HubSpot Migration Services | CRM Migration with MarkeStac

[SELECT]

Salesforce to HubSpot

Pipedrive to HubSpot

Marketo to HubSpot

Close to HubSpot

ActiveCampaign to HubSpot

Data Assessment

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

Mapping Strategy

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

Data Extraction

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

Data Cleansing

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

Data Import

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

Testing & Validation

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

Data Evaluation

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

Field Mapping

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

Data Export

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

Data Cleaning

Removing inconsistencies, duplicate entries, and outdated records to streamline the transition.

Data Transfer

Importing cleaned data into HubSpot while preserving relationships and history.

Testing & Optimization

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

Data Review

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

Field & Workflow Mapping

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

Data Export

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

Data Cleaning

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

Data Import & Setup

Transferring data into HubSpot, recreating workflows and campaign sequences.

Testing & Validation

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

Data Assessment

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

Field Mapping

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

Data Export

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

Data Cleaning

Removing duplicate or irrelevant records to maintain data quality.

Data Import

Transferring structured data into HubSpot while preserving history and relationships.

Validation & Optimization

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

Data Review

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

Field Mapping

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

Data Export

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

Data Cleansing

Eliminating redundant or outdated records and ensuring consistency.

Data Import & Setup

Transferring data into HubSpot while recreating essential workflows.

Testing & Optimization

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

Trusted by Fortune 5000 and Forbes listed Organizations

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.

Learn More

Talk to Our Expert?

Markestac helps you automate, optimize, and scale your marketing effortlessly.
Join businesses leveraging Markestac to create personalized, data-driven campaigns that deliver real results.

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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?

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?

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?

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?

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?

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.

Why MarkeStac?

We don’t just implement tools. We architect growth systems.

MarkeStac stands out as a reliable marketing automation service provider, delivering end-to-end solutions, unmatched expertise, and personalized support to ensure your business not only survives but thrives.

CRM Strategy & Cost Optimization

CRM Implementation & Team Onboarding by CRM Specialists

Sales + Marketing Workflow Automation

Revenue Tracking & Reporting

White Label CRM Services with Dedicated Resource Provisioning

Here's why Clients and Agencies Markestac

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

CRM Implementation

CRM Migration

Sales Enablement

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

CRM Implementation

Sales Enablement

HubSpot Onboarding

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

HubSpot Onboarding

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

Website Development

Programmable Automation

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

CRM Implementation

Email Marketing

HubSpot Onboarding

Custom API Integrations

Great Team for HubSpot Need!

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

Baber Hassan

Energy

Zapier Based Integration

CRM Implementation

Email Marketing

HubSpot Onboarding

Great Experience with Website Enhancements

Working with Rajesh is really great. He supports us with improving our website and when we have a request he makes sure he builds it really quick.

Julie Bennett

Project Management

HubSot CMS

Website Development

Here's why Clients and Agencies Markestac

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

CRM Implementation

CRM Migration

Sales Enablement

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

CRM Implementation

Sales Enablement

HubSpot Onboarding

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

HubSpot Onboarding

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

Website Development

Programmable Automation

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

Renewable Energy and Environmental Technology

CRM Implementation

Email Marketing

HubSpot Onboarding

Custom API Integrations

Great Team for HubSpot Need!

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

Baber Hassan

Marketing, Digital Asset Management & Commercial Print

Zapier Based Integration

CRM Implementation

Email Marketing

HubSpot Onboarding

Great Experience with Website Enhancements

Working with Rajesh is really great. He supports us with improving our website and when we have a request he makes sure he builds it really quick.

Julie Bennett

Project Management

HubSot CMS

Website Development

Cloud Consulting & SI for SEO Solutions & IT Services Firm

Their commitment to quality and accountability was unique.

Anjan Luthra

Managing Partner, Indexed

Cloud Consulting & SI

Web Development

PPC Services for Creative Agency

MarkeStac’s team is very friendly and skilled in their work.

Ezekiel Thomas

Director, Zekes Media

Advertising

Pay Per Click

CRM Setup & Email Marketing for Agriculture E-Commerce Co

Overall, their value for money, efficiency, and professionalism truly set them apart.

Aaron Perrott

Farm and Acre Co.

CRM Consulting and SI

Email Marketing

Digital Marketing

HubSpot Migration & SEO for HubSpot Partner Agency

They reply very quickly and complete the work in a timely manner.

Fernanda Barros

Head of Growth, WeSimplifi

CRM MIgration

SEO

Web Development

CRM Consulting & Implementation for B2B Lead Generation Co

They are friendly, approachable, and integrate seamlessly with your team.

Jamie Petterson

Founder, Sales Boutique

CRM Implementation

CRM Consulting

6830d1697723b3ec222a0081_Thanos PFP Head

White-Label Digital Marketing for Conversion Systems Agency

They genuinely feel like an extension of our team rather than an outside vendor.

Thanos Markopoulos

Founder, LikeButter Digital

White Lable

Digital Marketing

Excellent HubSpot Implementation Partner

We had a great experience working with Markestac on our HubSpot CRM implementation and migration project. Khushi and Tanisha were highly supportive throughout the engagement. They took the time to understand our requirements in detail, were responsive to questions and feedback, and made the overall process smooth and collaborative. What stood out was their ability to not just execute tasks, but also suggest valuable improvements and additions based on HubSpot best practices. Their recommendations helped us think through aspects of the implementation that we may have otherwise overlooked. The team was professional, easy to work with, and genuinely invested in helping us achieve a successful outcome. We appreciate their support and would be happy to recommend Markestac to organizations looking for a reliable HubSpot implementation partner.

Gauri Kalurkar

IncubXperts

Sales Hub Professional Onboarding

CRM Implementation

HubSpot Onboarding

5 Star Service

We had a great experience working with Marksetc for A-KAN’s HubSpot CRM implementation. The team was knowledgeable, responsive, and very supportive throughout the process. A special thanks to Tanisha and Risabh , both were amazing to work with and always willing to help whenever needed. Their professionalism, patience, and problem-solving approach made the implementation smooth and successful. Highly recommend Marksetc for CRM implementation and HubSpot support!

Ritesh Grover

A-KAN Insurance

CRM Implementation

CRM Consulting

Diligent and committed

Migrating the CRM of a 14 year old company with hundreds of thousands of data points was a massive project. The MarkeStac team stuck through it with us and carried out the deliverables, even when projects became complex. Specifically, Tanisha was a great partner with working with our team to integrate our needs. Thank you!

Joe Miller Jones

The Bosco

CRM Migration

CRM Implementation

Sales Enablement

HubSpot Onboarding

300+

Happy Clients

7+

Years of Experience

25+

Certified Experts

50+ Integrations, Built for Scaling Teams

Whether you’re onboarding, launching, selling, or tracking; MarkeStac integrates your full stack to deliver consistent workflows and results, across every tools and every team.

Communication & Project Management

Marketing Tools

CRM Tools

CMS Tools

Sales Tools

Integration Tools

Tracking Tools

Calling and SMS Tools

Custom Development

Payment Integration

Ai Tools

Slack

ClickUp

Asana

Trello

Notion

Freshdesk

Monday

Meeting

HubSpot

Ahrefs

Semrush

Mailchimp

Buzzstream

HubSpot

Salesforce

Active Campaign

Pipedrive

Marketo

HubSpot

WordPress

Webflow

Shopify

Apollo

LinkedIn Sales Navigator

Zoominfo

Lusha

Zapier

Make

GA4

GTM

Meta Pixel

Stape

Cometly

Aircall

RingCentral

Sakari

kixie

Callhippo

Reactjs

Next js

React Native

Node js

Express js

SQL

MongoDb

Stripe

Quickbooks

ChatGPT

Gemini

Perplexity

Google Ai Studio

Deepseek

Claude

Seamless CRM Transformations. Measurable Business Growth.

See how growing businesses across the globe have partnered with MarkeStac to replace fragmented tools with seamless, automated CRM ecosystems and the measurable results they achieved in the process.

Billetto - Event Management - Denmark

How Billetto Saved €78000 to €120000 Annually

Billetto was running 15+ disconnected tools with no single source of truth data silos, unreliable reporting, and a revenue engine that was impossible to forecast. MarkeStac led a full RevOps transformation: migrating from Salesforce to HubSpot Enterprise, integrating 15 platforms, and engineering end-to-end sales and marketing automation. The result was a unified CRM, predictable revenue, and over €100K saved every year.

CRM Migration CRM Consulting RevOps HubSpot CRM

How Billetto Saved €78000 to €120000 Annually

The Bosco - Experiential Technology - New York, USA

Full Salesforce to HubSpot Migration

The Bosco was paying a premium for a Salesforce setup their teams weren't using, with messy data, no automation, and zero reporting visibility. MarkeStac led a full end-to-end migration, cleaning and migrating 50,000+ records, building workflows, pipelines, and sequences, connecting 4 key integrations, and delivering an extensive custom reporting layer. The result: a fully operational HubSpot ecosystem with marketing up 39% and sales activity up 5% within just 4 weeks of go-live.

CRM Migration RevOps Reporting and Dashboards Sales Automation

Farm & Acre Co. - B2B eCommerce - Australia

Building a Scalable Revenue System for an Australian B2B Brand

Farm & Acre Co had strong demand and a growing customer base but revenue was slipping. Abandoned carts going unrecovered, campaigns running on guesswork and customer data spread across four different platforms. Find out how MarkeStac connected it all, automated the entire buyer journey and built a system that captures revenue.

Email Marketing HubSpot CRM CRM Consulting

Xsellerate - B2B Revenue Consulting - Dublin, Ireland

The HubSpot Audit That Changed Everything

Xsellerate already had HubSpot but it wasn't working for them. Inconsistent deal stages, slow lead response times, unreliable reporting and a website that didn't match their ambition. See how MarkeStac turned a functional but broken setup into a true revenue engine, cutting speed-to-lead from 60 minutes to under 5.

Workflow Automation Website Revamp

The HubSpot Audit That Changed Everything

Transbnk - Financial Services - India

From Manual Processes to a Unified CRM

Transbnk was scaling fast but behind the scenes, everything was held together with spreadsheets, WhatsApp threads and manual follow-ups. There was no CRM, no structure and no way to see what was actually working. Discover how MarkeStac built an entire revenue infrastructure from scratch and what that transformation meant for every team in the business.

HubSpot Sales Hub Custom Objects & Reports Role-based Dashboards HubSpot CRM

TERN Group - Recruitment - Germany

From CRM Chaos to Clarity

TERN Group's sales team was putting in the work but their CRM was quietly hampering all efforts. Messy data, unreliable dashboards and no standardized process meant leadership couldn't trust what they were seeing. See how MarkeStac's full HubSpot rebuild didn't just fix the system, it changed how the entire team executes, forecasts and grows.

CRM Foundation Rebuild Reporting & Dashboard System Custom Objects & Segmentation Sales Pipeline Optimization

IMAST - SaaS - India

Full Hubspot CRM Setup & Sales Automation for India's Leading Loyalty & SaaS Platform

IMAST was running its entire sales pipeline manually, no CRM, no automation, no visibility. MarkeStac built a full HubSpot revenue operating system from scratch, covering data migration, end-to-end pipeline automation, lead nurturing, and live reporting dashboards. The result: a portal usage score of 71, sales hitting 84, and marketing up 10% within months of go-live.

Deal Pipeline Design Sales Automation HubSpot Setup Reporting and Dashboards

The Rubix - Sustainable Home Design & Construction - Australia

How The Rubix Turned Low Visibility Into Sustainable Organic Growth

The Rubix had genuine expertise in sustainable home design but was completely invisible online, zero traffic, zero authority, and only 5 keywords ranking. MarkeStac led a full digital overhaul covering technical SEO, content strategy, link building, and local search optimisation. The result: a perfect 100 health score, 81 ranking keywords, and a compounding organic channel built from the ground up.

Rebuilt Website Foundation On-Page & Technical SEO Overhaul Content Ecosystem Development Strategic Link Building

How The Rubix Turned Low Visibility Into Sustainable Organic Growth

Dr. Kelly's Surgical Unit - Veterinary Healthcare - USA

HubSpot CRM Overhaul & Email Deliverability Recovery for a 7-Location Veterinary Chain

Dr. Kelly's was sending campaigns from a blacklisted IP, silently landing in spam with no idea it was happening. MarkeStac led a full HubSpot overhaul migrating to a dedicated IP, executing a structured warm-up, rebuilding their contact database, and deploying location-specific automation across all 7 clinics. The result: emails consistently reaching inboxes, clean segmented lists, and a fully automated patient communication system running without manual effort.

SMS Campaigns Dedicated IP Migration Email Restructuring HubSpot Data Cleanup

HubSpot CRM Overhaul & Email Deliverability Recovery for a 7-Location Veterinary Chain

Pine State Courts - Court Construction & Resurfacing - Maine, USA

How a Court Builder with Zero Organic Presence Now Ranks for 81 Keywords Across Maine

Pine State Courts had the expertise and reputation but was completely invisible online zero traffic, a broken website, and only 5 keywords ranking. MarkeStac rebuilt the entire digital foundation, from a perfect 100 health score to 81 ranking keywords, 65 referring domains, and a Google Ads campaign generating leads from day one.

SEO Overhaul Lead Generation Organic Growth Website Optimization

How a Court Builder with Zero Organic Presence Now Ranks for 81 Keywords Across Maine

LAM Clinic - Healthcare / Medical Clinic - USA

GoHighLevel to HubSpot CRM Migration & Marketing Operations Overhaul, 28,000+ Contacts & 4,000 Deals Migrated

LAM Clinic came to us with fragmented data spread across GoHighLevel, broken integrations, and a CRM that wasn't built to scale. MarkeStac executed a full migration of 28,000+ contacts and 4,000 deals with zero data loss, rebuilt their entire reporting infrastructure, resolved a critical Zapier error, and configured RingCentral directly into HubSpot for accurate call attribution.

Marketing Automation CRM Migration HubSpot Setup Data Cleaup

GoHighLevel to HubSpot CRM Migration & Marketing Operations Overhaul, 28,000+ Contacts & 4,000 Deals Migrated

GFT Rewards - Consumer Loyalty & Retail Media - United States

AI Prospecting Agent Meets Coupon Loyalty: GFT's 7-Stage Pipeline Story

GFT Rewards was scaling fast but their revenue operations hadn't caught up — 2,000 contacts scattered across systems, no pipeline visibility, and outreach happening with zero qualification. MarkeStac built a complete HubSpot sales engine from scratch, including a 7-stage CPG pipeline, AI-powered prospecting sequences, and a custom store tracking system, taking the portal from zero to a usage score of 67 in just 4 months.

HubSpot Setup Prospecting Agent Setup Pipeline Design RevOps

Oxford Health Group - Senior Care - Southern California

How Oxford Health Group United 10+ Brands into One CRM

Oxford Health Group was running 13 separate websites, different domains, different branding, different teams, different systems. Their offline care was seamless. But online, it was chaos. See how MarkeStac rebuilt their entire digital presence on a single HubSpot portal, turning a fragmented web of sites into one unified, scalable ecosystem.

HubSpot CRM RevOps