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Migration · move to HubSpot

HubSpot Migration Services for a Seamless Transition to HubSpot

HubSpot migration is more than just importing contacts. It involves the migration of contacts, opportunities, notes, templates, email and call logs, tickets, pages, automations, and other data from legacy systems to HubSpot.

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HubSpot OnboardingHubSpot Solutions PartnerHubSpot Solutions Architecture

Illustrative migration. Your scope and timeline will differ.

Trusted by 150+ B2B teams
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Market context · the second opinion

How many businesses are moving to HubSpot?

Short answer: more every year, and the ones moving now are bigger.

HubSpot went from about seven thousand customers to nearly three hundred thousand in thirteen years. The ones arriving now are not small teams starting fresh but companies with years of Salesforce history and a support desk that never talked to the CRM. That is why HubSpot migration services became a specialty, not an import button.

The average migration in our queue involves three source systems. HubSpot can absorb that. Whether your data arrives clean depends on the HubSpot CRM migration itself, which is the part we do.

HubSpot customers
288,706
reported for 2025
≈34× in 12 years
300k
240k
180k
120k
60k
0
~7,000
~9,300
~11,500
~17,000
~23,000
~34,000
~52,000
~68,000
~103,000
~135,000
~167,000
~205,000
~238,000
288,706
'12'13'14'15'16'17'18'19'20'21'22'23'24'25

Approximate, based on HubSpot's publicly reported customer counts. Hover a bar for the figure.

The case for switching

Why your business should use HubSpot

When a client asks whether the move is worth it, we point to three things. Not features, but what changes for the people using it.

Exhibit A

The handoff stops losing information

Ask a support rep what sales promised a customer three months ago. In most stacks that takes an email to another team. In HubSpot the promise, the deal, the ticket, and every marketing touch sit on one timeline.

Exhibit B

Your business fits without workarounds

Most CRMs make you bend your process to their record types. HubSpot lets you define your own objects and associate them the way your business is shaped. Locations, projects, subscriptions all get a proper home.

Exhibit C

The last migration you plan to do

Outgrow a starter CRM and you migrate again in two years. HubSpot grows by adding seats, hubs, and automation to the same portal, so a migration done properly by a HubSpot migration agency holds.

Findings · why 3 & Four

Why migrate to HubSpot with 3 & Four?

After more than a hundred migrations and onboardings, the same six problems come up in almost every scoping call. Pick a symptom to see how we handle it.

THE FIX · 01

One record, and we decide which source wins.

Before anything moves, we agree with you which system is the authority for each field. The import follows those rules, so the merged record is one you can trust.

✓ HANDLED BY 3 & FOUR Discuss Your Migration Strategy
THE FIX · 02

Numbers that reconcile on day one.

A migration is the moment to fix reporting at the root. We rebuild stages and properties so the HubSpot pipeline matches what finance sees, then run both systems side by side to prove it.

✓ HANDLED BY 3 & FOUR Discuss Your Migration Strategy
THE FIX · 03

Rebuilt in HubSpot logic, with a written map.

We do not copy old workflows. We document what each was meant to do, retire the ones nobody can explain, and rebuild the rest. You get a map of every automation that went live.

✓ HANDLED BY 3 & FOUR Discuss Your Migration Strategy
THE FIX · 04

Scoped once, priced once, from $600.

Every migration is priced against a written scope before work starts. If something new turns up mid-project, we tell you and you decide. Nothing lands on the invoice on its own.

✓ HANDLED BY 3 & FOUR Discuss Your Migration Strategy
THE FIX · 05

Built around the habits they already have.

We watch how your team works before configuring anything, then train them on their own records before cutover, so the new portal feels familiar on day one.

✓ HANDLED BY 3 & FOUR Discuss Your Migration Strategy
THE FIX · 06

Proven in a sandbox with your real data.

Every integration is built and tested in a HubSpot sandbox against a copy of your live data. It touches production only after a full clean cycle and your sign-off.

✓ HANDLED BY 3 & FOUR Discuss Your Migration Strategy

We handle each case separately

How do we perform HubSpot Migration?

For us, the primary objective is to set up HubSpot Migration Process in a safe and streamlined environment so your sales and marketing team can focus on strategies instead of resolving the mess!

1
Strategy and Planning · 01

High-level assessment first.

We initiate the migration process with a high-level assessment of the structure or architecture of the legacy system and create one based on the HubSpot schema and features. We define objects, properties, and field mapping as part of preparation for migration. 3 & four team will also plan the strategy and timeline of data migration, integration of new data sources, marketing assets, and workarounds based on the clients' needs.

YOU GET
Architecture mapField-mapping templateTimeline
2
Execution · 02

Refine, clean, migrate.

Based on the strategy document, 3 & Four data team will work on refinement, cleanup, and de-duplication of clients' data as per HubSpot import options. We will also create custom objects where needed, fields and properties, and manage the customization. Finally, the team will migrate all data points, create associations, and manage all marketing assets and automation within HubSpot.

YOU GET
Clean, deduped dataCustom objectsAssociations
3
QA and Testing · 03

Every record, checked.

Our team use to do a detailed Quality Assurance check on all migrated data including objects data and activities to ensure accuracy of information and mapping. QA team will also manage the testing of all emails on email clients, and landing pages and web pages on various browsers. Moreover, workflows and automation will also be tested in a restricted environment to ensure accuracy before going live.

YOU GET
QA reportCross-client email testsSandbox-tested workflows
4
Deployment and Monitoring · 04

Go live, then verify.

After testing and QA of data, marketing assets, and workflows, the team use to deploy the system for the team by making the workflows and marketing assets live and onboarding the teams to use HubSpot from the cut-off date. After deployment and onboarding, we used to monitor the key indicators in comparison with old data for a few weeks to ensure a successful migration.

YOU GET
Cutover planTeam onboardingKPI monitoring
✓ MIGRATION VERIFIED · 0 RECORDS LOST

Let's Build A Plan For Your Migration To HubSpot!

HubSpot Certified Migration Consultants Create Custom Migration Strategy For Every Client Based On Their Data Structure And Manage Migration Accordingly.

Discuss Your Migration Strategy

Roadmap · processes, integrations and data

Migration roadmap: processes, integrations and data

Every migration follows the same ten week plan, whether it is one CRM or four systems. Simple projects finish early, complex ones use every week. Select a phase, or let the plan walk itself.

WK 0FREE
WK 1
WK 2
WK 3
WK 4
WK 5
WK 6
WK 7
WK 8
WK 9
01
Week 0FREE

Free discovery and scoping

We get read access to your current systems, count records, fields, integrations, and automations, and come back with a written scope, a price, and this timeline filled in. No charge.

02
Week 1

Kickoff and field mapping

You meet the migration lead who stays to the end. Together we build the field mapping, agree which system wins where two disagree, and freeze the schema so nothing changes mid-migration.

03
Weeks 2 to 4

Trial migration and QA

A full migration runs into a sandbox first. QA checks record counts, associations, activity history, and sampled records against the source. Whatever breaks gets fixed here, where it costs nothing.

04
Weeks 5 to 6

Pilot with a small group

A few of your reps work real deals in the new portal while the old one stays live. They find the wrong views and missing fields, and we fix those before the rest of the team logs in.

05
Week 7

Cutover and go-live

The final delta migration runs off peak, usually a weekend. We hold a go or no go call, switch integrations to production, and stay on a live channel through the first working day.

06
Weeks 8 to 9

Post-launch tuning and training

We compare the first two weeks of HubSpot reporting against the old system, tune what drifts, and train each role on your own data. The project closes when your team is comfortable, not when the data has moved.

We stand beside you

What do we cover in HubSpot Migration Services?

Every migration is different and handled separately from case to case by our team. Generally, we migrate the following data points and assets from other systems to HubSpot.

MIGRATION MANIFEST · 6 ASSET CLASSESWHAT MOVES WITH US
01

Core Object Import

Data
We perform the import of Contacts, Companies, Deals, and Notes in this phase of migration of core objects of HubSpot. ContactsCompaniesDealsNotes
02

Activities Import

Data
Apart from the core modules, the activities like emails, calls, tasks, meetings, etc. are also part of our migration process. EmailsCallsTasksMeetings
03

Workflows Migration

Automation
Based on the automation of your existing system, we develop custom workflows and email sequences in HubSpot. WorkflowsSequences
04

Emails Migration

Marketing
We take special care of your marketing and nurturing emails and migrate them in HubSpot in drag and drop or custom editors. Marketing emailsNurture flows
05

Templates Migration

Sales
We develop custom sales email templates based on your existing system for your sales team along with all the personalizations. Sales templatesPersonalizations
06

Pages Migration

Content
In HubSpot, we develop landing or website pages for your marketing efforts based on your existing system using the drag-and-drop editor. Landing pagesWebsite pages

Want To Cover Some Other Stuff In Your Migration To HubSpot?

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Migrate to HubSpot from leading CRMs

Which Systems Can We Help You Migrate to HubSpot From?

Every platform breaks in its own way when you leave it. These are the ten we migrate from most, with the part of each that needs the most care. For the longer version, read our complete guide to HubSpot migration.

CRMs
Salesforce HubSpot

Salesforce

The hard part of a Salesforce to HubSpot migration is rarely the contacts. It is years of opportunity history, custom objects with lookup relationships, and validation rules that shaped the data. We map each to HubSpot objects and associations before the first export.

Read the Salesforce migration guide →
Pipedrive HubSpot

Pipedrive

Pipedrive teams run several pipelines named for how they sell, and lose them in a generic import. We recreate each stage for stage and carry over activity, notes, and email history so reps do not open HubSpot to a blank timeline.

Read the Pipedrive migration guide →
MS Dynamics HubSpot

MS Dynamics

Dynamics usually means custom entities, nested relationships, and undocumented Power Automate flows. We reverse engineer the entity model, decide what becomes an object and what becomes a property, and rebuild the flows that still matter.

Read the MS Dynamics migration guide →
Zoho HubSpot

Zoho

Zoho portals carry a mix of CRM records, Campaigns lists, and custom functions written years ago. We bring records and lists across in one pass, translate the automation still in use, and leave behind what your team quietly stopped using.

Read the Zoho migration guide →
HubSpot to HubSpot HubSpot

HubSpot to HubSpot

Merging two portals, splitting one, or restructuring an account that grew without a plan. We reconcile duplicate properties and pipelines, settle on one schema, and move data, workflows, and assets without breaking either team's reporting.

Read the HubSpot to HubSpot migration guide →
Marketing automation and support
Mailchimp HubSpot

Mailchimp

Mailchimp audiences overlap, tags do the job of properties, and unsubscribes live in several places. We consolidate audiences into one contact database, turn tags into real properties and lists, and carry over opt-out status.

Read the Mailchimp migration guide →
ActiveCampaign HubSpot

ActiveCampaign

ActiveCampaign automations branch in ways HubSpot handles differently. We map each to HubSpot workflows and sequences, keep contact scoring intact, and move campaign history so engagement reporting does not start from zero.

Read the ActiveCampaign migration guide →
Pardot HubSpot

Pardot

Pardot lives inside a Salesforce relationship, so this is usually two moves at once. We separate prospect data from the sync, rebuild engagement programs and scoring as HubSpot workflows, and land marketing and sales in one portal.

Read the Pardot migration guide →
Marketo HubSpot

Marketo

Marketo carries years of nested smart campaigns, tokens, and scoring rules. We audit which programs are still active, translate those into HubSpot campaigns and workflows, and bring membership history across so attribution keeps working.

Read the Marketo migration guide →
Zendesk HubSpot

Zendesk

Tickets only make sense with the full thread and the customer attached. We migrate them into Service Hub with comment history, associate each with the right contact and company, and rebuild triggers and macros as ticket automation and snippets.

Read the Zendesk migration guide →

Tool vs. agency · two ways to migrate

Not every business needs the same kind of HubSpot CRM migration.

A migration tool answers one question: is the data in HubSpot yet? A migration agency answers another: can your team run the business from HubSpot on Monday? Here is the difference line by line.

What you're comparing
PATH A
Tool-based migration
Self-serve import or a one-click connector
PATH B · HOW WE WORK
HubSpot migration agency
Scoped, cleaned, rebuilt, tested, and adopted
What actually moves
Contacts, companies, deals. Activity history is optional or missing.
Records, activities, emails, tickets, marketing assets, and the associations between them.
Your duplicates
Come along, sometimes multiplied by the import.
Merged under rules you approve before the migration runs.
Custom fields and objects
Mapped one to one, dead fields included.
Reviewed field by field. Dead ones retired, real ones rebuilt as proper properties and objects.
Automations
Not moved. You rebuild them after go-live.
Documented, rebuilt in HubSpot logic, tested in a sandbox first.
Who checks the result
You, one record at a time.
Our QA team, against record counts and sampled records, with a report you keep.
Day one for your team
A login and a link to HubSpot Academy.
Training on your own data, a pilot group first, a consultant on a live channel through cutover.
Best for
A small, clean dataset you just need in HubSpot.
A migration you only want to do once.

Pricing you will love

Pricing for HubSpot Migration Services?

We cover all aspects of HubSpot migration starting from the basic data migration to the advanced level automation, workflows development, and scoring in HubSpot. For the purpose of migration, you can choose 2 of the pricing options we are providing.

PLAN A · STARTING POINT

Basic Migration

One time payment for up to 100,000 records

$600ONE-TIME
Up to 100,000 records
  • Full-option data import and setup
  • Up to 5 email marketing emails (5 blocks)
  • Up to 10 sales templates
  • Basic Workflows setup
  • Up to 2 landing pages setup
Get Started
PLAN B · MOST POPULAR

Advanced Migration

One time payment for Unlimited records

CustomONE-TIME
Unlimited records
  • Full-option data import and setup
  • Unlimited marketing emails
  • Unlimited sales templates
  • Advanced workflows and sequences setup
  • Unlimited landing pages setup
  • Dedicated account manager support
Get Started
Fixed scope · no surprise invoicesOne-time payment · not a subscriptionFree audit first · findings in two weeks

Evidence · accreditations

Certified And Experienced In HubSpot Migration

Platinum Solutions Partner, accredited by HubSpot for Onboarding and Solutions Architecture — with 150+ clients and 5.0 ★ ratings on both the HubSpot Marketplace and Clutch.

Book Free Consultation Request The Free Audit
HubSpot Onboarding AccreditationHubSpot Solutions PartnerHubSpot Solutions Architecture Accreditation
150+clients served100+migrations and onboardings5.0 ★Marketplace and Clutch

Testimony · hear from our satisfied clients

What Our Clients Say!

★★★★★✓ VERIFIED · CRM MIGRATION
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.
Nichols, A. · “Saved me a HUGE headache”
★★★★★✓ VERIFIED · CRM MIGRATION
I'm really satisfied with the 3&Four service. The communication was excellent and prompt, and I liked the flexibility that they've showed. The whole job was professional and smooth. It was a pleasure working with them.
Orosz, K. · “Professional Team, excellent job”
★★★★★✓ VERIFIED · CRM MIGRATION
Working with 3 & FOUR has been nothing short of exceptional. Aafaq and Adeel lead a team whose strength lies in their rare combination of competence, efficiency, integrity, and strategic precision. They custom-built our CRM from the ground up, delivering a solution that was tailored to our needs and completed without compromising quality.
Demone, B. · “Great experience”
READ MORE ON HubSpot Marketplace · 5.0 ★Clutch · 5.0 ★

Case studies · outcomes

Our Success Stories

Explore how organizations overcame CRM challenges with our HubSpot expertise, building stronger processes, better data, and tangible business outcomes.

Featured · MigrationDIGITAL BREW · VIDEO STUDIO
15days to full migration

How 3 & Four Helped Digital Brew Migrate to HubSpot in 15 Days

Digital Brew, an Emmy-winning video studio and marketing agency, uses HubSpot to manage marketing, sales, and client communications. Read the case study → →
CohartAutomated onboarding

How 3 & Four Migrated Cohart to a Scalable HubSpot CRM

Read the case study → →
East BrandsOff legacy for good

How 3 & Four Migrated East Brands from Legacy CRM to HubSpot

Read the case study → →

Get started · free consultation

Let's scope your migration

Tell us where your data lives today. A senior migration consultant will reply within one business day with next steps — no commitment.

  • Free consultation · and a free audit — findings in two weeks
  • Fixed-scope quote · no surprise invoices
  • Zero-downtime cutover · off-peak, fully tested

We reply within 1 business day.

FAQs · for the record

Some common questions about our Migration Service?

Everything clients usually ask before a migration, on the record. If yours isn't here, the consultation is free.

Still have questions?

Get answers from a senior migration consultant — free, no strings.

Book Free Consultation
01 What are HubSpot migration services?

HubSpot migration services involve the secure transfer of your CRM data, sales pipelines, marketing automations, and customer histories from legacy systems into a fully optimized HubSpot portal without data loss.

02 Why should I hire a HubSpot migration agency?

Hiring an expert agency like 3 & Four Technologies ensures 100% data integrity, eliminates technical downtime, and properly reconstructs complex workflows so your revenue operations can scale immediately on day one.

03 What platforms can you migrate to HubSpot from?

We provide expert HubSpot migration services from any legacy system, including Salesforce, Microsoft Dynamics, Pipedrive, Zoho, ActiveCampaign, Marketo, and disconnected spreadsheets or custom internal databases.

04 How long does a HubSpot migration take?

A standard migration takes 2 to 4 weeks, while complex enterprise transitions can take 6 to 8 weeks. Timeline factors include data volume, custom properties, and automation complexity.

05 Is my data safe during the HubSpot migration process?

Yes. Our HubSpot migration services prioritize total security. We securely map, back up, and validate your data before the final transfer, guaranteeing zero loss of contacts, histories, or pipelines.

06 Can you migrate custom properties and workflows to HubSpot?

Absolutely. We specialize in mapping intricate custom objects and rebuilding advanced automation workflows, ensuring your lead scoring, triggers, and sequences match your precise business logic inside HubSpot.

07 Will there be downtime during the HubSpot migration?

No. We perform your actual data cutover during off-peak hours or weekends, ensuring your daily sales operations face zero disruption and your team enjoys a completely seamless transition.

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