HubSpot Migration Services That Fit Your Business

Planning to move to HubSpot without breaking your data or workflows? We handle end-to-end HubSpot migrations, from data transfer and system mapping to automation and validation, so your transition is smooth, structured, and ready to scale.

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Zero Downtime Migrations

99% Post-Migration Accuracy

6-8 Week Average Migration

20+ Retainer Clients Served

Zero Downtime Migrations

99% Post-Migration Accuracy

6-8 Week Average Migration

20+ Retainer Clients Served

Zero Downtime Migrations

99% Post-Migration Accuracy

6-8 Week Average Migration

20+ Retainer Clients Served

Zero Downtime Migrations

99% Post-Migration Accuracy

6-8 Week Average Migration

20+ Retainer Clients Served

DEFINITION

What Is HubSpot Migration?

HubSpot migration is the process of moving your data, activity history, and business processes out of your current system and into HubSpot, without losing data or breaking what already works. It covers core CRM data, activity history, assets like pages and templates, business logic such as workflows and lead routing, and any custom objects your old system used that HubSpot doesn't have by default.

The timeline depends on your data volume, how many of those layers need rebuilding, and how many integrations have to reconnect.

ACCREDITED

Accredited HubSpot Data Migration Partner

Complex migrations are what we do. As an accredited HubSpot migration partner, we have the certifications and hands-on experience to move your data cleanly and set up a system that fits how your team actually works.

our process

How Migrating to  HubSpot Benefits  Business Operates

Meditech is a powerful EHR for clinical operations. However, most healthcare organizations discover it was never designed to support marketing automation, referral intelligence, revenue visibility, or cross-department reporting.

 
Critical patient and operational data often remains confined within the EHR, limiting real-time decision-making, reducing transparency, and slowing growth initiatives.  

You may be experiencing similar challenges if your organization faces:

Discovery & Audit

We start by understanding how your systems currently work.

Discovery & Audit

We start by understanding how your systems currently work.

Discovery & Audit

We start by understanding how your systems currently work.

Discovery & Audit

We start by understanding how your systems currently work.

Discovery & Audit

We start by understanding how your systems currently work.

HubSpot Content Hub solves these issues by bringing your website, CRM, and marketing tools into one unified platform. This allows your team to manage content easily, track user behavior, and create a more connected and efficient digital experience.

WHO IS IT FOR

Who Needs  HubSpot Migration Services?

Migration is for businesses that need a more structured, scalable system, not just a new tool.

1

Growing B2B Teams

As B2B teams scale, managing pipelines through spreadsheets and disconnected tools creates bottlenecks that slow revenue.

Centralized pipeline with real-time deal tracking
Automated lead routing and follow-up sequences
Shared dashboards that align sales and marketing

2

Companies Moving From Legacy Systems

Migrating to HubSpot means consolidating your stack into a platform built for connected, data-driven growth.

Clean data migration with full record preservation
Cuts legacy licensing and maintenance costs
Native integrations with 1,000+ tools out of the box

3

Teams With Complex Workflows

When your business runs on multi-step approvals and cross-team handoffs, the wrong CRM creates chaos.

Branching logic and multi-step automation
Custom pipelines and objects for any process
Audit logs and permissions for compliance teams

4

Scaling Businesses

HubSpot scales across hubs, users, and markets, so what you build today supports 10x the volume without a rearchitecture project.

Modular hubs that expand as your needs grow
Multi-business unit support for distributed teams
Consistent data governance across markets and headcount

MIGRATION TYPES

What ActuallyCounts as a HubSpot Migration

Not every migration runs the same way. Here is the difference, so you know what you are buying.

Native import and data sync

HubSpot's built-in import tools and Data Sync move standard objects from common platforms. Fast, but limited to the fields HubSpot maps by default.

Third-party migration tools

Purpose-built connectors move records in bulk between known platforms without custom code. Good for clean, well-structured source data.

Custom-coded migration

Built on the source system's API and HubSpot's, for legacy databases, high record volumes, or attachments and associations that standard tools drop.

OUR PROCESS

How Our Migration  Process Works?

A HubSpot migration moves your records, history, and business processes out of your current system and into HubSpot without losing data or breaking what already works. Our process runs in six stages:

Step 1.

Discovery & Migration Audit

We map out exactly what's moving before anything moves. That means auditing your current system's data.

What must move, and what shouldn't
Data volume, custom fields, and relationships
API limits and extraction feasibility

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Step 2.

Data Mapping & Cleanup Plan

Every field, owner, pipeline, and association gets a defined destination in HubSpot before migration day.

Field, object, and association mapping
Owner, pipeline, and lifecycle stage mapping
Deduplication and formatting rules

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Step 3.

Build, Test & Validate in a Sandbox

We build the migration itself: extraction, transformation, and load. Then we test it on a real sample of your data in a sandbox.

Purpose-built migration scripts, not generic imports
Test migration on a live data sample
Record counts reconciled source vs. HubSpot

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Step 4.

Rebuild Your Processes in HubSpot

Data is only half a migration. We recreate the processes your team actually runs on pipelines, workflows, lead routing, lifecycle logic, forms.

Pipelines, workflows, and routing rules
Forms, notifications, and permissions
Reconnected integrations and reporting

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Step 5.

Go Live & Delta Sync

We run the production migration in the correct dependency order, logging every failure as it happens.

Controlled cutover with a full backup
Delta sync of records changed mid-migration
Failure logging, retries, and resume points

Step 6.

Handover & Post-Migration Support

Your team validates real business scenarios, not just record counts. Then you get full documentation mappings.

Business-scenario QA with your key users
Complete mapping and exception documentation
Post-launch monitoring and issue remediation

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Migration Plus

$5,000+ /project

Timeline: 2 to 4 weeks, depending on data volume and cleanup needs.

CRM data migration for contacts, companies, deals, and notes, with de-duplication and field mapping
Marketing, Sales, and Service Hub data transfer at a Professional-tier equivalent setup
Standard workflow and automation rebuild using native HubSpot actions
Reconnection of your core native integrations
Data validation and QA testing before go-live
Core user training for your team

Migration Enterprise

$10,000+ /project

Timeline: 8 to 12 weeks, depending on integration count and data complexity.

Full CRM, Marketing, Sales, and Service Hub migration at an Enterprise-tier equivalent setup
Custom integration development for systems beyond native connectors
Custom-coded workflow actions and complex automation logic
Multi-object and custom property migration
Data governance and permissions setup for compliance-sensitive teams
Full sandbox testing with a phased go-live
Role-based team training and post-launch support

1

Layer 1: Core data

Contacts, companies, deals and products. This is the straightforward part, and it is the part every vendor quotes for.

Records mapped to HubSpot objects and properties
Deduplicated and standardised before anything imports
Owners and pipelines mapped to the right people

2

Layer 2: Activity history

Calls, emails, meeting notes and ticket history. This does not move with a spreadsheet. It needs API-level migration, and it is where cheap migrations quietly drop your history.

Timeline activity migrated against the correct records
Email and call logs preserved, not summarised
Ticket and conversation history kept intact

3

Layer 3: Assets

Landing pages, forms, email templates and blogs. These are not moved. They are rebuilt inside HubSpot, because the underlying structure does not transfer between platforms.

Templates and pages rebuilt to your brand
Forms recreated with submissions mapped to the right properties
Blog content migrated with URLs and redirects handled

4

Layer 4: Business logic

Lead scoring, deal stages, round-robin assignment, notifications and integrations. This is your actual operation, and it has to be redesigned rather than copied, because HubSpot does not work the way your old system did.

Workflows and automation rebuilt to HubSpot's logic
Routing, scoring and lifecycle rules redesigned
Integrations reconnected and tested

5

Layer 5: Custom objects

If you are coming from Salesforce or Dynamics, you almost certainly have objects that do not exist in HubSpot by default. These have to be modelled before anything gets imported, not after.

Custom objects designed and built in HubSpot
Associations and record relationships mapped
Data model agreed before the first import runs

	HubXpert	DIY / Freelancer
Who runs the migration	Accredited team, scoped upfront	Often one person, no scope doc
HubSpot accreditation	Data Migration accredited	Depends on the person
Data cleanup before transfer	De-duplication and mapping done first	Not ensured
Record associations	Contacts, companies, and deals stay linked	Not Ensured
Attachments and activity history	Migrated and reconciled	No
Workflow rebuild	Rebuilt for HubSpot's automation engine	Whatever tool they know
Your old system during migration	Stays live as fallback until validated	Added after something breaks
Validation	Record counts reconciled on both sides	Often none
Documentation	Field-mapping doc delivered	Depends on the person
Support after go-live	Available as an add-on	Usually ends with the contract
HubSpot tier limits	Same limits apply either way	Same limits apply either way

Some migration methods require a specific HubSpot plan tier, regardless of who runs them.

WHAT TO EXPECT

What Doesn't Migrate Automatically

Most of your CRM, marketing, and sales data moves cleanly. A few things need manual rebuilding or do not transfer at all, and we tell you which upfront.

Custom-coded workflow logic, which needs to be rebuilt for HubSpot's automation engine
Gated content behind logins or member access
Ecommerce carts, storefronts, and payment processing
Custom responsive designs and non-standard fonts, which may render differently
Third-party widgets like job boards or comment engines, which need separate reconnection

Case studies

Our Featured Works

A curated selection of HubSpot implementations and digital marketing campaigns that moved the needle for our clients.

WEBOPS

HubSpot – NexTech, EHR Integration for a Healthcare Provider Leva Medical

Leva Medical lacked Nextech–HubSpot integration, limiting marketing insights. HubXpert enabled secure, real-time sync for smarter, compliant patient engagement.

Website screenshot

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15+

Migrations completed

Migrations completed

Across CRMs, help desks, marketing platforms, and custom-built systems.

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100%

Average data accuracy post-migration

Average data accuracy post-migration

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6-8

Weeks Average migration timeline

Weeks Average migration timeline

We migrate from Salesforce, Zoho, Pipedrive, Microsoft Dynamics, ERP systems, marketing tools like Mailchimp, and custom-built systems.
Yes. We remove duplicates, fix inconsistencies, and map your data properly before it moves into HubSpot.
Yes. We rebuild them for HubSpot's structure instead of copying them exactly, so they run more efficiently.
Standard migrations run 2 to 4 weeks. Complex, integration-heavy projects run 8 to 12 weeks.
No. Your current system stays live while we build and test in HubSpot, then cut over once everything checks out.
We validate data at multiple stages, including pre-migration checks and post-migration comparisons against your old system.
Yes. We reconnect ERP systems, marketing platforms, and internal software so data flows without silos.
We test workflows, validate data, and support your team through the transition and early optimization.
If you have multiple tools or complex workflows, a tailored migration fits better than a standard package.
Cleanup is usually a shared step. We handle deduplication and standardization as part of the process, and flag anything that needs your input first.
Custom-coded workflows, multiple non-native integrations, and HIPAA setup fall outside Migration Plus and require Migration Enterprise or a custom quote.
We test in a sandbox before going live and keep your old system running as a fallback until data is validated.

BOOK CONSULTATION

Ready to Migrate to
HubSpot without the Risk?

A successful migration is not just about moving data. It's about setting up a system that works better from day one. If you're planning to move to HubSpot, we'll help you do it with the right structure, clean data, and a process you can rely on.

Takes 30 minutes

Delivered by an accredited HubSpot migration specialist