services

HubSpot
migration

HubSpot migration

Seamless HubSpot migration without disruption or data loss

We make moving to HubSpot simple, secure and stress-free. Our HubSpot migration service transfers your data from your existing CRM into HubSpot with precision — so your team can keep working without interruption.

Whether you’re migrating from Salesforce, Pipedrive, Zoho or any other platform, we ensure your key data — contacts, companies, deals, notes and activities — is imported cleanly and accurately.

Before we begin, we take the time to understand how your current system is structured, what information matters most and how it should look and function inside HubSpot.

The result is a smooth transition and a familiar, fully configured HubSpot environment your team can start using straight away. No confusion, no downtime, no lost data.

Migrations

Our 3-step process

Map

We start by understanding the scope of your migration — what data you have, where it lives & how it should look in HubSpot. Then we map each property to ensure data ends up in the right place.

Test

Before moving everything, we run a partial migration to check data accuracy. If anything needs adjusting, we fix it at this stage so there are no surprises when the full migration happens.

Migrate

Once we’re confident everything’s working as it should, we complete the full migration — transferring all your business’s data to HubSpot cleanly & securely, with nothing left behind.

HubSpot migration

Why migrate with us?

5.0 out of 5.0

5.0 out of 5.0

Every detail mapped & double-checked

We don’t just move data — we handle it with care. From field mapping to formatting, we make sure every record ends up exactly where it should be, in the right format & ready for use.

We've handled numerous migrations

We’ve seen it all — messy exports, incomplete data, inconsistent structures. Our experience means we know what to look out for & how to avoid the common pitfalls that trip others up.

Clear communication throughout

We keep you in the loop at every stage with clear timelines, transparent processes & regular updates. No guesswork & no crossed wires. Just a migration that runs smoothly & delivers results.

Minimal impact on business as usual​

We don’t just move your data — we make sure your team can hit the ground running in HubSpot. That means no downtime, no missing info & no interruptions to your team’s day-to-day work.

A Platinum-tiered HubSpot Partner

We’re not just another agency. As a certified HubSpot Partner with a long-standing relationship with HubSpot’s team, we can tap into that network to support you & solve problems faster.

Pricing

HubSpot migration pricing

We’re fully transparent with our pricing, so you’ll find all our HubSpot migration costs listed below.

For each migration there’s a £500 setup fee. This covers the data mapping between the two systems and the test migration to ensure everything arrives correctly.

After that, the package you need to purchase depends on the number of records you need to transfer. Take a look at the packages below to see which one you’ll require.

Light

£995

£500 setup fee +
£495 migration fee

For data sources with fewer than 12,500 records

Medium

£1,495

£500 setup fee +
£995 migration fee

For data sources with fewer than 100,000 records

Heavy

£2,495

£500 setup fee +
£1,995 migration fee

For data sources with fewer than 500,000 records

Max

£3,495

£500 setup fee +
£2,995 migration fee

For data sources with more than 500,000 records

Ready to start your migration? Or do you need to ask some questions? Either way, let's chat.
Info

FAQs

By HubSpot migration we mean moving your CRM data and structure into HubSpot in a controlled, low-risk way. The goal is to bring across the records you rely on, preserve relationships between them and make sure everything behaves as expected in HubSpot so your team can keep working without disruption.

Typical migration work includes:

  • Scoping and audit: reviewing your current CRM, data model and must-keep fields.
  • Data mapping: aligning objects and properties so contacts, companies, deals and activities land in the right place.
  • Field and object setup: creating custom properties and objects in HubSpot where needed.
  • Data cleaning: de-duping, normalising values and fixing obvious errors before import.
  • Pilot import: test loads to validate mapping and spot edge cases early.
  • Full import: staged or cutover approach with checks to confirm volumes and integrity.
  • Verification and sign-off: reconciliations, user spot-checks and tweaks to ensure usability.

In short, a HubSpot migration transfers the right data, in the right shape, with relationships intact, so HubSpot mirrors how your business works from day one.

We can migrate data into HubSpot from almost any CRM or database. Common platforms include Salesforce, Pipedrive, Zoho, Microsoft Dynamics, Copper, Insightly, Freshsales and bespoke or legacy systems built in-house.

Using HubSpot’s import tools, API and Data Hub, we can move structured data directly into HubSpot — even when the original system uses custom fields or objects. We handle the entire process, from data mapping to validation, so that everything transfers accurately and functions correctly once in HubSpot.

If your current CRM isn’t listed, that’s no problem. As long as we can access the data — via export, API or database connection — we can migrate it into HubSpot safely and efficiently.

The time required for a HubSpot migration depends on the size and complexity of your data. Smaller migrations, such as moving a few thousand records from a single CRM, can often be completed in a day. Larger or more complex projects involving multiple systems, custom objects or heavy data cleaning may take a few of weeks or longer.

We’ll provide a clear timeline after the discovery phase, once we understand your data model and how much preparation work is needed. Our goal is always to make the HubSpot migration as quick and disruption-free as possible without compromising data accuracy.

We can migrate almost any type of data into HubSpot, provided it can be exported from your existing CRM or system. Typical data we migrate includes:

  • Contacts and companies: with all associated properties such as names, email addresses, phone numbers and lifecycle stages.
  • Deals and opportunities: including pipeline stages, values, close dates and owners.
  • Activities and interactions: notes, tasks, meetings, calls and emails where available (although these are commonly tricker to migrate).
  • Tickets and service data: if your business uses HubSpot Service Hub.
  • Custom fields and objects: tailored data that’s unique to your organisation, such as memberships, assets or subscriptions.

Before the migration begins, we confirm which data types are relevant to your business and ensure they’re mapped correctly so everything appears where it should in HubSpot.

It’s very unlikely that you’ll lose any structured data during a HubSpot migration — things like contacts, companies, deals and properties almost always transfer cleanly. However, there are a few limitations worth being aware of, especially around unstructured or system-generated data.

Items such as emails, calls, notes and other timeline activities can be harder to migrate because they’re often stored differently in each CRM. In some cases, these may need to be exported as reference files or reattached manually after the core migration.

There are also certain hardcoded fields in HubSpot, like the “Create date” property, which can’t always retain their original values. When that happens, HubSpot may record the import date instead of the true historical date from your old system.

We’ll flag any potential issues like these before your migration begins and explain your options clearly. Our goal is to ensure you understand exactly what will come across, what might need adjusting and how to get the cleanest possible outcome from your HubSpot migration.

Data accuracy is a top priority in every HubSpot migration we deliver. We start by auditing your current CRM to understand the structure, relationships and data quality before any transfer takes place. This helps us identify duplicate records, inconsistent fields and missing values early on.

During the migration, we use data mapping to match every field from your old system to the correct property in HubSpot. We also perform test imports to check formatting, relationships and dependencies before committing to a full load. Once the migration is complete, we validate record counts, run spot checks and reconcile key datasets to confirm accuracy.

Our approach combines automated checks with manual verification to ensure your HubSpot data is clean, reliable and ready to use from day one.

Yes, we can fully customise how your data is mapped and displayed during the HubSpot migration. Every business structures its CRM data differently, so we take time to understand your existing fields, relationships and workflows before anything is imported.

We’ll match each property in your old system to the right field in HubSpot and create custom properties or custom objects where needed. This ensures all the information you care about — from deal details to unique identifiers — lands in the right place and remains easy to use.

Our goal is to make your new HubSpot environment feel familiar to your team while improving data consistency and reporting accuracy.

When certain data doesn’t fit neatly into HubSpot’s standard structure, we have several ways to handle it. First, we’ll review what the data represents and decide whether it should be brought into HubSpot as a custom property, custom object or stored externally for reference.

For example, some legacy CRMs include information types that don’t have a direct equivalent in HubSpot — such as bespoke modules, historical activities or attachments. In those cases, we can reformat or consolidate the data so it’s still accessible and useful inside HubSpot.

Where it isn’t practical to import certain unstructured data, we’ll provide a clear export or archive so you don’t lose access to anything important. Our focus is on keeping your HubSpot migration clean, practical and aligned with how your business actually uses data.

Yes, we can clean and deduplicate your data as part of the HubSpot migration process. In fact, we recommend it — moving to HubSpot is the perfect opportunity to tidy up your CRM and start fresh with clean, reliable data.

Before importing, we can run a full data quality review to identify duplicates, empty fields, invalid email addresses and inconsistent formatting. We then merge, normalise or remove records as agreed with you, ensuring the final dataset is accurate and consistent.

We can also apply HubSpot deduplication rules or use custom scripts to catch more complex duplicates based on company names, domains or contact details. The result is a cleaner, easier-to-use CRM that gives you confidence in your data from day one.

The cost of a HubSpot migration depends on the size and complexity of your data, as well as the level of preparation required before import. Smaller migrations are usually quick and straightforward, while larger projects involving multiple systems, data cleaning or custom objects naturally take more time and budget.

We’ve included some guideline pricing above to help you get a sense of typical costs, but every migration is different. Before starting, we’ll review your data, confirm what needs to be moved and provide a detailed estimate so you know exactly what to expect.

If you’d like a more accurate quote for your HubSpot migration, get in touch with our team and we’ll assess your setup to give you a realistic, transparent price based on your requirements.

Systems

Supported platforms

These are just some of the platforms we integrate with to bring your data into HubSpot.

About Incremental

We help businesses grow with HubSpot. We’re in the top 8% of HubSpot agencies worldwide and have a flawless 5-star rating from every one of our HubSpot clients.

5.0 out of 5.0

5.0 out of 5.0

Platinum HubSpot Partner
Platinum HubSpot Partner

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