Planning a bigger rebuild too?
Want to fix the CRM layer as part of the move?
HubSpot Migration Services You Can Trust
Why Businesses Migrate to HubSpot
Teams switch CRMs when the old one slows them down.
Common problems:
Reporting is painful
Marketing can’t see the full funnel
Data is messy
Support tools live in another system
Reps stop updating the CRM
Workflows break without warning
HubSpot solves these issues, but only if your migration is clean.
A bad migration makes HubSpot feel worse than your old CRM.
A good one gives you a fresh start and a cleaner system than you’ve ever had.
That’s what we deliver.
A bad migration makes HubSpot feel worse than your old CRM.
A good one gives you a fresh start and a cleaner system than you’ve ever had.
That’s what we deliver.
What We Migrate
You get a full, clean move of the data you need to run your business.
We migrate:
Contacts
Companies
Deals
Pipelines
Tickets
Custom objects
Tasks
Notes
Emails (where supported)
Meetings
Attachments (case by case)
Owner fields and teams
Tags, picklists, and custom values
Historical stages
Lifecycle history
Subscription statuses
Product catalogs
Quotes (select platforms)
Calls and recordings (when available)
In short, everything that matters.
What We Don’t Migrate
Here’s the honest truth:
Most CRMs hold a lot of noise.
Most CRMs hold a lot of noise.
We don’t move:
Deprecated fields
Picklist values no one uses
Pipelines your team abandoned two years ago
Properties that have no owner or purpose
Random legacy fields created by old tools
Reports that will never work in HubSpot
Broken lifecycle logic
Hidden fields that only one person understands
Hot take: We do migrate dead or unengaged contacts, but we move them into suppression lists.
You keep the data, but it won’t hurt deliverability or reports.
This gives you a fresh system without losing history.
CRMs We Migrate From
We support most major CRMs and tools.
Sales CRMs
- Salesforce
- Pipedrive
- Zoho
- Copper
- Close CRM
- HubSpot to HubSpot (cleanup + rebuild)
Support / Ticketing Tools
- Zendesk
- Freshdesk
- Intercom
- Front
- Help Scout
Marketing Tools
- Mailchimp
- Klaviyo
- ActiveCampaign
- Marketo (data export based)
Other Sources
- Excel and Google Sheets
- Homegrown CRMs
- SQL exports
If it can export, we can migrate it.
Our Data Data Migration and QA Process
We treat migration like surgery, not a simple import.
1. Audit Your Current CRM
We map every object, field, picklist, and workflow.
We find the data you need, the data you don’t, and the issues hiding under the surface.
We find the data you need, the data you don’t, and the issues hiding under the surface.
2. Design the HubSpot Data Model
We map clean objects, fields, associations, and naming rules.
This stops the “we moved the mess into HubSpot” problem.
This stops the “we moved the mess into HubSpot” problem.
3. Clean and Prep the Data
We fix issues before they enter HubSpot:
- normalize picklists
- fix dates
- merge duplicates
- standardize formats
- remove invalid values
- identify suppressions
- remove invalid values
This is where reps feel the biggest improvement.
4. Run Test Imports
We run small test batches.
You see the results before we import everything.
We validate:
You see the results before we import everything.
We validate:
- counts
- logic
- associations
- field mapping
- ownership
5. Full Migration
We move everything in planned waves with minimal disruption.
No downtime for your reps.
No downtime for your reps.
6. Post-Migration QA
We reconcile numbers on both sides.
We fix gaps fast, then lock the system into place.
We fix gaps fast, then lock the system into place.
CRM Integrations and Automation Setup
Smart migrations require clean automation and integrations.
We help you:
Connect your tools the right way
Rebuild workflows
Set routing and ownership
Connect forms and lead sources
Map product and billing data
Fix notification and task logic
We also make sure HubSpot only syncs with tools that should influence CRM behavior.
No more random tools overwriting good fields.
No more random tools overwriting good fields.
Testing and Validation After Migration
You go live only after we test how your team uses HubSpot day to day.
We test:
- routing
- deal creation
- lifecycle updates
- tasks and follow-ups
- notifications
- lead capture
- pipeline movement
- marketing attribution
We also:
- sample records
- verify key reports
- detect duplicates
- confirm owner rules
- test luckiest edge cases
We test it like your reps will use it.
Migration Timeline
Most migrations fall into these ranges:
Small (simple CRM, <30k records)
1–2 weeks
Medium (multiple objects, <150k records)
3–5 weeks
Large(complex workflows, 300k+ records)
6–10+ weeks
Speed depends on the complexity of fields, history, workflows, and associations.
Pricing (Simple Ranges)
No vague quotes.
Here’s what most teams pay:
Small migration
3k–6k
Medium migration
7k–15k
Large migration
20k+
Includes:
Data cleanup
Mapping
Test imports
Full imports
QA
Validation
Integration checks
You pay for complexity, not seat count.
Micro Case Studies
Salesforce → HubSpot (Mid-Market SaaS)
Migrated 100k+ records.
Rebuilt lifecycle logic.
Standardized picklists.
Fixed routing.
They went live in 4 weeks with zero rep downtime.
Rebuilt lifecycle logic.
Standardized picklists.
Fixed routing.
They went live in 4 weeks with zero rep downtime.
Pipedrive/Notion → HubSpot (Seed Stage B2B Startup)
Cleaned 8 years of sales notes, merged duplicates, rebuilt their pipeline, and automated onboarding.
Cut manual tasks by 40%.
Cut manual tasks by 40%.
HubSpot → HubSpot Migration & Merger (Cleanup)
Cleaned 70+ workflows, fixed ownership logic, rebuilt custom objects, and removed 90% of legacy junk.
Reporting accuracy improved by 30%.
Reporting accuracy improved by 30%.
FAQ
Will we lose data?
No. We run tests first, then validate every field and record.
Can my team keep working during migration?
Yes. You keep selling. We run migration in waves.
Do you migrate attachments?
When the exporting system supports it, yes.
What about bad data?
We clean it or suppress it. Bad data is never moved blindly.
Do we keep our history?
Yes. We migrate past stages, owners, timestamps, and lifecycle events where supported.
Why not migrate everything as-is?
Because a migration is the perfect time to clean the system, fix duplicates, and rebuild logic.
Will workflows break?
We test and rebuild core automation before going live.
Why Work With ProfitPad
We’re operators first.
We’ve worked with SaaS teams backed by YC, Bessemer, Two Sigma, Bowery, and Kleiner.
We’ve worked with SaaS teams backed by YC, Bessemer, Two Sigma, Bowery, and Kleiner.
We know:
Where migrations break
Where data gets lost
How to keep teams running during the switch
How to prevent HubSpot from becoming messy again
You get a system your team can trust on day one.
Start Your HubSpot Migration
If you want a safe move and a clean system, we can help.
Book a 10-minute call.
We’ll walk through your CRM and show you the best path forward.
Book a 10-minute call.
We’ll walk through your CRM and show you the best path forward.
