Data Migration
Move your data into HubSpot, without losing a thing.
Salesforce, Pardot, Marketo, Pipedrive, or a graveyard of spreadsheets, we migrate, cleanse, enrich, and reconcile every record into a HubSpot portal you can actually trust.
- Reconciled, row-by-row
- Sandbox-first cutovers
- Historical activity preserved
- 0
- Records lost on launch
- 100%
- Reconciliation before cutover
- All
- Standard & custom objects
- <24h
- Typical cutover window
The problem
Migrations are where clean CRM projects go to die.
Bad data, new home
Duplicates, malformed records, and abandoned properties all move in with you.
Lost history
Emails, calls, notes, and tasks disappear, reps lose context and adoption craters.
Silent field drift
Fields map 'close enough' at launch. Six months later, reporting quietly breaks.
Chaotic cutover
Weekend go-live turns into a two-week firefight, because nothing was reconciled.
The solution
A migration is a cleanup opportunity.
Audit before we move
Every source system, object, and field inventoried and scored.
Cleansed & enriched
Dedupe, normalize, and enrich against Clay / Apollo / ZoomInfo before load.
Row-by-row reconciled
Source vs. target reports on every phased import, signed off before the next batch.
Zero-downtime cutover
Monitored launch window with rollback on every step.
What's included
A migration is a cleanup opportunity. Treat it like one.
We don't just move bad data into a new system. We map, cleanse, enrich, and validate, so your team launches on the cleanest CRM they've ever worked in.
PILLAR 01
Audit & mapping
We know your data before we move it.
- Source system audit (Salesforce, Pardot, Marketo, Pipedrive, sheets)
- Field-by-field mapping to HubSpot object model
- Custom object and association strategy
- Sign-off on mapping before a single record moves
PILLAR 02
Cleansing & enrichment
Garbage in, garbage forever, we don't do that.
- Deduplication, normalization, and standardization
- Email validation, country/region cleanup, ICP segmentation
- Enrichment via Clay, Apollo, ZoomInfo when needed
- Historical activity preserved (emails, calls, notes, tasks)
PILLAR 03
Migration & validation
Reconciled to the row before launch.
- Phased imports with rollback at every step
- Reconciliation reports, source vs. target row counts
- Test environment first, production after sign-off
- Zero-downtime cutover with monitored launch window
PILLAR 04
Post-migration ops
Your CRM stays clean after we leave.
- Dedup workflows and validation rules
- Data governance documentation
- Ongoing hygiene retainer (optional)
- Integration sync monitoring
Process
Five stages. Reconciled at every one.
- 01
Audit
Inventory every source system, table, and object. Understand the data before we touch it.
- 02
Map
Field-by-field mapping to your new HubSpot model. Signed off in writing before any movement.
- 03
Cleanse
Dedupe, normalize, enrich, and validate. Your migration is the cleanup opportunity you've been waiting for.
- 04
Migrate
Staged imports into a sandbox, then production. Reconciliation reports at every step.
- 05
Govern
Workflows, rules, and documentation so your CRM stays clean forever.
READY WHEN YOU ARE
Let's move your data, properly.
Tell us where your data lives today. We'll come back with a migration plan, timeline, and risk map within one business day.