Move in without losing your history
HubSpot data migration without the losses. We map every record before anything moves, clean it on the way and time the switch to your cut-over date.
What we hear
Sound familiar?
Things people tell us on a first call. If one of them is yours, you are in the right place.
We’re leaving Salesforce, Dynamics, Pipedrive, Zoho or a spreadsheet.
Years of notes, emails and deals need to come with us.
Duplicates and half-filled records are already a problem.
We need both systems running side by side for a while.
What changes
What you get
Nothing important left behind
A migration map agreed with you before a single record moves.
Cleaner than it went in
Duplicates merged and gaps filled where it makes sense.
A calm cut-over
Timed to your date, with overlapping licences as insurance if needed.
What is included
The work
- Migration mapping for objects, fields and associations
- Activity history: notes, emails, calls and tasks
- Deduplication and data cleansing
- Test migrations before the real one
- Enrichment through our data partners where useful
- Sign-off checks after the move
Where it sits in the Blueprint
Phase 1 · Once you sign
Confirm
We lock the scope from the package for your next Level and agree anything custom.
Phase 2 · Build and go-live
Deploy
We build from proven templates, connect your systems, train your team role by role and go live.
This was a massive task that involved data cleansing, script writing and lots of testing and troubleshooting! But best of all Daryl was there to help us every step of the way with his invaluable knowledge of Orderwise.
Questions
Fair questions
Can you move emails and activity history?
In most cases, yes. We confirm exactly what can move from your current system during Confirm.
Will we have downtime?
We plan the switch around your cut-over date so the team keeps working. Running both systems briefly is often the safest option.
Let’s find out where you are
A discovery call is a straight conversation about your people, processes and systems. You leave with a clearer picture, whether or not we work together.