Migrating to HubSpot

human-led
data migration services

We believe software should solve problems, not create them. Not everything can be done or should be done “automagically” especially when it comes to data. we love automation and shiny new technology but when it comes to data—we still default to a human-led process.

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want to know a dirty little secret?

Humans muck up 99.9% of all data

It can take some sleuthing skills and patience to unpack or uncover what is lurking in your data. We have a saying "humans got you into this problem, and it's going to take humans to get you out of it."

Dirty data is nothing to be ashamed of—it happens to every company–but not cleaning the data before importing it into your new CRM? That's just plain stupid. (sorry, not sorry)

Your data is the most important asset to leverage HubSpot (period)

We’re pretty passionate about data. Data is the differentiator when it comes to a truly optimized HubSpot portal and there’s nothing more frustrating to us than a botched data migration.

Our manual human approach isn’t for everyone. But — it's what we’ve seen work for the vast majority of HubSpot customers.

our approach to HubSpot data migration

Our method isn’t the cheapest or the flashiest—but it works.

We use a human-led migration process because it’s the only way to catch the things automation alone will miss

What that means for you:

Auditing & Cleanup – Find and fix duplicates, gaps, and errors before they hit HubSpot.
Mapping & Validation – Align fields and properties correctly so the data makes sense.
Secure Migration – Move your data safely and in order, with multiple checkpoints.
Testing & QA – Verify everything lands correctly and functions the way it should.

our approach isn’t for everyone.

If you’re looking for the fastest, cheapest way to dump data into HubSpot, we’re not your team.

But if you want HubSpot to work the way it was designed—to drive efficiency, insights, and growth—you need your data clean. And that’s where we come in.

have questions about HubSpot data migration?
we've got answers!

Why can’t I just import my data into HubSpot?

Because bad data in equals bad data out. Migration without cleanup guarantees problems down the road.

How long does a HubSpot migration take?

Most migrations take a few weeks, depending on the size and complexity of your data. Some take longer because our clients need more time. We’ll give you a clear plan and timeframe up front.

Do you handle migrations from any CRM?

Yes—we’ve migrated clients from Salesforce, Zoho, Pipedrive, Dynamics, spreadsheets, and homegrown systems into HubSpot.

What makes your process different?

We don’t rely on automation alone. We combine tools with a human-led review to catch the 1% that makes all the difference.

What our clients say

"We've only been working with the team for a less than a year, but we've already received tremendous value from the breadth of their team and portfolio."