HubSpot Migration Services

A HubSpot migration moves your contacts, companies, deals, activities and custom objects from your old CRM into HubSpot, then rebuilds the workflows and reports that cannot transfer. Good migrations start with a field audit and an object map, run on a test copy and reconcile record counts before cutover. That preparation is what protects your history and attribution data.

Keep list

What comes and what stays

Field export

Every column, in one place

Workflow list

Everything that needs rebuilding

Integrations

What connects to the old CRM

Cutover date

A day your team can live with

Roll of cream fabric unspooling across a sunlit floor, data carried across in a HubSpot migration

HubSpot migration services that protect your history

Salesforce to HubSpot

Contacts and companies

Deals and pipelines

Activities and notes

Workflows and reports

Testing and cutover

Buyers moving through a bright empty living room at an open house, moving from Salesforce into HubSpot

Salesforce to HubSpot

Salesforce objects, mapped one by one.

Accounts become companies, opportunities become deals, and custom fields get agreed before anything moves.

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Hands catching a clear stream of water, one clean record per contact after a HubSpot migration

Contacts and companies

One clean record per person.

Duplicates get merged on the way in, so HubSpot starts with one record per person.

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Sage flag planted in a wide meadow, deal stages rebuilt around today in HubSpot

Deals and pipelines

Rebuild stages around today.

Stages rarely match one to one, so we redesign them around how deals move today.

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Bulging accordion file of papers on a desk, activity history planned early in a HubSpot migration

Activities and notes

Plan for history early.

History needs a plan early, since notes and tasks are the first things people miss.

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Workflows and reports

Rebuild what earns it.

Neither makes the trip, so we rebuild the ones you use and retire the rest.

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Figure crossing a rope bridge over a dark gorge, testing before HubSpot migration cutover

Testing and cutover

Test the copy, then cut over.

We test on a copy, compare the counts and pick a cutover date your team can live with.

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How we work

Moving day, without the drama.

First

We Map

We match every object and field, and agree what stays behind.

We Test

We run the move on a copy and check it against the old system.

Then

We Cut Over

We switch on the agreed date, then stay close for the first two weeks.

HubSpot partner

A Certified HubSpot Solutions Partner.

Leapyn is listed in HubSpot's Solutions Partner directory, so your portal is set up, cleaned up and run by a team inside HubSpot's own partner program.

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Listed in HubSpot's Solutions Directory

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HubSpot's onboarding fee can be waived

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A senior strategist on every portal

Why us over everyone else? Pull up a chair.

Every agency says it's different, so here are four things you can hold us to.

No cutover surprises

Workflows and reports that need rebuilding are in the quote from the first call.

Tested on a copy

Nothing goes live until the record counts match the old system.

Clean start

We treat the move as a clear out, so HubSpot starts without the old clutter.

We stay close

Moving day is when the odd questions start, so we stay on for the first two weeks.

From old CRM to clean start.

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FAQ

HubSpot migration questions

What should you do before migrating to HubSpot?

Before migrating to HubSpot, decide what you're keeping, export your fields, list your workflows and integrations and pick a cutover date. Telling your team early helps more than people expect.

How long does it take to migrate to HubSpot?

A move to HubSpot can take a few weeks for a small CRM and longer for a heavily customized one. Custom objects and history set the timeline, so Leapyn scopes those first.

How do you migrate from Salesforce to HubSpot?

To migrate from Salesforce to HubSpot, map accounts to companies, leads and contacts to contacts, opportunities to deals and cases to tickets. Then test on a copy, rebuild your workflows and cut over.

Will we lose data in a HubSpot migration?

You won't lose the data you decide to keep in a HubSpot migration, because Leapyn tests on a copy and compares counts before cutover. Anything left behind is left on purpose.

What happens to our workflows in a HubSpot migration?

Workflows don't transfer in a HubSpot migration, so Leapyn rebuilds the ones you use. Most teams find they need fewer than they thought.

Can we run both systems during a HubSpot migration?

You can run both systems during a HubSpot migration for a short window, as long as there are clear rules about where people work. Long overlaps tend to create two versions of the truth.

What are common HubSpot data migration pitfalls?

Common HubSpot data migration pitfalls are mapping fields one to one, forgetting activity history and rebuilding old stages without asking why they exist. Each is avoidable with a plan.

How much does a HubSpot migration cost?

A HubSpot migration from Leapyn is quoted up front, based on records, objects and integrations. A simple move costs far less than a multi object one with a tested cutover.

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