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Migrate to HubSpot

Need a HubSpot Migration?

Get your data exactly where it needs to be.

Migration Options

Migration Wizard

Launch your HubSpot portal faster, by getting your data there instantly

Our migration wizard makes the CRM migration process straightforward and secure.

No need for technical skills or credit card information to get started. Trust in our comprehensive migration support as you confidently migrate your data to your HubSpot portal.

Magical powers are waiting...

The wizard does the heavy lifting so that self-service data migration is comically simple, even for the most non-technical person.

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Unlimited Free Samples

Preview roughly 10% of your mapped records in HubSpot prior to migrating the full data set. No credit card required.

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Intelligent Auto Mapping

Automatically map as many native and custom fields as possible to speed up the mapping process.

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Custom Field Creation

View custom fields created in your legacy CRM and bulk create those same fields in HubSpot, right from the Wizard UI.

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Field Utilization

Determine the frequency of your field usage. This will enable you to evaluate the necessity of having this field in the first place.

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Association Preservation

Maintain all associations and connections between all records, such as contacts, companies, attachments, activities, etc.

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Data Security

Your data is safe with us. We're ISO certified, GDPR compliant, and trusted by the world's most secure organizations.

HubSpot to HubSpot Migrator

Yes, you can do that, too!

Our platform supports migrations from one HubSpot portal to another.
In fact, it's one of the most popular use cases we see.

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HubSpot Migration Services

We love this work. No, really!

Our team specializes in CRM data migrations, turning a complex process into a hassle-free experience. We ensure your data is transferred seamlessly from your old CRM to HubSpot.

Our deep understanding of the intricacies of CRM systems (but especially HubSpot), combined with our hands-on approach, guarantees that every aspect of your data, from the smallest detail to the overall structure, is meticulously and accurately integrated.

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Which Objects can I Import?

Automatically Supported

HubSpot objects we support for automated migration:

company

Companies

contact

Contacts

deal

Deals

ticket

Tickets

lead

Leads

quotes

Quotes

product

Products

line item

Line Items

task

Tasks

note

Notes

call

Calls

email

Emails

meeting

Meetings

attachment

Attachments

user

Users

custom object

Custom Objects

Custom Supported

HubSpot objects we support for custom migrations:

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Any additional objects needed for a data migration.

As long as the data can be captured from the legacy system, we'll migrate it!

Ryan+McConville

“Great service with even greater customer service”

“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“

Ryan McConville

- President Marketing & Advertising at Kargo

Kargo
John+Kelleher

“Trustworthy, effective and straight talking”

“Trujay are the people I call when I look at an implementation issue and think 'how on Earth could that issue be resolved.' They've completed fabulous work for us and our clients. Highly recommend.“

John Kelleher

- Chief Executive at ESM Inbound

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Alex+Gaudelet

“Great experience for a migration which use to keep me up at night”

“A migration between CRMs is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned the migration myself and they were ready to help me when I couldn't figures some parts out myself.“

Alexandre Gaudelet

- CEO at Hospitality Firm

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CMS/Asset Migrations

Seamlessly Migrate to HubSpot CMS

Our CMS/Asset migration services are uniquely designed for HubSpot, driven by a team that not only specializes in HubSpot but also uses it daily. This firsthand experience gives us an in-depth understanding of the nuances involved in migrating assets from another system to HubSpot, or even from one HubSpot portal to another.

We don’t just automate; we meticulously rebuild your workflows, email templates, website pages, and more, ensuring each asset is crafted with care and precision. 

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Which Objects can be Recreated?
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Website pages
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Landing pages
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Blog posts
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Forms
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CTAs
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Marketing Emails
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Campaigns
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Workflows
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Lists
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Sequences
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Reports
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Templates
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Chatflows
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Social posts
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Snippets
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Sales templates
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Knowledge base
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Customer portal
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HubDB
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Settings
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Files

FAQ

 

What is involved in the HubSpot data migration process?

HubSpot data migration involves capturing your current CRM data, mapping your objects and fields, and transferring your records (including companies, contacts, deals, and more) into the HubSpot database. This ensures that all your valuable information is integrated into HubSpot’s ecosystem, enabling you to utilize HubSpot’s tools for optimal performance and efficiency.

Can I migrate data from one HubSpot account to a new HubSpot portal?

Yes, with our CRM migration platform, it's possible to sync data from one HubSpot portal into another. This advanced migration caters to businesses upgrading their HubSpot CRM or consolidating multiple accounts into a single, new HubSpot environment.

How can I ensure a full migration of data, including custom fields, to HubSpot CRM?

A full migration involves carefully planning to import all relevant data and schemas, including custom fields and pipeline information, from your existing CRM to HubSpot CRM. Our migration wizard assists with intelligent auto-mapping and custom field creation, ensuring a comprehensive transfer.

What are the best practices for avoiding duplicate data during migration to HubSpot?

Best practices include using tools, like Dedupely, for advanced de-duplication, setting a clear cut-off date for old data, and ensuring proper mapping of existing data. Our HubSpot-certified migration experts can guide you through these steps to avoid duplication.

How do I initiate the migration process for moving to HubSpot from a different CRM like Salesforce or Pipedrive?

To initiate the migration process, start by registering on our platform, then map out your current data and schemas to understand what needs to be migrated. If you want some help, contact our team to create a migration project roadmap tailored to your business needs, ensuring a smooth transition to HubSpot.

What does the HubSpot CRM data migration service include?

Our service covers everything from planning to execution. We'll be there with you every step of the way.

How do I migrate data from one HubSpot portal to another with minimal downtime?

Our platform is designed for minimal downtime, automatically migrating your data, ensuring business continuity. Our team can work closely with you to schedule the migration during low-activity periods for your business units.

Can I use a CSV file for data import to HubSpot's database?

Yes, CSV files can be used for importing data into the HubSpot database. This method is ideal for bulk imports and can be easily managed through our migration wizard, which also offers custom field creation to match your existing data structure.

What are the keys to a successful migration project to HubSpot CRM?

A successful migration project involves creating a detailed plan, or kind of roadmap, that outlines each step of the process, from data preparation in your existing CRM to final verification in HubSpot. Ensuring the process runs smoothly requires careful planning and coordination with our migration experts.

How can I ensure my sales and marketing teams are ready to use HubSpot immediately after migration?

To prepare your teams, we recommend onboarding sessions that cover HubSpot’s tools and features relevant to their roles. Additionally, exploring the app marketplace for any specific version of the app that complements your marketing strategy will ensure a smooth transition with no downtime.

Ready to move your data and launch the new CRM?

No technical skills or credit card required to start.

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