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HubSpot CRM Migration Service

Seamlessly Transfer Your Data & Processes

Move your existing data and workflows to HubSpot effortlessly. Our migration experts will handle the entire process, ensuring a secure, efficient and accurate transfer of your valuable data while minimizing any disruptions to your business operations.

Migration to HubSpot
HubSpot Partner

HubSpot Migration Partner

No matter the size of your business, PowerSync can assist you in capitalizing on the opportunities of today's competitive marketplace. Whether you are just starting out with inbound marketing or seeking to elevate your organization to the next level, our optimization and automation solutions for marketing, sales, and customer service channels can help you save valuable time and resources while achieving your objectives.

HubSpot Migration Services Pricing

Custom Migration

Complex migration of a larger data set or for multiple HubSpot products.

 

for pricing

Schedule a Call

 

What's included?
  • A complimentary discovery call
  • Creating a plan of action
  • Preparation sessions
  • Unlimited records
  • Unlimited Email Templates

  • Unlimited Automations
  • Complete Website Migration
  • Customer Portal Migration
  • Business Process Automation

  • Custom Integrations
  • Support via Zoom & Email

CRM Core Data Migration

Migrate Contacts, Companies, Deals, and Notes to your HubSpot CRM platform.

 

starting at

$997

 

What's included?
  • A complimentary discovery call
  • Creating a plan of action
  • A preparation session
  • Up to 100,000 records
  • Support via Zoom & Email

How are HubSpot Migration Efforts Performed?

Are you considering replacing your WordPress, Zoho CRM, Marketo, Mailchimp, Pipedrive, or Zendesk with the HubSpot suite of products?
We follow a simple 5-step process.

Discovery Phase
STEP 1

Uncovering the Possibilities

Before embarking on the migration journey, we begin by understanding your business processes and delving into the depths of your legacy system's structure and architecture. Drawing inspiration from the powerful HubSpot schema and features, we construct a new foundation that aligns perfectly with your goals. We define objects, properties, and field mappings, laying the groundwork for a seamless migration experience. The PowerSync team goes above and beyond to strategize and outline a data migration timeline, integrate new data sources, and prepare your marketing assets for the migration.

deta migration-1
STEP 2

Busy Work

Leveraging insights from the discovery phase, the PowerSync team will enhance, purify, and eliminate duplicates or unnecessary information, seamlessly aligning it with HubSpot's import options. We will then craft a new data structure tailored to meet your desired business objectives while adeptly managing the entire customization process. Finally, our team will migrate the data, establish crucial data associations, and introduce strategic automation within the HubSpot platform.

Data Verification and Testing
STEP 3

Data Verification and Testing

After successfully migrating data, automation, and processes from another platform to HubSpot, the PowerSync Quality Assurance Team takes charge of the next crucial step: data verification and testing. This process ensures that all the transferred data is accurate, complete, and properly mapped in HubSpot. Thorough testing is conducted to ensure all integrations, automation, and processes are functioning as intended. By scrutinizing the data and conducting comprehensive testing, the PowerSync team ensures a smooth transition.

Tailored Strategy
STEP 4

Onward to the New Heights

After successfully completing the migration to HubSpot, our customers enter a new era of business growth. With the PowerSync Team by their side, you can rest assured knowing that your business will be fully supported going forward. Our dedicated team of experts provides ongoing assistance, ensuring that all systems run smoothly and efficiently. We understand that your success is our success, and we are committed to going above and beyond to ensure your satisfaction.

Most common HubSpot Migration Services

CRM Core Data

Migrate Contacts, Companies, Deals, and Notes from another CRM.

Email Automation

Migrate your email templates and move all existing email drip sequences to HubSpot.

Website Pages

Migrate your entire website to HubSpot, including landing pages and blog.

Help Desk

Migrate your existing customer tickets and processes to HubSpot.

Sequences

Move any internal business process automation into HubSpot Operations Hub.

Integrations

Implement custom and out-of-the-box business-critical integrations for HubSpot.

Sales Data

Migrate your catalog, and set up quotes and invoicing processes in HubSpot.

Reports

Implement reports and dashboards to track your metrics and KPIs.

Talk to a specialist today.

Ready to revolutionize your sales process with the power of HubSpot and Salesforce integration? Contact us today to schedule a demo and see how our solution can transform your business.

 

Have too many questions? No problem; take advantage of our complimentary consultation session.