Case study · HubSpot migration
How 3 & Four Helped Digital Brew Migrate to HubSpot in 15 Days
Illustrative case file. Figures from the engagement.
01 · Background
An Emmy-winning studio, one crowded portal
Digital Brew is an Emmy-award-winning animated explainer video studio and full-service marketing agency based in Orlando, FL. Renowned for crafting high-impact 2D, 3D, and live-action videos that drive engagement and conversions, Digital Brew leverages HubSpot to manage all marketing, sales, and client-communication workflows across its business units.
Digital Brewdigitalbrew.com
02 · Challenges
Three constraints, no room for error
Business Unit Convergence
Following an internal restructuring, multiple Business Units (BUs) were sharing a single HubSpot instance, leading to data overlap, confusing reports, and conflicting automations.
Zero Tolerance for Downtime
The leadership team required a seamless transition with no operational lag — marketing campaigns, sales outreach, and client notifications had to remain uninterrupted.
Aggressive Timeline
All data, automations, and integrations needed to be migrated and fully operational in just 15 days to align with the new organizational structure.
03 · Solution
A phased migration built for the deadline
Custom Migration Architecture
Designed a phased migration approach that isolated each BU’s records, settings, and assets while preserving global properties and user permissions.
Rapid Data & Automation Transfer
Executed bulk exports and imports of contacts, companies, deals, and historical activity; rebuilt email templates, workflows, and sequences in the new instance.
Integration Cut-Over Plan
Coordinated the cut-over of third-party integrations with teams to avoid downtime.
Dedicated Migration Sprint
Deployed a focused team of HubSpot specialists who worked in parallel on data, automations, and integrations — completing end-to-end setup, with the final cut-over achieved in 15 days.
3 & Four did a phenominal job migrating our very bloated HubSpot account to a new account. They were communicative, and super responsive with any questions or requests I had.
04 · Results and impact
Results & Impact
Zero Downtime
All marketing campaigns, sales cadences, and client-facing processes continued uninterrupted throughout the migration window.
Complete Data Integrity
100% of historical records — spanning contacts, companies, and deals — were successfully transitioned to the new instance without loss.
Speed to Value
The fully segmented HubSpot environment was live within 15 days, enabling each BU to operate independently with clear visibility and bespoke automations.
This swift, seamless HubSpot separation empowered Digital Brew’s team with tailored dashboards, clean data silos, and optimized automations — unlocking greater operational efficiency and sharper reporting insights.
The process was super simple on my end and we were able to hit the ground running with no hiccups. Thank you Aafaq and team!