HubSpot migration services

Move to HubSpot without bringing the mess with you

We map your old CRM to HubSpot, clean the data before it moves, and check every record after it lands. Zoho, Salesforce, a legacy system, or a pile of spreadsheets.

Fairbank EquipmentCooney BrothersSage Eldercare SolutionsAsaar Medical

Trusted by owner-led companies

Signs it's time to move to HubSpot

Your CRM costs more every year and your team uses less of it

Reps keep the real pipeline in a spreadsheet

Sales and marketing live in systems that don't talk to each other

Every report starts with an export and a pivot table

The person who set up the old CRM left, and nobody knows how it works

You started a migration once and it stalled

Moving the data is the easy part. Deciding what not to move is where migrations succeed or fail.

How a HubSpot migration works

Step 1

Map

  • Every field mapped to its HubSpot home
  • Objects and associations designed first
  • Decide what doesn't move
  • Pipelines matched to how you sell now
Nothing imports until you approve the map.
Step 2

Clean

  • Duplicates merged
  • Picklists and formats standardized
  • Dead records archived, not imported
  • Ownership assigned
Bad data stays behind.
Step 3

Import and verify

  • Test import on a sample first
  • Full import, associations checked
  • Record counts matched to the source
  • Your team trained before cutover
You sign off on the numbers before the old system goes.
Already on HubSpot and consolidating? Start with a free HubSpot audit. We fix the quick wins free and give you a fixed price for the rest. Request your free HubSpot audit →
Our guarantee: every migration has an outcome written into the scope. For example: record counts in HubSpot match the source system. If we don't deliver it, you get your money back.

Teams we've moved to HubSpot

Zoho to HubSpot, sales process rebuilt

“ProfitPad really came through for us! They helped us set up a sales process, move from Zoho, and tailor HubSpot to our needs. We're now set up to run on our own.”

Waltz logo
Yalli CanaaniMarketing Director, Waltz
Legacy CRM rebuilt into a system the team owns

“They didn't just configure a system, but invested the time to understand how our business works. We came away with a system we finally understand and can confidently build on.”

Intratem logo
Alex DukhovnyEVP, Intratem
ERP data integration finished in about 2 months

“We had started our migration with a different partner who told us they had integrated HubSpot with our ERP previously. Over a year later, the project still wasn't complete. ProfitPad finished the data integration in about 2 months, and that was over the holidays.”

Cooney Brothers logo
Natalie BeersMarketing Manager, Cooney Brothers
Two people reviewing a parts catalog on a laptop in a warehouse

Built from the rep's chair, for the owner's view

Our founder sold from HubSpot before he ever configured it. That shaped how we build: from the user's chair, not the admin panel. Reps have to use the system without thinking, or the data never shows up. Owners have to see the business without sitting in every deal.

So we strip away the noise: the 20 reports nobody opens, the automation that helps no one. What's left is a system your team uses and you can read. Every builder on our team is trained to work this way.

Vitaly Kan, Founder

Questions owners ask us

Will we lose data in a HubSpot migration?

Not if the map is right. We map every field before anything moves, test the import on a sample, then check record counts and associations against your old system. You approve the map before we import, and you sign off on the numbers before the old CRM goes away.

Which CRMs can you migrate from?

We've moved teams to HubSpot from Zoho, Salesforce, legacy CRMs, and spreadsheets. If your current system can export its data, we can map it. Anything unusual gets scoped before you commit.

How much does a HubSpot migration cost?

Every migration is a fixed fee, scoped before you commit. New-client projects start at $5,000. The price depends mostly on data volume and how much cleanup the data needs. If you're already on HubSpot and don't know what you're dealing with, start with a free HubSpot audit.

Can our team keep working during the migration?

Yes. Your team stays in the old system while we map, clean, and test. We plan the cutover date with you, and we train your team in HubSpot before the old system is switched off.

Tell us what you're moving from

Book a free 30-minute review. We'll tell you what should move, what should stay behind, and what it will take.