Absolutely. And if all that you need is a simple, zero-configuration migration to clone your data from one portal to the other, by all means use the other tools.
But we have yet to come across a migration use case that simple.
We don't see data migrations as simply the technology needed to get your data from point A to point B, where you'll eventually need to clean it up.
We help you decide what data to transfer by giving you really good insight into what you have. From there, you can adjust the mappings, look at the utilization of each field, filter out what you don't need, test your migration, and make adjustments until you're 100% certain you're migrating just what you need. And then we only charge you for the volume that you choose to migrate.
Each product has its place. If you want control over what and how your data gets migrated, we're the right solution.
Option 1: Migration Software
Merge your HubSpot portals faster by getting your data there (almost) instantly
Our migration wizard makes the HubSpot portal consolidation process straightforward and secure.
No need for technical skills or credit card information to get started. Trust in our comprehensive migration support as you confidently migrate your data to your HubSpot portal.
Which Objects can I Import?
Automatically Supported
These HubSpot objects are automatically mapped once you connect your portals:
Companies
Contacts
Deals
Tickets
Leads
Quotes
Products
Line Items
Tasks
Notes
Calls
Emails
Meetings
Files/Folders
Owners/Users
Custom Objects
Any additional objects needed for a data migration.
As long as the data can be captured from the source HubSpot portal, we'll migrate it! Also, if you need to recreate a custom object, you can do so right from our platform.
Excuse us while we brag a bit...
The wizard does so much heavy lifting that a portal consolidation is almost comically simple. Let's jump into the details.
Unlimited Free Samples
Within each sample, we'll migrate roughly 10% of your mapped records to HubSpot prior to migrating the full data set. No credit card required.
Intelligent Auto Mapping
We automatically map as many native and custom fields as possible to speed up the mapping process.
Custom Field Creation
View custom fields created in your source HubSpot portal and bulk create those same fields in the target portal, right from the Wizard UI.
Field Utilization
We'll show you a utilization percentage for each field so that you can make informed decisions around which fields to migrate and which to leave behind.
Association Preservation
Maintain all associations and connections between your records, such as contacts, companies, attachments, activities, etc.
Data Security
Your data is safe with us. We're ISO certified, GDPR compliant, and trusted by the world's most secure organizations.
New! Filtering
You can now filter your source data by any property to ensure you're bringing over only clean and applicable data. Leave the junk behind.
New! Picklist Editing
Edit your picklist options without leaving the platform! There's no need to create duplicate fields for the same thing. Add any needed options to an existing dropdown field.
New! Cross-Object Mapping
Want to migrate Tasks to Notes? Or how about a native object to a custom object? Map your data however you need to. Who are we to put limits on your potential?
Option 2: HubSpot Migration Services
We love this work. No, really!
Our team specializes in CRM data migrations, turning a complex process into a hassle-free experience.
We ensure your data is transferred seamlessly from one HubSpot portal to the other.
Our deep understanding of the intricacies of CRM systems (but especially HubSpot), combined with our hands-on approach, guarantees that every aspect of your data, from the smallest detail to the overall structure, is meticulously and accurately integrated.
“Great service with even greater customer service”
“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“
Ryan McConville
- President Marketing & Advertising at Kargo
“Trustworthy, effective and straight talking”
“[SyncMatters] are the people I call when I look at an implementation issue and think 'how on Earth could that issue be resolved.' They've completed fabulous work for us and our clients. Highly recommend.“
John Kelleher
- Chief Executive at ESM Inbound
“Great experience for a migration which use to keep me up at night”
“A migration between CRMs is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With [SyncMatters] I planned the migration myself and they were ready to help me when I couldn't figures some parts out myself.“
Alexandre Gaudelet
- CEO at Hospitality Firm
Other: CMS/Asset Migrations
Migrate to HubSpot CMS
Our CMS/Asset migration services are uniquely designed for HubSpot, driven by a team that not only specializes in HubSpot but also uses it daily. This firsthand experience gives us an in-depth understanding of the nuances involved in migrating assets from one HubSpot portal to another.
We don’t just automate; we meticulously rebuild your workflows, email templates, website pages, and more, ensuring each asset is crafted with care and precision.
Which Assets can be Recreated?
Website pages
Landing pages
Blog posts
Forms
CTAs
Marketing Emails
Campaigns
Workflows
Lists
Sequences
Reports
Templates
Chatflows
Social posts
Snippets
Sales templates
Knowledge base
Customer portal
HubDB
Settings
Files
FAQ
What is involved in the HubSpot data migration process?
HubSpot data migration involves capturing your source data, mapping your objects and fields, and transferring your records (including companies, contacts, deals, and more) into the target HubSpot portal.
Can I migrate data from another CRM into a HubSpot portal?
Yes, with our CRM migration platform, it's possible to sync data from any of our supported CRMs into HubSpot. See a list of our connectors here.
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 your source portal. Our migration wizard assists with intelligent auto-mapping and custom field creation, ensuring a comprehensive transfer.
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. Our HubSpot-certified migration experts can guide you through these steps to avoid duplication.
How do I initiate the migration process for moving to HubSpot from a different CRM like Salesforce or Pipedrive?
To initiate the migration process, start by registering on our platform, then map out your current data and schemas to understand what needs to be migrated. If you want some help, contact our team to create a migration project roadmap tailored to your business needs, ensuring a smooth transition to HubSpot.
What does the HubSpot CRM data migration service include?
Our service covers everything from planning to execution. We'll be there with you every step of the way.
How do I migrate data from one HubSpot portal to another with minimal downtime?
Our platform is designed for minimal downtime, automatically migrating your data, ensuring business continuity. Our team can work closely with you to schedule the migration during low-activity periods for your business units.
Can I use a CSV file for data import to HubSpot's database?
Yes, CSV files can be used for importing data into the HubSpot database. This method is ideal for bulk imports and can be easily managed through our migration wizard, which also offers custom field creation to match your existing data structure.
What are the keys to a successful migration project to HubSpot CRM?
A successful migration project involves creating a detailed plan, or kind of roadmap, that outlines each step of the process, from data preparation in your existing CRM to final verification in HubSpot. Ensuring the process runs smoothly requires careful planning and coordination with our migration experts.
How can I ensure my sales and marketing teams are ready to use HubSpot immediately after migration?
To prepare your teams, we recommend onboarding sessions that cover HubSpot’s tools and features relevant to their roles. Additionally, exploring the app marketplace for any specific version of the app that complements your marketing strategy will ensure a smooth transition with no downtime.
Ready to consolidate your data between portals?
No technical skills or credit card required to start.
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