What is involved in the HubSpot data migration process?

HubSpot data migration involves capturing your current CRM data, mapping your objects and fields, and transferring your records, including companies, contacts, deals, and more, into the HubSpot database.

Can I migrate data from one HubSpot account to a new HubSpot portal?

Yes, with the CRM migration platform, it is possible to sync data from one HubSpot portal into another, supporting upgrades and consolidations.

How can I ensure a full migration of data, including custom fields, to HubSpot CRM?

A full migration involves carefully planning to import all relevant data and schemas, including custom fields and pipeline information, from your existing CRM to HubSpot CRM. The migration wizard assists with intelligent auto-mapping and custom field creation.

What are the best practices for avoiding duplicate data during migration to HubSpot?

Best practices include using tools like Dedupely for advanced de-duplication, setting a clear cut-off date for old data, and ensuring proper mapping of existing data.

How do I initiate the migration process for moving to HubSpot from a different CRM like Salesforce or Pipedrive?

Start by registering on the platform, then map out your current data and schemas to understand what needs to be migrated. If help is needed, contact the team to create a migration project roadmap.