HUBSPOT MIGRATION SERVICES
Moving to HubSpot should make work easier. You want your customer information in the right place, your follow-up still working and your team comfortable with the change. We help you plan the move so those details get attention before anything is imported.
We help Australian teams migrate CRM, marketing and customer data, from checking and mapping records to imports, workflows, reporting and training. You’ll know what’s moving, what needs rebuilding and what to expect after launch.
Still deciding whether to move? Get the free guide, Moving to HubSpot without the nasty surprises.
WHAT THE MOVE REALLY INVOLVES
Before moving, we’ll work through how your CRM records, marketing data, lifecycle stages, reports and customer history should fit together in HubSpot, including who owns the follow-up.
That means checking and mapping the data first, then deciding which parts of your current setup need rebuilding rather than copying across.
This work covers moving CRM, sales, marketing and customer data, along with reports, lifecycle stages and handovers. If you also need to move your website or HubSpot CMS, we can discuss it as a separate part of the project, with its own scope.
CHOOSE YOUR MIGRATION PATH
Your starting point matters. Salesforce, Mailchimp, Zoho, Pipedrive, ActiveCampaign and spreadsheets store information differently. Choose your current system below to see what needs attention before you move to HubSpot.
Bring your sales pipeline, deal stages, activities and contact records into HubSpot, with a plan for how your team will keep using them after the move.
Pipedrive to HubSpot migrationWork out how your tags, lists, automations and CRM records should fit into HubSpot, including what to rebuild for marketing, sales, service and reporting.
ActiveCampaign to HubSpot migrationPlan how to move your newsletter audiences, forms, tags and consent records into HubSpot, and how to rebuild email journeys, reporting and follow-up with sales.
Plan a Mailchimp to HubSpot migrationIf Salesforce feels heavier than your team needs, explore what moving to HubSpot would involve for your sales data, marketing and day-to-day work.
Salesforce to HubSpot migrationSee what needs attention when moving from Zoho CRM, Zoho One, Campaigns, Forms or custom modules, so your records, reports and sales follow-up stay connected.
Zoho to HubSpot migrationDon’t see your system here? Tell us what you’re using. We’ll talk through what HubSpot needs to replace and what to check before moving your data.
WHAT USUALLY NEEDS MAPPING
Bring people and organisations across with the right owners, fields and record links. Check for duplicates first.
Decide how deals, stages, probabilities and lost reasons should work in HubSpot, including old or stalled opportunities.
Map custom fields, modules, record types, layouts, dropdowns and tags to HubSpot properties or objects. Identify values that need cleaning.
Decide which notes, calls, tasks, emails and meetings to keep, how they’ll transfer, and who should own each record.
Map lists, tags, audiences, unsubscribes, subscription types and consent records, including exclusions and who should count as a marketing contact.
Plan which forms, landing pages, nurture emails, reminders and workflows need rebuilding in HubSpot, including when a lead should pass to your sales team.
Agree how to track lifecycle stages, lead sources, campaigns, attribution and sales handover, so your pipeline reports answer the questions you ask.
Check connections to your website, ads, calendars, finance, service and enrichment tools. Old syncs and spreadsheets can create duplicates if they’re left running unchecked.
MIGRATION PROCESS
We look at your data, sales process, marketing, reports and connected tools, then talk through who owns what and how your team works today.
Together, we decide which records, fields, tags, reports and automations you still need, what should be archived and what no longer reflects how you work.
Before importing, we map your contacts, companies, deals, fields and lists to HubSpot, along with stages, owners, forms, workflows and reporting rules.
We choose the transfer method to suit your systems: a built-in sync, export and import, or API connection. Where possible, we test in stages before your team relies on the result.
With the data structure agreed, we rebuild the workflows, dashboards, lifecycle rules, forms and notifications your team needs to manage follow-up and handovers.
We walk your team through the new setup and help them use it day to day. Once people are working in HubSpot, we can identify where further adjustments would help.
MIGRATION EXPERIENCE
Some teams are replacing a CRM that’s become too complicated. Others want sales and marketing in one place. These projects show different starting points, from Salesforce and Zoho to an ActiveCampaign database with approximately 50,000 contacts.
We start by understanding your current setup, then help you decide what to keep, what to clean up and what needs rebuilding for your team in HubSpot.
COMMON TRAPS
Bringing every old record and field across can make HubSpot confusing. Decide what your team still needs before moving it all by default.
People need to know what makes someone a lead, opportunity or customer. If your old stages don’t explain that, review them before migrating.
Review duplicate contacts, unused fields, former owners, inconsistent lead sources and unexplained tags before they create the same confusion in your new CRM.
Agree your properties, lists, owners, lifecycle stages, forms and handover rules first. Your workflows rely on those decisions to behave as expected.
Plan how unsubscribes, subscription types, suppression lists, consent records and marketing contact rules will carry across before sending emails from HubSpot.
Allow time for reports, marketing activity, sales follow-up, customer handovers and helping your team adjust. The import alone won’t cover those jobs.
Show people where to find records, how to update them and what reports mean. Let them practise the follow-up tasks they’ll do every day.
WHY CLCK
Your migration touches more than a database. Sales still needs to follow up, marketing needs the right consent records, and your team needs reports and connected tools it can rely on. We plan for those day-to-day needs.
We’ll help you make decisions about cleanup, data structure and what to rebuild, with training so your team knows how to use the new setup.
RELATED HUBSPOT SUPPORT
Still weighing up the move? Compare keeping Salesforce, connecting it to HubSpot or bringing the whole team into one CRM.
Compare HubSpot and SalesforceCompare Zoho and HubSpot against what your team needs before you commit to the cost and work of a migration.
Compare HubSpot and ZohoIs Mailchimp still enough, or do you need HubSpot? Compare the options before deciding whether moving your email marketing makes sense.
Compare HubSpot and MailchimpCompare Pipedrive and HubSpot for your sales team before deciding whether a CRM migration is the right next step.
Compare HubSpot and PipedriveCompare ActiveCampaign and HubSpot for your marketing, sales and reporting needs before taking on the work of switching systems.
Compare HubSpot and ActiveCampaignGet to know our approach to HubSpot consulting, migration, CRM setup, reporting and training before choosing your partner.
See HubSpot partner supportSee how CRM setup, reporting and training fit around the migration to help your team get started.
Explore HubSpot implementationNeed a hand after launch? Explore ongoing help with HubSpot strategy, implementation, reporting, training and improvements.
See HubSpot support servicesReduce manual work with better workflows, handovers, reporting and follow-up once your HubSpot setup is ready.
See automation supportReady to bring in more enquiries? Connect your new CRM with better targeting, outreach and follow-up.
Explore B2B lead generationSee how SaaS, IT and technical teams can bring customer information and revenue reporting together in HubSpot.
Read the tech guideSee how manufacturers use HubSpot to manage enquiries, quotes, distributors and follow-up through longer sales cycles.
Read the manufacturing guideExplore how advisory and B2B service firms can keep track of relationships, follow-up and longer-term nurture in HubSpot.
Read the services guideSee examples of our HubSpot migration, CRM cleanup, automation, lead generation and follow-up work.
View client resultsFAQS
A migration project can include reviewing your current system, cleaning and mapping data, deciding what to move, setting up HubSpot, importing or syncing records, testing, rebuilding workflows and reports, and training your team. We’ll agree which parts your project needs before starting.
Usually, yes. We help teams move to HubSpot from Pipedrive, Salesforce, Zoho, spreadsheets and other systems. We’ll need to look at your data, fields, pipelines, activities, integrations and reports to work out the transfer method and what can come across.
Yes. Your contacts are one part of the picture. We also look at companies, deals, owners, fields, lifecycle stages, activities, consent, lists, reports, workflows and integrations, so your team has the information and processes it needs after the move.
Yes. We can help move or rebuild lists, forms, landing pages, email activity, tags, segments, subscription information and automations. Some won’t transfer directly between platforms, so we’ll identify what needs rebuilding in HubSpot as part of the plan.
It depends on what’s moving. Contacts and a sales pipeline are different from several connected tools with messy data, custom fields, activity history, workflows and reports. We’ll review those details first, then agree timing and how to manage the change for your team.
Yes. Your team needs to find records, use the views, update stages and tasks, and understand dashboards, workflows and handovers. Training gives people a chance to practise those jobs before relying on HubSpot every day.
Yes, and it’s worth dealing with before you move. We’ll help you decide which records need cleaning, merging or archiving, and which fields or processes need mapping or rebuilding, so you don’t bring the same problems into HubSpot.
Yes, where it fits your wider project. This page focuses on CRM, sales, marketing, automation, reporting and customer data. If your website or HubSpot CMS needs to move too, we can discuss that and scope it separately from the data migration.
Include a review of your current system, data cleanup, record and field mapping, consent and subscription status, lifecycle stages, pipelines, owners, integrations, testing, reports, workflow rebuilds and team training. That helps you plan the whole move rather than just the import.
NEXT STEP
Book a session with our team to talk through your current system, what needs to move and what might need rebuilding. No preparation needed, and no hard sell. We’ll help you identify a starting point.