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Move from Salesforce, Pipedrive, or a legacy system with fields mapped, duplicates resolved, automation rebuilt, and history preserved where it matters. Your team lands in a working CRM, not a data dump.
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An audit of the source system, a field mapping sheet with transformation rules, deduplication before import, and a plan for associations and history. We import into a sandbox first and reconcile the counts, rebuild automation and reporting in HubSpot, then run a planned cutover and train your team.
Typically three to six weeks. Where you land in that range depends on data volume, how many objects and integrations move across, and how much automation needs rebuilding. The source audit at the start confirms the timeline for your migration before the mapping work begins.
A migration is a Method build plus the data migration add-on. The build starts at $2,950 (Method Foundation), and data migration is $750 for up to 10,000 records, plus $350 for each extra 10,000. Integrations are $450 each. A $495 audit gives you the fixed quote, credited in full to a build signed within 30 days.
Migration is for companies moving to HubSpot from Salesforce, Pipedrive, Zoho, a legacy CRM, or spreadsheets. It is one of our four core services, and it usually runs together with an implementation so the data lands in a structure designed for how you sell.
Migrations fail when data arrives without structure and everyone quietly goes back to the old system. That is the failure this process is engineered to prevent.
Two systems can share a label and disagree on meaning, format, or ownership. Mapping by label alone moves the confusion into HubSpot.
Deduplicating after import is harder and riskier. We resolve duplicates before the data arrives.
Rules, assignments, and alerts in the old system do not migrate themselves. They have to be rebuilt and tested in the new environment.
Activities, owners, and associations need a plan. We decide what history to keep, and how, before anything is imported.
We audit the source system, map every field to its HubSpot destination, resolve duplicates before import rather than after, rebuild automation and reporting in the new environment, and test the whole thing in a sandbox before cutover.
The process is the same; the details are not. These are the areas that need the most care for each system.
Salesforce orgs usually carry years of custom objects, record types, validation rules and automation. We map each one to a HubSpot object and pipeline, keep only the custom objects still needed, and rebuild the logic in HubSpot workflows instead of copying it. Still deciding? Our HubSpot vs Salesforce comparison covers when each fits.
Pipedrive data is deal-centric, so the work is mostly about giving it a fuller structure in HubSpot: lifecycle stages, company records, and pipelines with clear exit criteria, instead of a straight copy of deal stages. Our Pipedrive to HubSpot migration guide walks through the steps.
Zoho CRM setups often combine modules, custom fields, and workflows built by different people over time. We audit what is actually used, map modules to HubSpot objects, and leave behind the fields nobody fills in. Our Zoho to HubSpot migration guide walks through the steps.
Work management boards and email platforms hold contacts without a real CRM structure around them. We turn boards into objects with associations, tags and groups into governed properties, and carry every unsubscribe across before the first send. See our guides for monday.com, ActiveCampaign and Mailchimp.
Spreadsheet-based processes have no enforced structure, so cleanup is most of the work. We define the data model first, standardize values and formats, deduplicate, and only then import, so HubSpot starts with rules the spreadsheet never had.
Do it yourself when the data is simple: one object set, few custom fields, little automation and no integrations. Use a partner when history, associations, custom objects or automation have to survive the move, or when the CRM structure itself needs redesigning, because those are the parts self-serve tools do not decide for you.
| Do it yourself | HubSpot onboarding | Partner-led migration | |
|---|---|---|---|
| Tools | HubSpot's import tool, or Smart Transfer for supported apps such as Pipedrive, Zoho CRM and Salesforce | HubSpot's paid onboarding, focused on setting up and learning HubSpot | Import tools plus scripted transforms, tested in a sandbox |
| Field mapping | You map fields as you import | Check with your HubSpot rep how much data migration your package covers | Every field mapped by meaning, with transformation rules agreed first |
| Duplicates | Imported as they are unless you clean them first | Depends on the package | Resolved before import, using rules agreed with you |
| Automation and reporting | Rebuilt by your team after the move | Guidance on setting up HubSpot tools | Rebuilt and tested before cutover |
| Best for | Small, simple datasets | Teams new to HubSpot who mainly need setup and training | Salesforce orgs, custom objects, long history, several integrations |
What Smart Transfer moves, what it leaves behind and when it is enough are covered in our HubSpot Smart Transfer guide. Check HubSpot's current documentation before you plan around them.
The same steps whatever system you are coming from, typically over 3 to 6 weeks, with 2 weeks of support after go-live. Every step is documented so you can see exactly what moved and why.
We review the source system and map every field to its destination, including value transformations, ownership, and what is retired.
Duplicates, conflicts, and incomplete records are resolved before import, so HubSpot starts clean.
We import into a sandbox, reconcile record counts and key values against the source, and rebuild automation and reporting.
A planned cutover moves production data, then live training gets your team working in HubSpot from day one.
Your team lands in a CRM that works on day one, with the history that matters intact and the automation already running. Nobody has to keep the old system open on the side to check what really happened.
How Pipedrive data maps into HubSpot, which transfer method to use, and the steps in order.
Read guideHow Zoho leads, accounts, deals and custom modules map, and the steps in order.
Read guideThe seven steps we follow to retire a Salesforce org: audit, map, dedupe, test, rebuild, cut over, train.
Read guide
"Allen is without a doubt a true HubSpot expert. From CRM setup and workflow configuration to onboarding our entire team."
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