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CRM Migration
"Smooth Transition, Limitless Possibilities"
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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Removing inconsistencies, duplicate entries, and outdated records to streamline the transition.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
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
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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
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
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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
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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
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
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
300+
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7+
25+
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
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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 €78,000–€102,000 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.
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.
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.
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.
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.
MarkeStac is a CRM consulting agency delivering best-in-class Sales and Marketing Automation, successfully serving 350+ clients through proven strategies and measurable results.
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