Switch to HubSpot

We Handle Your Entire HubSpot Migration End-to-End.

Whether you're moving from Salesforce, Zoho, spreadsheets, or a custom CRM, we manage your HubSpot migration end to end. Our team ensures every contact, deal, property, and workflow is transferred accurately, tested thoroughly, and ready to scale from day one.

HubSpot Migration Service

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!

Strategy and Planning

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.

Execution

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.

QA and Testing

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.

Deployment and Monitoring

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.

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.

Core Object Import

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

Activities Import

Apart from the core modules, the activities like emails, calls, tasks, meetings, etc. 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 in 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.

MIGRATE TO HUBSPOT FROM LEADING CRMs

Common Systems We Can Help You Migrate From?

We manage migrations from all CRMs and marketing automation tools to Hubspot, such as migration from Salesforce, Pipedrive, MS Dynamics, Copper, Zoho, and so on...

TESTIMONIALS

What do clients say about our HubSpot Migration Team?

We have worked with 60+ HubSpot user companies and made them happy with the HubSpot services. Increasing our family of clients with every new day!

Adeel + Afaq at 3&Four have been nothing but professional during our HubSpot revamp. Throughout the process they have been communicative, can translate HubSpot process speak to anyone slightly familiar with the platform and continually care for the success of the project. I have been nothing but impressed and grateful for their expertise and am excited to have met them!

Adeel and his team have an in-depth knowledge of HubSpot; they respond fast, efficiently, and with solutions. All this at a reasonable cost. I recommend

I have worked with Adeel and his team at 3 & four for the past few months now. What I have been most impressed with is their responsiveness and quality of work. Even though we are in two very different time zones (I'm in the United States while Adeel is in Pakistan), the communication is almost seamless which I very much appreciate. I look forward to our continued partnership.

FAQs

HubSpot Migration usually covers website pages and template migration, but doesn't usually support the migration of historic data, replication of all automation, and other marketing assets. While 3 & Four provide completely tailored migration services based on the client's custom needs.

Since we offer tailored solutions based on the clients' needs, our pricing varies based on the scope. We offer a starter package of $600 for very small-scale migration and provide quotations for each case.

Timelines depend on the scope of the migration but in general, most of the migrations are managed from 2 weeks to 8 months timeframe.

Yes, our migration service includes the migration of historical activities including emails, calls, SMSs, notes, tasks, and meetings.