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Migration is hard. It does not have to be painful.

Most migrations go wrong for the same reasons: poor data mapping, broken automations, missing integrations, and teams that had no say in the plan. We’ve seen it all. We know how to fix it.

Data gets lost, duplicated, or corrupted during the transfer.

Structured data mapping with validation checks. Nothing moves until it is verified.

Workflows and automations break after go-live.

Full workflow audit and native rebuilding in HubSpot, not a copy-paste job.

CRM data is messy, outdated, or duplicated before the move even starts.

Data cleansing, deduplication, and field standardization before migration begins

Teams don’t adopt the new system because no one told them how it works.

Onboarding, documentation, and training are part of every engagement.

What we handle in a HubSpot migration

CRM-to-HubSpot Migration

From Salesforce, Zoho, Pipedrive, and more. We map, clean, and migrate your CRM data with precision to ensure no field left unmapped.

Marketing Platform Migration

Move email campaigns, lists, forms, and automation sequences to HubSpot Marketing Hub without losing campaign history.

Data Cleansing & Enrichment

Before we move anything, we clean it. Duplicates removed, fields standardized, gaps filled. You start fresh, not messy.

Workflow & Automation Rebuild

Your existing automations get rebuilt natively in HubSpot so that it is better structured, easier to manage, and actually documented.

Custom Integration Setup

API connections, native integrations, third-party tools—we make sure everything talks to HubSpot about the way it should.

Post-Migration Audit

We don’t hand it over and disappear. A post-go-live audit confirms data integrity, workflow accuracy, and integration of health.

Who we’ve helped move to HubSpot

Every migration is different. Here’s how our HubSpot migration solutions have played out across common scenarios

Salesforce → HubSpot

For teams switching from enterprise complexity to a system that’s usable. We handle full object mapping, pipeline setup, and workflow rebuilding.

Legacy CRM → HubSpot

Outdated systems with years of messy data. We clean first, migrate second, and leave your sales team with something they’ll use.

Multiple Tools → HubSpot

Running three platforms to do what HubSpot can do in one? We consolidate your entire stack and restructure it around HubSpot.

HubSpot Portal Merge

Whether you have acquired a company or inherited a second portal, we manage portal merges without duplicating contacts or breaking live pipelines.

Explore all HubSpot solutions

How we run a HubSpot migration

We follow a defined process on every migration engagement. Because a well-run migration isn’t complicated, it’s just disciplined.

01

Discovery & Audit

We assess your current system: data structure, integrations, workflows, and team setup. Nothing moves until we understand exactly what is there.

02

Data Mapping & Cleaning

Every field, property, and object gets mapped to its HubSpot equivalent. Data is cleaned before it moves—not after.

03

Test Migration

We ran a sandbox migration first. Your team reviews. We fix anything that needs fixing before go-live.

04

Full Migration & QA

The real migration runs. Every record, workflow, and integration is validated against a predefined checklist.

05

Go-Live & Handover

Your team gets a fully functional HubSpot portal—plus documentation and training to hit the ground running.

We’ve run migrations across industries

Whether you’re in SaaS, professional services, manufacturing, or financial services, we don’t apply a one-size approach. We adapt the migration plan to your data model, your sales process, and your integration landscape

SaaS and Technology

Complex data models, fast-moving pipelines, and product-led growth motions—we’ve migrated them all.

Professional Services

Project-based pipelines, retainer structures, and team-based CRM setups that need careful mapping.

Manufacturing & Distribution

Long sales cycles, distributor networks, and heavy integrations with ERP and inventory systems.

Financial Services

Data compliance, audit trails, and strict permission structures—we account for all of them.

Healthcare

Sensitive data, complex stakeholder structures, and careful integration requirements handled with precision.

E-commerce

High-volume contact databases, order histories, and automation-heavy setups rebuilt cleanly in HubSpot.

Frequently Asked Questions

How long does a HubSpot migration take?

The duration of a HubSpot migration depends on the complexity of the data and the required customizations. A simple HubSpot CRM migration is typically completed within 2-4 weeks. However, a more complex migration that involves many integrations and a large amount of custom data structures can take anywhere from 6-10 weeks or more to complete.

Will I lose any data during the migration?

We have a set process of validation checks, followed by a test migration, and a post-migration audit to ensure everything is correct.

Can you migrate from Salesforce to HubSpot?

Yes. We perform many migrations from Salesforce to HubSpot. These migrations include full object mapping, setup of pipeline stages, setup of properties, and full rebuild of workflows.

Do you provide HubSpot migration consulting?

Yes. If you’re not sure whether you should migrate, how to set up HubSpot, or what to do with your existing data, our team can guide you before the migration starts.

What makes TransFunnel different from other HubSpot migration companies?

We’re a HubSpot Diamond Partner with deep platform expertise across sales, marketing, and service hubs. We do more than just moving your data․ We offer sales‚ marketing and service hubs while ensuring that HubSpot works for your sales‚ marketing and ops teams․ Migration is just the beginning․

Do you offer post-migration support?

Yes. Every migration engagement includes a 30-day post-go-live support window. After that, we offer ongoing HubSpot support and optimisation retainers for teams that want to keep improving.

Move to HubSpot. Leave the mess behind

Clients Who Trust Us