HubSpot Migration Services for a hassle-free move 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.
Illustrative of a typical migration cutover week.
How many businesses are moving to HubSpot?
Answer: a lot.
Why? High-growth teams need a platform that’s easy to use, fast to deploy, and built for scale — not five tools stitched together with Zapier and hope. That’s exactly why demand for good HubSpot migration services keeps climbing every year.
HubSpot gives you a unified system without the Frankenstein setup, and a clean HubSpot CRM migration is what gets you there without the growing pains.
HubSpot customers by year
Approximate — based on HubSpot’s publicly reported customer counts. Hover a bar for the figure.
How do we perform HubSpot migration?
For us, the primary objective is to set up the HubSpot migration process in a safe and streamlined environment so your sales and marketing team can focus on strategies instead of resolving the mess!
We initiate the migration with a high-level assessment of the legacy system’s architecture and create one based on the HubSpot schema and features — defining objects, properties, and field mapping. The team also plans the strategy and timeline of data migration, integration of new data sources, marketing assets, and workarounds based on your needs.
Based on the strategy document, our data team works on refinement, cleanup, and de-duplication of your data as per HubSpot import options. We create custom objects, fields, and properties where needed, then migrate all data points, create associations, and manage all marketing assets and automation within HubSpot.
Our team performs a detailed quality-assurance check on all migrated data, including object data and activities, to ensure accuracy of information and mapping. We also test all emails across email clients, landing and web pages across browsers, and run workflows and automation in a restricted environment before going live.
After testing and QA of data, marketing assets, and workflows, we deploy the system — making workflows and assets live and onboarding your teams to use HubSpot from the cut-off date. We then monitor the key indicators against old data for a few weeks to ensure a successful migration.
Why your business should use HubSpot.
Three reasons teams choose a HubSpot migration — and don’t look back.
One source of truth
Contacts, deals, tickets, and marketing history live in a single record instead of scattered across five logins. Sales, marketing, and support work off the same facts.
A foundation you can build on
HubSpot’s object model and workflow engine are built to hold custom objects and real complexity without breaking. What you set up this year still works next year.
Room to grow, no re-platforming
Add seats, add hubs, add automation as you scale — the underlying system doesn’t change. Get it right once with an experienced HubSpot migration agency and you won’t be migrating again in eighteen months.
Why migrate to HubSpot with 3andFour?
We’ve seen the pain of a bad migration. We know exactly how to avoid it. We’ve moved 150+ businesses off overbuilt, duct-taped CRMs and onto HubSpot — without losing a record, a workflow, or a weekend. Here’s what usually goes wrong on a migration, and how we handle each one differently.
Migration roadmap: processes, integrations & data.
A repeatable process beats a heroic effort, every time. Here’s the exact timeline we run for data, integrations, and processes — from discovery to post-launch — so you can see the whole engagement at a glance.
Discovery & scoping
Review the current setup, map data and objects, agree the plan and timeline before anything moves.
Kickoff & field mapping
Confirm the roadmap, set up users, and build the detailed field-mapping template.
Trial migration & QA
Run a test migration and check it line by line before touching live data.
Pilot with a small group
Roll out to a subset of users, gather feedback, adjust before the full cutover.
Cutover & go-live
Final checks, go/no-go call, then live support through the switch.
Post-launch tuning & training
Fix what surfaces after go-live and train the team until everyone’s confident in HubSpot.
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.
Core Object Import
We perform the import of contacts, companies, deals, and notes in this phase of migration of the core objects of HubSpot.
Activities Import
Apart from the core modules, activities like emails, calls, tasks, and meetings are also part of our migration process.
Workflows Migration
Based on the automation of your existing system, we develop custom workflows and email sequences in HubSpot.
Emails Migration
We take special care of your marketing and nurturing emails and migrate them into HubSpot in drag-and-drop or custom editors.
Templates Migration
We develop custom sales email templates based on your existing system for your sales team, along with all the personalizations.
Pages Migration
In HubSpot, we develop landing or website pages for your marketing efforts based on your existing system using the drag-and-drop editor.
Common systems we can help you migrate from.
We handle HubSpot migration from every major CRM, marketing automation platform, and support tool — including Salesforce, Pipedrive, Zoho, Mailchimp, and Zendesk. See all 17 systems we migrate from below, or read our complete guide to HubSpot migration for the full breakdown.
CRMs
Salesforce
Salesforce to HubSpot migration moves complex org structures, custom objects, opportunities, and validation rules into HubSpot’s simpler, unified CRM — without losing your pipeline history.
Read the Salesforce migration guide →Pipedrive
Pipedrive to HubSpot migration transfers deals, pipelines, and contact records directly into HubSpot’s CRM, matched stage-for-stage to your existing sales process.
Read the Pipedrive migration guide →MS Dynamics
Microsoft Dynamics to HubSpot migration re-maps custom entities, workflows, and complex data relationships into HubSpot’s object model without losing structure.
Read the MS Dynamics migration guide →Copper
Migrating from Copper to HubSpot moves contacts, companies, and pipeline data cleanly out of Copper’s Google Workspace-native setup.
Zoho
Zoho to HubSpot migration brings your CRM records, automations, and marketing lists over so your team can keep every workflow running in HubSpot.
Read the Zoho migration guide →HubSpot to HubSpot
HubSpot to HubSpot migration handles merging multiple portals, consolidating business units, or restructuring an existing account — moving data and settings cleanly between portals.
Read the HubSpot-to-HubSpot guide →Marketing automation & support
Mailchimp
Mailchimp to HubSpot migration moves email lists, campaigns, and automation sequences into HubSpot’s Marketing Hub, with segmentation and send history preserved.
Read the Mailchimp migration guide →ActiveCampaign
ActiveCampaign to HubSpot migration carries contacts, automations, and email campaigns into HubSpot’s combined marketing and CRM platform.
Read the ActiveCampaign migration guide →Pardot
Pardot to HubSpot migration rebuilds complex nurture programs, scoring models, and Salesforce-linked data inside HubSpot’s marketing and sales tools.
Read the Pardot migration guide →Marketo
Marketo to HubSpot migration moves multi-step campaigns, lead scoring, and program history without breaking your existing nurture logic.
Read the Marketo migration guide →Zendesk
Zendesk to HubSpot migration brings tickets, conversation history, and customer records into HubSpot’s Service Hub so support keeps the full picture.
Read the Zendesk migration guide →Aircall
Migrating from Aircall to HubSpot syncs call logs and phone activity into HubSpot’s timeline so every customer conversation stays attached to the right record.
Other tools
Trello
Migrating from Trello to HubSpot maps boards, cards, and task lists into HubSpot’s deal pipelines and tickets, so your team keeps working the way they already do.
Shopify
Migrating from Shopify to HubSpot syncs customer and order data so marketing, sales, and support all see the same purchase history in one place.
Slack
Migrating from Slack to HubSpot reconnects deal alerts and notifications to HubSpot workflows, so your team doesn’t lose the real-time visibility they’re used to.
WordPress
Migrating from WordPress to HubSpot rebuilds or connects forms, landing pages, and blog content in HubSpot’s CMS and forms tools, keeping your site’s lead capture intact.
Google Drive
Migrating from Google Drive to HubSpot connects documents and files linked to deals or contacts so nothing gets orphaned during the move.
Complex vs. basic HubSpot migrations — we can handle it all.
Whether it’s a straightforward data move or a full portal rebuild, our HubSpot migration services scope the engagement to match your needs. See exact pricing for both in the pricing section below.
Contacts, companies, deals, notes — the records that have to move no matter the scope.
Every connected tool re-pointed and tested so nothing silently stops syncing on go-live day.
Workflows, sequences, and automations rebuilt in HubSpot’s logic — not copy-pasted from the old system.
Data vs. portal migrations.
Not every business needs the same kind of HubSpot CRM migration.
| What’s compared | Data migration | Portal migration |
|---|---|---|
| Records | Contacts, companies, deals & notes | Everything, including custom fields & settings |
| Integrations | Not included | Reconnected & tested against HubSpot |
| Workflows | Not included | Migrated & rebuilt where needed |
| Assets & files | Not included | Moved without broken links |
| Best for | Simple data transfer, workflows stay where they are | Full move — everything lands in HubSpot |
Pricing for HubSpot Migration Services.
We cover all aspects of HubSpot migration, starting from basic data migration to advanced automation, workflows development, and scoring in HubSpot. For migration, you can choose between the two pricing options we provide.
One-time payment for up to 100,000 records
One-time payment for unlimited records
Certified and experienced in HubSpot migration.
What our clients say!
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.
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.
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 tailored to our needs and completed in a timely manner without compromising quality. What truly sets them apart is their mindset — they look for ways to say “yes” and make things happen. I wouldn’t hesitate to recommend them to anyone looking for a capable and trustworthy team.
Our success stories.
Explore how organizations overcame CRM challenges with our HubSpot expertise, building stronger processes, better data, and tangible business outcomes.
Some common questions about our migration service?
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.
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.
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.
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.
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.
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.
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.