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.

What does the HubSpot CRM data migration service include?

The service covers everything from planning to execution.

How do I migrate data from one HubSpot portal to another with minimal downtime?

The platform is designed for minimal downtime and the team can schedule the migration during low-activity periods for your business units.

SchemaSync - Replicate Your CRM Object Properties and More

Clone Object Properties

Replicate custom properties, field structures, and object configurations between platforms instantly.

Replicate Pipelines & Stages

Copy sales, service, and operational pipelines with all stages and settings intact.

Sync Custom Fields & Schema

Maintain consistent CRM and ERP structures across sandbox, staging, and production environments.

Companies

Contacts

Deals

Tickets

Leads

Quotes

Products

Line Items

Tasks

Calls

Emails

Meetings

Users

“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.“

“Trustworthy, effective and straight talking”

“Trujay 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.“

“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 Trujay I planned the migration myself and they were ready to help me when I couldn't figures some parts out myself.“

SchemaSync

Instantly Replicate CRM & ERP Configurations Across Platforms

SchemaSync is designed to simplify the replication of platform structures, configurations, and schemas between CRM and ERP systems. Whether you're creating sandbox environments, standardizing client implementations, preparing for migrations, or deploying repeatable templates, SchemaSync helps eliminate hours of manual setup work.

Our platform replicates object properties, custom fields, pipelines, stages, associations, and other system configurations — without transferring records or historical data.

Common Use Cases

Create development, QA, or sandbox environments
Standardize configurations across multiple clients or teams
Prepare destination systems before data migrations
Clone production setups into testing environments
Deploy reusable CRM/ERP templates at scale

Built as a Fast-Moving MVP

SchemaSync is currently an evolving MVP with many new integrations and features actively in development. We’re continuously improving the platform based on real-world usage and customer feedback.

If there’s a feature, platform, or workflow you’d like to see supported, we’d love to hear from you.

What does SchemaSync replicate?

SchemaSync replicates platform configurations such as object properties, custom fields, pipelines, stages, associations, and other schema structures between CRM and ERP systems.

Does SchemaSync transfer records or historical data?

No. SchemaSync only copies the structure and configuration of a platform. Contacts, companies, deals, transactions, and historical records are not transferred.

What are common use cases for SchemaSync?

Teams use SchemaSync to create sandbox environments, standardize client implementations, prepare systems for migrations, replicate production setups, and deploy reusable templates across platforms.

Is SchemaSync production-ready?

SchemaSync is currently an actively evolving MVP. New integrations, schema types, and features are continuously being added, and we actively welcome customer feedback to help shape the platform.

Replicate CRM Configurations in Minutes

SchemaSync - Replicate Your Schema

Launch new CRM environments faster by instantly replicating object properties, pipelines, and stages, etc.

Magical powers are waiting...

Clone Object Properties

Replicate Pipelines & Stages

Sync Custom Fields & Schema

SchemaSync

Launch new CRM environments faster by instantly replicating platform configurations

Which Objects Properties Can I Clone?

Automatically Supported

Companies

Contacts

Deals

Tickets

Leads

Quotes

Products

Line Items

Tasks

Calls

Emails

Meetings

Users

“Great service with even greater customer service”

Ryan McConville

“Trustworthy, effective and straight talking”

John Kelleher

“Great experience for a migration which use to keep me up at night”

Alexandre Gaudelet

SchemaSync

Instantly Replicate CRM & ERP Configurations Across Platforms

Common Use Cases

Built as a Fast-Moving MVP

FAQ

What does SchemaSync replicate?

Does SchemaSync transfer records or historical data?

What are common use cases for SchemaSync?

Is SchemaSync production-ready?

Ready to replicate your platform configuration?