HubSpot migration services are crafted to maintain the integrity of your data, processes, and context throughout your data transition from a present-day CRM to a structured HubSpot environment. We aid you with CRM migration to HubSpot, map your data, reconstruct your workflows, and optimize your migration.
- Strategic Migration Planning -
- Data-Led CRM Transition -
- Post-Migration Optimisation -
Stronger Customer Ecosystem
Create a Connected CRM Ecosystem
MARKETINGConnect and combine customer data, campaigns, audiences, and automation to create more personal, more targeted, and more measurable marketing journeys across all channels.
SALESEnable sales teams to have structured pipelines, customer context, automated follow-ups, and visibility across each opportunity from lead to close.
SERVICELink support teams to customer records, services, tickets, and feedback for more consistent, personalized, and responsive customer experiences.
CONTENTConnect your website and content experiences to CRM data for creating relevant journeys and delivering impactful business results at scale.
Why CRM Migrations Fail
The Challenges That Can Derail a HubSpot Move
A CRM migration isn't only about the move of records. If these are not properly planned and validated, they can become issues after go-live.
Incomplete Data Transfers
Missing contacts, outdated fields, broken associations, or lost activity history can leave important customer data behind.
Disrupted Business Operations
Poorly planned cutovers can disrupt sales, customer communication, and everyday CRM workflows.
Automation That Stops Working
Existing workflows, lead assignments, notifications, and follow-ups may not work properly in HubSpot.
Recreating Old Problems
Moving data as-is can carry over duplicates, inconsistent data, unnecessary fields, and inefficient processes.
Scope Your Migration
Choose the Right Path for Your HubSpot Move
All migrations are not created equal. We, as a HubSpot CRM migration agency, assess your current CRM, data, workflow, and integrations with you and determine whether a targeted pivot of data is needed or if a complete HubSpot migration is necessary.
Data Migration
Best used when you want to primarily migrate your customer and sales data into HubSpot, and you have existing systems and processes that will not change.
- Contacts, companies, and deals migrated
- Data cleansed, deduplicated, and validated
- Fields and properties mapped
- Relationships and activity data transferred
- Migration tested and reconciled
Full CRM Migration
Perfect for organizations that are moving their entire CRM system to HubSpot and optimizing important business processes.
- Everything in data migration
- Workflows, sequences, and automation rebuilt
- Pipelines, stages, and properties configured
- Third-party integrations reconnected
- Reports, dashboards, and custom settings recreated
Our Approach
A Structured Five-Step HubSpot Migration
Every migration occurs in a controlled process, where your data is safeguarded, disruption is minimized, and your new HubSpot environment is prepared for daily use with our HubSpot migration services.
01
Assess
Next, consider the scope of migration based on the CRM, data structure, workflows, integrations, and business processes in existence.
02
Prepare
Prepare your data for migration by cleaning, standardising, and organising it; eliminating duplicate data and fixing inconsistencies.
03
Map
Align the current fields, records, relationships, pipelines, and lifecycle stages with the HubSpot properties and structures.
04
Transfer
Import all of your important relationships from your contacts to your companies, deals to your tickets, and back again without losing any relationships between contacts, companies, or deals, tickets, and more.
05
Validate
Do comparisons in the migrated system to the source system, test workflows and integrations, and resolve inconsistencies before the go-live.
Data Mapping & Cleanup1 2 3 4 5
Your HubSpot Migration Starts With Clean Data
The essence of successful migration is to initiate the migration process as far in advance as possible of the import. A Zoho to HubSpot migration partner will audit all key areas, provide answers to data questions, and explain how your existing data will be used in HubSpot.
Source FieldHubSpot PropertyMigration Action
Customer.Namecompany.nameDirect
Deal.Statusdeal.dealstageRemap
Lead.Scorecontact.lead_scoreTransform
Contact.Emailcontact.emailDedupe
Account.Regioncompany.regionCustom Property
Activity.Dateengagement.timestampDirect
Illustrative example of a migration mapping sheet; your complete mapping is created during the discovery and planning stage.
Audit Your Data
Record the source of catalogue items, catalogue records, relationships and historical data so you know what to transfer.
Remove Duplicates
Match multiple contact, company and deal fields to find and merge duplicate contacts, companies and deals.
Standardise Values
Normalise phone numbers, countries, currencies, job titles, dates and dropdown values prior to migration.
Address Data Gaps
Recognize missing or missing parts; fill in missing information when possible; mark with a question mark any that need your attention.
Approve the Mapping
Check and confirm final field mapping and migration rules before transfer of the first record to HubSpot.
Security & Validation
Your Data Is Checked Before HubSpot Goes Live
The move of records is not the end of a CRM migration. HubSpot migration company in India provides controlled migration techniques, restricted access, testing, and extensive validation to make sure that your data and CRM are ready for final cutover.
Encrypted data transferRole-based accessSecure handoverTest migrationValidation checksRollback planning
Record Reconciliation
Compare data from the source to HubSpot records to ensure that the expected data is being transferred correctly.
Test Environment
Before moving your production data to your HubSpot portal, try migrations in a test environment.
Field-Level Checks
Scrutinize data by field to check for missing, altered, or mis-mapped data.
Association Validation
Make sure that contacts, companies, deals, tickets, and other related records are connected with each other.
Workflow Testing
Test migrated and rebuilt workflows and ensure automation actions and triggers work as expected with controlled data.
Cutover & Rollback Plan
Pre-production cutover determines final migration sequence, validation checkpoints, and contingency steps.
What Moves With You
Everything You Need, Nothing You Don't
As far as migrating your CRM to HubSpot is concerned, success does not rely on the migration of all of your old CRM. It's about conveying the information, processes, resources, and relationships that your business relies on.
Left Out Deliberately
Not all obsolete, inactive, duplicate, or never used, is contentious. These are found in the audit process, and you would have to decide whether to retain them or not.
Customer Data & History
6 record typesAll your CRM data is moved to HubSpot, structured, and with its history of relevant activities carefully preserved.
Contacts
Information on ownership and life cycle is kept.
Companies
For records that are duplicated, record match – duplicate domains will take care of it.
Deals & Pipelines
The burnt nits will be preserved, and the stages will be mapped.
Tickets
Transfers the related statuses and service information.
Custom Objects
Required schemas and relationships created
Activity History
Appropriate calls, emails, notes, and meetings recorded.
Why Choose Dean Infotech
A HubSpot Migration Designed for What Comes Next
It does not need to be a successful migration in order for you to only get your data into HubSpot. It's about creating a more scalable and cleaner CRM that your team can rely on after launching.
Minimal Business Disruption
Plan and implement your migration in phases so your teams are able to work throughout the migration.
Built Around Your Business.
We refocus data, pipelines, workflows, and properties on your actual processes rather than just around your existing CRM.
HubSpot-Focused Expertise
We've been setting up, migrating, automating, integrating, and optimising legacy CRM to HubSpot migration for real clients and testifying to their success.
Support Beyond Migration
Once you go live, we remain engaged to support you in case of issues, fine-tune your HubSpot configuration, and ensure that your CRM continues to perform as your business expands.
See It in Action
A Closer Look at Your HubSpot Migration
Our HubSpot data migration experts plan, map, validate, and execute your CRM migration. You will be able to see it from start to finish.
Migration Dashboard — Monitor migration progress, exception counts, status, and validation from a single point.
Field Mapping Workspace — See how source fields, properties, and values are mapped into the HubSpot data structure.
Cutover Timeline — Go through the entire migration process from preparation to testing, to final validation, to HubSpot go-live.
Connects With Your Stack
HubSpot Fits Into the Tools You Already Use
There is no need to purchase or replace the current technology you are using with your CRM. HubSpot consultants integrate HubSpot with platforms your teams use and make your data flow more seamlessly between them and HubSpot.
Salesforce
Microsoft Dynamics
Slack
Zoom
Gmail & Outlook
Stripe
Shopify
QuickBooks
Aircall
Zapier
Who We Serve
HubSpot Migrations Built for Different Business Models
The customer journey, sales cycle, and data requirements of each industry are unique. We customize your Enterprise CRM migration to HubSpot UK to keep everything important to your business.
Technology & SaaS
Recurring revenue pipelines, subscription data, product signals, and lifecycle journeys were moved to HubSpot.
Financial Services
Guided migrations of CRM to support critical customer, account, and opportunity data.
Manufacturing
Distributor relationships, long sales cycles, quotations, and account hierarchies were mapped in HubSpot.
Healthcare & Wellness
All customer, enquiry, referral, and engagement data in a seamless CRM system.
Professional Services
Re-established relationships, engagements, opportunities, and renewal processes with emphasis on your service model.
Nonprofit
Importing donor, member, campaign, and constituent data – including relevant relationship history.
Real Estate
No loss of context when passing on all property enquiries, buyer and seller information, deal pipelines and nurture journeys.
Recruiting & Staffing
A large volume of candidate and client records stored for easy tracking, communication, and pipeline management.
320+Projects delivered
200+CRM migrations
98%Client retention
12+years' experience with HubSpot.
Proof, Not PromisesManufacturing · HubSpot Migration SaaS · Pipedrive Migration Professional Services · Zoho Migration
HubSpot Migrations That Deliver Measurable Results
Bringing Complex Sales Data Into One CRM
Challenge: A growing manufacturer managed all opportunities, account information, and sales activity in several disparate spreadsheets and had problems with reporting.
Solution: Existing CRM mapped, historical data cleaned and migrated, rebuilt pipelines and reporting in HubSpot.
Connecting Sales Data With the Full Customer Journey
Challenge: They needed to implement a system to link marketing to customer engagement through their sales pipeline and report on their sales lifecycle.
Solution: Imported contacts, companies, deals, and activities, rebuilt our sales workflows, and integrated the entire customer journey into HubSpot.
Turning Fragmented Client Data Into a Connected CRM
Challenge: A client service company was facing several issues with multiple modules of Zoho and spreadsheets, such as having multiple records and inconsistent client data.
Solution: We integrated with the CRM while eliminating duplicate records, restructured the CRM, and implemented automated workflows and reporting in HubSpot.
Engagement OptionsMost Popular
Select the HubSpot Migration Approach for Your Business
Pipedrive to HubSpot migration in the USA is offered based on your technical environment, objectives, and support requirements, which can include the migration of your core CRM data or the migration of your operating system.
Data Migration
Move critical CRM data to HubSpot without disrupting your existing systems and processes.
Customquote
- Contacts, companies & deals
- Data cleaning and verification
- Field mapping and property mapping.
- 3–5 week typical timeline
Full CRM Migration
Connect your data, processes, automation, reporting, and integrations into one connected environment in HubSpot.
Customquote
- Everything included in Data Migration
- Workflow and sequence reconstruction
- Integration configuration and remapping
- Pipeline, dashboard, and reporting rebuild
- 6–10 week typical timeline
Managed Migration + RevOps
Optimize and invest in continuing operations support during HubSpot migration.
Customquote
- Everything included in Full CRM Migration
- Dedicated support team for strategy within HubSpot.
- Post-migration optimisation
- Continuous CRM support and enhancements
- Periodic health checks of the system.
After Go-LiveWeek 1 Weeks 2–4 Days 30–60 Day 90+
We Stay With You After the Migration
Just getting your HubSpot portal live is just the first step. Additionally, we help your employees implement the new system, fine-tune the process in any needed areas, and keep your CRM system running smoothly as your business expands.
Hypercare Support
Keep in touch with the team during the initial release, troubleshooting, and tuning of key processes as it is used.
Team Enablement
Role-specific training for sales/marketing, service, and operations with real-world guides and walkthroughs.
CRM Optimization
Review team-wide HubSpot AI adoption and tweak workflows, automation, properties, dashboards, and reporting to improve based on real data.
Ongoing HubSpot Support
Choose to have long-term support for CRM improvements, new workflows, integrations, system audit, and data management.
Complete Documentation
Obtain references for your data model, field mappings, workflow configurations, and other important migration details so your team has a clearly referenced after-handover.
Dedicated Support Contact
Keep a knowledgeable point of contact who is familiar with your migration and could help with any questions or improvements after the migration.
Data Quality Checks
Continuous review of CRM ensures that you will not have duplicate records, unfilled fields, invalid properties, or other problems that may impact reporting or automation.
Frequently Asked Questions
Will all current CRM data come over to HubSpot?
Yes. Contacts, companies, deals, tickets, activities, custom fields, and other data can be migrated. Before migration, we audit your data and decide what to transfer, clean, archive, or even give up.
Is it possible to import/export custom fields and objects?
Yes. We match current custom fields and objects to HubSpot properties and structures. When there's no direct match, we design a configuration that's right for HubSpot, not a suboptimal one-to-one match.
Is there a way to move our Reports and Dashboards?
Yes. A key feature of HubSpot is its ability to re-create key reports and dashboards with the migrated data and new CRM structure. Additionally, we check the reporting needs to make sure that the new configuration yields valuable and reliable data.
Are you looking to switch from Salesforce, Zoho, or Pipedrive?
Yes. Various options for migration from Salesforce, Zoho CRM, Pipedrive, Microsoft Dynamics, spreadsheets, custom and legacy systems. The migration approach will work with the structure and constraints of your existing platform.
How do you make sure our data is correct following migration?
Performs record counts, field checks, association testing, and sample audits to ensure the migrated records are correct against the source system. Validation discrepancies are corrected before go-live.
Is it possible to sanitise our data before migration?
Yes. Before your data gets to HubSpot, we clean and standardise it. This may include deduplication, inconsistency correction, validation, filling missing data, and duplicate and old data identification.
Will we be moving our workflows and automations?
It is possible to recreate crucial workflows, sequences, lead-routing rules, notifications, and other automations in HubSpot. Each process is analyzed and tested to make sure that it will function properly in the new environment.
What is the length of HubSpot migration?
This will depend on the size and complexity of the CRM, the amount of historical data, the number of integrations, and the amount of customisation required. When found, we have a migration plan with clear milestones and timelines.
Will there be any disruption to our business during the migration?
Migration is planned to minimise disruption to your teams. The risk of prolonged downtime during the transition is mitigated by testing, staged imports, validation, and the controlled cutover.
Are you available to provide support after migration?
Yes. Post-migration support can include troubleshooting, training the users, optimizing workflows, data quality review, reporting changes, and ongoing support and assistance with HubSpot to ensure that your team is maximizing the use of the new system.
Ready for a Better HubSpot Migration?
Make the Move Without the Guesswork
Start with a free migration assessment. We will audit your existing CRM, determine what can be moved or built, and provide a solid plan for transitioning to HubSpot CRM.
Book Your Free Migration Assessment
