CRM Migration

"Smooth Transition, Limitless Possibilities"

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Transform Your Business with Strategic CRM Migration Services

Transform your marketing and sales automation with our all-in-one HubSpot solutions and custom development.

Scale smarter and grow faster with expert support

Salesforce to HubSpot
Data Assessment
Data Assessment

Analyzing Salesforce data structure and identifying crucial records for migration to ensure accuracy & completeness.

Mapping Strategy
Mapping Strategy

Defining field mappings between Salesforce and HubSpot to align CRM properties seamlessly..

Data Extraction
Data Extraction

Exporting Salesforce data, including contacts, deals, activities, and custom objects, in a structured format.

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Data Cleansing

Removing duplicates, standardizing formatting, and cleaning records for an optimized HubSpot setup.

data-import
Data Import

Migrating structured data into HubSpot using automated tools or APIs, ensuring proper alignment.

Testing & Validation
Testing & Validation

Verifying data integrity, running test cases, and ensuring workflows function correctly before finalizing migration.

Pipedrive to HubSpot
Data Evaluation
Data Evaluation

Assessing Pipedrive records, including contacts, deals, and pipelines, for proper migration.

Field Mapping
Field Mapping

Matching Pipedrive fields with HubSpot properties to maintain accurate data structure.

Data Export
Data Export

Extracting all essential data from Pipedrive in a standardized format for migration.

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Data Cleaning

Removing inconsistencies, duplicate entries, and outdated records to streamline the transition.

Data Transfer
Data Transfer

Importing cleaned data into HubSpot while preserving relationships and history.

Testing & Validation-1
Testing & Optimization

Validateting the data, configuring workflows, and optimizing processes for seamless functionality.

Marketo to HubSpot
data review
Data Review

Analyzing Marketo contacts, campaigns, and automation sequences for migration planning.

Field Mapping
Field & Workflow Mapping

Aligning Marketo fields with HubSpot properties and setting up automation equivalents.

Data Export
Data Export

Extracting Marketo assets, including lists, engagement history, and email templates.

data-cleansing-1
Data Cleaning

Standardizing formats, eliminating duplicates, and organizing data before importing.

data-import-1
Data Import & Setup

Transferring data into HubSpot, recreating workflows and campaign sequences.

Testing & Validation-1
Testing & Validation

Verifying data integrity, ensuring automation accuracy, and finalizing the transition.

Close-to-HubSpot-migration
Data Assessment
Data Assessment

Identifying essential data in Close CRM, such as leads, opportunities, and pipelines.

Field Mapping
Field Mapping

Matching Close CRM fields with corresponding HubSpot properties for accurate migration.

Data Export
Data Export

Extracting customer data, including call logs, emails, and deal stages.

data-cleansing-1
Data Cleaning

Removing duplicate or irrelevant records to maintain data quality.

data-import-1
Data Import

Transferring structured data into HubSpot while preserving history and relationships.

Data Evaluation
Validation & Optimization

Ensuring data consistency, test automation, and refine workflows for efficiency.

ActiveCampaign to HubSpot
data review
Data Review

Analyzing ActiveCampaign contacts, automation, and tags for a structured migration plan.

Field Mapping
Field Mapping

Defining mappings between ActiveCampaign properties and HubSpot fields for smooth data transition.

Data Export
Data Export

Extracting lists, tags, engagement history, and automation sequences from ActiveCampaign.

data-cleansing-1
Data Cleansing

Eliminating redundant or outdated records and ensuring consistency.

data-import
Data Import & Setup

Transferring data into HubSpot while recreating essential workflows.

Testing & Validation-1
Testing & Optimization

Verifying data accuracy, test automation, and optimizing processes for efficiency.

Let Us Do It for You

Migrating to HubSpot can be complex, but we handle it all—from data transfer to seamless setup—ensuring zero disruptions so you can focus on growing your business.

Get a Consultation

Not sure where to start? Book a consultation with our HubSpot specialists to assess your needs and create a migration plan that aligns with your business goals.

Benefits of Migrating to HubSpot

Migrating to HubSpot empowers businesses with a unified platform for marketing, sales, and customer service. It streamlines operations, enhances CRM capabilities, and provides actionable insights to drive growth. With automation, real-time analytics, and seamless integrations, HubSpot simplifies workflows, fosters collaboration, and delivers a personalized customer experience, making it the ultimate tool for scaling your business efficiently.

Key Benefits:

  • Combine all marketing, sales, and customer service tools in one place.
  • Efficiently manage leads, track interactions, and nurture customer relationships.
  • Gain actionable insights with robust reporting tools.
  • Save time by automating workflows and repetitive tasks.
  • Enjoy a secure and accurate transfer of data to HubSpot.
  • Leverage data to create tailored experiences for every customer.
  • HubSpot evolves with your business as you grow.
  • Reduce expenses by consolidating tools under HubSpot.
  • Easily connect HubSpot with existing tools and apps.
  • Facilitate better communication and efficiency across teams.

Migrate Your CRM Today!

HubSpot migration can seem complex, but MarkeStac simplifies the process with expertise and precision. From secure data transfer to post-migration support, we ensure a seamless experience tailored to your business needs. Our CRM data migration services prioritize accuracy, efficiency, and customization, helping your business harness the full potential of HubSpot with minimal disruption.

CRM Migration Experts: Industry-leading expertise in CRM data migration services.

Data Accuracy & Integrity: No loss or mismanagement of data during the transition.

Seamless Integration: Flawless integration of existing tools and processes with HubSpot.

End-to-End Assistance: Support across data extraction, configuration, and validation.

Here's why Clients and Agencies Beating heart Markestac

Peter Staxxer
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Knowledgeable HubSpot Specialist

MarkeStac (Sanjay) assisted us in migrating to HubSpot for our CRM, enabling us to manage our marketing and sales activities, as well as client work management, more efficiently. He is not only a very nice person but also demonstrates excellent communication skills and a profound knowledge of HubSpot. Thanks again!

Peter van de Rijdt

Banking/Financial Services

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CRM Implementation

CRM-migration 

CRM Migration

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Sales Enablement

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billy-quaranto
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Outstanding experience, easy to work with & expert-level help

My experience with Sanjay was outstanding and I would not hesitate to use Sanjay again in the future. He assisted me in creating a custom single-user CRM solution that met 100% of my needs, and was patient and helpful at every step of the process.

Billy Quaranto

Real Estate

implementation 1

CRM Implementation

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Sales Enablement

Onboarding

HubSpot Onboarding

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HubSpot onboarding and email marketing setup

The Markestac team were very pleasant to deal with. They helped us with our initial onboarding from another email marketing platform as well as initial workflow setup. They have extensive knowledge of the platform.

Nathan Bender

Nonprofit

email-marketing

Email Marketing

Onboarding

HubSpot Onboarding

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Valentin Kozyrev
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Markestac team is great for all HubSpot needs.

They helped us with custom quote templates, advanced reporting and complex workflow setup. The team is highly skilled and professional with their work and communication. I highly recommend them for all HubSpot needs!

Valentin Kozyrev

Technology - Software

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Website Development

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Programmable Automation

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Avi Nathan Home Bio
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Did a great job!

Sanjay and team have been very helpful with implementing our systems and configuring the sales CRM to HS Very please with the communication and happy to recommend them further

Avi Nathan

Energy

implementation 1

CRM Implementation

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Email Marketing

Onboarding

HubSpot Onboarding

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Custom API Integrations

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Baber_Hassan
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Great Team for HubSpot Need!

Very accommodating and knowledgeable, great to work with MarkeStac Team, thanks!

Baber Hassan

Energy

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Zapier Based Integration

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CRM Implementation

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Email Marketing

Onboarding

HubSpot Onboarding

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Frequently Asked Questions

Got questions? We’ve got answers. Explore the most common queries about HubSpot migration, data security, automation, and workflow migration in the following section.

How long does a HubSpot migration take?

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The timeline depends on the complexity and data volume. A simple migration can take 1-2 weeks, while complex migrations may require 4-6 weeks.

Will my data be safe during the CRM migration process?

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Yes, data security is our top priority throughout the CRM data migration process. We perform comprehensive backups before starting, ensuring no data is lost or compromised. Our team follows the best CRM migration strategy practices for data encryption, secure transfers, and strict access control to prevent unauthorized handling. Additionally, we conduct thorough validation post-migration to confirm all records are correctly transferred and functional in HubSpot.

Can I migrate my automation and workflows to HubSpot?

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Yes, we can migrate automation, email sequences, and workflows from your current CRM to HubSpot. While some automation may require reconfiguration due to differences in platform structures, we ensure they function seamlessly in HubSpot.
Our team carefully maps out your existing workflows and recreates them in HubSpot’s automation builder for optimal performance. We also test all automation to ensure they trigger correctly and maintain business continuity.

What data can be migrated to HubSpot?

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We migrate contacts, companies, deals, pipelines, email history, notes, tasks, and custom properties, ensuring seamless continuity in your CRM.

Do I need technical expertise for the migration?

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No, you don’t need any technical expertise—we handle the entire process of HubSpot CRM migration for you. Our team manages everything from data extraction, mapping, and import Fto testing and workflow reconfiguration. We provide regular updates and ensure a hassle-free experience, so you can focus on your business operations. After migration, we also offer training and support to help your team adapt quickly to HubSpot’s platform.

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