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HubSpot Migration Services

Moving Day, Minus The Broken Boxes

Leaving Salesforce, another CRM or an old HubSpot account? We map every field before anything moves, bring your history along, and prove nothing fell off the truck.

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The cracks

Why Migrations Go Sideways

The last migration lost half our notes.

Nobody checked the counts after the move.

Our custom fields just vanished.

We kept the old system around because nobody trusted the new one.

A move is only as good as its inventory. Ours starts there.

What you get

Everything Makes The Trip

  • An Inventory First

    Objects, fields, record counts, files and reports, plus a full export snapshot taken before anything moves.

  • Field Mapping You Approve

    Every field mapped to its HubSpot home, object by object, and signed off by you before a single record moves.

  • History With Its Connections

    Contacts, companies, deals, notes, activity and attachments arrive linked to the right records.

  • A Test Move First

    A trial import into a test environment, checked, before the real one.

  • Clean On Arrival

    Duplicates handled and known problems fixed on the way in, not after.

  • Calculations, Rebuilt

    The roll-ups your team runs on, like lifetime totals, rebuilt to keep updating.

  • A Reconciliation You Can Check

    Counts matched object by object, totals matched, and every record that didn't migrate listed with the reason.

  • An Overlap Period

    The old system stays read-only through the overlap, so nobody's stranded.

How it works

Pack, Label, Load, Unpack

  1. Inventory

    We count everything you have and take a full export snapshot.

  2. Label

    Field mapping, object by object, approved by you.

  3. Load

    A test move, then the real one.

  4. Unpack

    Reconciliation, training, go-live and a read-only overlap.

Who Builds It

  • Yahia Ghareeb The Mapping

    Maps the data model so your history lands in the right place.

  • Sam Khanya The Rebuild

    Rebuilds your forms and workflows on the HubSpot side.

Questions

Fair Questions, Straight Answers

Will We Lose Our History?

Not unless you choose to leave it behind. Contacts, companies, deals, notes, activity and attachments move with their connections intact, and anything that doesn't come over is listed with the reason.

Can We Keep Using Salesforce During The Move?

Yes. We keep your old system read-only through an overlap period, so your team can look things up while everyone settles in.

How Do We Know Everything Made It Over?

You get a side-by-side reconciliation: record counts matched object by object, totals matched, and every record that didn't migrate listed with the reason. You sign off before the old system goes away.

Can You Move Custom Objects And Calculated Fields?

Yes. We map custom objects from the data they hold and rebuild the roll-ups your team relies on, so they keep updating. On HubSpot, custom objects come with Enterprise.

Can You Move Us From 1 HubSpot Account To Another?

Yes. Account-to-account moves follow the same plan: inventory, a full export snapshot up front, then the move with attachments and associations intact.

Related services

Built Next Door

Ready For Moving Day?

Either we map a move that brings everything worth keeping, or you walk away with a bunch of free strategy.

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Tell us what you're moving from and roughly how much. We'll tell you what the move takes.