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HubSpot Migration Services

Experience a team who not only migrates your data, but provides support and strategy with best practices in place.
HubSpot Control  >> HubSpot Migration Services

The only ones who migrate better than we do,
are the birds.

So, you’ve decided to use one of the most potent CRMs on the market but still need to add your customer data: now you’re really speaking our language.

You could do this manually, go off-shelf, or use our built-in HubSpot migration tool. Or you could level up with real data experts. (We’re talking about us, in that shameless self-promotion kind of way.)

Beyond thousands of happy customers, we use HubSpot ourselves, so you can be assured that we have the skills and expertise to get you set up on your new platform with ease.

There is a big difference between a company that simply migrates data vs. a team that can give guidance and strategy with best practices in place.

 

We put the magic of migration at your fingertips.

We are connected to more than 25 premier CRM and Marketing Automation systems on the market, and we’ve built our automated wizard tool to make the experience efficient and intuitive. Perfect for straightforward migrations or smaller data sets, the Wizard is efficient and cost effective (i.e. try it for free!)

Need a little help from a friend? Level up with our guided Wizard Migration services (up to five support hours included.)

Our custom migrations provide a systematic and well-designed approach to help with conversion and complex moves.

When we say we are experts in our field, we mean it. Let’s say, your business has 17 pipelines (forms, CTAs, Lists, Campaigns, Marketing emails) in an old CRM; our solution will provide advice on consolidating and mapping to five channels, reducing costs, and adding efficiencies. With personalization tokens, images, and customized design and automation — these items will need to be recreated and advanced at warp speed.

We’ve completed numerous marketing automation and assets migration with Pardot, Marketo, MailChimp, among others with a near five star review from our happy customers. 

HubSpot to HubSpot portal migrations or consolidations (8 to 1) is one of our favorites and the third most common request.

  • Merger/Acquisition: moving one portal into another portal, merging the data cleanly, creating no duplicates or data loss.
  • Extracting a Business Unit from a HubSpot portal and moving it into their own instance. (Aka: company break up.)
  • HubSpot Starters (2-5) or Pros need to be merged into a HubSpot Enterprise system. They will need Teams, Users, Settings, Views set up correctly to manage efficiently.
  • CMS HubSpot Portal Migrations with new brand domains purchased in the target portal. We will move all marketing elements and reconnect the impacted websites, landing pages, and blogs ensuring the team is up in running with limited disruption. 
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Moving assets.

When it comes to moving your assets, automation can’t move everything.  For example, designed assets such as listed in the table shown below have to be moved manually.  That’s where we can help with our migration services.

Table Legend: assets/time it takes to re-create in the target.

   # of AssetsTime for Each  Total HrsRounded Up
Website Pages40.41.602.00
Landing Pages120.253.003.00
Blog Posts230.173.914.00
Forms40.170.681.00
CTAs460.052.303.00
Marketing Emails130.172.213.00
Campaigns50.080.401.00
Grand Total Hours17.00

Our "shock-free" guarantee.

Unless it’s our birthday, we’re not a big fan of surprises.

While limitations with CRMs and systems come up, there are things you should know before committing. We like to cover these at the beginning before we get started. This transparency has created trust between our clients and becomes mutually beneficial for all parties involved.

We understand the plethora of limitations, from API calls, fields limitations per object, timestamps, emails hosted within CRM, documents stored in several objects, object availability depending on your subscription, etc.

We believe it is critical the partner you choose is fully aware of each of these issues before you make the move.

Ready to make your business soar?

Let’s customize and approach that keeps you on task, and on budget.