Expert CRM migration services from a certified HubSpot Solutions Partner
Start Your HubSpot Migration the Right Way
A CRM migration needs to protect your customer data, historical activity, and reporting while keeping your teams productive throughout the transition.
Moving to HubSpot also gives you the opportunity to improve how customer data, reporting, automation, and team processes work together.
Xcellimark plans and manages migrations to HubSpot from Salesforce, Marketo, Pardot, Zoho CRM, Pipedrive, Microsoft Dynamics, and other platforms.
Why Organizations are Moving to HubSpot
Moving to HubSpot gives organizations an opportunity to bring customer data, marketing, sales, service, reporting, and automation into one platform built around a shared customer record.
Create a single source of truth for customer data
Improve marketing and sales alignment
Support Revenue Operations (RevOps) initiatives
Improve reporting and forecasting
Improve customer lifecycle visibility
Support automation and AI capabilities
Reduce operational complexity
Consolidate disconnected systems
CRM Platforms We Support for HubSpot Migration
Xcellimark can plan and execute HubSpot migrations from a wide range of CRM, marketing, and contact management platforms, including:
If your current platform can export data or provide API access, we can assess the available migration options during discovery.
Inside a Successful HubSpot CRM Migration
A CRM migration involves more than transferring records. The migration plan needs to account for structure, automation, history, and data quality of your current system.
Custom Objects and Custom Fields
Many CRMs use custom objects to store industry-specific data, such as policies, contracts, properties, or assets. We map these to HubSpot's native custom object structure, preserving relationships between records.
Automation and Workflow Logic
Workflows, sequences, scoring rules, and notifications must translate to HubSpot's automation tools. We document the source logic and rebuild it natively in HubSpot rather than forcing a one-to-one copy that may not fit.
Activity History and the Customer Story
Calls, emails, notes, meetings, and other historical activities are evaluated for migration, so your team can retain the customer context available from the source system.
Data Quality and Duplicate Records
Most CRMs accumulate duplicate records, orphaned data, and inconsistent formatting over time. We address these issues during the cleansing phase rather than carrying them into your new HubSpot environment.
Our HubSpot CRM Migration Process
Every migration follows a validated, multi-stage process designed to protect your data and your team's time.
- We review how your current CRM is used, which data matters most, and what your team needs HubSpot to support. The audit also identifies duplicate records, custom fields, data quality issues, and information that should be cleaned up before migration.
- Every object and field in your source CRM is mapped to its HubSpot equivalent. When a different structure is needed, we plan and document the translation in advance, including custom objects, deal stages, lifecycle stages, and pipelines.
- Records are deduplicated, normalized, and prepared for import. Data issues are cleaned up where appropriate or flagged for review before migration.
- Data moves into HubSpot in a planned sequence and is validated against the source system. We confirm record counts, spot-check fields, verify activity history, and document any discrepancies.
What Comes Across in a HubSpot CRM Migration
A complete CRM migration brings over far more than just contact records. Depending on your source platform and what your team relies on, your migration can include:
Contacts, companies, deals, tickets, and products
Activity history, including notes, calls, emails, and meetings
Custom objects and relationships between records
Deal pipelines, stages, and historical close data
Lifecycle stages, lead scores, and segmentation lists
Email templates, sequences, and automation logic
Marketing assets, including forms, lists, and workflows, where the source platform allows
The discovery phase determines what can be migrated, what should be cleaned up first, and what may be better rebuilt directly in HubSpot.
What Sets Xcellimark’s CRM Migration Approach Apart
Four things make Xcellimark's migration work different from a self-managed migration or a generic data transfer service:
Migration timing and system cutover are planned to minimize disruption to your sales team.
Source and destination data are compared before go-live to confirm records and key historical information transferred as expected.
Where supported by the source system, activity history and record relationships are migrated along with customer data.
Migration planning considers reporting, data structure, workflows, and how your teams will use HubSpot after the move.
Frequently Asked Questions About HubSpot CRM Migration
Most CRM migrations take between six and twelve weeks, from discovery through go-live, depending on the size of your source data, the complexity of your customizations, and the amount of cleanup needed before import. Simpler migrations from systems like Pipedrive can move faster, while Salesforce migrations with custom objects and heavy automation typically take longer.
Most CRM migrations take between six and twelve weeks, from discovery through go-live, depending on the size of your source data, the complexity of your customizations, and the amount of cleanup needed before import. Simpler migrations from systems like Pipedrive can move faster, while Salesforce migrations with custom objects and heavy automation typically take longer.
Yes. A complete migration includes activity history, such as notes, calls, emails, and meetings, along with the core record data. The exact scope depends on what your source CRM allows you to export and what your team needs going forward, both of which are mapped during the discovery phase.
Reporting requirements are reviewed during discovery and field mapping. Where possible, existing reporting structures are recreated or improved within HubSpot so leadership teams maintain visibility into pipeline performance, marketing results, customer activity, and revenue metrics.
During the field mapping phase, custom objects, custom fields, and automation logic are mapped to HubSpot equivalents. When HubSpot uses a different structure, we plan the translation in advance and document it, giving your team a clear view of how each concept moves over.
Yes. The switch to HubSpot is planned around your sales team's schedule, with clear communication on which system to use when. Your reps continue working in the source CRM right up to the planned move, then start on HubSpot with everything already configured.
Every migration includes side-by-side validation between your source CRM and HubSpot. We confirm record counts, spot-check fields, verify that activity history landed correctly, and document any discrepancies. Validation occurs before go-live, giving your team time to review and approve the results.
Almost always, yes. If your current system can export to CSV or has an API, we can migrate your data to HubSpot. Schedule a free migration assessment, and we will confirm the approach for your specific platform.
CRM implementation focuses on configuring HubSpot around your processes, pipelines, reporting, automation, permissions, and other requirements.
CRM migration focuses on transferring data, historical records, activities, and other information from an existing platform into HubSpot.
Ready to Plan Your HubSpot CRM Migration?
Xcellimark can assess your current CRM, migration requirements, data structure, and HubSpot needs to develop a clear plan for the move.
Start with a migration assessment to understand the scope, timing, and recommended approach for your transition to HubSpot.